TINYBEANS GROUP LTD — Investor Presentation 2026

Apr 27, 2026

ASX:TNY | OTCQB: TNYYF

tinybeans

Transformational Quarter

Q3 FY26 Activities

Tinybeans Delivers First EBITDA-Positive Quarter

April 2026

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tinybeans

Disclaimer

IMPORTANT INFORMATION

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.

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.

ASKTNY 1 OTCQB: TNYYF

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tinybeans

The only privacy-first portfolio of memory platforms purpose-built for lifelong family memory curation

About

Tinybeans Group 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.

Mission

Our mission is to build a trusted portfolio of privacy-first platforms that empower families to hold onto the moments that matter—now and for generations to come.

Vision

Our vision is to harness technology and a deep respect for family needs and privacy to make preserving life's most meaningful moments simpler, more secure, and enduring for generations.

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1 TINYBEANS GROUP LIMITED

tinybeans

Corporate Snapshot

tinybeans Qeepsake

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.

The platforms invite-only, private architecture, positions it as the trusted alternative to mainstream social media for families who value privacy and security.

ASX:TNY
Share price*	A$0.078
Shares on issue	183,340,218
Market Capitalisation	A$14.30M
Major Shareholders	Ownership Percentage
---	---
Thorney Investment Group	30.78%
Qeepsake, Inc.	9.59%

• as at 28 April 2026

ASX:TNY | OTCQB: TNYYF

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2 BOARD AND MANAGEMENT

tinybeans

Strengthened leadership to drive growth strategy

James Warburton

Non-Executive Chair

• Highly experienced media, marketing & digital executive
• Former MD & CEO, Seven West Media (2019-2024)
• Scaled digital to ~50% of earnings; achieved market-leading revenue share
• Former CEO, APN Outdoor
• Sold to JCDecaux for $1.3bn (2018, within 11 months)
• Former CEO, Supercars
• Earlier roles: Seven Media Group, Universal McCann, Network 10
• Tinybeans Group Limited (ASX:TNY): Appointed Non-Executive Director (2024)

Rebecca White

Executive Director & CFO

• Experienced in financial governance, capital strategy, operations, finance planning, investor relations and ASX compliance
• ICAEW Chartered Accountant
• International experience incl. US, Australia & UK
• Director, Traverse Accountants
• Former CEO & Exec Dir, Revasum Inc (ASX:RVS)
• Former CFO, Identiti Limited (ASX:IDB)
• Former Auditor, BDO UK & Australia
• Tinybeans Group Limited (ASX:TNY): Appointed CFO (2025) & Executive Director (2026)

Tracy Cho

Interim CEO

• Proven experience transforming businesses and a background in digital media, content strategy, and growth marketing
• 20+ years experience scaling high-growth US-focused media businesses
• Former CEO, Qeepsake (acquired by Tinybeans 2026)
• Former GM, Recurrent Ventures
• Former GM, Domino Media Group 2016 - 2022
• Tinybeans Group Limited (ASX:TNY): Appointed Interim CEO (2026)

Matt Mulligan

Chief Product Officer

• Highly experienced product executive with B2B & B2C SaaS background across USA and Australia
• Former Product Strategy Director, Propel Ventures, 2023-2024
• Former C-Suite Advisor (Product), OneTwo Home Loans
• Former Head of Product, MYOB
• Former Co-founder & CEO ILISYS, bootstrapped to 25,000 SMB customers. Built Australia's first carbon-neutral data centre.
• Tinybeans Group Limited (ASX:TNY): Appointed CPO (2024)

Caroline Simensen

Head of Marketing

• Internationally experienced marketing leader having worked across Europe, NZ and Aus, building brands using of data and storytelling
• Former Head of Brand and Communications, Camplify, (ASX:CHL)
• Former Marketing Business Development Manager, Teleplan Globe
• Former Social Media Marketing Manager, Maranga
• Tinybeans Group Limited (ASX:TNY): Appointed Head of Marketing (2024)

