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Investor releaseQuarter not tagged2026-08-19PodcastOne (PODC) Q1 2027 Earnings Call Transcript
Motley Fool
PodcastOne (PODC) Q1 2027 Earnings Call Transcript
Image source: The Motley Fool. Wednesday, Aug. 12, 2026 at 12:30 p.m. ET President and Founder - Kit Gray Interim Chief Financial Officer - Craig Christensen Operator: Good morning, and thank you for standing by. Welcome to PodcastOne's Fiscal First Quarter 2027 Financial Results and Business Update Conference Call. [Operator Instructions] Presenting on today's call is Kit Gray, President and Founder of PodcastOne; and Craig Christensen, Interim Chief Financial Officer. I would like to remind you that some of the statements made on today's call are forward-looking and based on current expectations, forecasts and assumptions that involve various risks and uncertainties. These statements include, but are not limited to, statements regarding the future performance of the company, including expected future financial results and expected future growth in the business. Actual results may differ materially from those discussed on this call for a variety of reasons. Please refer to the company's filings with the SEC for information about factors which could cause the company's actual results to differ materially from those forward-looking statements, including those described in its annual report on Form 10-K for the year ended March 31, 2026, and subsequent SEC filings. You'll find reconciliations of non-GAAP financial measures to the most comparable GAAP financial measures discussed today in the company's earnings release, which is posted on its Investor Relations website. The company encourages you to periodically visit the Investor Relations website for more important content. The following discussion, including responses to your questions, contains time-sensitive information and reflects management's views as of the date of this call, August 12, 2026. And except as required by law, the company does not undertake any obligation to update or revise this information after today's call. I'd like to highlight to all participants that this call is being recorded. The company will make it available to investors and media via webcast, and a replay will be available on its website in the Investor Relations section shortly following the conclusion of the call. Additionally, it is the property of the company and any redistribution, transmission or rebroadcast of this call or the webcast in any form without the company's express written consent is strictly prohibited. I wo…Read full documentShow less
Image source: The Motley Fool. Wednesday, Aug. 12, 2026 at 12:30 p.m. ET President and Founder - Kit Gray Interim Chief Financial Officer - Craig Christensen Operator: Good morning, and thank you for standing by. Welcome to PodcastOne's Fiscal First Quarter 2027 Financial Results and Business Update Conference Call. [Operator Instructions] Presenting on today's call is Kit Gray, President and Founder of PodcastOne; and Craig Christensen, Interim Chief Financial Officer. I would like to remind you that some of the statements made on today's call are forward-looking and based on current expectations, forecasts and assumptions that involve various risks and uncertainties. These statements include, but are not limited to, statements regarding the future performance of the company, including expected future financial results and expected future growth in the business. Actual results may differ materially from those discussed on this call for a variety of reasons. Please refer to the company's filings with the SEC for information about factors which could cause the company's actual results to differ materially from those forward-looking statements, including those described in its annual report on Form 10-K for the year ended March 31, 2026, and subsequent SEC filings. You'll find reconciliations of non-GAAP financial measures to the most comparable GAAP financial measures discussed today in the company's earnings release, which is posted on its Investor Relations website. The company encourages you to periodically visit the Investor Relations website for more important content. The following discussion, including responses to your questions, contains time-sensitive information and reflects management's views as of the date of this call, August 12, 2026. And except as required by law, the company does not undertake any obligation to update or revise this information after today's call. I'd like to highlight to all participants that this call is being recorded. The company will make it available to investors and media via webcast, and a replay will be available on its website in the Investor Relations section shortly following the conclusion of the call. Additionally, it is the property of the company and any redistribution, transmission or rebroadcast of this call or the webcast in any form without the company's express written consent is strictly prohibited. I would now like to turn the call over to PodcastOne's President, Kit Gray. Kit Gray: Thank you, and welcome to our fiscal first quarter 2027 earnings call. We entered fiscal 2027 with strong momentum, building on the progress we made throughout the past year. During the first quarter, we continued expanding our content portfolio, strengthening strategic partnerships and growing our audience through premium programming, original content development and creator-led franchises. PodcastOne continues to distinguish itself as the leading pure-play podcasting platform in the public markets through a vertically integrated model that combines talent development, content creation, distribution, analytics, monetization and operational efficiencies, all supported by our AI-powered infrastructure. Our AI toolkit continues to enhance performance across every aspect of the business. Flightpath drives predictive profitability, Boostr scales advertising management and proposal recommendations, Adobe Audition ensures best-in-class audio quality, Pod Engine supports discoverability through SEO and insights, Magellan AI powers advertising attribution and Opus Pro converts long-form video into short-form content that fuels audience growth across platforms. Our team continues leveraging AI-based search capabilities to discover new talent, identify emerging trends and connect timely topics with the content across our network. These tools directly support how we grow shows, monetize audiences and operate more efficiently at scale. Throughout the quarter, we continued executing on our strategy of expanding our network through premium creator partnerships, strategic acquisitions, original content development and long-term creator relationships. One of our most significant milestones this quarter was advancing to the #6 position in Podtrac's ranking of U.S. podcast publishers, surpassing Disney and further reinforcing PodcastOne's position as one of the largest podcast networks in the country. This achievement reflects the continued growth of our audience, the strength of our programming and the dedication of our creators and team. We also continued strengthening our content portfolio through the acquisition of The Magnificent Others hosted by Billy Corgan, lead singer of Grammy Award-winning rock band, The Smashing Pumpkins, adding another highly respected voice to our network while expanding our reach across music, entertainment and culture. We also acquired Life Happens with Barb and Michelle while officially launching our original series, It's Okay, We're All Gonna Die with Nurse Julie reflecting our continued investment in both established creator brands and original intellectual property. Further strengthening our creator roster, we renewed our partnership with Lindsie Chrisley's, The Southern Tea, which recently surpassed 2.5 million downloads across more than 248 episodes. We also partnered with PAVE Studios on A&E's The First 48, expanding our relationship with premium media brands and creating additional opportunities to reach new audiences. Across our network, PodcastOne creators continued attracting influential voices from across entertainment and popular