PodcastOne announces Q2 earnings per share of 4 cents, compared to a loss of 7 cents last year.
Q2 Revenue Growth: PodcastOne reported a Q2 revenue of $15.2 million, up from $12.154 million the previous year, indicating strong financial performance.
Innovation and Performance: The company attributes its success to a diversified business model and the implementation of AI-powered tools that enhance podcast discovery, monetization, and production.
Growth Drivers: Key platforms such as PodRoll, PodcastOne Pro, and programmatic channels are contributing to meaningful growth within the network.
Benefits for Creators: PodcastOne provides creators with advanced analytics, predictive insights, and new monetization opportunities, enhancing their overall experience and success.
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PodcastOne Extends Multiple Agreements and Acquires New Show
- Agreement Extensions: PodcastOne has renewed its multiyear agreements with 'The Prosecutors' and 'Bitch Bible,' along with 'Some More News,' demonstrating its stability and growth potential in the podcast market.
- New Show Acquisition: The acquisition of sales and distribution rights for 'For Your Amusement' will enrich PodcastOne's content lineup, further attracting a diverse audience and enhancing its competitive edge.
- Audience Growth: Since 2022, PodcastOne has expanded its roster to over 200 top podcasters, achieving more than 3.9 billion total downloads, indicating its leadership and strong influence in the podcast industry.
- Strategic Development: Eli Dvorkin, Chief Content Officer of PodcastOne, emphasized that continuing partnerships with existing shows and introducing new content aims to enhance listener engagement, thereby driving revenue growth and brand influence.
PodcastOne (PODC) Q3 Fiscal 2026 Results: Expected Revenue of $15.3M-$15.5M and Adjusted EBITDA of $1.8M-$2.3M
- Financial Performance Outlook: PodcastOne anticipates Q3 Fiscal 2026 revenue between $15.3 million and $15.5 million, with Adjusted EBITDA projected at $1.8 million to $2.3 million, reflecting over 350% year-over-year growth and indicating strong potential in the podcast market.
- Impressive Nine-Month Results: For the nine months ending December 31, 2025, PodcastOne expects revenue of $45 million to $46 million and Adjusted EBITDA of $3.4 million to $3.6 million, showcasing success in advertiser demand and strategic partnerships.
- Capital Structure Optimization: PodcastOne acquired 771,000 shares of LiveOne year-to-date and fully repaid $1.7 million of Capchase debt in Q3, enhancing financial stability and future growth capacity.
- Strategic Growth Confidence: Executives noted that the addition of Dr. Phil and improved financial conditions position PodcastOne competitively for future M&A activities, suggesting continued market share expansion.
LiveOne Renews Partnership with Telly, Achieving Over 200% Audience Growth
- Significant User Growth: The renewal of LiveOne's strategic partnership with Telly has resulted in over 200% growth in LiveOne usage on Telly over the past 90 days, indicating strong demand and acceptance for free music services among users.
- Increased Listening Duration: Thanks to Telly's built-in Harman Kardon soundbar, average listening sessions have also seen double-digit growth, further enhancing user immersion and increasing platform stickiness.
- Innovative Experience: This renewal will continue to drive Telly's dual-screen audio experience, allowing users to access millions of songs for free through Telly's Smart Home Screen, solidifying LiveOne's innovative position in the home audio market.
- Deepening Strategic Collaboration: The partnership between LiveOne and Telly not only continues its legacy of early innovation but also promises to bring more advancements to audio experiences in the future, enhancing both companies' competitiveness in the rapidly evolving digital entertainment market.
PodcastOne Renews LadyGang for 10 Years, Surpassing 300 Million Downloads
- Renewal Agreement: PodcastOne has renewed its 10-year agreement with LadyGang, solidifying a successful partnership since 2015 and ensuring the show's continued influence in the podcasting space.
- Download Milestone: LadyGang has surpassed 300 million downloads, demonstrating its strong appeal among female listeners and significantly enhancing PodcastOne's brand value.
- Successful Brand Partnerships: The podcast has established long-term collaborations with major brands such as Skims, Vogue, and Chanel, further elevating its market position and the sustainability of its business model.
