12 slides from Tiny Ltd. Class A's earnings presentation, Aug 6, 2026
Slide 1: Q2 2026 Earnings Call
August 6, 2026 Q2 2026 Earnings Call
Slide 2: Legal Disclaimer
Legal Disclaimer Q2 2026 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 engag
Slide 3: Q2 2026 Highlights
Q2 2026 Highlights Q2 2026 Results $10.6M ➢ Q2 2026 Adjusted EBITDA Margin1 of 21%, with continued focus on efficiency and cost management Subscriptions continue to compound at attractive Adj. EBITDA1 ➢ Net Debt to Adjusted EBITDA of 2.8x2 rates, reinforcing the quality of Tiny’s recurring revenue b
Slide 4: Q2 2026 Financial Results
Q2 2026 Financial Results
Slide 5: Revenue
Revenue Q2 2026 Results Digital Services Software & Apps Creative Platform Other $208.7 $192.4 $7.4 $50.0 $51.6 $8.3 $40.5 $2.1 $1.7 $42.8 $10.3 $11.5 $58.7 $92.4 $18.0 $22.4 $82.5 $19.6 $68.5 $16.0 Q2-25 Q2-26 Q2-25 LTM Q2-26 LTM Q2 2026 revenue of $51.6 million, a 3% increase, Q2 2026 LTM revenue
Slide 6: Recurring Revenue
Recurring Revenue1 Q2 2026 Results Recurring Revenue1 Recurring Revenue %1 33% 34% 26% 22% $69.8 $42.8 $17.4 $13.2 Q2-25 Q2-26 Q2-25 LTM Q2-26 LTM Q2 2026 Recurring Revenue1 was $17.4 million, an Q2 2026 LTM Recurring Revenue1 was $69.8 increase of 32% over Q2 2025 million compared to $42.8 million
Slide 7: Adjusted EBITDA & Adjusted EBITDA Margin
Adjusted EBITDA2 & Q2 2026 Results Adjusted EBITDA Margin2 21% 20% 16% 17% 1 19% 18% 21% 18% 19% 1 16% $35.3 $38.2 $10.1 $9.7 $8.2 $8.5 $9.8 $9.2 $10.6 $7.3 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 1 Q4-25 Q1-26 Q2-26 Q2-25 LTM Q2-26 LTM 1 Adjusted EBITDA2 of $10.6 million in Q2 2026; Q2 2026 Adjusted EBITDA M
Slide 8: Free Cash Flow & Free Cash Flow per Share
Free Cash Flow1 & Free Cash Flow per Share $0.70 $0.46 $0.18 $0.02 $18.6 $13.4 $4.8 $0.6 Q2-25 Q2-26 Q2-25 LTM Q2-26 LTM $ million $/share2 Q2 2026 LTM Free Cash Flow of $13.4 million ▪ Beginning in Q1 2026, Tiny enhanced its financial disclosure framework by reporting free cash flow and free cash f
Slide 9: Tiny Fund I
Tiny Fund I1 Q2 2026 Results Tiny Fund I Revenue1 Distributions to Tiny from ($US million) Tiny Fund I ($C million) US$55.5 US$48.4 C$2.8 C$2.0 US$13.2 US$11.5 C$0.5 C$0.5 Q2-25 Q2-26 Q2-25 - LTM Q2-26 - LTM Q2-25 Q2-26 Q2-25 LTM Q2-26 LTM ▪ Tiny Fund 1 revenue increased to $13.2 million, an increas
Slide 10: Debt & Cash
Debt & Cash Q2 2026 Results Net Debt to Adjusted EBITDA Ratio Jun. 30, 2026 Dec. 31, 2025 3.8x Acquisition 3.5x 3.1x 3.2x Senior Debt $105.9 million $98.7 million 3.0x 2.7x 2.8x 2.7x 2.8x 2.3x 2.4x Convertible Debentures $36.1 million $36.1 million Total Cash & $31.6 million $29.3 million Equivalent
Slide 11: Roadmap Update
Roadmap Update Q2 2026 Results ❖ Increase recurring revenue base to improve earnings durability Profitable Growth ❖ Continued focus on cost efficiencies and improvements to both Adjusted EBITDA1 and Free Cash Flow1 ❖ Continued review of portfolio, with strategic decisions around value Capital Struct
Slide 12: Questions
Questions