Tinybeans Group Ltd · ASX:TNY
Tinybeans — Virtual Investor Conference November 2020
18 slides from Tinybeans's conference presentation, Nov 4, 2020
Slide 1: Tinybeans Group Limited Virtual Investor Conference November 2020
For personal use only Tinybeans Group Limited (ASX: TNY; OTCQX: TNYYF) Virtual Investor Conference November 2020
Slide 2: Tinybeans at a glance
Tinybeans at a glance Strong track record of revenue growth (USD$M)** Tinybeans is trusted by millions of parents to support them For personal use only in nurturing their children Highlights • Tinybeans is the leading app and web platform enabling parents to capture their children's everyday memorie
Slide 3: Market Opportunity
Market Opportunity For personal use only 130M $135B*(USD) 40%** Babies are born US Spend on digital Of all baby product purchases every year advertising in 2020 live in households without children 3.8 Million in the U.S. $38B* focused on Baby/Parenting category The market for goods and services for
Slide 4: Operating Performance (USD)
Operating Performance (USD) $2,500,000 0% For personal use only -10% $2,000,000 -20% $1,500,000 -30% -40% $1,000,000 -50% $500,000 -60% $- -70% Q1-FY20 Q2-FY20 Q3-FY20 Q4-FY20 Q1-FY21 -80% $(500,000) -90% $(1,000,000) -100% Revenue Operating Expenses EBITDA Operating Loss % Q1-FY20 Q2-FY20 Q3-FY20 Q
Slide 5: Exponential user growth expected to begin in FY22
Exponential user growth expected to begin in FY22 with consumer revenue expected to eclipse advertising revenue in FY23 For personal use only Revenues User Growth Advertising Consumer Non-Linear growth Flat to linear growth FY21 FY23 FY21 FY23 One sales team growing Consumer revenues growing Consume
Slide 6: Apple and Tinybeans
Apple and Tinybeans Tinybeans joins the group of trusted brands collaborating with Apple on editorial content For personal use only 6 TNY Investor Highlights – Virtual Conference Nov-20
Slide 7: Accelerated User Engagement
Accelerated User Engagement For personal use only Monthly Active Users 4 3.5 300k new 3 in Q1-FY21 Millions 2.5 2 1.5 1 0.5 0 7 TNY Investor Highlights – Virtual Conference Nov-20
Slide 8: Record Revenue Growth (USD)
Record Revenue Growth (USD) For personal use only $2.0 $1.8 15% growth in Q1-FY21 $1.6 $1.4 Millions $1.2 $1.0 $0.8 $0.6 $0.4 $0.2 $0.0 Q1-FY19 Q2-FY19 Q3-FY19 Q4-FY19 Q1-FY20 Q2-FY20 Q3-FY20 Q4-FY20 Q1-FY21 Advertising Subscription Printing E-Commerce Total Revenue Note: FY20 only includes revenue
Slide 9: Two trusted brands. A one-stop destination.
For personal use only Family & Content Friends Two trusted brands. A one-stop destination. Connecting families with everything they need to thrive Products Utility & Services 9 TNY Investor Highlights – Virtual Conference Nov-20
Slide 10: COVID-19 Update
COVID-19 Update In response to COVID-19, Tinybeans has taken decisive and prompt measures, including: For personal use only • Entire workforce remote since early March 2020, working very effectively and driving many efficiencies to productivity Workforce • Integrated Red Tricycle acquisition, now op
Slide 11: The on-demand resource for your parenting journey
The on-demand resource for your parenting journey For personal use only How can I save all our photos How can I trust my children’s How can I filter my child’s How can I see a timeline of all my and videos of the children? memories are private? memories by location or activity? children’s photos? Wh
Slide 12: Audience Growth & Monetization
Audience Growth & Monetization Broaden the experience to foster community engagement For personal use only 12 TNY Investor Highlights – Virtual Conference Nov-20
Slide 13: FY21 Key Execution Priorities
FY21 Key Execution Priorities Tinybeans has made a strong start to FY21 Success Metrics: For personal use only • Create a world class ad sales team that is consultative (idea driven), hungry, and empowered World Class Sales • Clearly define our new cross-brand value based upon our unique combination
Slide 14: Why Tinybeans?
Why Tinybeans? For personal use only Advertising business Loyal Audience & Brand strength Subscription business • Number 1 Parenting App in the U.S.* • Tinybeans and Red Tricycle are much loved • Monthly recurring revenues with high margin • Top quality brand roster increasing their parenting brands
Slide 15: Leadership Team
Leadership Team For personal use only Eddie Geller Kyle Martin Jacqui Boland Ula Mikus Chief Executive Chief Product Chief Marketing Head of Talent Officer Officer Officer (Interim) & Happiness Nina Lawrence Mark Wunsch Grady Edelstein Maria Centino Chief Revenue Chief Technology Head of Partnership
Slide 16: Board of Directors
Board of Directors For personal use only John Dougall Eddie Geller Non-Executive Chairman Executive Director & CEO Megan Gardner (AUS Based) (US Based) (Outgoing) Non-Executive Director Andrew Whitten Non-Executive Director (AUS Based) Andrea Cutright Kathy Mayor Missy Godfrey Non-Executive Director
Slide 17: Thank you!
For personal use only Thank you! Eddie Geller CEO eddie@tinybeans.com (ASX: TNY; OTCQX: TNYYF)
Slide 18: Corporate Info
Corporate Info Tinybeans 25 W 36th St, 5th Floor For personal use only New York, NY 10018 www.tinybeans.com investors@tinybeans.com Disclaimer @tinybeanskids This presentation is provided for information purposes only. The information in this presentation is in a summary form, does not purport to be
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