Tinybeans Group Ltd · ASX:TNY
Tinybeans — Investor Presentation (February 2018)
21 slides from Tinybeans's investor presentation, Feb 14, 2018
Slide 1: Tinybeans Group Limited Presentation – Feb 2018
For personal use only TINYBEANS GROUP LIMITED (ASX:TNY) PRESENTATION – FEB 2018
Slide 2: Tinybeans: a happy space for parents to capture children's life stories
For personal use only Tinybeans is a technology platform that provides parents with a happy space to capture and enjoy their children’s life stories Investor Presentation – Feb2018 2
Slide 3: Recent Highlights
Recent Highlights ($ in USD) 798k+ 2.2M+ For personal use only Monthly User Growth Users Active Users 100 32 Million Unique Data Moments Data (1M+ weekly) Points Average MAU Session Growth of time > 5 Engagement 10% Mins+ $789k $400k revenue Revenue Advertising in H1- Revenue FY18 Investor Presentat
Slide 4: User Growth (MAU)
User Growth (MAU) Halved marketing spend For personal use only 47% Increase YoY More Users More Engagement More Revenue Investor Presentation – Feb2018 4
Slide 5: 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) Investor Presentation – Feb2018 5
Slide 6: Living in a new reality
Living in a new reality For personal use only Busier More family focused Native, not naive 75% 2x 1 in 3 moms are in the time spent with children vs. millennials are concerned workforce previous generations about posting pictures of their children online Source: Forbes; The Mom Complex; Futurecast I
Slide 7: 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) Investor Presentation – Feb2018 7
Slide 8: The App economy is booming
The App economy is booming For personal use only Source: AppAnnie (2017) Investor Presentation – Feb2018 8
Slide 9: Social Networks and their Potential
Social Networks and their Potential For personal use only • Platforms like Tinybeans are valued on Monthly Active Users (MAU) • Well worn path of building large audiences first and then revenue • 800k MAU for Tinybeans Source: https://www.alexanderjarvis.com/2017/09/19/value-social-media-startup-inv
Slide 10: Brand Partnerships Programs
Brand Partnerships Programs Goal: Drive awareness and holiday sales for brand For personal use only partners via highly targeted communication • Gift-giving campaign targeted by relationship to child across 8 age groups • Email average open rate of 37% ⎯ 1.3x Tinybeans benchmark ⎯ 1.4x industry benc
Slide 11: Premium Subscriptions
Premium Subscriptions For personal use only 32% Increase in Dec-17 qtr Investor Presentation – Feb2018 11
Slide 12: Revenue Breakdown
Revenue Breakdown For personal use only Revenue H2-FY17 H1-FY18 % Change Advertising $ 228,688 $ 399,967 75% Premium Subscriptions $ 197,485 $ 242,249 23% Printed Products $ 36,643 $ 105,458 188% Other Revenue $ 8,917 $ 40,991 360% Total Revenue $ 471,733 $ 788,665 67% Investor Presentation – Feb201
Slide 13: Product Improvements: Driving User Growth & Revenue
Product Improvements: Driving User Growth & Revenue H1-FY18 Improvements For personal use only • Added Facebook sign-in resulting in increased conversion of 22% in onboarding • New features around social sharing • Various onboarding optimization changes • Added multiple uploads to free version • Opt
Slide 14: Team Growth – Largely done
Team Growth – Largely done For personal use only Product team recruitment complete! Investor Presentation – Feb2018 14
Slide 15: Delivering on our Promises (since IPO)
CONFIDENTIAL Delivering on our Promises (since IPO) For personal use only 1 Registered User Growth Up 31% 2 Monthly Active User Growth Up 38% 3 Revenue Growth Up 67% Investor Presentation – Feb2018 15
Slide 16: Appendix
For personal use only Appendix Investor Presentation – Feb2018 16
Slide 17: Leadership Team and Structure
Leadership Team and Structure For personal use only Investor Presentation – Feb2018 17
Slide 18: 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 (13 Feb 2018) $0.70 4. Pushstart Management Pty Ltd 4.5% 5. JP Morgan Nominees AU Ltd 2.1% Sh
Slide 19: Balance Sheet (AUD)
Balance Sheet (AUD) ASSETS Jun-17 Sep-17 Dec-17 For personal use only Cash $ 5,205,562 $ 4,078,086 $ 3,161,259 Accounts Receivable $ 88,713 $ 152,680 $ 152,296 Other Current Assets $ 386,002 $ 460,640 $ 401,860 Total Current Assets $ 5,680,276 $ 4,691,406 $ 3,715,415 Total Non-Current Assets $ 113,7
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 Investor Presentation – Feb2018 21
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