As we prepare for tomorrow's Annual General Meeting, we're excited to share the key highlights from what has been a transformative year for Tiny.

Over the past year, Tiny has navigated challenges that have sprouted a few new gray hairs, but the company has emerged stronger from them.

It was a year of hard-learned lessons, optimization, and compounding growth that has positioned the company for continued success.

Financial Performance Highlights

Some of our highlights.

Ten-Year Track Record

  • 10-year CAGR: Revenue 37%, EBITDA 25%.

Q4 2024 Results

  • Q4 Adjusted EBITDA jumped 38% quarter-over-quarter as the company's cost-cutting program kicked in.

Recurring Revenue Growth

  • Recurring revenue is up 4× since 2021, now reaching $39M.
  • Expected to jump to $64-66M ARR with Serato integrated.

Major Strategic Moves

Some of our big moves.

Debt Management

  • Paid down $24.5M of debt, strengthening the company's financial position.

Serato Acquisition

  • Closed a 66% stake in Serato for US $66M.
  • Expected to lift consolidated EBITDA approximately 45%.

Tiny Fund Performance

The Tiny Fund has been fully invested and is performing strongly:

  • Doing around $66M of revenue (+17% year-over-year).
  • Sent $2.2M of distributions to HQ.

Portfolio Company Highlights

Some of our portfolio's highlights:

  • Letterboxd users doubled to 20M.
  • AeroPress revenue up 120% since acquisition.
  • Mateina with Huberman revenue up 100% year-over-year, rolling out to all Whole Foods locations in the USA.

Operational Efficiency Initiatives

How we're ensuring our operations are efficient.

Cost Optimization

  • Cut >$4M in annual overhead.
  • Exited two non-core agencies (8020 & Frosty).

Strategic Acquisitions

  • Three tuck-in deals completed: Repeat, MediaNet, WholesalePet.
  • Booming organic deal pipeline continues to provide growth opportunities.

Looking Forward

With a stronger balance sheet, optimized operations, and strategic acquisitions integrated, Tiny has positioned itself for continued growth and value creation.

The combination of recurring revenue growth, debt reduction, and operational efficiency gains demonstrates the company's commitment to building sustainable, long-term value.