Germany · Delayed Price · Currency is EUR tonies SE Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 41% year-over-year to EUR 243 million, with strong double-digit growth in all regions and major launches driving momentum. Gross margin declined due to product mix and tariffs, but full-year guidance for revenue and profitability is reaffirmed. Toniebox Lite and new content partnerships are set to fuel further growth.
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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.
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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
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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.
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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.
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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.
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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
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Record 2024 results included 33% revenue growth, first positive net income, and strong cash flow. North America became the largest and profitable market, while global tariff volatility led to postponed guidance. Q1 2025 growth is tracking at 20% year-over-year.
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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.