Tonies Se Reg A (TNIEF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and good afternoon to from wherever you are joining us virtually today and welcome to the Tony's earnings call for the second quarter and the first half of 2026. Highlighting once again continued strong growth halfway through the year. With me today are our CEO Tobias Wann and CFO Hansjörg Müller. As always, Tobias will start with last quarter's business highlights. Hans-Jörg will walk you through the financials before we finish with the confirmation of our full year 2026 guidance. After the presentation, we will continue with the Q&A session and we invite you to submit your written questions through the Q&A function during the presentation already. We have an exciting story to share with you today. So without further ado, I will hand the floor over to Tobias to kick things off. Thank you, Moritz. Warm welcome from my side as well. As always, let me start with an update on where we stand in building Tony's into a global icon. Let's quickly recap. We built the category of interactive audio for children. We are leading it. We're continuing to shape it and innovate it. In less than a decade, we sold around 12.6 million Tony boxes and more than 173 million Tony's. What's even more important, we continue to grow household penetration in more than 100 countries every quarter, every year. The families who join us stay with us. Their kids engage with their Tony box for nearly five hours a week. We are an essential part of daily family life. And as you will see today, that continuously pays off. So what does the first half of 2026 tell us? With 243 million euros in revenue, an increase of 41% in constant currency, we are firmly on track to meet our annual goals. We deliver in every single market, North America, DACH and rest of world, all with impressive double d...