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From private photo-sharing to family memory keeping. FY26 ResultsPresentation August 2026 Tinybeans Group Limited (ASX:TNY)
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Tinybeans · ASX:TNY This presentation is provided for information purposes only. The information in this presentation is in a summary form, does not purport to be complete and is not intended to be relied upon as advice to investors or other persons. The information contained in this presentation was prepared as of its date, and remains subject to change without notice. This presentation has been provided to you solely for the purpose of giving you background information about Tinybeans Group Ltd (“Tinybeans”). No representation or warranty, express or implied, is made as to the accuracy, reliability, completeness or fairness of the information, opinions and conclusions contained in this presentation. Neither Tinybeans, its related bodies corporate, shareholders or affiliates, nor any of their respective officers, directors, employees, related bodies corporate, affiliates, agents or advisers make any representations or warranties that this presentation is complete or that it contains all material information about Tinybeans or which a prospective investor or purchaser may require in evaluating a possible investment in Tinybeans or acquisition of shares. To the maximum extent permitted by law, none of those persons accept any liability, including, without limitation, any liability arising out of fault or negligence for any loss arising from the use of information contained in this presentation or in relation to the accuracy or completeness of the information, statements, opinions or matters, express or implied, contained in, arising out of or derived from, or for omissions from, this presentation. Tinybeans has not independently verified any of the contents of this presentation (including, without limitation, any of the information attributed to third parties). No person is under any obligation to update this presentation at any time after its release to you. Certain statements in this presentation may constitute forward-looking statements or statements about future matters that are based upon information known and assumptions made as of the date of this presentation. Forward looking statements can generally be identified by the use of forward looking words such as, “expect”, “anticipate”, “likely”, “intend”, “should”, “could”, “may”, “predict”, “plan”, “propose”, “will”, “believe”, “forecast”, “estimate”, “target” and other similar expressions within the meaning of securities laws of applicable jurisdictions. Indications of, and guidance or outlook on, future earnings or financial position or performance are also forward looking statements. These statements are subject to internal and external risks and uncertainties that may have a material effect on future business. A summary of some of the key risks of Tinybeans business is set out in the appendix. Actual results may differ materially from any future results or performance expressed, predicted or implied by the statements contained in this presentation. As such, undue reliance should not be placed on any forward looking statement. Past performance is not necessarily a guide to future performance. Nothing contained in this presentation nor any information made available to you is, or shall be relied upon as, a promise, representation, warranty or guarantee, whether as to the past, present or future. Adjusted EBITDA is defined as earnings before interest, tax, depreciation, amortisation and share-based payments. This presentation is not, and does not constitute, an offer to sell or the solicitation, invitation or recommendation to purchase any securities in Tinybeans and neither this presentation nor any of the information contained herein shall form the basis of any contract or commitment. In particular, this presentation does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United States. This presentation may not be reproduced or redistributed to any other person. All references to dollars, cents or $ in this presentation are to USD currency, unless otherwise stated. In receiving this presentation, each recipient agrees to the foregoing terms and conditions. 2 Disclaimer
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Tinybeans Group · ASX:TNY Who we are The only privacy-first portfolio of memory platforms. Purpose-built for lifelong family memory curation. About A trusted portfolio of platforms serving millions of families worldwide — private, secure spaces to capture, protect and preserve the moments you never want to forget. Mission To build privacy-first platforms that empower families to hold onto the moments that matter — now and for generations to come. Vision To make preserving life's most meaningful moments simpler, more secure and more enduring, through technology and a deep respect for family privacy. 03
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Tinybeans · ASX:TNY 4 Our family of brands Our brands provide solutions for private family memory-keeping. Dedicated spaces for parents to capture, share and return to family life. The home for your “remember whens”. The family memory-keeping app where parents and their closest people build and return to their family story together. Tell your family's fullest story, one text at a time. Helps busy parents save beautiful memories of their little one — journaling photos and milestones by text or in the app.
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A capital-efficient, subscription-led platform. Investment overview A deeply engaged, long-tenure audience, improving unit economics, and multiple value creation levers. Tinybeans Group · ASX:TNY 05 US$427k 01 First EBITDA-positive year FY26 adjusted EBITDA profit, on consecutive positive H2 quarters and US$3.6m revenue, up 70% year on year. 82%+ 02 Capital efficient, debt free Gross margin on a lean cost base after a ~33% FY25 cost-out, with positive operating cash flow and zero debt. ~74% 03 Recurring subscription base Of total revenue, growing 45% year on year with 96% annual retention on Tinybeans+. 6 years 04 Deeply engaged audience Average active subscriber tenure, across ~0.8m monthly active users and ~93k paid subscribers. >1m 05 Monetisable first-party asset Opted-in contactable users and 500m+ memories stored — a major under-monetised asset. ~80% 06 Proven inorganic growth Subscriber uplift on day one from the Qeepsake acquisition, validated by Q3 and Q4 FY26 results.
