PODC
PodcastOne, Inc.2.1700
-0.0300-1.36%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q3 '26
Dr. Phil traction, IP pipeline shine
Q&A spotlighted early Dr. Phil podcast traction—strong streams, cross-promos on big shows, and advertiser buzz for multi-platform bundles tapping his Rolodex. B2B details emerged: ART19's tier upgrade guarantees more revenue, Pluto TV eyes a PodcastOne review show, and LiveOne deals expose podcasts to 50M+ users. IP sales pipeline swells to 15 projects, four sold including Varnamtown's $1.5M-2M Paramount spend; live shows boom too. Costs improved via efficiencies beyond one-offs, G&A stable; Q4 guidance intact despite seasonal ad dip, with EBITDA set to climb. Talent market competitive yet opportunistic, M&A talks heat up. LiveOne ramps buybacks. Watch Dr. Phil growth, IP wins.
Key Stats
Market Cap
58.40MP/E (TTM)
-Basic EPS (TTM)
-0.21Dividend Yield
0%Recent Filings
10-Q
Q3 FY2026 results
PodcastOne posted Q3 FY2026 revenue of $15.9M, up 25% y/y from $12.7M yet cost of sales hit 84% of sales, squeezing operating loss to $0.2M from $1.6M. Nine-month revenue climbed 21% y/y to $46.0M with losses narrowing to $2.2M from $4.6M, fueled by direct ads and barter growth from new partnerships. Cash swelled to $3.4M on $2.4M operating cash flow (capex $22K), while related party payable hit $1.6M. No debt on balance sheet. Liquidity needs loom large.
8-K
Record Q3 revenue, EBITDA surge
PodcastOne posted record Q3 fiscal 2026 revenue of $15.9M, up 25% YoY, with Adjusted EBITDA rocketing 516% to $2.8M. Nine-month revenue hit $46M, up 21%, and cash swelled 217% to $3.4M. Guidance lifted to $58-60M revenue and $5-6M Adjusted EBITDA for fiscal 2026. Partnerships drive growth, yet forward risks loom.
8-K
Record Q3 results, raised guidance
PodcastOne announced preliminary record Q3 fiscal 2026 results on January 23, 2026, expecting $15.3M-$15.5M+ revenue and $1.8M-$2.3M+ Adjusted EBITDA, up 350%+ YoY. Nine-month revenue hits $45M-$46M+ with $3.4M-$3.6M+ Adjusted EBITDA. Raised full-year guidance to $58M-$60M revenue, $5M-$6M Adjusted EBITDA. LiveOne bought 771K shares YTD; Capchase debt paid off. Results preliminary, subject to change.
8-K
PodcastOne unveils growth deck
PodcastOne released its corporate presentation on November 26, 2025, touting 210 exclusive podcasts, 29 million monthly downloads, and FY2026 revenue guidance of $56-60 million—up from $52.1 million—with adjusted EBITDA of $4.5-6 million. No debt bolsters opportunistic M&A in a $2B+ podcast ad market. Targets $100M revenue in 2-4 years. Risks cloud going concern status.
10-Q
Q2 FY2026 results
PodcastOne drove revenue up 25% y/y to $15.2M in Q2 FY2026 ended September 30, 2025, and 19% y/y to $30.2M YTD, fueled by barter growth and ad demand while cost of sales tracked at 89% of revenue. Operating loss narrowed to $1.0M from $1.7M y/y as amortization fell 62%, though stock-based comp swelled expenses; net loss matches operating at $(0.04)/share on 26.5M diluted shares. Cash climbed to $2.7M on $1.8M operating cash flow (capex $0.1M), no debt on balance sheet but parent LiveOne guarantees its debentures secured by PodcastOne assets. Liquidity strains persist. Parent debt covenants pose risks.
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