tonies SE, the interactive audio platform for children, outlined its strategic roadmap and financial ambitions during its first-ever Capital Markets Day on June 18, 2026. The company targets group revenue exceeding EUR 1.4 billion by fiscal year 2030, more than doubling its current scale, and aims for an adjusted EBITDA margin between 16% and 18% in the mid-term. This growth will be driven by three mutually reinforcing pillars: building a multi-device ecosystem, winning internationally, and scaling a resilient financial model that generates operating leverage.
CEO Tobias Wann emphasized the company's global appeal and market opportunity, stating, “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 plans to deploy artificial intelligence to accelerate localization, compress development cycles, and increase output without proportionate cost increases.
International expansion remains a key growth driver. tonies currently serves only about 12% of target households in the US, compared to approximately 58% in its home DACH region, indicating significant penetration headroom. With more than 570 million addressable households globally, the company aims to enter at least two new markets in 2027 and establish a presence in all major regions of the world by 2030. Christoph Frehsee, Chief Revenue Officer, noted, “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.” The company's omnichannel strategy has already expanded its points of sale to over 25,000 worldwide, growing at more than 30% annually since 2019.
Financially, tonies expects topline growth primarily from expanding current activities, with additional contributions from new device developments and new market launches. CFO Hansjörg Müller highlighted the resilience of the company's financial model, noting that tonies has delivered on its guidance every year since its IPO despite supply chain disruptions, geopolitical instability, consumer restraint, and tariff challenges. “Our ambition to grow tonies far beyond the billion-mark while significantly increasing our profitability in the coming years reflects us continuing this proven trajectory,” he said.
In a move to reinforce its commitment to child development, 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, Chief Experience Officer, explained, “At tonies, we are not building products for a moment. We are building relationships with families that grow across childhood... Our Global Advisory Group reflects our commitment to bringing that expertise into everything we create.”
Recent product launches underscore the strength of tonies' content portfolio, which includes partnerships with major brands such as Disney, Warner Bros., and Hasbro. Within weeks, the company launched Hasbro flagship games on Tonieplay, announced bringing Bluey to the Toniebox, and will shortly launch products from its collaboration with Pokémon. The company’s content portfolio now represents a large share of the world’s leading children's intellectual properties.
The company’s growth trajectory is supported by a proven ecosystem flywheel: a growing installed base and compounding relationships drive recurring and predictable revenue, while operating leverage improves with each market rollout. tonies reported EUR 630 million in group revenue for fiscal year 2025, a 31% year-over-year increase, and employs more than 630 people. The company is listed in the SDAX segment of the Frankfurt Stock Exchange.
For more information on the company’s financial definitions, refer to the Alternative Performance Measures.
