tonies SE, the globally leading interactive audio platform for children, today held its first-ever Capital Markets Day, outlining a mid-term ambition 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 16-18% over the same period. The announcement signals a major step in tonies’ growth trajectory as it builds on a decade of category creation at the intersection of technology, toys, content, and gaming.
CEO Tobias Wann emphasized the company’s global appeal and market opportunity: “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 growth ambition rests on three pillars: building an ecosystem for recurring revenue, winning internationally—particularly in the US—and scaling a resilient financial model. AI will be deployed to accelerate localization and compress development cycles. CFO Hansjörg Müller noted the company’s proven resilience, having delivered on guidance every year since its IPO despite supply chain disruptions, geopolitical instability, and tariff environments.
International expansion is a key driver. With only ~12% penetration in target US households compared to ~58% in DACH, and over 570 million addressable households globally, tonies sees significant headroom. The company plans to enter at least two new markets in 2027 and establish presence in all major world regions by 2030. Since 2019, points of sale have grown over 30% annually to more than 25,000 worldwide. Christoph Frehsee, CRO, stated: “We have built a proven and repeatable global growth engine. Every market launch strengthens our data, our operating playbook, our retail partnerships, our localization capabilities, and our content ecosystem.”
tonies also announced the launch of its Global Advisory Group, a panel of 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 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, the announcement of Bluey coming to the Toniebox, and upcoming products from its Pokémon collaboration. tonies now represents a large share of the world’s leading children’s IPs. For more details on the Capital Markets Day, visit NewMediaWire.
