tonies SE, the globally leading interactive audio platform for children, today hosted its first-ever Capital Markets Day, setting out financial ambitions and a strategic roadmap for the years ahead. The company targets to more than double group revenue to greater than EUR 1.4 billion by fiscal year 2030 and aims to achieve an adjusted EBITDA margin between 16-18% mid-term. This growth will be driven by expanding current activities, new device developments, and new market launches.
CEO Tobias Wann emphasized the global appeal and market opportunity, stating, "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." The growth strategy is anchored in three pillars: building a multi-device ecosystem, winning internationally with the US as the largest near-term opportunity, and scaling a resilient financial model that generates operating leverage.
International expansion remains a key value driver. With significant penetration headroom in existing markets—such as the US, where tonies serves only ~12% of target households compared to ~58% in DACH—and 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 more than 30% annually (CAGR) to over 25,000 worldwide.
CFO Hansjorg Müller highlighted the financial model's resilience, noting, "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." The company expects to maintain this trajectory while significantly increasing profitability.
In a move to ensure trust and expertise, tonies announced the launch of its Global Advisory Group, a panel of leading childhood development experts. Founding members include Michael Levine, Chrissy Lawler, Dr. Ellen Wartella, Dr. Katharina Meier-Batrakow, and Meredith Halpern-Ranzer. CXO Ginny McCormick said, "At tonies, we are not building products for a moment. We are building relationships with families that grow across childhood. That requires more than beloved content, it requires trust."
The company's content portfolio continues to expand rapidly, with recent launches including Hasbro games on Tonieplay, Bluey coming to the Toniebox, and upcoming products from the collaboration with Pokémon. This breadth reflects the platform's reach and industry trust. For more details, see the full release on NewMediaWire.
