Australia · Delayed Price · Currency is AUD Tinybeans Group Earnings Call Transcripts
Fiscal Year 2026
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Achieved first EBITDA positive quarter with 86% revenue growth year-on-year, driven by Qeepsake acquisition and e-commerce expansion. Paid subscribers reached 95,000 with improved retention, and the business is now self-sustaining with a strong cash position.
Fiscal Year 2025
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The acquisition nearly doubles scale and revenue, combining complementary platforms to serve 90,000 paid subscribers. Structured as an all-scrip deal, it accelerates profitability, unlocks cost synergies, and positions the business for growth in a $10 billion market.
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FY 2025 saw a strategic shift to a subscription-led model, with ARR up 12% and gross margin at 87%. Revenue declined 11% due to reduced advertising, but cost cuts and new product launches drove improved EBITDA and positive cash flow.
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Subscription revenue rose 16% year-over-year, now 59% of total revenue, as cost restructuring and a shift from advertising to subscriptions improved EBITDA and reduced OpEx by 20%. Paid subscriber retention hit 91%, with strong engagement and new partnerships fueling growth.
Fiscal Year 2024
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FY 2024 saw a strategic shift to a subscription-led model, with 40% growth in subscription revenue and strong user retention, despite a challenging advertising market. Cost reductions and a successful capital raise position the company for further growth and market expansion.