- Innovative Marketing Approach: LadyGang has set a successful business standard in the modern podcast industry through various strategies, including social media engagement, live events, and community interaction, strengthening its leadership in a competitive market.
Galloway Capital Partners Reveals 3.15% Ownership in PodcastOne, Inc.
Galloway Capital Partners' Stake: Galloway Capital Partners, LLC announced a 3.15% stake in PodcastOne, Inc., asserting that the company's shares are significantly undervalued compared to its revenues and intrinsic value.
Call for Strategic Action: Bruce Galloway, the Chief Investment Officer, urged PodcastOne's Board and management to engage an investment bank or strategic advisor to explore options for maximizing shareholder value, including potential mergers or acquisitions.
Market Context: Galloway highlighted that similar companies in the sector have been acquired at valuations up to 10 times their revenues, indicating a substantial market value that PodcastOne is not currently reflecting.
Investment Strategy: Galloway Capital Partners focuses on investing in undervalued publicly traded companies, aiming to identify opportunities that can unlock significant shareholder value.
PodcastOne (NASDAQ: PODC) Announces Record Financial Results for 1H and Q2 of Fiscal 2026, Increases Full-Year Guidance; Cash Surges to $2.7 Million, Up $2.2 Million Year-Over-Year
Financial Performance: PodcastOne reported a revenue of $15.2 million for Q2 Fiscal 2026, a 22% increase year-over-year, and an adjusted EBITDA of $1.1 million, up 369% year-over-year. For the first half of Fiscal 2026, revenue reached $30.2 million, a 19% increase, with adjusted EBITDA of $1.7 million, up 332% year-over-year.
Operational Growth: The company added 17 new podcasts, bringing its total to 210 shows, and maintained its position as a Top 10 Publisher in Podtrac rankings. PodcastOne also expanded its partnership with Amazon, increasing its annual run rate from $16.5 million to over $20 million.
Strategic Partnerships: PodcastOne achieved record revenue from its partnerships, including a Fortune 250 streaming partner, which generated over $26 million in annual revenue. Additionally, three of its podcast titles were sold to major TV and streaming platforms.
Management Insights: President Kit Gray emphasized the company's innovative approach and strong brand momentum, highlighting the success of AI-powered tools for enhancing podcast discovery and monetization, and expressing confidence in leveraging technology to empower creators and advertisers.
PodcastOne Extends Multiple Agreements and Acquires New Show
- Agreement Extensions: PodcastOne has renewed its multiyear agreements with 'The Prosecutors' and 'Bitch Bible,' along with 'Some More News,' demonstrating its stability and growth potential in the podcast market.
- New Show Acquisition: The acquisition of sales and distribution rights for 'For Your Amusement' will enrich PodcastOne's content lineup, further attracting a diverse audience and enhancing its competitive edge.
- Audience Growth: Since 2022, PodcastOne has expanded its roster to over 200 top podcasters, achieving more than 3.9 billion total downloads, indicating its leadership and strong influence in the podcast industry.
- Strategic Development: Eli Dvorkin, Chief Content Officer of PodcastOne, emphasized that continuing partnerships with existing shows and introducing new content aims to enhance listener engagement, thereby driving revenue growth and brand influence.
PodcastOne (PODC) Q3 Fiscal 2026 Results: Expected Revenue of $15.3M-$15.5M and Adjusted EBITDA of $1.8M-$2.3M
- Financial Performance Outlook: PodcastOne anticipates Q3 Fiscal 2026 revenue between $15.3 million and $15.5 million, with Adjusted EBITDA projected at $1.8 million to $2.3 million, reflecting over 350% year-over-year growth and indicating strong potential in the podcast market.
- Impressive Nine-Month Results: For the nine months ending December 31, 2025, PodcastOne expects revenue of $45 million to $46 million and Adjusted EBITDA of $3.4 million to $3.6 million, showcasing success in advertiser demand and strategic partnerships.
- Capital Structure Optimization: PodcastOne acquired 771,000 shares of LiveOne year-to-date and fully repaid $1.7 million of Capchase debt in Q3, enhancing financial stability and future growth capacity.
