Autumn 2021 Presentation: tinyBuild

TinyBuild operates as a vertically integrated video game publisher and developer focused on the long-term cultivation of scalable intellectual property. The company’s core business model centers on building enduring media franchises through a combination of internal development, strategic partnerships, and targeted acquisitions. By prioritizing the ownership of high-value assets, the firm aims to create sustainable revenue streams that extend beyond initial product launches, effectively transforming individual titles into long-term multimedia properties.

Financial performance during the first half of 2021 demonstrates the efficacy of this strategy, characterized by a strong emphasis on back-catalogue monetization, which accounted for 91% of total gaming revenue. With consolidated revenues reaching $18.6 million and an EBITDA margin of 42.4%, the company maintains a robust fiscal position. This stability is further supported by a net cash position of $61.6 million, bolstered by recent public offering proceeds and a $25 million credit facility specifically earmarked for future mergers and acquisitions. These resources facilitate an aggressive expansion of the development pipeline, which currently includes 29 titles and the integration of talent from five recent acquisitions.

The company’s growth trajectory is defined by a commitment to reinvesting in software development and intellectual property, underpinned by structured amortization policies for development costs across first, second, and third-party projects. By leveraging successful properties like Hello Neighbor for cross-media expansion, the firm continues to diversify its reach within the global gaming market. This approach reflects a disciplined focus on operational scalability and the systematic acquisition of both creative talent and proprietary assets to ensure long-term competitive viability in an evolving industry landscape.