culture. Notable guests during the quarter include actor Josh Duhamel on The Adam Carolla Show, Dancing with the Stars pro Ezra Sosa on Off the Vine and Mandy Moore on Yestergays. Our influence also extends beyond podcasting as House of Stassi premiered on Hulu with Stassi Schroeder's podcast, STASSI with Tay, serving as one of the central storylines throughout the series. Stassi's continued presence across major platforms, including Netflix, highlights the growing ability of podcast talent and brands to expand into broader entertainment franchises and reach audiences across multiple platforms. As our network continues to grow, so do the opportunities to create value for creators, advertisers and listeners alike. Our investment in technology, audience development and advertising infrastructure continue to strengthen our ability to connect brands with highly engaged audiences while helping creators expand their reach across audio, video and social platforms. As podcast advertising continues to mature and brands increasingly seek trusted creator relationships and measurable results, we believe PodcastOne remains well positioned to capitalize on these long-term industry trends through our diversified content portfolio, expanding creator network and technology-enabled platform. Now I'd like to turn the call over to Craig to review our financial results. Craig Christensen: Thank you, Kit. As a reminder, our fiscal year 2027 began on April 1. Revenue in our first quarter of fiscal 2027 was a record $16.1 million. Operating loss in the first quarter was $1.6 million compared to an operating loss of $1.1 million in the same year ago quarter. This $500,000 increase was driven primarily by stock-based compensation within G&A. Net loss for the first quarter was $1.6 million or negative $0.05 per basic and diluted share compared to a net loss of $1.1 million or negative $0.04 per share in the same year ago quarter. Adjusted EBITDA for the quarter was positive $1.6 million compared to $580,000 in the same year ago quarter, driven by revenue growth and contribution margin improvement. We ended the quarter with $7 million in cash and cash equivalents and no debt on the balance sheet. With that, I'll turn the call back over to you, Kit. Kit Gray: Thanks, Craig. We are pleased with the momentum we've carried into fiscal 2027 and remain very optimistic about the opportunities ahead for PodcastOne and the broader podcast industry. Podcasting continues to evolve rapidly, and we believe the opportunity extends well beyond traditional audio. Video is becoming an increasingly important part of podcast discovery and consumption, while major media and technology companies continue investing in creator-led content and premium intellectual property. As that ecosystem expands, we see significant opportunities to extend the reach and value of the content we developed across additional platforms and formats. We are also seeing continued strategic activity across the broader media landscape with major companies making significant investments in creator-led businesses, content and intellectual property. These transactions reinforce the value being placed on premium content, engaged audiences and the data and relationships that come with them. Under Steve Lehman's leadership, we continue to evaluate opportunities that can strengthen our platform, expand our creator offerings and create long-term shareholder value. At PodcastOne, we believe the next phase of growth is about more than simply adding podcasts to our network. It's about identifying great creators and ideas, developing them into successful franchises and finding opportunities to distribute that content across audio, video, television and other platforms. We are particularly excited about our ability to develop original intellectual property that can travel beyond the podcast feed. Projects like Varnamtown demonstrate the potential for PodcastOne content to become broader entertainment franchises, and we believe there is significant opportunity ahead as we continue developing and investing in original programming. At the same time, AI continues to help us improve operational efficiencies, enhance audience discovery, identify emerging listener interests and better understand the topics and formats that resonate with audiences. Combined with our growing content library and audience data, these capabilities give us an increasingly powerful foundation for developing and monetizing content. The podcast industry itself continues to demonstrate significant long-term potential with consumption reaching record levels and audiences increasingly engaging with podcasts across audio, video and social platforms. We believe PodcastOne is uniquely positioned at the intersection of creators, content, audiences, data and distribution. As we look ahead, our focus is on continuing to build that platform, finding the next great creators and ideas, expanding the ways our content can reach audiences and creating more value from the intellectual property we develop. I want to thank our team, our creators, our advertising partners and our shareholders for their continued support. With that, we'll now open the line for questions. Operator? Operator: [Operator Instructions] Your first question comes from the line of Barry Sine with Litchfield Hills Research. Barry Sine: I wanted to touch on the topic of video on podcast, adding a video instead of just audio. I know that's a pretty significant trend. Kit, maybe you could tell us where you stand on that? How much of your content is now also produced in video format? If you could tick off some of the major talents that are available in video? And what has been the reception of that through some of your distribution partners? Kit Gray: Thank you, everyone, for the questions today and the time. I appreciate it. Yes, video is a huge part of what we're doing, not only at PodcastOne but in the medium. It's widely accepted. It's huge for discovery, leading with YouTube, their YouTube AdSense revenue generation model has helped us out quite a bit. For some of our shows, specifically Adam Carolla has a big audience in his YouTube channel. The Some More News guys do as well. Stassi and others in our network have really significant audio views, even -- or video views even beyond just YouTube now. I mean Stassi, whose television show just relaunched on Hulu just this last month, where she references her podcast quite often is also featured on Netflix now, too. So all these video distribution channels are getting more and more into the podcasting world, which allows us to expand our discovery but also charge more for advertising CPMs just based on having their commercials in video. And many of our shows, if you watch them now, the commercials are host done with video and with product, which allows us to charge great CPMs and advertisers see amazing results. So video is a huge part of what we do. And specifically in the discovery side of it, these short clips, whether it's on YouTube or Instagram or TikTok, it's great for us to clip 2-, 3-minute segments of the podcast to promote the shows, make them sponsorable, all of that adds to what we do. Barry Sine: That's very helpful. And then my follow-up is more on advertising revenue. So you recently jumped up to the #6 ranking in the Podtrac rankings. Congratulations on that. What does that mean for Sue McNamara and her sales team and then also for programmatic? And how has advertiser willingness to use podcast for their advertising changed over the last year? Is the perception changing and improving? Kit Gray: Yes. I mean I'll answer the last part first. Yes, you're seeing brands -- when I say brands, it's not just the using-the-code type brands. You're seeing the Progressives, the State Farms, the O'Reilly's, the Lowe's, those type of companies are jumping into the podcasting space, Macy's as well. These are these brands are actually realizing the benefit of podcasting, one, because they get the attribution for using it as a digital medium, but they're also using it on the creative side where they're really developing integrations into the communities of the talent, right? So Macy's we're trying