Slide 1: FY25 Annual Results
For personal use only FY25 Annual R esults (ASX: T NY ) t 21 Augus 2025 1
Slide 2: Important Information
IMPORTANT INFORMATION 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 presentation
Slide 3: Company overview
For personal use only Company overview The only platform purpose-built for lifelong family memory curation and preservation About Mission Vision Tinybeans is a trusted platform for To foster love, not likes. We help By combining technology with a millions of families worldwide, offering intentional
Slide 4: A word from the chair
For personal use only A word from the chair Over the past two years Tinybeans has undergone a significant transformation. We have reshaped our strategy, streamlined operations and strengthened our financial foundations. The FY25 results demonstrate the progress we have made, with stronger subscriber t
Slide 5: FY25 Highlights
For personal use only 01. FY25 Highlights
Slide 6: Highlights: Transformative year, subscription-led growth
Highlights Transformative year, with subscription-led For personal use only growth and financial discipline Grew annual Improved bottom Reduced operating recurring revenue (ARR) line performance cash burn ARR Adjusted EBITDA Cash burn +12% pcp +60% pcp -64% pcp ARR now 69% of Total Revenue, driven by
Slide 7: Strategic reset complete; path to sustainable growth
Highlights Strategic reset complete; For personal use only now on the path to sustainable growth ✓Refreshed board & leadership ✓Scalable model & high gross margins ✓Product & partnership led growth ✓Path to profitability ARR ADJUSTED EBITDA OPERATING CASH FLOWS +12% +12% 0 -60% 0 -$1,000m $3m $3,323
Slide 8: Strong Consumer Subscription Software fundamentals at core
For personal use only Highlights Strong Consumer Subscription Software (CSS) fundamentals at core $3.3M 51K $355 $75 Improved Improved Maintained Maintained Annual Recurring Average Revenue Paid Subscribers Lifetime Value Revenue (ARR) Per User 0.86M 93% 61% 93% Maintained Improved Maintained Recomm
Slide 9: Continued improvement in key CSS metrics
For personal use only Highlights With continued improvement in key CSS metrics as we double-down on strategy Paid Subscribers Churn Average Revenue Per User H2 generated net Paid Subscriber growth, Churn reduced by 33% since FY24, driven by ARPU up +40% since FY23, with customer lifetime driven by s
Slide 10: The Tinybeans app
The Tinybeans app The Tinybeans app is a private, invite-only platform where families can For personal use only securely share and preserve their child’s life. Built for everyday use and From private intergenerational connection, it delivers daily updates via app or email to a trusted inner circle.
Slide 11: Strengthening position as go-to platform for new parents
For personal use only Strengthening Tinybeans’ position as the go-to platform for new parents Global platform recognition Featured as Apple App Store’s “App of the Day” in 100+ countries, including the US, UK, Canada, and Australia — driving millions of impressions and reinforcing Tinybeans’ credibi
Slide 12: Financial highlights
For personal use only 02. Financial highlights
Slide 13: Financial Highlights: FY25 Results summary
highlights Financial Highlights FY25 Results summary For personal use only FY25 results demonstrate disciplined financial management FY25 FY24 Change ● Total Revenue down due to strategic shift away from challenged Revenue from continuing operations (US$’000) 4,820 5,413 (11%) publisher-led advertisi
Slide 14: Responsive spending and investment plan to support ARR growth
highlights Financial Highlights Responsive spending and investment plan to support For personal use only sustainable ARR growth ARR ADJUSTED EBITDA OPERATING CASH FLOWS +12% 0 +12% -60% 0 -$1,000m -$1,443 -64% $3m $3,323 -$2,000m $2,966 -$1,000m -$1,072 $2.5m -$3,000m -$3,633 -$4,000m -$2,181 $2m $2
Slide 15: Strategy overview
For personal use only 03. Strategy overview
Slide 16: Our future
OurOur future future Expanding our range to increase subscriber value, boost From ‘niche’ baby app to For personal use only monetisation, and drive new customer growth through the family memory platform partnerships and tailored plans for every family stage. Trusted layer in the Family memory platfo
Slide 17: Evolving subscription tiers to drive LTV
Strategy Strategy Evolving subscription tiers to drive LTV For personal use only Tinybeans plans are designed to grow with families, offering the right features at the right time to deepen engagement, reduce churn, and drive long-term value. MONTHLY YEARLY YEARLY Launching FY26 Launched FY25 Tinybea
Slide 18: Expanding physical product range to drive ARPU
Strategy Strategy Expanding our physical product range to For personal use only Tinybeans in-app Photo Store drive ARPU ● Claims the intersection between privacy-first Seamless in-app store with personalised offers turning digital moments sharing and premium photo preservation into premium keepsakes
Slide 19: Growth strategy
For personal use only Growth Growth strategy strategy Driving growth to become the global family memory platform Build brand relevance and drive awareness Our growth strategy is to drive efficient, high-margin expansion by deepening brand relevance and raising awareness, unlocking new 1 Increase visi
Slide 20: Future outlook
For personal use only 04. Future outlook
Slide 21: Outlook: From transformation to growth in FY26
Future Future outlook Outlook From transformation to growth in FY26 For personal use only Execute product strategy to drive more Pursue path to revenue from profitability via efficient subscribers, with product use of capital in areas that tiering, expanded will generate long-term photobook & range, a
Slide 22: Thank you!
For personal use only Thank you! CONTACT US For investor matters, please contact: Zsofi Paterson - CEO & MD E: investors@tinybeans.com
Slide 23: Appendices
For personal use only Appendices
Slide 24: Statement of profit or loss and other comprehensive income
Appendix 1 Statement of profit or loss and other comprehensive income For personal use only FY25 FY24 YOY Variance US$’000 US$’000 US$’000 % Advertising Revenue 1,264 1,959 (695) 35% Photobook Revenue 103 111 (8) (1%) Subscription Revenue 3,323 2,967 356 12% Affiliate Revenue 130 377 (247) (66%) Total
Slide 25: Summary Balance Sheet
Appendix 2 Summary Balance Sheet For personal use only FY25 FY24 YOY Variance US$’000 US$’000 US$’000 % Total Current Assets 2,430 4,651 (2,221) (48%) Total Non-Current Assets 972 982 (10) (1%) Total Assets 3,403 5,633 (2,230) (40%) Total Current Liabilities 1,811 2,148 (337) (16%) Total Liabilities
Slide 26: Summary Statement of Cash Flows
Appendix 3 Summary Statement of Cash Flows For personal use only FY25 FY24 YOY Variance US$’000 US$’000 US$’000 % Net Cash Outflows used in Operations (1,072) (3,016) 1,944 64% Payments for Intellectual Property (586) (52) (534) nm Payments for PPE - (15) 15 nm Net Cash Outflows from Investing Activit
Slide 27: Glossary
For personal use only Appendix 4 Glossary Metric Definition Annual Recurring Revenue (ARR) Annual paid subscription revenue. Adjusted EBITDA Earnings before interest, tax, depreciation, amortisation and share-based payments. Average Revenue per User (ARPU) Average monthly subscription revenue / numbe
Slide 28: Refreshed Board & Leadership
Appendix 5 Refreshed Board & Leadership For personal use only James Warburton Zsofi Paterson Rebecca White Matt Mulligan Chair & Non-Executive Director Chief Executive Officer & Managing Director Chief Financial Officer Chief Product Officer Ex CEO & MD Seven West Media (SWM) Ex CEO Centr, by Chris Hems