tonies SE (TNIE) Earnings Call Transcripts

tonies SE's Latest Earnings Call - June 18, 2026

In the second quarter of 2026, tonies SE reported a significant revenue increase, projecting over EUR 760 million for the fiscal year, marking a 20% growth year-over-year. The company emphasized its strong growth trajectory in the U.S. market, where it has achieved substantial penetration with only 12% of households currently owning a Toniebox. Management maintained its guidance for adjusted EBITDA margins between 9% to 11%, indicating a focus on profitability alongside growth.

Reported metrics

Guidance from management

Management reiterated its guidance for 2026 revenue of over EUR 760 million and an adjusted EBITDA margin of 9% to 11%. They also set a long-term target of EUR 1.4 billion in revenue by 2030, with a midterm EBITDA margin of 16% to 18%.

What management said

As announced earlier, we are progressing through the day, and you will now hear from Christoph, our Chief Revenue Officer, on scaling the growth engine, how we win internationally.

Then next up, [ Lorie Burke]. So [ Lori Bergner ] is actually one of the most recognized names in children music in the U.S. with more than 700,000 YouTube subscribers. She's also a partner of us that goes on tour with us, and [indiscernible] actually halts and concept halls with little kits where you take a child for the fast content. [Presentation]

What analysts pressed on

Analysts expressed concerns about the competitive landscape, particularly regarding larger toy companies potentially entering the market. There were also questions about the sustainability of growth in the face of increasing competition and how the company plans to maintain its market share.

Main topics on the call

• U.S. Market Expansion — Management highlighted the U.S. as a key focus area, stating that 'only around 12% of relevant households have a Toniebox today.' This indicates significant room for growth as they aim to increase market penetration. The...
• Product Innovation with Toniebox Light — The introduction of the Toniebox Light aims to lower barriers to entry and expand market reach. Management stated, 'Toniebox Light will help us lower the barrier to entry into the ecosystem,' which is expected to drive h...
• Strong Financial Performance — The company reported EUR 630 million in revenue for 2025 and projected over EUR 760 million for 2026, indicating robust growth. CEO Tobias Wann stated, 'Every year, guidance met or exceeded,' showcasing their consistent ...
• International Growth Strategy — Management plans to launch at least two new international markets by the end of 2027, aiming for a presence in all major regions by 2030. They noted, 'We want to be in all major regions by 2030,' emphasizing their commit...

Read the full tonies SE transcript (June 18, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 9 tonies SE earnings call transcripts on record, spanning April 11, 2024 to June 18, 2026. Based on this history, tonies SE reports quarterly. The most recent call on file is dated June 18, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TNIE

Exchange

DB

Country

DE

Sector

Consumer Discretionary

Industry

Leisure Products

Calls on record

9

First call

April 11, 2024

Most recent

June 18, 2026

Reporting cadence

quarterly