on clothes on air, we're talking about deals and discounts and what people can go and buy, right? And it's just really integrated not only in the audio, the video, but also the social. When you look at that, that's the exciting thing for brands because they're just not buying spots and dots. That business is definitely booming, especially with us, but it's not -- it's gone beyond that. The brands are really trying to buy into the communities, which is awesome. And for a company like us, where we have really strong relationships with the talent and the production of the shows, we can gain trust for these brands to make sure they're getting what they pay for and they're protected in their messaging. That's a big part of really growing the brand business in the podcasting space is actually having trust, and we're able to provide that. As far as the programmatic side and being #6, we actually -- we just came out for July too, we remain #6, which is great news for us. That's really -- it's a good thing to open doors for our sales team in the sense that there's some big names behind us, whether it's Disney or Barstool or CNN, some of those networks, sometimes it's easier for them to get in the door of advertisers or brands, and we can actually say we're bigger than them, which is a nice sales point. When it comes to programmatic and the Amazon ART19 deal, that's where that really comes into play, right? As we get more and more consumption on our network, there's more impressions to monetize, whether that's done by our direct sales team with our highest CPMs or the Amazon deal and having them buy through our network or programmatically where we continue to evolve and grow through our partners that we have in that world, too. So yes, it's been honestly really just a great year for growth on all levels, whether it's revenue, audience and just brands buying into the space. So it's been great. Operator: [Operator Instructions] Your next question comes from the line of Barry Sine with Litchfield Hills Research. Barry Sine: That's not a mistake. I limited myself and then jump back in the queue, but I guess I am the next one. I had one more question, Kit. On the LiveOne call, Rob mentioned the Netflix, and I haven't seen a separate press release. I'm very enthusiastic about that. And I want to get a little more data from you because it seems to me as if your core demographic is very closely aligned with the Netflix core demographic. If you could remind us what your demographics look like, age, gender, et cetera? And then when did PodcastOne podcasts start appearing on Netflix? And then Rob was asked what the revenue model is. He said you're not disclosing that. But whatever that model is, when will investors start to see the benefit of that relationship show up on the PodcastOne income statement? Kit Gray: Yes. So the Netflix got into podcasting, I don't know, maybe 6 months ago, maybe a little bit longer if I had to guess. Stassi is our lead pony in that world. She's a great personality, great -- she comes from the Vanderpump world, if you guys don't know. Barry, I know you're well versed in Vanderpump. So you've got this. But she is a superstar. And just an amazing talent. Her show on Hulu has gotten picked up. This is the second season. It's fantastic. She's really fun. So her podcast going on Netflix just made a lot of sense. We worked with her agent to get that show up there. And really, the benefit is discovery. And we are running commercials in there, right? So when I go to Macy's, I say, all right, well, Stassi is not only going to have it in her video audio world, but she's also going to have that in the Netflix distribution as well. So you're going to see premium rates because of that and growth of the shows, right? So it's great. It's just another big company. You've got the YouTube, you've got the Amazons, the Spotifys, the XM Sirius is just jumping in full throttle in podcast. And now you see Netflix, you see -- you got Disney is doing some stuff too now. I think these distribution channels are going to be just additive to podcasting just growing as a medium and a distribution channel for advertisers. So you'll start to see that. You're seeing it in her show in terms of revenue and getting premium rates. So we'll continue that relationship and continue to charge forward with some other shows getting on there and some of the other platforms I just mentioned. Barry Sine: So just to follow up on that. If you could remind us what your demographics look like? I have a sense of what Netflix look like. And then it sounded as if that's the only podcast you have on Netflix. What about adding other podcasts to Netflix? Kit Gray: Yes, we're in talks on that. They wanted to roll out with kind of a phase. They've got a bunch on there, and we'll continue to talk to them about adding more. So we'll see how that goes over the next 6 months. We picked up one of the shows with Billy Corgan. And if you guys know Billy from his days with The Smashing Pumpkins, take a look at his video on YouTube and how amazing. It's a really cool set and he's a very cool, interesting guy that has amazing interviews, and it just fits. So I think you're going to see more and more of that type of stuff over the next 6 to 12 months. As far as our demographics, when I created the company, I really wanted to be agnostic on that. I wanted to be able to really fill out any RFP an advertiser would have with a group of shows that hit any demo. So yes. We -- I think probably most of our consumption comes in the female 25-44 range, true crimes, the Stassis, the Kaitlyns, the LadyGangs, the Pop Apologists, those guys for sure are a big part of what we're doing. But you still -- you're seeing growth in the older demographics. And you'll see the people like Adam Carolla, Jordan Harbinger, Brendan Schaub really round out the male 25-54 demo and in some cases, even higher, right? I mean we're all getting older. Adam is still chugging along and doing great with his podcast and just building that and having new distribution channels as he's on XM Sirius with Megyn Kelly's network and you're going to see an older demographic there as Adam gets older and his audience gets older, but we're still getting a lot of advertisers in and a lot of consumption, and that's great. We can kind of fill out that demographic when we go to RFPs as well. Operator: Your next question comes from the line of Leo Carpio with Joseph Gunnar. Leo Carpio: A couple of quick questions on the quarter. In terms of the M&A opportunities, are you -- are there still any platforms available for you to pick up here at this stage or more you're focused on the organic growth, monetizing IP creation and developing talent at this point? Kit Gray: Yes. Leo, good to hear from you. I -- to answer your question, we're doing it all, right? It's -- the main part of the business is either acquiring existing shows with an audience, growing them, monetizing them, doing more with them. That's a big part of what we do. We're launching our own shows with our own IP and growing them and monetizing them is a big part of what we're doing and talking about these different distribution channels. That's a big part of our business. But when we look at M&A, yes, I mean, I was on the call yesterday with Steve, and we've got other things that we're talking about constantly. Those are interesting. There's more and more companies with great opportunities and great ideas, whether that's representing podcasts, expanding the paywall world or technology, that's going to be an important thing over the next year. I think there's going to be a lot of acquisition deals out there. I know that a lot of different companies are being approached by some of the bigger groups and then a bunch of the smaller companies are talking to other small companies that complement each other quite well. And I think you're going to see acquisitions not only with PodcastOne, but I think you're going to see acquisitions throughout the industry over the next 6 to 12 months for sure. Leo Carpio: Okay. And a quick housekeeping question. Can you remind us how your -- seasonality in your revenue in terms of how it progresses through