Q1 2026 Tiny Ltd Earnings Call Transcript

May 13, 2026 / 12:00 PM GMT

Release Date Price: €3.14 (-13.26%)

Transcript

Key Points

Positve

Adjusted EBITDA for Q1 2026 was $9.2 million with a margin of 18%, reflecting ongoing cost discipline.
Recurring revenue reached $17.6 million, up 80% year-over-year, driven by the Serato acquisition.
Annualized recurring revenue stands at $70.5 million, reinforcing the strategic focus on predictable and subscription-based revenue.
LTM free cash flow improved by 36% year-over-year, reaching $17.6 million or $0.60 per share.
The Letterboxx platform has seen significant growth, reaching 29 million registered users, up 175% since acquisition.

Negative

Digital services revenue decreased from $21.5 million in Q1 2025 to $16.7 million, reflecting a tough comparable.
Creative platform revenue declined from $11 million to $9.6 million due to enterprise contract timing.
Net debt to adjusted EBITDA stands at 2.7 times, slightly above the target range of 2 to 2.5 times.
Q1 standalone free cash flow was negative, reflecting timing of working capital and debt servicing.
The company is facing challenges in the debt market, making refinancing discussions more complex.

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

TINY.TO - Tiny Ltd
Q1 2026 Tiny Ltd Earnings Call
May 13, 2026 / 12:00PM GMT

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Presentation
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