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Tinybeans Group (TNY) investor relations material
Tinybeans Group M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Deal rationale and strategic fit
Acquisition nearly doubles paid subscribers, expanding reach in North America and positioning the combined entity as a leader in privacy-first family memory platforms.
Qeepsake's SMS-based journaling features complement the existing photo-sharing platform, creating a comprehensive family engagement ecosystem and broadening product appeal.
Less than 1% overlap in subscriber bases, maximizing cross-sell and expansion opportunities.
Access to a $10B+ market for family tech and personalized gifts, with significant cross-sell and monetization opportunities.
Shared mission to provide a privacy-first family memory platform, strengthening market positioning.
Financial terms and conditions
All-scrip transaction valued at US$2.7 million, with no cash outlay.
US$1.2M paid upfront in shares; up to US$1.5M in performance-based earn-out tied to revenue, EBITDA, and subscriber targets.
Valuation at 0.66x FY 2025 revenue, assuming all performance hurdles are met.
Consideration shares subject to 24-month escrow; performance rights shares escrowed for 12 months.
Qeepsake will hold up to 12.02% voting power post-completion.
Synergies and expected cost savings
Significant cost synergies identified in shared administrative services, marketing, and operational integration.
Integration expected to drive EBITDA margin expansion, improved gross margins, and operating leverage.
Subscriber acquisition cost materially below organic marketing costs.
Operational synergies and reduced resourcing costs targeted during integration.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
Next Tinybeans Group earnings date
Next Tinybeans Group earnings date
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