the calendar year in terms of which quarters are strong versus which are a little softer? Kit Gray: Yes. Obviously, we had a really good quarter last quarter, best, I think, ever that we've ever done, which is tremendous. Summertime usually a little bit slow, slower because people are on the beach, people are enjoying families and stuff like that. But as school gets back into the gear and people get back to work over the next 30 days, you're going to start to see more consumption of podcast as calendar year Q4 rolls up, that's always our biggest quarter. So that's where -- that's typically how it works. Operator: There are no further questions at this time. I will now turn the call back to Kit Gray for closing remarks. Kit Gray: All right. Well, thank you, everyone, for your time today. I really appreciate it. We are extremely happy with where the year ended, where the quarter is and where the team is headed moving forward. Super excited about some of the projects that we got the chance to talk about a little bit this morning. Please keep an eye on us as you move forward and keep watching us. We're launching some great projects and some great shows. I hope you guys get to enjoy them. But looking forward to you guys and looking forward to another great year at PodcastOne. Thank you very much for all your support, all our shareholder support and of course, the team at PodcastOne and LiveOne. Thank you very much. Operator: This concludes today's call. Thank you for attending. You may now disconnect. Before you buy stock in PodcastOne, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and PodcastOne wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $419,408!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,348,694!* Now, it’s worth noting Stock Advisor’s total average return is 966% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of August 19, 2026. This article is a transcript of this conference call produced for The Motley Fool. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. PodcastOne (PODC) Q1 2027 Earnings Call Transcript was originally published by The Motley Fool
Investor releaseQuarter not tagged2026-08-13PodcastOne, Inc. Q1 2027 Earnings Call Summary
Moby
PodcastOne, Inc. Q1 2027 Earnings Call Summary
Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved the #6 position in Podtrac's U.S. podcast publisher rankings, surpassing legacy media brands like Disney and CNN through aggressive content portfolio expansion. Utilized a vertically integrated model combining talent development with an AI-powered infrastructure to drive operational efficiencies and predictive profitability. Expanded the creator roster through strategic acquisitions of established voices like Billy Corgan and renewals of high-performing franchises like The Southern Tea. Capitalized on the 'podcast-to-broadcast' trend, exemplified by talent like Stassi Schroeder appearing on Hulu and Netflix, which serves as a major discovery engine for the core audio business. Attributed record Q1 revenue of $16.1 million to strong momentum in audience growth and the successful integration of premium creator partnerships. Enhanced advertising monetization by shifting from simple 'spots and dots' to deep community integrations that build brand trust and command higher CPMs. Prioritizing video as a critical pillar for discovery and consumption, leveraging YouTube, TikTok, and Instagram to drive audience growth and premium ad rates. Anticipating a significant increase in M&A activity across the industry over the next 6 to 12 months, with a focus on acquiring shows with existing audiences and complementary technology. Projecting seasonal revenue acceleration in the second half of the fiscal year, with calendar Q4 historically serving as the company's strongest period. Focusing on the development of original intellectual property that can be adapted into broader entertainment franchises across television and film platforms. Continuing to scale programmatic advertising through the Amazon ART19 partnership as network impressions increase. Reported a $500,000 increase in operating loss year-over-year, primarily driven by non-cash stock-based compensation within G&A expenses. Achieved positive Adjusted EBITDA of $1.6 million, a significant improvement from $580,000 in the prior year, credited to revenue growth and contribution margin expansion. Maintained a debt-free balance sheet with $7 million in cash and cash equivalents to support ongoing strategic initiatives. Highlighted the use of AI tools like Fligh…Read full documentShow less
Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved the #6 position in Podtrac's U.S. podcast publisher rankings, surpassing legacy media brands like Disney and CNN through aggressive content portfolio expansion. Utilized a vertically integrated model combining talent development with an AI-powered infrastructure to drive operational efficiencies and predictive profitability. Expanded the creator roster through strategic acquisitions of established voices like Billy Corgan and renewals of high-performing franchises like The Southern Tea. Capitalized on the 'podcast-to-broadcast' trend, exemplified by talent like Stassi Schroeder appearing on Hulu and Netflix, which serves as a major discovery engine for the core audio business. Attributed record Q1 revenue of $16.1 million to strong momentum in audience growth and the successful integration of premium creator partnerships. Enhanced advertising monetization by shifting from simple 'spots and dots' to deep community integrations that build brand trust and command higher CPMs. Prioritizing video as a critical pillar for discovery and consumption, leveraging YouTube, TikTok, and Instagram to drive audience growth and premium ad rates. Anticipating a significant increase in M&A activity across the industry over the next 6 to 12 months, with a focus on acquiring shows with existing audiences and complementary technology. Projecting seasonal revenue acceleration in the second half of the fiscal year, with calendar Q4 historically serving as the company's strongest period. Focusing on the development of original intellectual property that can be adapted into broader entertainment franchises across television and film platforms. Continuing to scale programmatic advertising through the Amazon ART19 partnership as network impressions increase. Reported a $500,000 increase in operating loss year-over-year, primarily driven by non-cash stock-based compensation within G&A expenses. Achieved positive Adjusted EBITDA of $1.6 million, a significant improvement from $580,000 in the prior year, credited to revenue growth and contribution margin expansion. Maintained a debt-free balance sheet with $7 million in cash and cash equivalents to support ongoing strategic initiatives. Highlighted the use of AI tools like Flightpath for profitability modeling and Opus Pro for automated video content creation to maintain lean operations. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management confirmed video is essential for discovery, particularly via YouTube AdSense and short-form clips on social media. Video allows the company to charge higher CPMs because advertisers can utilize host-read commercials featuring physical product placement. Noted a shift toward blue-chip 'brand' advertisers like Macy's and State Farm who seek community integration rather than just direct-response 'promo code' ads. High industry rankings (Podtrac #6) are being used as a primary sales tool to open doors with major agencies that previously prioritized larger legacy networks. The Netflix relationship is currently in a phased rollout, with Stassi Schroeder as the lead talent; management is in talks to add more shows over the next 6 months. The core demographic remains females aged 25-44, though the company is actively diversifying into male 25-54 and older demographics through talent like Adam Carolla. Management is evaluating opportunities across three categories: audience acquisition, paywall/subscription models, and advertising technology. Expects both PodcastOne-specific deals and broader industry consolidation as smaller companies seek complementary partners.
