Key Highlights

  • Tinybeans Group (ASX:TNY) traded at 3.5 cents during the 3 November 2026 session, down 12.50%.
  • Subscription Revenue rose 74% to US$1.40 million in the September quarter, and adjusted EBITDA was a US$65,000 profit.
  • Total revenue was US$1.60 million, up 35% on the prior year's quarter.
  • The S&P/ASX 200 eased about 0.12% to 8,846.20 in the same session.

Share price performance on 3 November 2026

Shares of Tinybeans Group Limited (ASX:TNY) traded at 3.5 cents during the 3 November 2026 session, down 12.50%. The S&P/ASX 200 eased about 0.12%, or 10.30 points, to 8,846.20 in the same session. Tinybeans operates a privacy-focused digital platform for families, where parents share photos and videos of their children, and it offers subscriptions and an E-commerce arm.

Latest development: Q1 FY27 quarterly report

Tinybeans released its quarterly activities report and Appendix 4C on 28 October 2026. Total revenue for the quarter ended 30 September 2026 was US$1.60 million, up 35% on US$1.18 million a year earlier. Subscription revenue was US$1.40 million, up 74%, and e-commerce revenue was US$127,000, up 807%.

Adjusted EBITDA was a profit of US$65,000, compared with a loss of US$125,000 a year earlier, and operating cash inflows were US$10,000. The company said it had around 92,000 paid subscribers and had partnered with Mother Euro and Dad Day. All figures were unaudited and presented in US dollars, with an Australian dollar equivalent of about AU$2.2 million in cash at quarter end.

Management commentary

Chief Executive Tracy Cho said the company had recently appointed Dean Fankhauser as Head of Product. She said the focus was on attracting new parents and improving activation for new users, ahead of the US holiday season.

Sector context

Family and parenting apps compete for user Acquisition and conversion to paid subscriptions, and seasonal gifting periods can shape user growth. Subscription businesses in this area are often judged on their trial activation rates and retention.

Risks

Other revenue fell 78% in the quarter, and the company's results depend on converting new users into paid subscribers. Currency movements affect the Australian dollar value of its US dollar results, and the figures reported to the market are unaudited.

What to watch next

Investors will be watching the company's next quarterly report, the impact of the US holiday period on subscriptions, and results from the planned upcoming events with partner brands.

The Final Word

Tinybeans shares fell during the 3 November 2026 session. The company's September quarter report showed revenue growth and a small adjusted EBITDA profit, and management said it is focused on new user acquisition and activation.