Photomyne Ltd · TASE:PHTM
Photomyne — Q3 2026 Earnings Presentation
9 slides from Photomyne's earnings presentation, October 2026
Slide 1: Investor Presentation – Q3 2026
Investor Presentation – Q3 2026 October 2026 * This English version is provided for convenience only. The official and legally binding version is the original Hebrew document.
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation of Photomyne Ltd. (the “Company”) has been prepared as a general corporate overview and summary only. It does not contain all of the information about the Company and its activities. Reviewing this presentation is not a substitute for reading the reports published
Slide 3: Q3 2026 Highlights
Q3 2026 Highlights $15.9M +20% Hundreds of thousands of Cash collections Growth in cash collections (c. ILS 48.3M) from returning users subscribers. Hundreds of millions of memories preserved 43% $9.8M 51M 401K 613M paying subscribers Cash and retained for 3+ years deposits Downloads Paying Photos S
Slide 4: Cash Collections and Direct Marketing Expenses
Cash Collections and Direct Marketing Expenses $15.9M $14.9M Growth in cash collections alongside a decrease in $10.6M direct marketing expenses. $9.0M $7.9M $7.0M Based on the Company's assessment, the overall level of operating expenses remained materially unchanged during the period. 9 months end
Slide 5: Growth in Cash Collections from Returning Users
20% Growth in Cash Collections from Returning Users Cash collections from returning users increased by c.20% compared to the same period last year. $8.9M +20% $10.7M Returning Returning Users Users Cash collections presented in this chart include iOS, Android, and the Company's website only (excludi
Slide 6: Performance Metrics
Performance Metrics as of the As of As of As of date of this 30.09.2026 30.09.2025 31.12.2025 presentation Downloads 50.9M 50.8M 47.8M 48.7M Photos 613M 611M 534M 551M Paying subscribers 401K 401K 405K 408K MAU (Monthly 560K 565K 760K 780K Active Users) 6MAU 2.6M 2.6M 3.5M 3.5M During the first 9 mon
Slide 7: Paying Subscriber Base
Paying Subscriber Base US Annual Subscribers as a Share of Total Subscribers Average Subscription Price Over Time (in Thousands) $60 $50 Growth of c.9% during the first $40 nine months of 2026 $30 $20 $0 US Annual Subscribers Other Subscribers 2020 2021 2022 2023 2024 2025 2026 * Average subscription
Slide 8: Estimated Future Cash Collections From Existing Cohorts Only
Estimated Future Cash Collections From Existing Cohorts Only $178M (against cumulative marketing spend of c.$62M) ~$106M ~$72M Cash collections received as of June 30, 2026 Estimated future cash collections over the next 10 years from existing cohorts only as of June 30, 2026 c. 3X cash collections
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