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 over EUR 1.4 billion by fiscal year 2030. The company also targets an adjusted EBITDA margin between 16% and 18% over the medium term, building on a proven financial model that has delivered profitable growth since its IPO.
The growth ambition rests on three pillars: building a multi-device ecosystem that generates recurring cohort revenue, expanding internationally with the U.S. as the largest near-term opportunity, and scaling a resilient financial model that improves operating leverage. tonies plans to enter at least two new markets in 2027 and establish presence in all major regions by 2030. Currently, tonies serves only about 12% of target households in the U.S., compared to roughly 58% in the DACH region, indicating significant headroom for growth.
CEO Tobias Wann emphasized the global appeal and market opportunity, stating that the company is building a global icon around a platform model that drives subscription-like behavior. The company is deploying artificial intelligence to accelerate localization, compress development cycles, and increase output without proportionate cost increases.
CFO Hansjörg Müller highlighted the financial model's resilience, noting that tonies has delivered on guidance every year since its IPO despite supply chain disruptions, geopolitical instability, and tariff environments. The mid-term margin target reflects the evolution toward higher-margin attach revenue and improved operating leverage from structural cost improvements.
In addition to financial targets, tonies announced the launch of a Global Advisory Group comprising leading experts in childhood development, education, neuroscience, and pediatrics. Founding members include Michael Levine, Chrissy Lawler, Dr. Ellen Wartella, Dr. Katharina Meier-Batrakow, and Meredith Halpern-Ranzer. This group will provide science-backed guidance on product and content development as the company scales globally.
Chief Experience Officer Ginny McCormick explained that the advisory group formalizes tonies' commitment to understanding how children learn and develop, ensuring that innovation is informed by trusted, independent expertise.
tonies continues to strengthen its content portfolio, recently launching Hasbro flagship games on Tonieplay, announcing a partnership to bring Bluey to the Toniebox, and preparing to launch products from its collaboration with Pokémon. The platform now features around 1,500 Tonies figurines and about 20 Tonieplay games, with content from over 350 partners including Disney, Warner Bros., and NBC Universal.
For more details on the Capital Markets Day presentation, visit NewMediaWire. Additional information on alternative performance measures can be found in the company's Annual Report at tonies.com.
