Germany · Delayed Price · Currency is EUR tonies SE Earnings Call Transcripts
Fiscal Year 2026
-
Management outlined a strategy to become a global icon by expanding the ecosystem, launching Toniebox Lite, and entering new markets, targeting over EUR 1.4 billion revenue and 16%-18% EBITDA margin by 2030. Exclusive content, omnichannel growth, and AI-driven innovation underpin a resilient, scalable model.
-
Q1 2026 revenue grew 35% to EUR 126 million, with all regions delivering strong double-digit growth and Toniebox sales up over 60% year-over-year. Full year guidance is confirmed, projecting over 20% revenue growth and an adjusted EBITDA margin of 9%-11%.
Fiscal Year 2025
-
Delivered 36% revenue growth and expanded margins in 2025, driven by Toniebox 2 and global expansion. All regions achieved profitability, with strong guidance for 2026 and continued innovation fueling future growth.
-
Q3 delivered exceptional growth, driven by the Toniebox 2 launch and strong global expansion, with revenues up 52% year-over-year and full-year guidance reaffirmed. The business remains resilient, with high demand, robust margins, and positive consumer sentiment.
-
Delivered 20% revenue growth in H1 2025, driven by strong international expansion, robust product innovation, and effective tariff mitigation. Profitability improved in all segments, with a solid cash position and guidance for over 25% revenue growth for the full year.
-
Q1 2025 revenue grew 22% year-over-year at constant currency, led by strong international expansion and robust U.S. and global demand. No full-year guidance was issued due to ongoing tariff volatility, but management remains confident in continued profitable growth.
Fiscal Year 2024
-
Record 2024 results with 33% revenue growth, positive net income, and strong free cash flow. North America became the largest and profitable market, while global expansion and product innovation drove double-digit growth. Tariff volatility delays guidance, but 2025 starts strong.
-
Q3 revenue grew 21% year-over-year, driven by strong North American expansion and new content launches. The business is on track to meet full-year guidance, with Q4 expected to deliver half of annual revenue and North America set to become the largest market.