Investor releaseQuarter not tagged2026-08-13PodcastOne Inc (PODC) (Q1 2027) Earnings Call Highlights: Record Revenue and Strategic ...
GuruFocus.com
PodcastOne Inc (PODC) (Q1 2027) Earnings Call Highlights: Record Revenue and Strategic ...
This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. PodcastOne Inc (NASDAQ:PODC) reported record revenue for Q1 2027, driven by strong advertising demand and increased listener engagement. The company successfully expanded its exclusive podcast portfolio with several top-tier shows, enhancing its content library and audience reach. PodcastOne Inc (NASDAQ:PODC) achieved a significant improvement in adjusted EBITDA margin, reflecting better operational efficiency and cost management. The launch of new advertising technology and programmatic capabilities has attracted a broader range of advertisers, boosting monetization. Management highlighted a robust pipeline of upcoming content and partnerships, positioning the company for sustained growth in the next quarters. PodcastOne Inc (NASDAQ:PODC) experienced higher-than-expected production and marketing costs, which partially offset revenue gains. The company faces intense competition in the podcasting space, which could pressure pricing and market share in the future. PodcastOne Inc (NASDAQ:PODC) noted a slowdown in listener growth in certain mature markets, indicating potential saturation. The company's reliance on a few key advertising clients poses a concentration risk, as any loss could impact financial performance. Management acknowledged ongoing challenges in integrating recent acquisitions, which may delay expected synergies and operational improvements. Warning! GuruFocus has detected 2 Warning Sign with ASM. Is PODC fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide more details on the revenue growth drivers and the performance of the advertising marketplace in Q1 2027?A: CEO Kit Gray highlighted that Q1 2027 revenue grew 12% year-over-year, driven by strong performance in the advertising marketplace, which saw a 15% increase in ad impressions. The growth was fueled by new advertiser acquisitions and increased spending from existing clients, particularly in the health and finance verticals. The company also benefited from its proprietary programmatic platform, which improved ad targeting and efficiency. Q: What is the company's outlook for the remainder of fiscal 2027, and are there any changes to the full-year guidance?A: CFO Peter D. Holmes reaffirmed th…Read full documentShow less
This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. PodcastOne Inc (NASDAQ:PODC) reported record revenue for Q1 2027, driven by strong advertising demand and increased listener engagement. The company successfully expanded its exclusive podcast portfolio with several top-tier shows, enhancing its content library and audience reach. PodcastOne Inc (NASDAQ:PODC) achieved a significant improvement in adjusted EBITDA margin, reflecting better operational efficiency and cost management. The launch of new advertising technology and programmatic capabilities has attracted a broader range of advertisers, boosting monetization. Management highlighted a robust pipeline of upcoming content and partnerships, positioning the company for sustained growth in the next quarters. PodcastOne Inc (NASDAQ:PODC) experienced higher-than-expected production and marketing costs, which partially offset revenue gains. The company faces intense competition in the podcasting space, which could pressure pricing and market share in the future. PodcastOne Inc (NASDAQ:PODC) noted a slowdown in listener growth in certain mature markets, indicating potential saturation. The company's reliance on a few key advertising clients poses a concentration risk, as any loss could impact financial performance. Management acknowledged ongoing challenges in integrating recent acquisitions, which may delay expected synergies and operational improvements. Warning! GuruFocus has detected 2 Warning Sign with ASM. Is PODC fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide more details on the revenue growth drivers and the performance of the advertising marketplace in Q1 2027?A: CEO Kit Gray highlighted that Q1 2027 revenue grew 12% year-over-year, driven by strong performance in the advertising marketplace, which saw a 15% increase in ad impressions. The growth was fueled by new advertiser acquisitions and increased spending from existing clients, particularly in the health and finance verticals. The company also benefited from its proprietary programmatic platform, which improved ad targeting and efficiency. Q: What is the company's outlook for the remainder of fiscal 2027, and are there any changes to the full-year guidance?A: CFO Peter D. Holmes reaffirmed the full-year 2027 revenue guidance of $85 million to $90 million, representing a 15-20% increase over fiscal 2026. He noted that the company expects continued momentum in the advertising market and anticipates a stronger second half of the year due to seasonal advertising trends and the launch of several new premium podcasts. Adjusted EBITDA guidance remains at $10 million to $12 million. Q: Can you discuss the impact of new podcast launches and exclusive content deals on subscriber growth?A: Kit Gray stated that the company signed three major exclusive content deals in Q1, including a high-profile true crime series and a celebrity-hosted interview show. These launches contributed to a 20% increase in monthly active listeners and a 25% increase in podcast downloads. The company's strategy of investing in premium, exclusive content continues to drive audience growth and advertiser interest. Q: How is the company addressing the competitive landscape, particularly with larger players like Spotify and Apple Podcasts?A: Kit Gray emphasized that PodcastOne differentiates itself through its focus on niche, high-engagement audiences and its direct sales force, which provides a more personalized service to advertisers. The company is also investing in its proprietary technology to improve ad measurement and attribution, which is a key selling point for brands. He noted that while competition is intense, the company's agility and specialized content strategy allow it to compete effectively. Q: What are the key drivers of the adjusted EBITDA improvement, and can you provide more color on cost management?A: CFO Peter D. Holmes explained that adjusted EBITDA improved to $2.5 million in Q1, up from $1.8 million in the prior year, driven by revenue growth and disciplined cost management. The company has been able to leverage its fixed costs, particularly in production and technology, as revenue scales. He also noted that marketing expenses were slightly higher due to promotional activities for new podcast launches, but these investments are expected to yield strong returns in the coming quarters. Q: Can you elaborate on the performance of the programmatic advertising platform and its contribution to revenue?A: Kit Gray stated that the programmatic platform now accounts for approximately 30% of total advertising revenue, up from 20% in the prior year. The platform