Photomyne Ltd · TASE:PHTM
Photomyne — H1 2026 Earnings Presentation
12 slides from Photomyne's earnings presentation, August 2026
Slide 1: Investor Presentation – H1 2026
Investor Presentation – H1 2026 August 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: H1 2026 Highlights
H1 2026 Highlights $10.7M +22% Hundreds of thousands of Cash collections (c. ILS 32.7M) Growth in cash collections from returning users subscribers. Hundreds of millions of memories preserved 42% $9.5M 50M 402K 599M paying subscribers Cash and Downloads Paying Photos retained for 3+ years deposits S
Slide 4: Growth in Cash Collections from Returning Users
22% Growth in Cash Collections from Returning Users Cash collections from returning users increased to $7.2M, representing c.22% growth compared to the same period last +22% $7.2M year. $5.9M Returning Returning Users Users $3.3M $2.8M New Users New Users H1 2025 H1 2026 * Collections from iOS, Andr
Slide 5: Cash Collections and Direct Marketing Expenses
Half-Year Comparison Cash Collections and Direct Marketing Expenses (USD millions) $10.7M $9.9M Growth in cash collections alongside a $6.8M decrease in direct $6.2M $5.8M marketing expenses. $4.2M H1 2024 H1 2025 H1 2026 Cash Collections Direct Marketing Expenses 5 * Cash collections – see definitio
Slide 6: Operating Cash Flow
Operating Cash Flow +26% $9.9M Cash used in operating $7.9M activities in H1 2026 decreased by c.$1.0M (c. 50%) compared to the same period last year. ($1.0M) ($2.0M) H1 2025 H1 2026 Revenue Operating Cash Flow 6
Slide 7: Cumulative Return on Investment by Cohorts
Cumulative Return on Investment by Cohorts 1-54 months 1-48 months 1-42 months 1-36 months 1-30 months 1-24 months 1-18 months 1-12 months 1-6 months 185% 176% 180% 212% 116% 92% 87% 64% 49% $7.8M $6.2M $5.4M $4.9M $5.8M $5.4M $4.4M $4.8M $3.7M $4.2M $3.5M $4.2M $3.2M $2.8M $2.8M $2.1M $1.8M $1.3M H
Slide 8: Performance Metrics
Performance Metrics As of As of As of 30.06.2026 30.06.2025 31.12.2025 Downloads 50.2M 46.8M 48.7M Photos 590M 515M 551M Paying subscribers 403K 411K 408K MAU (Monthly Active 610K 750K 780K Users) During H1 2026, c. 6.5M new photos 6MAU 3.0M 3.6M 3.5M were added each month, c. 213,000 photos per day
Slide 9: Paying Subscriber Base
Paying Subscriber Base Average Subscription Price Over Time US Annual Subscribers as a Share of Total Subscribers $60 $50 Growth of c.10% in H1 $40 2026 $30 $20 $0 US Annual Subscribers Other Subscribers 2020 2021 2022 2023 2024 2025 2026 * U.S. annual subscribers refer to annual subscriptions in th
Slide 10: 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
Slide 11: Estimated Future Cash Collections: Comparison to December 31, 2025
Estimated Future Cash Collections From Existing Cohorts Only Comparison to December 31, 2025 $166M/ $178M (against cumulative marketing spend of c. $56M/$62M) ~$96M/$106M ~$70M/$72M Cash collections received as of June 30, 2026 Estimated future cash collections over the next 10 years from existing c
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