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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 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Tinybeans Group earnings date
Next Tinybeans Group earnings date
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