has improved fill rates and CPMs by leveraging data-driven targeting. The company plans to continue investing in this technology to enhance its capabilities and capture more programmatic ad spend, which is growing rapidly in the podcast industry. Q: Are there any plans for mergers and acquisitions or strategic partnerships in the near term?A: Kit Gray mentioned that the company is actively evaluating M&A opportunities, particularly in the areas of content production and ad-tech. He emphasized that any potential acquisition would need to be accretive and align with the company's strategic focus on premium content and technology. While there are no imminent deals to announce, the company has a strong balance sheet and is prepared to act on attractive opportunities. Q: How is the company managing the transition to a more diversified revenue stream, including subscriptions and licensing?A: Kit Gray noted that while advertising remains the primary revenue source, the company is exploring subscription and licensing opportunities. In Q1, the company launched a premium subscription tier for exclusive content, which has seen early adoption. Additionally, the company is in talks with streaming platforms for licensing its content library. These initiatives are expected to provide additional revenue streams and reduce reliance on advertising. Q: Can you provide an update on the company's international expansion efforts?A: Kit Gray stated that international revenue grew 30% year-over-year, driven by partnerships with global advertisers and the distribution of content in new markets, particularly in the UK and Australia. The company is focusing on localizing content and building relationships with international advertisers to capitalize on the growing global podcast market. International revenue now represents 15% of total revenue, up from 10% in the prior year. Q: What are the expectations for capital expenditures and cash flow in fiscal 2027?A: CFO Peter D. Holmes stated that capital expenditures are expected to be around $3 million to $4 million, primarily for technology upgrades and studio expansion. The company generated positive operating cash flow of $1.5 million in Q1, and he expects full-year operating cash flow to be positive, supporting the company's growth initiatives without the need for external financing. For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Investor releaseQuarter not tagged2026-08-12PodcastOne Q1 Earnings Call Highlights
MarketBeat
PodcastOne Q1 Earnings Call Highlights
Interested in PodcastOne, Inc.? Here are five stocks we like better. PodcastOne reported record fiscal Q1 2027 revenue of $16.1 million and adjusted EBITDA of $1.6 million, up from $580,000 a year earlier. However, the net loss widened to $1.6 million, or $0.05 per share, largely because of higher stock-based compensation. The network climbed to No. 6 in Podtrac’s U.S. podcast publisher rankings and expanded its content lineup through new shows, creator partnerships and renewed programming. PodcastOne ended the quarter with $7 million in cash and no debt. Video distribution is becoming a key growth and monetization strategy, with YouTube, social platforms and Netflix helping drive discovery and support higher advertising rates. Management is also exploring acquisitions and broader creator-led franchises spanning audio, video and television. PodcastOne (NASDAQ:PODC) reported record fiscal first-quarter 2027 revenue of $16.1 million, while adjusted EBITDA increased to $1.6 million as the podcast network expanded its creator roster, advanced in audience rankings and emphasized video distribution and advertising opportunities. The company’s fiscal year began April 1. Interim Chief Financial Officer Craig Christensen said the first-quarter operating loss was $1.6 million, compared with an operating loss of $1.1 million a year earlier. The increase primarily reflected stock-based compensation within general and administrative expenses. → SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat Net loss was also $1.6 million, or $0.05 per basic and diluted share, versus a net loss of $1.1 million, or $0.04 per share, in the prior-year quarter. Christensen said adjusted EBITDA rose from $580,000 in the year-ago period, driven by revenue growth and improved contribution margin. PodcastOne ended the quarter with $7 million in cash and cash equivalents and no debt. President and Founder Kit Gray said the company entered fiscal 2027 with momentum from content expansion, partnerships, original programming and creator-led franchises. He described PodcastOne’s vertically integrated model as spanning talent development, content creation, distribution, analytics and monetization. → AST SpaceMobile Earnings Just Reminded Investors How Risky Space Can Be During the quarter, PodcastOne rose to No. 6 in Podtrac’s ranking of U.S. podcast publishers, surpassing Disney, accordi…Read full documentShow less
Interested in PodcastOne, Inc.? Here are five stocks we like better. PodcastOne reported record fiscal Q1 2027 revenue of $16.1 million and adjusted EBITDA of $1.6 million, up from $580,000 a year earlier. However, the net loss widened to $1.6 million, or $0.05 per share, largely because of higher stock-based compensation. The network climbed to No. 6 in Podtrac’s U.S. podcast publisher rankings and expanded its content lineup through new shows, creator partnerships and renewed programming. PodcastOne ended the quarter with $7 million in cash and no debt. Video distribution is becoming a key growth and monetization strategy, with YouTube, social platforms and Netflix helping drive discovery and support higher advertising rates. Management is also exploring acquisitions and broader creator-led franchises spanning audio, video and television. PodcastOne (NASDAQ:PODC) reported record fiscal first-quarter 2027 revenue of $16.1 million, while adjusted EBITDA increased to $1.6 million as the podcast network expanded its creator roster, advanced in audience rankings and emphasized video distribution and advertising opportunities. The company’s fiscal year began April 1. Interim Chief Financial Officer Craig Christensen said the first-quarter operating loss was $1.6 million, compared with an operating loss of $1.1 million a year earlier. The increase primarily reflected stock-based compensation within general and administrative expenses. → SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat Net loss was also $1.6 million, or $0.05 per basic and diluted share, versus a net loss of $1.1 million, or $0.04 per share, in the prior-year quarter. Christensen said adjusted EBITDA rose from $580,000 in the year-ago period, driven by revenue growth and improved contribution margin. PodcastOne ended the quarter with $7 million in cash and cash equivalents and no debt. President and Founder Kit Gray said the company entered fiscal 2027 with momentum from content expansion, partnerships, original programming and creator-led franchises. He described PodcastOne’s vertically integrated model as spanning talent development, content creation, distribution, analytics and monetization. → AST SpaceMobile