ASX:TNY | OTCQB: TNYYF

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stinybeans

The EBITDA-Positive Transformational Quarter

ASKTNY 1 OTCQB: TNYYF

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3 KEY FINANCIALS

tinybeans

The EBITDA-Positive Transformational Quarter

This quarter represents a defining milestone for Tinybeans. Achieving our first EBITDA-positive result validates the scalability of our subscription-led model and reflects the strategic contribution of the Qeepsake acquisition to our consolidated performance - Interim CEO, Tracy Cho

| US$8K EBITDA Positive (Q3 FY25: US$328k loss) | + 678%
E-commerce Revenue growth (year-on-year) |
| --- | --- |
| US$1.79M Quarterly Total Revenue | + 87%
Subscription Revenue (year-on-year) |
| US$1.95M (AU$2.81M) Cash at Quarter End | ~95k
Paid Subscribers |
| Product and Platform Advancements
AI powered journaling | Refined Global Growth Strategy
Driven by strengthened leadership team |

ASKTNY | OTCQB: TNYYF

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3 KEY FINANCIALS

tinybeans

Total Revenue up 86% year-on-year

Driven by strategic acquisition and a continued shift toward a higher-quality subscription revenue model

Total Revenue US$M

US$1.79M

Total Revenue Q3 FY26

+86% growth year-on-year

US$1.45M

Subscription Revenue Q3 FY26

+87% year-on-year

81% of total revenue (vs 79% Q3 FY25)

US$198K

E-commerce Revenue Q3 FY26

+678% year-on-year

ASKTNY | OTCQB.TNYYF

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3 KEY FINANCIALS

tinybeans

The EBITDA-Positive Trend - SaaS Metrics

Q3 FY26, the first full quarter with both the Tinybeans and Qeepsake platforms operating at scale, with ~95k paid subscribers across both platforms.

Adjusted EBITDA US$K

US$8K

EBITDA Profit

(Q3 FY25: Loss of US$328k)

Key Drivers:

• High-margin revenue uplift post-acquisition, with an 86% uplift in total revenue year-on-year;
• Operating synergies realised post-acquisition, including the integration of administrative and marketing functions, as well as the consolidation of key technology platforms; and
• Ongoing cost discipline following cost-out exercise early in Q3 FY26.

ASKTNY | OTCQB: TNYYF

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4 OPERATIONAL PERFORMANCE

tinybeans

The Defining Quarter - Operational Performance

Q2 FY26
Qeepsake acquired
US$2.7M all-scrip deal
Operational efficiencies commence

Q3 FY26
FIRST FULL QUARTER
Combined at scale ☑
EBITDA Profit

Q4 FY26
Product advancements including
AI features rollout
& growth

~95K Paid Subscribers
Combined platform subscriber base. First reporting period on unified basis — single path to profitability.

E-commerce +678% YoY
Acquisition & new e-commerce range driving significant incremental revenue. Mothers Day collection launched.

95% Retention Rate
Tinybeans maintaining strong retention at 95%, with an increase seen across both platforms, validating premium family subscription model.

AI Journaling Prompts Live
Qeepsake's AI-powered daily prompts personalised by child's age and developmental stage.

AI Photo Organisation
Automated content tagging and smart album creation underway. Expected to meaningfully boost free-to-paid conversion

To be delivered within current product development budget

ASKTNY | OTCQB: TNYYF

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4 OPERATIONAL PERFORMANCE

tinybeans

The Subscriber Base - strong operational metrics

Subscriber performance remains strong across the Group, with Tinybeans delivering the most compelling operating metrics—supporting our focus on this platform as the primary engine for future growth and retention.

Key Q3 FY26 Subscription Metrics	Tinybeans	Qeepsake
Total Paid Subscribers	49,793 (Q2: 49,796)	45,525 (Q2: 47,155)
Average Revenue per User (“ARPU”)	US$75 (Q2: US$78)	US$64 (Q2: US$77)
Retention Rate	95% (Q2: 93%)	79% (Q2: 77%)
Customer Acquisition Cost (“CAC”)	US$19 (Q2: US$100)	US$35 (Q2: US$8)

• Tinybeans total paid subscribers stable, Qeepsake total paid subscribers declining as forecast;
• ARPU reduced slightly vs Q2 FY26 driven by a spike in the prior quarter in e-commerce revenue as a result of the Black Friday and Christmas sales;
• Strong customer retention rate improved by 2% for both platforms during the quarter driven by impact from updated customer renewal communications and product improvements;
• Tinybeans CAC down 81% vs Q2 FY26 as marketing efficiency improved; and
• Qeepsake CAC increased to US$35 as marketing spend commenced post-acquisition in light of renewed strategy.