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FY26 highlights Inorganic growth for a step-change in scale, operational efficiencies for sustainable growth, and deep understanding of the next generation of new mothers and their needs. 01 ~80% subscriber growth on day one Acquisition of the Qeepsake platform. 02 Organic e-commerce growth iOS in-app photo store launched on Tinybeans. 03 US$427k Adjusted EBITDA profit Operating synergies and cost-out realised. 04 Tracy Cho appointed CEO Management changes to lead the next phase. 08
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FY26 financial highlights TOTAL REVENUE US$6.49m Up 35% year-on-year from FY25 US$4.82m SUBSCRIPTION REVENUE US$4.82m Up 45% year-on-year from FY25 US$3.32m E-COMMERCE REVENUE US$767k Up 646% year-on-year from FY25 US$103k CASH US$1.64m At end of financial year, no debt Tinybeans · ASX:TNY ADJUSTED EBITDA US$427K Major turnaround from FY25 EBITDA of (Loss of US$1.44m) 7
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Financial overview The group has demonstrated two consecutive quarters of positive Adjusted EBITDA, as a transformative acquisition and a subscription-led shift drive both profitability and accelerating revenue growth. Group Adjusted EBITDA ($USm)Group Quarterly Revenue ($USm) Page 6 • Adjusted EBITDA reached US$664k in Q4 FY26 (US$73k excluding accrual of R&D Tax Incentive refund), a second consecutive EBITDA-positive quarter, validating the scalability of the subscription-led model and reflecting the benefits of the recent strategic acquisition. • The improvement reflects two full quarter's contribution from the recent acquisition, partly offset by a deliberate step-up in customer acquisition investment across both Tinybeans and Qeepsake during the quarter. • Quarterly revenue grew to ~US$1.9m in Q4 FY26 (+57% YoY), with subscription revenue up 51% YoY to and e-commerce revenue up 1,600% YoY, aided by Mother's Day and Father's Day seasonality. US$75 APRU (p.a.)* Tinybeans US$67 APRU (p.a.)* Qeepsake US$43 CAC* Qeepsake US$35 CAC* Tinybeans *As at Jun-26Tinybeans · ASX:TNY
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Tinybeans · ASX:TNY 9 Expansion opportunities A trusted, invite-only family memory platform with a deeply engaged audience, at a profitability inflection. Stage Group Today Services Pregnancy & New Parenthood Core Registry & baby-prep content, prenatal community, personalised product recommendations. Early Childhood Core Milestone tracking tools, pediatric / developmental content, curated product bundles (age-appropriate toys, books). School-age & Adolescence Expansion Area Family calendar/logistics tools, tutoring or activity marketplaces, screen-time and safety tech, school photo/yearbook adjacencies. Family Milestones (graduations, weddings, reunions) Expansion Area Event planning/coordination tools, professional photo/video services, gifting & registry platforms. Multi-generational Legacy & Memory-keeping Expansion Area Family archive/storage products, print-on-demand memory books, ancestry/family-tree integrations. ~93k Group total paid subscribers 96% Annual retention rate* Tinybeans ~0.8m Group monthly active users* >1.2m Database of existing or potential customers active in past year* US$6.5m Group FY26 Revenue 500m+ Memories stored* Group data asset ~6 yrs Group average active subscriber tenure* 76% Annual retention rate* Qeepsake *As at June 2026
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Value creation levers Multiple clear, executable levers available to the business to expand market share, deepen monetisation, and unlock the underlying audience asset. 01 Pricing Power Tiered structure ready Tinybeans currently only has a free tier and one premium tier. New entry tiers could open volume expansion into ~1.1m active free users without premium cannibalisation. Localised pricing also represents a core opportunity for the business. 03 Audience Asset Under-monetised first-party >1m opted-in contactable database of high-value parents and grandparents. Opportunity to expand revenue and DTC commerce at low cost via partnerships. 04 Product Bundling Untapped integrations E-commerce and subscription operate separately with zero bundled options today. Seasonal photo books and gift subscriptions share same grandparent-buyer occasion. Employer benefit and B2B channels remain an opportunity. 05 Global Expansion Language & geo growth ~95% of users currently in US despite iOS being live in 100+ markets. Active cohorts exist in AU/NZ (22k), Canada (8k), and EU (12k) with zero localized marketing. 02 Conversion Runway Free-to-paid pipeline 270k free users sit against ~93k paid, serving as an immediate ~3x conversion pool. ~810k followers provide massive reach via gifting or partnerships. Minimal historic marketing spend highlights huge upside. 10Tinybeans · ASX:TNY