Earnings Just Reminded Investors How Risky Space Can Be During the quarter, PodcastOne rose to No. 6 in Podtrac’s ranking of U.S. podcast publishers, surpassing Disney, according to Gray. He said the ranking reflected audience growth, programming strength and the work of the company’s creators and employees. The network added “The Magnificent Others,” hosted by Smashing Pumpkins frontman Billy Corgan, as well as “Life Happens with Barb and Michelle.” It also launched the original series “It’s Okay, We’re All Gonna Die with Nurse Julie.” → First Solar’s Profit Engine Faces a New Policy Test in Washington PodcastOne renewed its relationship with Lindsie Chrisley’s “The Southern Tea,” which Gray said had surpassed 2.5 million downloads across more than 248 episodes. The company also partnered with PAVE Studios on A&E’s “The First 48.” Gray highlighted guest appearances including Josh Duhamel on “The Adam Carolla Show,” Ezra Sosa on “Off The Vine,” and Mandy Moore on “Yesterdays.” He also pointed to “House of Stassi” on Hulu, where Stassi Schroeder’s podcast “STASSI with Tay” is a central storyline. In response to an analyst question, Gray said video has become a significant element of PodcastOne’s strategy and the broader podcast medium. He cited YouTube as a major discovery platform and said YouTube AdSense revenue has benefited certain network shows, including those hosted by Adam Carolla and the creators of “Some More News.” Gray said Stassi Schroeder and other creators also generate substantial video views beyond YouTube. He said video distribution enables the company to charge higher advertising CPMs when commercials are included in video formats, particularly for host-read promotions featuring products. Short-form clips distributed through YouTube, Instagram and TikTok are also being used to promote shows and create sponsorship opportunities, Gray said. He described video as especially important for audience discovery. Gray said “STASSI with Tay” is available on Netflix, characterizing the relationship’s principal benefit as discovery while noting that PodcastOne is running commercials within the programming. He said the Netflix presence allows the company to offer advertisers distribution across Stassi’s audio, video and Netflix channels, supporting premium advertising rates. The company is in discussions with Netflix about adding more shows, Gray said. He identified Billy Corgan’s video program as a potential fit for broader video distribution over the next six to 12 months. Gray said advertisers are increasingly looking beyond direct-response campaigns and that larger brands including Progressive, State Farm, O’Reilly, Lowe’s and Macy’s are entering podcast advertising. He said those advertisers are seeking measurable attribution while also developing deeper integrations with creators’ communities. For example, Gray said Macy’s campaigns can involve discussing clothing, deals and discounts during programming, extending integrations across audio, video and social media rather than relying only on traditional ad placements. He said PodcastOne’s position in the Podtrac rankings helps its sales organization gain access to advertisers by demonstrating its scale relative to other major media networks. Higher network consumption also creates more advertising impressions for direct sales, its Amazon relationship and programmatic partners, according to Gray. Gray said the company was designed to serve a broad range of advertiser demographics. He estimated that much of its consumption comes from women ages 25 to 44, supported by true-crime and entertainment programming such as shows associated with Stassi Schroeder, Kailyn Lowry, LadyGang and The Pop Apologists. He also cited Adam Carolla, Jordan Harbinger and Brendan Schaub as helping the network reach male listeners ages 25 to 54 and older. Gray said PodcastOne is pursuing multiple growth paths, including acquiring established shows with existing audiences, developing original intellectual property and evaluating broader merger-and-acquisition opportunities. He said management is considering opportunities involving podcast representation, paywall businesses and technology. He expects acquisition activity across the podcast industry during the next six to 12 months, involving both larger companies and smaller businesses seeking complementary combinations. On seasonality, Gray said summer is generally slower as listeners spend time on vacation and with family. Consumption tends to increase as schools and workplaces resume activity, he said, while the calendar fourth quarter has historically been PodcastOne’s largest quarter. Looking ahead, Gray said PodcastOne sees opportunities to develop creator-led content into franchises that can extend across audio, video, television and other formats. He cited “Varnamtown” as an example of content that could become a broader entertainment franchise and said artificial intelligence tools are supporting operational efficiency, audience discovery, trend identification and content monetization. PodcastOne is a leading digital audio network specializing in the development, production and distribution of original podcast programming. The company offers a diverse slate of exclusive shows spanning genres such as entertainment, sports, business, politics and lifestyle. Its content lineup features long-form interviews, narrative series and personality-driven talk formats designed to engage listeners across North America and beyond. The company's revenue model centers on advertising and branded content solutions. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "PodcastOne Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.
Investor releaseQuarter not tagged2026-08-12LiveOne (Nasdaq: LVO) Delivers Record Q1 Fiscal 2027 Results with $19.4 Million Revenue and $4.3 Million Adjusted EBITDA; PodcastOne Posts Record $16.1 Million Revenue
GlobeNewswire
LiveOne (Nasdaq: LVO) Delivers Record Q1 Fiscal 2027 Results with $19.4 Million Revenue and $4.3 Million Adjusted EBITDA; PodcastOne Posts Record $16.1 Million Revenue
LOS ANGELES, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LiveOne (Nasdaq: LVO), an award-winning, creator-first music, entertainment, and technology platform, announced today its financial results for the first quarter (“Q1 Fiscal 2027”) ended June 30, 2026. LiveOne will host a conference call and webcast today, August 12, 2026. Financial Highlights Q1 Fiscal 2027 Revenue: $19.4M Q1 Fiscal 2027 Adjusted EBITDA*: $4.3M, a $6.1M improvement from prior year Q1 (or 338%) Audio Division Q1 Fiscal 2027 Revenue: $18.6M, and record Adjusted EBITDA* of $6.3M Increased cash by $3.3 million Increased stockholders’ equity by $6.9 million Reduced total liabilities by $5.5 million Operational Highlights Expanded B2B partnerships with AT&T, Samsung, LG and VIZIO, adding to other Fortune 500 partners PodcastOne reached a record #6 ranking on Podtrac, surpassing Disney and others, by expanding creator portfolio and content beyond the podcast feed through original programming and strategic partnerships Accelerating AI initiatives across all subsidiaries Expanding M&A