ASICTNY | OTCQB: TNYYF

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5 PRODUCT AND DEVELOPMENT

tinybeans

AI-driven product advancements

Driving deeper engagement, personalisation, and long-term user value

AI-powered Journaling Prompts

Qeepsake launched AI-powered journaling prompts as part of its family memory preservation platform, based on the journaler's preferences and each child's age and developmental stage. Early cohort data indicates improved engagement and increased likelihood of content creation beyond the 0–2 age range — directly improving subscriber retention and book creation rates for users of the Qeepsake platform.

Next Steps - AI-driven photo organisation

Tinybeans has commenced development work for its of AI- driven photo organisation tools, including automated content tagging and the creation of smart albums. These features target the number-one job that parents told us they' would pay for: photos that are organised and findable without difficulty or effort. We expect this to meaningfully boost free-to-paid conversion rates for the Tinybeans platform and engagement for Qeepsake platform.

ASIKTNY | OTCQB: TNYYF

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5 PRODUCT AND DEVELOPMENT

tinybeans

Unlocking high-margin e-commerce revenue

Bespoke, premium photo books designed to differentiate

ASK:TNY | OTCQB: TNYYF

Bespoke designs developed in-house at Tinybeans

Generated using the memories a built up in your journal over time

Fully customisable in iOS app and on web

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6 POST-ACQUISITION STRATEGY

tinybeans

Two distinct audiences. One disciplined operator.

Internal research reframed the M&A thesis and the numbers already validate the pivot.

tinybeans	COLLECTIVE ARCHIVE
"I want one place where me, my husband and my mom can all add photos and see everything together. Like an album that builds itself."
Voice	Many contributors
Value	Bredth, organisation
Output	Family memory archive
Wins on	Collective storytelling
Qeepsake	PERSONAL REFLECTION
---	---
"This is my quiet thing. At the end of the day I write a little note about what she did. It's just for me."
Voice	One person, intimate
Value	Depth, ritual, consistency
Output	Book-ready memory
Wins on	Prompted journaling
THE GO-FORWARD STRATEGY	Multi-brand portfolio · repeatable M&A playbook
---	---
01
Operate a multi-brand portfolio, optimised for distinct user segments and needs	02
Prioritise organic growth within each platform, driven by product, engagement and retention
03
Leverage shared infrastructure and capabilities to drive cost and operational efficiencies	04
Pursue disciplined, strategic M&A using a proven, repeatable integration playbook

OUTCOME OF RESEARCH IS THAT THERE IS A GREATER OPPORTUNITY IN SERVING TWO DISTINCT AUDIENCES

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7 GO-FORWARD STRATEGY

tinybeans

Targeting the next generation of digitally native, privacy-conscious mums

~27

AVG AGE, US MUM

STRATEGIC INSIGHT

She's Gen Z, not Millennial. She discovers apps through TikTok, Reddit and AI search - not the App Store and she demands higher product integrity from day one.

Stalled organic growth

THE PROBLEM TO SOLVE

OUR RESPONSE - A FRAMEWORK FOR THE NEXT FOUR MONTHS

Pillar 01

App Discovery

Meeting Gen Z where they are. Shifting discovery strategy towards:

TikTok & Reddit

Social Media Communities

ChatGPT & AI Search

Pillar 02

Positioning

Privacy is no longer a feature - it's an expectation:

Radical privacy & trust

Nostalgia & digital memories

Monetising memory value

Pillar 03

Tech Advancements

A frictionless lifelong family memory archive:

Auto-organisation & AI stories

Frictionless integration

Low-effort, high-value utility

THE ASSET Research validated that our technology is our greatest asset. We are repositioning and advancing the platform to extend the lids of the app and meet the next generation.

ASIKTNY | OTCQB: TNYYF

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8 PRIVACY AND REGULATORY UPDATES

tinybeans

Leading with Privacy in a Rapidly Evolving Regulatory Landscape Built for this shift as expectations rise

Australia

Legislation - age limits and privacy

Social media ban for U16 in place, Children Online Privacy Code coming Dec 2026.

Tinybeans is the private alternative — already built for this world.

United States

COPPA 2.0 — advancing

Children's data protection tightening. 25M US children aged 0–5 = core NY market, now protected by law.

Global trend

Regulation - accountability

Multiple countries following Australia. AI deepfake awareness driving urgency around private photo storage. Civil cases being awarded against social media giants.

"Tinybeans was built 12 years ago for a world that is only now arriving. While the rest of the industry is navigating a trust crisis, we've spent over a decade building exactly what families are now looking for — a private, permanent home for their memories, on their terms."

