Tinybeans delivers breakthrough FY25 as privacy concerns drive growth

• Tinybeans lifted subscription revenue 12% in FY25, with two straight quarters of positive operating cash flow
• Cost base cut by a third and margins held firm at 87%, strengthening its financial foundation
• Privacy-first platforms like Tinybeans and Life360 are tapping into the booming “anxiety economy”

Special Report: Tinybeans has capped off FY25 with a breakthrough performance, lifting subscription revenue 12% and delivering two consecutive quarters of positive operating cash flow.

Family tech platform TinyBeans’ (ASX:TNY)  trimmed its cost base by a third, held firm margins at 87%, and finished the year with stronger subscriber momentum, positioning itself to capitalise on a rising global demand for privacy-first parenting solutions.

Adjusted EBITDA loss improved 60 per cent to US$1.44m, with operating cash outflows down 64 per cent year-on-year. Importantly, the company achieved positive operating cash flow in both Q3 and Q4, marking a turnaround from the year prior.

“FY25 was a pivotal year for Tinybeans where our transformation program delivered a strengthened financial foundation for the Company,” said CEO Zsofi Paterson.

“We are now focused on leveraging our position as the trusted, privacy-first family memory platform to deliver sustainable growth in FY26 and beyond.”

Chair James Warburton reinforced the confidence.

“Tinybeans is demonstrating that disciplined execution and a clear vision can deliver meaningful results not just operationally, but for families around the world,” he said.

‘Anxiety economy’ momentum

Tinybeans’ trajectory is part of the broader rise of the “anxiety economy”, where parents are increasingly willing to pay for safety and privacy.

Its US-based peer Life360 has seen shares climb 135% in 12 months on the back of 2.5 million paid subscribers and US$219m in half-year revenue, with CEO Lauren Antonoff calling safety “as essential as wi-fi or electricity”.

While Life360 monetises parents’ need to know where their children are, Tinybeans is building its growth around parents’ need to control who sees them.

A recent Tinybeans survey of 1,002 Australian parents found 75 per cent had chosen not to post a photo of their child publicly due to privacy concerns, while 67 per cent said keeping grandparents updated was a priority but only in secure settings.

Paterson said this shift plays directly to the company’s strengths.

“Whether it’s knowing where your child is or knowing exactly who can see their photo, these are the new essentials for modern parenting,” she said.

“For many families, privacy is as critical as safety.”

Strategic progress and outlook

Tinybeans’ FY25 momentum was underpinned by new product innovation and stronger engagement with existing users – a combination that has begun converting its large free subscriber base into paying customers.

Additional tailwinds came from new partnerships with Babylist in the US and Bounty Bags in Australia, alongside collaborations with leading paediatrician Dr Daniel Golshevsky (“Dr Golly”) on a “digital nesting” toolkit for parents.

Tinybeans also extended its reach through partnerships with influencers such as Tayla Broad and Lana Murphy, and media activations such as Nine’s Babytalk podcast, helping the platform connect directly with new parents.

Global visibility also lifted with the app named Apple’s App of the Day in more than 100 countries.

Looking ahead, the company plans to enter the US$3.8 billion global photobooks market with a personalised Photo Store and Family Plan designed to boost engagement and lift average revenue per user.

There was also the recent launch of Tinybeans+ Legacy, designed to monetise long-term free users who have benefitted from the free version of the platform.

By offering less active subscribers a lower-friction way to safely preserve their memories, the product also provides an effective tool to reduce churn and extend customer lifetime value.

“We’ve reset the business, proven the model, and now have the foundations to scale. FY26 is about accelerating and turning trust into growth,” said Paterson.

This article was developed in collaboration with Tinybeans, a Stockhead advertiser at the time of publishing.

This article does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions.