Photomyne Ltd · TASE:PHTM

Photomyne — H1 2025 Earnings Presentation

18 slides from Photomyne's earnings presentation, August 2025

  1. Slide 1: Investor presentation H1 2025

    Investor presentation H1 2025 | August 2025 * This English version is provided for convenience only. The official and legally binding version is the original Hebrew document.

  2. Slide 2: Legal Disclaimer

    Legal Disclaimer This presentation of Photomyne Ltd. (the “Company”) has been prepared as a general corporate overview and summary only. It does not contain all of the information about the Company and its activities. Reviewing this presentation is not a substitute for reading the reports published

  3. Slide 3: Photomyne’s Core Business

    Photomyne’s Core Business Photomyne enables millions of users to transform family memories into a living, emotional, and accessible record for generations to come. Our apps are based on: Advanced & SaaS Research & unique model Development based on (IP) technology Recurring 4 registered AI & ML reven

  4. Slide 4: Photomyne as a “Lifetime Project”

    Photomyne as a “Lifetime Project” What begins as a scanning and archiving project becomes a lasting family journey filled with emotion. As the years go by, forgotten photos are rediscovered and untold stories come to light. Our users keep enriching their galleries - adding meaning, restoring During H

  5. Slide 5: A Home for Family Nostalgia

    A Home for Family Nostalgia With Photomyne, users create a dedicated space to collect and safeguard their memories - free David’s first‫השנה‬ .‫הראשונה‬ Nashville, year- ‫דוד‬ 19771977 ‫רמת השרון‬ First ‫ סבא‬visit New to Granny ‫ראשון אצל‬ Orleans, 1978 ‫ביקור‬ 1978 ‫ לונדון‬.‫וסבתא‬ from the noise

  6. Slide 6: All Your Memories Under One Digital Roof

    All Your Memories Under One Digital Roof Photos Album pages Slides film negatives Collages Drawings Recipes Documents 6

  7. Slide 7: Photomyne - a Leading DIY Product

    Photomyne - a Leading DIY Product Old photo albums and prints are fragile - they fade, wear, and can disappear in an instant. Photomyne turns those irreplaceable memories into safe, accessible digital treasures. Family history, available anywhere, anytime. 7

  8. Slide 8: Advanced & Unique AI Technology

    Advanced & Unique AI Technology Runs quickly on-device, ensuring an intuitive, instant user experience. Autodetection and Cropping with Automatic rotation Automatic color precise background perspective correction enhancement separation 8

  9. Slide 9: Technology That Brings Nostalgia to Life

    Technology That Brings Nostalgia to Life Photomyne doesn’t just keep memories safe - it revives, improves, and organizes them, adding deeper emotional value and creating a lasting bond with our platform. Once photos are scanned, users can colorize black-and-white images, sharpen blurry photos, tag p

  10. Slide 10: Total Available Market

    Total Available Market Around the world, there are roughly 2 billion households - many holding a hidden treasure of photos and memories. Photomyne addresses a broad global market with huge potential, driven by a universal emotional and practical need: to preserve and share family memories. Photomyne

  11. Slide 11: Mid-Year Update – H1 2025

    Mid-Year Update – H1 2025

  12. Slide 12: Accelerated growth in H1 2025

    Accelerated growth in H1 2025 Cash collections Cash collections (in millions USD) grew by 44% in H1 2025. +44% $9.9 $6.8 * Direct marketing expenses (as defined in section 2.1.2 of part B of the periodic report for the first half of 2025): $6.2M and $4.2M in H1 2025 and H1 2024, respectively. ** “Cash

  13. Slide 13: Growth in Cash Collections by Geography (iOS)

    Growth in Cash Collections by Geography (iOS) Europe North America c. 20% of iOS cash c. 70% of iOS cash collections collections +25% +60% Asia-Pacific c. 9% of iOS cash collections +40% * iOS subscribers only. iOS subscribers constitute approximately 86% of the Company’s subscribers. Based on data f

  14. Slide 14: Cumulative Gross ROI by Cohort

    Cumulative Gross ROI by Cohort (from the date users first became active) The business model demonstrates long-term efficiency - customers stay, renew, and repurchase. 49-54 months 43-48 months 37-42 months 31-36 months 25-30 months 19-24 months 13-18 months 7-12 months 1-6 months 173% 141% 161% 150% 1

  15. Slide 15: Cumulative Gross ROI by Cohort - Comparison to 31 Dec 2024

    Cumulative Gross ROI by Cohort (from the date users first became active) - Comparison to 31 Dec 2024 The positive ROI trend continues to improve over time - in every cohort, ROI increased compared to 31 Dec 2024. 49-54 months 43-48 months 37-42 months 31-36 months 25-30 months 19-24 months 13-18 mont

  16. Slide 16: Improving ROI Even with Higher Marketing Spend

    Improving ROI Even with Higher Marketing Spend ROI is improving even as marketing spend increases. 1-6 months 1-6 months 1-6 months 48% 50% 54% Photomyne has increased marketing spend while improving time to ROI. 54% 48% 50% H1 2025 shows better ROI vs. $6.2M previous cohorts, even with a higher mar

  17. Slide 17: KPIs

    KPIs Marketing and conversion efforts focus on acquiring auto-renewing subscribers, which deliver greater stability, clearer revenue visibility, and stronger Lifetime Value (LTV) Over half a billion photos efficiency. scanned with Photomyne In H1 2025, c. 16K past, non-renewing subscriptions, most or

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