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Industry overview A large, structurally growing market, underpinned by privacy regulation, demographic and consumer-spend tailwinds. ~US$1.9bn+ Global parenting / family-tech app market (2025) growing ~12% p.a. ~US$3.5bn – 5.0bn Photobook & personalised photo-keepsake market (2025) growing ~6.8% p.a. 132m Global births p.a. (~3.6m in the US alone) a recurring annual cohort of new addressable customers Market growth drivers Tightening privacy regulation The US KIDS Act (incorporating COPPA 2.0) passed the House in June 2026 Australia's under-16 social media ban took effect in December 2025 Both favour private, invite-only platforms ‘Sharenting’ backlash 81% of parents of online teens worry about advertisers accessing their child's data (46% “very” concerned), driving a shift toward closed, permission-based sharing Subscription economy growth A US$1.7tn to US$3.0tn cross-industry opportunity, with subscription e-commerce growing c.20% p.a., supporting recurring, family-focused digital spend Recurring demographic cohort c.3.6m US births in 2024 replenish the addressable new-parent cohort every year, independent of total population growth trends Demand for tangible keepsakes Digital-native parents continue to seek physical, personalised photo products to mark childhood milestones, sustaining mid-single-digit category growth Sources: CDC/NCHS Data Brief No. 535 (2025); Pew Research Center (2020); McKinsey & Company (2024); Loeb & Loeb LLP (2026); Online Safety Amendment (Social Media Minimum Age) Act 2024 (Australia); Market.us, Parenting Apps Market (2025); Fortune Business Insights; Cognitive Market Research (2025).
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Tinybeans · ASX:TNY 12 “Tinybeans really helped me get through postpartum. Each night, I would capture the day, write the story in the captions and think, ‘Okay, I got through it.’ It helped me preserve my daughter’s history, but it also gave me a way to process what I was experiencing. When I shared honestly about our nursing challenges, a cousin reached out and offered to bring us dinner — support I never would have asked for myself.” Molly McDermott Walsh Tinybeans user
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FY27 priorities & outlook Three strategic pillars remain in focus for FY27, building on the work to date. 01 App discovery Improve how families discover and engage with Tinybeans through social media, community groups, App Store visibility and owned audience channels. 02 Brand repositioning Reposition Tinybeans from photo sharing to a private place where family moments live, with a clearer and more distinctive value proposition. 03 Product advancements Extend the Tinybeans experience beyond photos and video through new features and continued product development. 18
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Corporate snapshot Tinybeans · ASX:TNY Tinybeans Group Limited (ASX:TNY, OTCQB: TNYYF) is a trusted portfolio of platforms serving millions of families worldwide, providing private, secure spaces to capture, protect, and preserve the moments you never want to forget. ASX:TNY Share price* A$0.075 Shares on issue 183,340,218 Market Capitalisation A$13.75M Major Shareholders Ownership Percentage Thorney Investment Group 30.78% Qeepsake, Inc. 9.59% The platforms invite-only, private architecture, positions it as the trusted alternative to mainstream social media for families who value privacy and security. 14* As at 25 August 2026
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Board and management team Tinybeans · ASX:TNY James Warburton Non-Executive Chair Ex CEO & MD Seven West Media Tracy Cho CEO Ex CEO Qeepsake Rebecca White Executive Director & CFO Ex CFO, CEO Revasum (RVS) Caroline Simensen VP of Marketing Ex Camplify (CHL) Michael Rothman Non-Executive Director GM Daily Mail US Andrew Silverberg Non-Executive Director Thorney Investment Group Cliff Sirlin Non-Executive Director Seasoned Founder & Ex CEO Domino 15
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16Tinybeans · ASX:TNY Why invest in Tinybeans? 01 Category Leader Privacy-first family memory technology, highly differentiated from mainstream social media. 02 Path to Profitability Three consecutive quarters of positive operating cash flow; first full year of positive operating cash flow in FY26. 03 Growing Market Large, structurally growing addressable market supported by regulatory and privacy tailwinds. 04 Growth Engine Multi-brand engine (Tinybeans + Qeepsake) with a disciplined, repeatable M&A playbook. 05 Clean Balance Solid financial foundation with US$1.64M cash and no debt. The key strengths underpinning Tinybeans’ investment proposition.
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17 Further information Tracy Cho CEO tracy.cho@tinybeans.com Rebecca White CFO and Executive Director rebecca.white@tinybeans.com Jane Morgan Investor and Media Relations jm@janemorganmanagement.com.au “FY26 was the year Tinybeans came into its own, achieving positive operating cash flow while staying true to what makes us different: a private, trusted space for families to hold onto the moments that matter.” Tracy Cho Chief Executive Officer