tonies SE, the globally leading interactive audio platform for children, today hosted its first-ever Capital Markets Day, outlining its financial ambitions and strategic roadmap. The company targets group revenue exceeding EUR 1.4 billion by fiscal year 2030, more than double its fiscal 2025 revenue of EUR 630 million, and aims for an adjusted EBITDA margin between 16% and 18% in the mid-term. This growth is expected to be driven by expanding current activities, new device developments, and additional market launches.
Tobias Wann, CEO of tonies, stated: “tonies has global appeal and a market opportunity far beyond our current size. 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.”
The company's growth strategy rests on three mutually reinforcing pillars: building an ecosystem that generates recurring cohort revenue, winning internationally (with the US as the largest near-term opportunity), and scaling a platform that yields operating leverage and margin expansion. Artificial intelligence is being deployed to accelerate localization, compress development cycles, and increase output without proportionate cost increases.
International expansion remains a key driver. tonies currently serves only about 12% of target households in the US compared to roughly 58% in DACH, with over 570 million addressable households worldwide. The company plans to enter at least two new markets in 2027 and establish a presence in all major regions by 2030. Since 2019, tonies has grown its points of sale by over 30% annually (CAGR) to more than 25,000 worldwide. Christoph Frehsee, CRO of tonies, noted: “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 conjunction with its growth plans, tonies announced the launch of its Global Advisory Group, a panel of 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. Ginny McCormick, CXO of tonies, commented: “Our Global Advisory Group reflects our commitment to bringing that expertise into everything we create.”
The company's content portfolio continues to expand rapidly, with recent launches including Hasbro flagship games on Tonieplay, the addition of Bluey to the Toniebox, and upcoming products from its collaboration with Pokémon. tonies’ content portfolio now represents a significant portion of the world's leading children's intellectual properties.
Hansjorg Müller, CFO of tonies, highlighted the resilience of the financial model: “We have 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. Our ambition to grow tonies far beyond the billion-mark while significantly increasing our profitability reflects us continuing this proven trajectory.”
For more details on the company's financial targets, refer to the published Annual Report as of December 31, 2025, available on the company's website: https://www.tonies.com. The original press release can be viewed at https://www.newmediawire.com.
