12 slides from Tiny Ltd. Class A's earnings presentation, Mar 30, 2026
Slide 1: Q4 & FY2025 Earnings Call
March 30, 2026 Q4 & FY2025 Earnings Call
Slide 2: Legal Disclaimer
Legal Disclaimer Q4 & FY2025 Results This presentation is being given by Tiny Ltd. (the “Company”) for information purposes only. Reliance on this presentation for the purpose By their nature, forward-looking statements are subject to numerous risks and uncertainties. You are cautioned that the of e
Slide 3: FY2025 Highlights
FY2025 Highlights Q4 & FY2025 Results $37.9M ➢ FY2025 Adjusted EBITDA1 increase of 22% vs. FY2024 Reached a record number of unique DJ users in ➢ Q4 2025 Adjusted EBITDA1 of $9.8 million December; Launched Slab, its first MIDI Pad controller specifically for Serato Studio Adj. EBITDA1 ➢ Net Debt to
Slide 4: Q4 & FY2025 Financial Results
Q4 & FY2025 Results Q4 & FY2025 Financial Results
Slide 5: Revenue
Revenue Q4 & FY2025 Results Digital Services Software & Apps Creative Platform Other $203.8 $194.2 $8.2 $6.9 $51.7 $40.6 $47.6 $1.8 $51.2 $2.1 $9.3 $10.5 $77.8 $54.6 $14.0 $23.3 $81.5 $77.0 $21.0 $17.3 Q4-24 Q4-25 FY2024 FY2025 Q4 2025 revenue of $51.7 million, FY2025 revenue of $203.8 million, a 9%
Slide 6: Recurring Revenue
Recurring Revenue1 Q4 & FY2025 Results Recurring Revenue1 Recurring Revenue %1 35% 28% 21% 20% $57.8 $38.7 $17.9 $10.0 Q4-24 Q4-25 FY2024 FY2025 Q4 2025 Recurring Revenue1 was $17.9 million, an FY2025 Recurring Revenue1 was $57.8 million increase of $8.0 million over Q4 2024 compared to $38.7 millio
Slide 7: Adjusted EBITDA & Adjusted EBITDA Margin
Adjusted EBITDA1 & Q4 & FY2025 Results Adjusted EBITDA Margin1 21% 20% 19% 19% 19% 16% 16% 16% 13% $37.9 $31.0 $7.3 $10.1 $9.7 $8.2 $10.1 $9.8 $6.8 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Q4-25 FY2024 FY2025 Adjusted EBITDA1 of $9.8 million in Q4 2025; FY2025 Adjusted EBITDA Margin1 of 19%, FY2025 Adjus
Slide 8: Free Cash Flow and Adjusted FCF Post Debt Servicing
Adjusted FCF Free Cash Flow1 Post Debt Servicing1 $0.93 $0.90 $0.48 $0.41 $0.43 $0.39 $0.04 $0.08 $25.3 $24.4 $11.3 $10.0 $9.3 $9.0 $1.3 $2.4 Q4-24 Q4-25 FY2024 FY2025 Q4-24 Q4-25 FY2024 FY2025 $ million $/share3 Free Cash Flow1 of $25.3 million for FY2025, a ▪ Continued strength in Free Cash Flow1
Slide 9: Tiny Fund I
Tiny Fund I1 Q4 & FY2025 Results Tiny Fund I Revenue1 Distributions to Tiny from ($US million) Tiny Fund I ($C million) US$51.3 US$48.3 C$2.7 C$1.8 Launched AeroPress Steel Continued revenue growth (Q1 2026) and AeroPress driven by new retailers Grinder; continuing to including Whole Foods, Costco e
Slide 10: Debt & Cash
Debt & Cash Q4 & FY2025 Results Net Debt to Adjusted EBITDA Ratio Dec. 31, 2025 Dec. 31, 2024 3.8x Acquisition 3.5x 3.1x 3.2x 3.0x Senior Debt $98.7 million $116.9 million 2.7x 2.8x 2.3x 2.4x Convertible Debentures $36.1 million -- Total Cash $29.3 million $22.9 million Net Debt including $105.5 mil
Slide 11: Roadmap – Q4 & FY2025 Update
Roadmap – Q4 & FY2025 Update Q4 & FY2025 Results ❖ Continued improvements in both Adjusted EBITDA1 and Free Cash Flow1 – meaningful progress in these key areas highlight the underlying Profitable Growth strength of the business and profitability across the portfolio ❖ Increase of Recurring Revenue1
Slide 12: Questions
Questions