TRACY CHO — INTERIM CEO

ASIKTNY | OTCQB: TNYYF

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9 WHY TINYBEANS - THE MARKET OPPORTUNITY

tinybeans

From the first photo to the family archive

A predictable annual cohort · 95% retention · multi-decade subscription potential per family

STAGE · 01 ENTRY	STAGE · 02 GROWTH	STAGE · 03 EXPANSION	STAGE · 04 ARCHIVE
Birth & first year
ANNUAL COHORT
3.6M/ 132M
US¹ / global² births p.a.
The “Golden Window” - daily habits from here.	Ages 0-4
ADDRESSABLE
~19M
US Children aged 0-4²
Peak content creation, peak emotional value.	Broader parenting
ADDRESSABLE
~34M
US households with kids²
Peak spending power, high purchase intent.	Lifelong & multi-gen
RELEVANCE
Decades
multi-generational use
Memory is not a phase - it's a permanent need.
TNY PRODUCT FIT	Capture & share
Both apps	Daily journaling
Qeepsake AI prompts	Photo books & archive
E-commerce range
			Lifelong storage
AI photo organisation

HOW THIS COMPOUNDS INTO LTV PER FAMILY

| US$75
Tinybeans ARPU
Per year³ | 95%
Annual retention
(Q3 FY26)⁴ | US$19
Tinybeans CAC
(Q3 FY26)⁵ | ~4 mo
Year-1 CAC
payback period |
| --- | --- | --- | --- |

High retention extends the customer life across multiple stages. Each family acquired at Stage 1 has the potential to remain a paying subscriber through Stages 2 and 3, and to retain the archive permanently in Stage 4 - creating multi-year, potentially multi-generational subscription revenue per acquisition.

SOURCES

¹ US births: CDC NCHS, Births in the United States, 2024 (Data Brief No. 535, July 2025) — 3,628,934 births, cdc.gov/nchs/products/databriefs/db535.htm

² Global births: UN DESA, World Population Prospects 2024 — ~132M global births p.a. population.un.org/wpp

³ Children aged 0-4: US Census Bureau Vintage 2024 population estimates by age and sex, census.gov/programs-surveys/popest

⁴ US family households with children under 18: US Census Bureau, America's Families & Living Arrangements 2024, census.gov/newsroom/press-releases/2024/families-and-living-arrangements.html

⁵ ARPU, retention & CAC: Tinybeans Group Limited (ASX:TNY) Q3 FY26 Quarterly Activities Report, April 2026.

ASX:TNY | OTCQB: TNY:F

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10 OUTLOOK

tinybeans

Entering Q4 Quarter with strong momentum

Q4 priorities mapped to the three-pillar framework, with a clear path to delivery.

> "Tinybeans has reached a clear inflection point this quarter. With our strengthened leadership team and a clear focus on growth, the Company is well positioned to execute the next phase of growth as a globally scalable SaaS platform."
>
> JAMES WARBURTON · NON-EXECUTIVE CHAIR

Q4 FY26 PRIORITIES BY PILLAR

Pillar 01 App Discovery

Meeting Gen Z parents where they are.

• Launch creator partnership programme on TikTok & Instagram
• Establish authentic Reddit & community presence in core mum forums
• Begin AI-search optimisation for ChatGPT & Perplexity discovery

SUCCESS LOOKS LIKE

Reduced CAC, increased organic install share

Pillar 02 Product Positioning

Privacy as foundation, memory as value.

• Refresh brand messaging around radical privacy & trust
• Expand high-margin e-commerce range building on Mother's Day success
• Test pricing & bundling for the "value to remember" thesis

SUCCESS LOOKS LIKE

Higher ARPU, e-commerce as growing % of revenue

Pillar 03 Product Advancements

A frictionless lifelong family archive.

• Deliver Tinybeans AI photo organisation & smart album features
• Roll out next-stage Qeepsake AI journaling features
• Continue ongoing work to extend operating efficiencies

SUCCESS LOOKS LIKE

Improved free-to-paid conversion, sustained EBITDA+

UNDERPINNING ALL THREE

Continued US growth strategy execution · disciplined cost base · Tinybeans & Qeepsake operating as a multi-brand portfolio with shared infrastructure.

ASIKTNY | OTCQB: TNYYF

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tinybeans

Further information

Tracy Cho
Interim 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

"Market conditions may shift, but families continue to invest in memories that last a lifetime - This quarter's results speak to that, and to our role as the home for those moments."