tonies SE, the globally leading interactive audio platform for children, today hosted its first-ever Capital Markets Day, unveiling a strategic roadmap to more than double group revenue to greater than EUR 1.4 billion by fiscal year 2030. The company also aims to achieve an adjusted EBITDA margin between 16% and 18% over the medium term, driven by operating leverage and recurring revenue from its growing installed base.
CEO Tobias Wann emphasized the company's global appeal and untapped market opportunity. "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," Wann said. The company plans to continue international expansion, targeting at least two additional market launches in 2027 and establishing a presence in all major regions by 2030.
According to the press release, tonies' growth strategy rests on three pillars: developing an ecosystem that generates recurring cohort revenue, winning internationally with the US as a key near-term opportunity, and scaling a resilient financial model that improves margins through operating leverage. The company is deploying artificial intelligence to accelerate localization and compress development cycles without proportionate cost increases.
CFO Hansjorg Müller highlighted the resilience of tonies' financial model, noting that the company has "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." The mid-term targets reflect the natural evolution toward higher-margin attach revenue and structural improvements across cost of goods, fulfillment, and SG&A.
International growth remains a key driver, with significant penetration headroom in existing markets. In the US, tonies serves only about 12% of target households, compared to roughly 58% in the DACH region. With more than 570 million addressable households globally, the company sees substantial opportunity to scale its omnichannel strategy. Since 2019, tonies has grown its points of sale by over 30% annually to more than 25,000 worldwide.
Christoph Frehsee, Chief Revenue Officer, described the company's expansion playbook: "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."
In addition to financial targets, tonies announced the formation of a Global Advisory Group comprising 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. CXO Ginny McCormick stated, "Our Global Advisory Group reflects our commitment to bringing that expertise into everything we create."
tonies continues to bolster its content portfolio with recent announcements including Hasbro flagship games on Tonieplay, Bluey content for the Toniebox, and upcoming products from its collaboration with Pokémon. The company now represents a large portion of the world's leading children's intellectual properties. Further details on the Capital Markets Day are available in the original release at NewMediaWire.
