Q1 2025 tonies SE Earnings Call Transcript

May 15, 2025 / 09:00 AM GMT

Release Date Price: €5.09

Transcript

Key Points

Positve

Tonies SE (TNIEF) reported a strong start to 2025 with a 22% year-over-year increase in revenue, reaching €97 million.
The company has achieved significant international expansion, with North America showing a 37% growth and the rest of the world growing by 79%.
Tonies SE (TNIEF) has a high net promoter score of 77 in the US, surpassing major brands like Apple, Amazon, and Netflix.
The company has successfully diversified its production setup, with a new facility in Vietnam providing flexibility and reducing dependency on China.
Tonies SE (TNIEF) continues to innovate with its product offerings, including the successful launch of the Sleepy Friends series, which has become a top-performing IP globally.

Negative

The company is facing challenges due to the volatile US tariff situation, which has led to uncertainty in providing full-year guidance.
There was a slight decline of 3% in the DA region, attributed to early ordering from retail partners and delayed Easter impact.
Currency fluctuations, particularly with the US dollar, are impacting financial reporting and comparability across periods.
The company has had to implement price adjustments in the US to mitigate tariff impacts, which could affect consumer demand.
Despite strong growth, the company has not yet provided a full-year guidance due to ongoing uncertainties in the global tariff environment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TNIE.DE - Tonies SE
Q1 2025 tonies SE Earnings Call
May 15, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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My name is Manu Bozing and I'm from the investor relations team. Today, we will walk you through our presentation, and afterwards, we invite you to submit your questions via the Zoom Q&A function. On the call, we have our CEO To BS 1 and our CFO, Dr. Jan Midlo.

And now over to you, TS.

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Unidentified_2 [2]
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Thanks, Manuel, and a warm welcome also from my side.

As usual, we'll start with, what underpins everything that we do, our global platform.

Tony's is the clear global leader in audio entertainment for children, and the data shows just how

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