- Strategic Growth Confidence: Executives noted that the addition of Dr. Phil and improved financial conditions position PodcastOne competitively for future M&A activities, suggesting continued market share expansion.
LiveOne Renews Partnership with Telly, Achieving Over 200% Audience Growth
- Significant User Growth: The renewal of LiveOne's strategic partnership with Telly has resulted in over 200% growth in LiveOne usage on Telly over the past 90 days, indicating strong demand and acceptance for free music services among users.
- Increased Listening Duration: Thanks to Telly's built-in Harman Kardon soundbar, average listening sessions have also seen double-digit growth, further enhancing user immersion and increasing platform stickiness.
- Innovative Experience: This renewal will continue to drive Telly's dual-screen audio experience, allowing users to access millions of songs for free through Telly's Smart Home Screen, solidifying LiveOne's innovative position in the home audio market.
- Deepening Strategic Collaboration: The partnership between LiveOne and Telly not only continues its legacy of early innovation but also promises to bring more advancements to audio experiences in the future, enhancing both companies' competitiveness in the rapidly evolving digital entertainment market.
PodcastOne Renews LadyGang for 10 Years, Surpassing 300 Million Downloads
- Renewal Agreement: PodcastOne has renewed its 10-year agreement with LadyGang, solidifying a successful partnership since 2015 and ensuring the show's continued influence in the podcasting space.
- Download Milestone: LadyGang has surpassed 300 million downloads, demonstrating its strong appeal among female listeners and significantly enhancing PodcastOne's brand value.
- Successful Brand Partnerships: The podcast has established long-term collaborations with major brands such as Skims, Vogue, and Chanel, further elevating its market position and the sustainability of its business model.
- Innovative Marketing Approach: LadyGang has set a successful business standard in the modern podcast industry through various strategies, including social media engagement, live events, and community interaction, strengthening its leadership in a competitive market.
Galloway Capital Partners Reveals 3.15% Ownership in PodcastOne, Inc.
Galloway Capital Partners' Stake: Galloway Capital Partners, LLC announced a 3.15% stake in PodcastOne, Inc., asserting that the company's shares are significantly undervalued compared to its revenues and intrinsic value.
Call for Strategic Action: Bruce Galloway, the Chief Investment Officer, urged PodcastOne's Board and management to engage an investment bank or strategic advisor to explore options for maximizing shareholder value, including potential mergers or acquisitions.
Market Context: Galloway highlighted that similar companies in the sector have been acquired at valuations up to 10 times their revenues, indicating a substantial market value that PodcastOne is not currently reflecting.
Investment Strategy: Galloway Capital Partners focuses on investing in undervalued publicly traded companies, aiming to identify opportunities that can unlock significant shareholder value.
PodcastOne (NASDAQ: PODC) Announces Record Financial Results for 1H and Q2 of Fiscal 2026, Increases Full-Year Guidance; Cash Surges to $2.7 Million, Up $2.2 Million Year-Over-Year
Financial Performance: PodcastOne reported a revenue of $15.2 million for Q2 Fiscal 2026, a 22% increase year-over-year, and an adjusted EBITDA of $1.1 million, up 369% year-over-year. For the first half of Fiscal 2026, revenue reached $30.2 million, a 19% increase, with adjusted EBITDA of $1.7 million, up 332% year-over-year.
Operational Growth: The company added 17 new podcasts, bringing its total to 210 shows, and maintained its position as a Top 10 Publisher in Podtrac rankings. PodcastOne also expanded its partnership with Amazon, increasing its annual run rate from $16.5 million to over $20 million.
Strategic Partnerships: PodcastOne achieved record revenue from its partnerships, including a Fortune 250 streaming partner, which generated over $26 million in annual revenue. Additionally, three of its podcast titles were sold to major TV and streaming platforms.
Management Insights: President Kit Gray emphasized the company's innovative approach and strong brand momentum, highlighting the success of AI-powered tools for enhancing podcast discovery and monetization, and expressing confidence in leveraging technology to empower creators and advertisers.
