tonies SE, the global interactive audio platform for children, held its first Capital Markets Day on June 18, 2026, setting ambitious financial targets and detailing a strategic roadmap for growth. The company aims to more than double its group revenue to over EUR 1.4 billion by fiscal year 2030, while achieving an adjusted EBITDA margin of 16%–18% in the mid-term.
The growth strategy is built on three pillars: building a multi-device ecosystem to generate recurring cohort revenue, expanding internationally with the U.S. as the largest near-term opportunity, and scaling a resilient financial model that drives operating leverage. The company plans to launch in at least two new markets in 2027 and have a presence in all major regions by 2030.
Tobias Wann, CEO of tonies, said: “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 opportunity in front of us is greater than anything we have delivered so far – and we have the demand, the team, and the plan to capture it.”
Hansjorg Müller, CFO of tonies, highlighted the company's financial resilience: “Our financial model is built on an ecosystem flywheel: a growing installed base and a compounding relationship drive recurring and predictable revenue, and operating leverage improves with every market we roll out and scale. What makes this model particularly sustainable is the underlying resilience: 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 in the coming years reflects us continuing this proven trajectory.”
International expansion remains a key value driver. In the U.S., tonies reaches only about 12% of target households, compared to 58% in its home DACH region. With more than 570 million addressable households globally, the company sees significant penetration headroom. Since 2019, its points of sale have grown by over 30% annually to more than 25,000 worldwide.
Christoph Frehsee, CRO of tonies, 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 – making each successive launch more effective than the last. With significant growth potential still ahead of us, we are preparing to enter at least two new markets in 2027 and establish tonies across all major regions of the world by 2030.”
The company also announced the formation of a Global Advisory Group, comprising experts in childhood development, education, neuroscience, pediatrics, and family wellbeing. This group will provide science-backed guidance on product and content development as tonies scales globally. Founding members include Michael Levine, Chrissy Lawler, Dr. Ellen Wartella, Dr. Katharina Meier-Batrakow, and Meredith Halpern-Ranzer.
Ginny McCormick, CXO of tonies, 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. We believe the best childhood experiences are grounded in a deep understanding of how children learn, listen, and develop. Our Global Advisory Group reflects our commitment to bringing that expertise into everything we create.”
Recent content partnerships underscore the platform's appeal: tonies has launched Hasbro games on Tonieplay, announced the addition of Bluey to the Toniebox, and will soon launch products from its collaboration with Pokémon. The company's content portfolio now represents a significant share of the world's leading children's intellectual properties.
For more information on tonies' financial targets and alternative performance measures, visit the company's website at tonies.com. The original press release is available at newmediawire.com.
