tonies SE, the globally leading interactive audio platform for children, today hosted its first-ever Capital Markets Day, outlining a strategic roadmap to more than double group revenue to greater than EUR 1.4 billion by fiscal year 2030 and achieve an adjusted EBITDA margin between 16% and 18% in the mid-term. The company also announced plans for continued global expansion, including at least two additional market launches in 2027 and a presence in all major regions of the world by 2030.
CEO Tobias Wann emphasized the company's global appeal and market opportunity, stating, 'tonies has global appeal and a market opportunity far beyond our current size. We are building a global icon around a platform model that drives subscription-like behavior. Three priorities will drive value over the coming years: building a multi-device ecosystem that compounds value, leveraging our global product-market fit, and extending our story of reliable, profitable growth.'
The growth ambition rests on three mutually reinforcing pillars: building an ecosystem that generates recurring cohort revenue, winning internationally with the US as the largest near-term opportunity, and scaling a resilient financial model that produces operating leverage. The company is deploying AI to accelerate localization and compress development cycles.
CFO Hansjörg Müller highlighted the financial model's resilience: 'Our financial model is built on an ecosystem flywheel: a growing installed base and a compounding relationship drive recurring and predictable revenue, and operating leverage improves with every market we roll out and scale. We have delivered on our guidance every year since our IPO, recording profitable growth while facing supply chain disruption, geopolitical instability, consumer restraint, and even a historic tariff environment.'
International expansion remains a key driver. In the US, tonies serves only about 12% of target households compared to about 58% in DACH, with more than 570 million addressable households worldwide. Since 2019, the company has grown its points of sale by more than 30% annually (CAGR) to over 25,000 worldwide. Christoph Frehsee, CRO, noted, 'We have built a proven and repeatable global growth engine. Every market launch strengthens our data, our operating playbook, our retail partnerships, our localization capabilities, and our content ecosystem – making each successive launch more effective than the last.'
tonies also announced the launch of its Global Advisory Group, bringing together leading experts in childhood development, education, neuroscience, pediatrics, and family wellbeing. Founding members include Michael Levine, Chrissy Lawler, Dr. Ellen Wartella, Dr. Katharina Meier-Batrakow, and Meredith Halpern-Ranzer. Ginny McCormick, CXO, explained, 'Our Global Advisory Group reflects our commitment to bringing that expertise into everything we create.'
The company's content portfolio now represents a large portion of the world's leading children's IPs, with recent launches including Hasbro games on Tonieplay, Bluey on the Toniebox, and upcoming products from its collaboration with Pokémon. For more information, visit the original release at www.newmediawire.com.
