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 16-18% mid-term. The company also announced plans for continued global expansion, with at least two additional market launches in 2027 and a presence in all major regions of the world by 2030.
Tobias Wann, CEO of tonies, stated: "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 company's growth ambition is anchored in three pillars: building an ecosystem that generates recurring cohort revenue, winning internationally with the US as the largest near-term opportunity, and scaling a platform that yields operating leverage. tonies is deploying AI to accelerate localization, compress development cycles, and increase output without proportionate cost increases over time.
Hansjorg Müller, CFO of tonies, explained: "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 value driver. In the US, tonies serves only ~12% of target households, compared to ~58% in DACH, with more than 570 million addressable households worldwide. Since 2019, tonies has grown its points of sale by over 30% annually (CAGR) to more than 25,000 worldwide. Christoph Frehsee, CRO of tonies, 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."
tonies also announced the launch of its Global Advisory Group, a panel of 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 of tonies, said: "Our Global Advisory Group reflects our commitment to bringing that expertise into everything we create."
Recently, tonies launched Hasbro flagship games on Tonieplay, announced bringing Bluey to the Toniebox, and will shortly launch products from its collaboration with Pokémon. The company's content portfolio now represents a large portion of the world's leading children's IPs.
For more information, see the full press release on NewMediaWire.
