Slide 1: Tinybeans Group Limited US Investor Presentation October 2018
For personal use only Tinybeans Group Limited (ASX:TNY) US Investor Presentation October 2018
Slide 2: The #1 platform for families to safely store memories
For personal use only The #1 platform for families to safely store all of their precious memories
Slide 3: A hyper engaged audience that trusts us
A hyper engaged audience that trusts us with the most important thing in their world For personal use only 2.7M+ 3 in 4 93% 5 mins parents, grandparents, consider Tinybeans will purchase a a day in-app family & friends a mom friend product/service we recommend US Investor Presentation | Oct 2018 Pag
Slide 4: Intelligence shaped by data
Intelligence shaped by data For personal use only US Investor Presentation | Oct 2018 Page 4
Slide 5: Powerful millennial parents
Powerful millennial parents For personal use only • 2 in 3 users are millennials; Average age 32.5 • Average HHI $120,514 ⎯ 72% HHI $75K+ (Index 186) ⎯ 55% HHI $100K+ (Index 282) • 83% are college graduates (Index 199) • 39% have a postgraduate degree (Index 233) • 72% are employed (Index 120) Sourc
Slide 6: TNY: successfully executing growth strategy
TNY: successfully executing growth strategy For personal use only • Monthly Recurring Revenues (MRR) of $153k in June 2018, made up of Tinybeans Family Premium subscriptions, programmatic advertising and brand partnerships. This represents growth of 230% in the past 12 months. • FY18 validated our s
Slide 7: Improving cash receipts
Improving cash receipts For personal use only Cash Receipts (USD) $450,000 $400,000 • Track record of strong growth in cash $350,000 receipts versus prior corresponding $300,000 periods $250,000 $200,000 • Cash receipts growth driven by $150,000 advertising and premium subscriptions $100,000 $50,000
Slide 8: Record revenue (USD) growth
Record revenue (USD) growth Monthly Recurring Revenues For personal use only $180,000 • Monthly Recurring Revenues (MRR) of $153k in $160,000 June 2018 representing growth of 230% in the $140,000 past 12 months. $120,000 • Premium Subscriptions driving MRR, 85% of $100,000 which are annual contracts
Slide 9: Record premium revenues
Record premium revenues For personal use only Family Premium Subscribers 18,000 16,000 48% Half 14,000 on Half 12,000 +83% 10,000 FY18 8,000 6,000 • Family Premium growth in FY18 largely organic 4,000 • New features launching in H1-FY19 including: Jun-16 Jun-17 Jun-18 • Improved subscription managem
Slide 10: Growth across all key metrics
For personal use only Growth across all key metrics June 2016 June 2017 June 2018 Revenue (USD) $429K $822K $1.37M Monthly Recurring Revenue $12K $52K $153K (MRR) Annual Contract Value (ACV) $144K $489K $937K Revenue (USD)/ Active $0.37 $1.20 $1.42 12 Month Retention 45% 53% 58% US Investor Presenta
Slide 11: FY19 Growth Strategies
For personal use only FY19 Growth Strategies Launch new mobile app experience driving 3X time spent in app, which will drive advertising, premium and printing revenues US Investor Presentation | Oct 2018 Page 11
Slide 12: FY19 Company Priorities
CONFIDENTIAL FY19 Company Priorities • Launch new app experience driving 3X time spent in app in H1-FY19 For personal use only Product • Launch new gallery experience with story automation in H1-FY19 • Photo recognition and import photos features H2-FY19 • Annual sponsorship programs Advertising • N
Slide 13: Tinybeans highlights and outlook
Tinybeans highlights and outlook For personal use only GLOBAL MARKET REVENUE GROWTH PRODUCT LEADERSHIP BUSINESS MODEL Large addressable market Monthly Recurring Revenues Metrics driven product roadmap Revenue diversified generating where user growth has (MRR) growing across premium driving more time
Slide 14: Thank you!
For personal use only THANK YOU!
Slide 15: Corporate information and disclaimer
Corporate information Tinybeans USA Ltd For personal use only 25 W 36th St New York, NY, 10018 www.tinybeans.com investors@tinybeans.com @tinybeanskids Disclaimer This presentation is provided for information purposes only. The information in this presentation is in a summary form, does not purport