Slide 1: Tinybeans Group Limited AGM Presentation Nov 2017
For personal use only TINYBEANS GROUP LIMITED (ASX:TNY) AGM PRESENTATION NOV 2017
Slide 2: Tinybeans is a digital platform for parents
For personal use only Tinybeans is a digital platform that gives parents the big picture of their children’s lives and the tools with which to nurture development AGM Presentation – Nov2017 2
Slide 3: The baby economy is booming
The baby economy is booming For personal use only $2.4T $12K 360K purchasing power of US spent on baby-related babies born every day mothers expenses in child’s first year Cultural relevance Source: Parenting; Forbes (2017) AGM Presentation – Nov2017 3
Slide 4: Millennials are the market
Millennials are the market For personal use only 31% 82% of U.S. population of U.S. babies born Cultural relevance Source: Pew (2017) AGM Presentation – Nov2017 4
Slide 5: Every mom is an influencer
Every mom is an influencer For personal use only 74 74% are sought out for advice on products 16.2M 24 millennial moms close friends Source: Pew; Forbes (2017) AGM Presentation – Nov2017 5
Slide 6: Values
Values We’ve got your back For personal use only Tinybeans was created by parents so that we had a safe space for our children’s memories. Looking out for each other as we grow, is what we do best. We like to play Our children are the experts in play and they inspire us every day. We work hard but w
Slide 7: Q1-FY18 Highlights
Q1-FY18 Highlights 727k 1.94M For personal use only Monthly User Growth Users Active Users 90 Million 32 Moments Unique Data (1M+ Data weekly) Points 71% surge 21M+ in Web user Engagement Traffic sessions $188k $328k in Revenue Advertising Total Revenue Revenue AGM Presentation – Nov2017 7
Slide 8: The right information at the right time
The right information at the right time For personal use only children parents family members Data driven AGM Presentation – Nov2017 8
Slide 9: Data Growth – over 90M today
Data Growth – over 90M today For personal use only Data Points Added Quarterly 13.0 12.5 12.0 11.5 11.0 Millions 10.5 10.0 58% Increase 9.5 YoY 9.0 8.5 8.0 Sep-16 Dec-16 Mar-17 Jun-17 Sep-17 More More Data More Engagement More Revenue Personalisation AGM Presentation – Nov2017 9
Slide 10: Engagement
Engagement For personal use only User Sessions per Quarter 22 20 18 Millions 16 73% Increase 14 YoY 12 10 Sep-16 Dec-16 Mar-17 Jun-17 Sep-17 More More Data More Engagement More Revenue Personalisation AGM Presentation – Nov2017 10
Slide 11: New Brand Partnership Wins
New Brand Partnership Wins For personal use only 24% Click Through Rate (Industry Avge < 3%) AGM Presentation – Nov2017 11
Slide 12: Strategy for FY18
For personal use only Strategy for FY18 Drive revenue growth by adding new brand partnerships, accelerated user engagement and platform optimisation AGM Presentation – Nov2017 12
Slide 13: FY18 Strategy
FY18 Strategy •Establish Product team in US “All in” on the US Market •Optimise onboarding and user engagement For personal use only Product •Fortify security infrastructure •Printing and Premium upgrades •Building out brand sales team Brand •Acquire key brand partners Partnerships •New content plac
Slide 14: The Internet of Family
The Internet of Family Tinybeans’ vision is to connect more than 100 million parents and family For personal use only members to the people and things their children need AGM Presentation – Nov2017 14
Slide 15: Team Growth
Team Growth For personal use only 45 40 35 30 Team Members 25 20 15 10 5 0 Jul-17 Sep-17 Jan-18 Jun-18 Marketing Product Engineering Brand Partnerships Head Office Team growth may be driven by revenue growth and cash flow generation AGM Presentation – Nov2017 15
Slide 16: Appendix
For personal use only Appendix AGM Presentation – Nov2017 16
Slide 17: Corporate Snapshot
Corporate Snapshot For personal use only Trading Information Top 10 shareholders % of issued capital 1. Stephen O’Young 25.7% ASX stock code TNY 2. Eddie Geller 18.9% 3. Sarah-Jane Kurtini 11.7% Share price (30 Oct 17) $0.90 4. Pushstart Management Pty Ltd 4.5% 5. J P Morgan Nominees Australia Limit
Slide 18: Leadership Team and Structure
Leadership Team and Structure For personal use only AGM Presentation – Nov2017 18
Slide 19: Balance Sheet
Balance Sheet Jun-17 Sep-17 ASSETS Cash $ 5,205,562 $ 4,078,086 For personal use only Accounts Receivable $ 88,713 $ 152,680 Other Current Assets $ 386,002 $ 460,640 Total Current Assets $ 5,680,276 $ 4,691,406 Total Non-Current Assets $ 113,797 $ 133,242 Total Assets $ 5,794,073 $ 4,824,648 LIABILI
Slide 20: Disclaimer
Disclaimer For personal use only This presentation is provided for information purposes only. The information in this presentation is in a summary form, does not purport to be complete and is not intended to be relied upon as advice to investors or other persons. The information contained in this pr
Slide 21: Thank you
For personal use only thank you For more information, please contact: Eddie Geller Executive Chairman and CEO investors@tinybeans.com Tim Dohrmann Investor and Media Enquiries tim@nwrcommunications.com.au +61 468 420 846 AGM Presentation – Nov2017 21