Slide 1: Investor Presentation - H1-FY21 Review
For personal use only Tinybeans Group Ltd (ASX: TNY; OTCQX: TNYYF) Investor Presentation - H1-FY21 Review (July-Dec 2020) March 2021
Slide 2: A Parent-Powered, Resourceful Community
COMMUNITY For personal use only A Parent-Powered, Resourceful Community Parents want fast access to answers, insights + experiences from like minded people. Because time is a parent’s most precious resource. 2
Slide 3: Tinybeans at a glance!
Tinybeans at a glance! THE #1 DIGITAL PARENTING PLATFORM MAJOR GROWTH DRIVERS For personal use only • Group Revenues were $6.07M with operational revenues hitting over $5.63 VACCINATION DRIVEN RECOVERY IN U.S. million, an increase of 141% pcp STRUCTURAL SHIFT WITH ONLINE ADVERTISING • Advertising re
Slide 4: Record Revenue Growth
Record Revenue Growth OVER 250 BRAND PARTNERS (GROWN 22% IN 6 MONTHS) For personal use only 103% CAGR “Each year the program has gotten more successful. We want to build on that! Duplo achieved healthy metrics overall for the year and we attribute that to our partnership.” Lego Client Team 4
Slide 5: Audience Growth
Audience Growth 30% For personal use only 6-month Growth 5
Slide 6: Positive Operating EBITDA
Positive Operating EBITDA 94% GROSS MARGIN For personal use only CAGR 78% • Growth investments include: ○ Core Memory experience ○ Community ○ Content ○ Subscriptions 6 ● Revenue and EBITDA excludes R & D in AU, US and other government subsidies
Slide 7: Positive Net Cash from Operating Activities
Positive Net Cash from Operating Activities For personal use only +$96k Cashflows • Net operating cash flow in Q2-FY21 was +$96k, compared to an outflow of $675k in Q1-FY21 • Cash receipts were $3.16M, an increase on 48% on the previous quarter and 129% on the PCP. • Net cash balance was $4.46m at Dec
Slide 8: Scaling Multiple Revenue Streams
Scaling Multiple Revenue Streams Advertising revenues For personal use only Industry Leading 1st Party Data 100% Brand Safe Quality Content Local to National Community Subscription revenues Premium & Printing New Community features New Subscription Services E-Commerce Offerings Revenues Advertising F
Slide 9: Biggest Market Ever
Biggest Market Ever For personal use only 72 Million Millennials; biggest generation ever–and can’t live without digital solutions* Parents of kids <18 drive the U.S. economy, +37% v families without kids $110B digital advertising market is first time over 50% of total WEB ENHANCEMENTS $587 Billion 1
Slide 10: Launching new products to drive consumer revenue
Launching new products to drive consumer revenue INCREASING RECURRING REVENUES For personal use only Launching Launching Upgraded April April Memories Premium Content Community A lifetime of memories that are Tailored content to the parents The fastest way for parents to stored safely and privately
Slide 11: FY21 Key Execution Priorities
FY21 Key Execution Priorities Solid progress through the first half Success Metrics: For personal use only • Create a world class ad sales team that is consultative (idea driven), hungry, and empowered • The success in H1 was evidenced by growth in advertising from the previous quarter of 65% Ad Reve
Slide 12: Trusted Brand + Growing Audience + Market Leading Platform
For personal use only TRUSTED BRAND Tinybeans and Red Tricycle are + GROWING AUDIENCE Value proposition for the + MARKET LEADING PLATFORM Clear and robust product strategy = SCALING MULTIPLE REVENUE STREAMS Combining our trusted brands, much loved parenting brands platform broader than just that dri
Slide 13: Thank you!
For personal use only Thank you! Eddie Geller Chief Executive Officer // TINYBEANS
Slide 14: Corporate Information
Corporate Information For personal use only 25 W 36th St, 5th Floor New York, NY 10018 www.tinybeans.com investors@tinybeans.com DISCLAIMER 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 n