Tonies Se Reg A (TNIEF) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

hello everyone and welcome to the tony's q1 2025 presentation my name is manuel bösing and i'm from the investor relations team today we will walk you through our presentation and afterwards we invite you to submit your questions via the zoom q a function on the call we have our ceo tobias van and our cfo dr jan middloff and now over to you tobias thanks manuel and a warm welcome also from my side As usual, we'll start with what underpins everything that we do, our global platform. Tony's is the clear global leader in audio entertainment for children. And the data shows just how deeply it resonates. As of Q1 2025, over 9.3 million Tony boxes and 119 million Tony's have been sold and activated across more than 100 countries. This alone speaks volumes about our global reach. Even more meaningful is the depth of engagement, the unparalleled stickiness that we are achieving. Kids spend on average around 270 minutes per week with their Tony box. That's 270 minutes of creativity, imagination and storytelling. And very important to me, 270 minutes less on screens. It's this kind of meaningful usage that drives our mission. And it's also reflected in our exceptionally high net promoter score of 77 in the US. Just for reference, this puts us ahead of household names like Apple, Amazon, and Netflix. For us, that's more than just a number. It's a powerful reflection of the trust, emotional connection, and loyalty families have developed towards Tony's. It shows that parents don't just like our products, they actively recommend them to others because they value the role of our products in their everyday life. So let's take a look at how we translated this into performance in the first quarter of 2025. I want to preface this with a short remark. Given our successful and continuou...