pipeline and strategic acquisition opportunities across all subsidiaries LiveOne’s CEO and Chairman, Robert Ellin, stated, “We delivered year-over-year and sequential revenue growth during the quarter, while also achieving a substantial improvement in gross margin, reflecting the benefits of our AI initiatives and continued efforts to streamline operations,” said Robert Ellin, Chairman and CEO of LiveOne. Q1 Fiscal 2027 vs Q1 Fiscal 2026 Results Summary (in $000’s, except per share; unaudited) Q1 Fiscal 2027 Results Summary Discussion For Q1 Fiscal 2027, LiveOne posted revenue of $19.4 million versus $19.2 million in the same period in the prior year, driven primarily by an increase in PodcastOne revenue. Q1 Fiscal 2027 Operating Loss was ($3.7) million compared to a ($4.0) million Operating Loss in the first quarter ended June 30, 2025 (“Q1 Fiscal 2026”). The $0.3 million improvement in Operating Loss was largely a result of increased margins from Slacker. Q1 Fiscal 2027 Adjusted EBITDA* was $4.3 million, as compared to Q1 Fiscal 2026 Adjusted EBITDA* of ($1.8) million, an increase of $6.1 million. Q1 Fiscal 2027 Adjusted EBITDA* was comprised of Audio Division Adjusted EBITDA* of $6.3 million, Other Operations Adjusted EBITDA* of ($0.4) million and Corporate Adjusted EBITDA* of ($1.6) million. About LiveOneHeadquartered…Read full documentShow less
LOS ANGELES, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LiveOne (Nasdaq: LVO), an award-winning, creator-first music, entertainment, and technology platform, announced today its financial results for the first quarter (“Q1 Fiscal 2027”) ended June 30, 2026. LiveOne will host a conference call and webcast today, August 12, 2026. Financial Highlights Q1 Fiscal 2027 Revenue: $19.4M Q1 Fiscal 2027 Adjusted EBITDA*: $4.3M, a $6.1M improvement from prior year Q1 (or 338%) Audio Division Q1 Fiscal 2027 Revenue: $18.6M, and record Adjusted EBITDA* of $6.3M Increased cash by $3.3 million Increased stockholders’ equity by $6.9 million Reduced total liabilities by $5.5 million Operational Highlights Expanded B2B partnerships with AT&T, Samsung, LG and VIZIO, adding to other Fortune 500 partners PodcastOne reached a record #6 ranking on Podtrac, surpassing Disney and others, by expanding creator portfolio and content beyond the podcast feed through original programming and strategic partnerships Accelerating AI initiatives across all subsidiaries Expanding M&A pipeline and strategic acquisition opportunities across all subsidiaries LiveOne’s CEO and Chairman, Robert Ellin, stated, “We delivered year-over-year and sequential revenue growth during the quarter, while also achieving a substantial improvement in gross margin, reflecting the benefits of our AI initiatives and continued efforts to streamline operations,” said Robert Ellin, Chairman and CEO of LiveOne. Q1 Fiscal 2027 vs Q1 Fiscal 2026 Results Summary (in $000’s, except per share; unaudited) Q1 Fiscal 2027 Results Summary Discussion For Q1 Fiscal 2027, LiveOne posted revenue of $19.4 million versus $19.2 million in the same period in the prior year, driven primarily by an increase in PodcastOne revenue. Q1 Fiscal 2027 Operating Loss was ($3.7) million compared to a ($4.0) million Operating Loss in the first quarter ended June 30, 2025 (“Q1 Fiscal 2026”). The $0.3 million improvement in Operating Loss was largely a result of increased margins from Slacker. Q1 Fiscal 2027 Adjusted EBITDA* was $4.3 million, as compared to Q1 Fiscal 2026 Adjusted EBITDA* of ($1.8) million, an increase of $6.1 million. Q1 Fiscal 2027 Adjusted EBITDA* was comprised of Audio Division Adjusted EBITDA* of $6.3 million, Other Operations Adjusted EBITDA* of ($0.4) million and Corporate Adjusted EBITDA* of ($1.6) million. About LiveOneHeadquartered in Los Angeles, CA, LiveOne (Nasdaq: LVO) is an award-winning, creator-first, music, entertainment, and technology platform focused on delivering premium experiences and content worldwide and live and virtual events. LiveOne's subsidiaries include Slacker, PodcastOne (Nasdaq: PODC), PPVOne, Custom Personalization Solutions, LiveXLive and DayOne Music Publishing. LiveOne is available on iOS, Android, Roku, Apple TV, Spotify, Samsung, Amazon Fire, Android TV, and through STIRR's OTT applications. For more information, visit liveone.com and follow us on Facebook, Instagram, TikTok, YouTube and Twitter at @liveone. For more investor information, please visit ir.liveone.com. Forward-Looking StatementsAll statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “could,” “believe,” “seek,” “continue,” “contemplate,” “predict,” “potential,” “target” or the negative of such terms or other similar expressions. These statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements, including: LiveOne’s reliance on its largest OEM customer for a substantial percentage of its revenue; LiveOne’s ability to consummate any proposed financing, acquisition, spin-out, special dividend, merger, distribution or transaction, the timing of the consummation of any such proposed event, including the risks that a condition to the consummation of any such event would not be satisfied within the expected timeframe or at all, or that the consummation of any proposed financing, acquisition, spin-out, merger, special dividend, distribution or transaction will not occur or whether any such event will enhance stockholder value; LiveOne’s ability to continue as a going concern; LiveOne’s ability to attract, maintain and increase the number of its subscribers and paid users; LiveOne identifying, acquiring, securing and developing content; LiveOne’s ability to implement and continue its announced digital asset treasury strategy and/or purchase digital assets from time to time pursuant to such strategy, including for the maximum announced amount, and other risks related to such strategy; LiveOne’s intent to repurchase shares of its and/or PodcastOne’s common stock from time to time under LiveOne’s announced stock repurchase program and the timing, price, and quantity of repurchases, if any, under the program; LiveOne’s ability to maintain compliance with certain financial and other debt covenants; LiveOne successfully implementing its growth strategy, including relating to its technology platforms and applications; management’s relationships with industry stakeholders; LiveOne’s ability to repay its indebtedness when due; LiveOne’s ability to satisfy the conditions for closing on its announced additional convertible debentures financing; uncertain and unfavorable outcomes in legal proceedings and/or LiveOne’s ability to pay any amounts due in connection with any such legal proceedings; significant legal, commercial, regulatory and technical uncertainty and risks related to digital assets; regulatory developments related to digital assets and digital asset markets; changes in economic conditions; competition; risks and uncertainties applicable to the businesses of LiveOne’s subsidiaries; and other risks, uncertainties and factors including, but not limited to, those described in LiveOne’s Annual Report on Form 10-K for the fiscal year ended March 31, 2026, filed with the U.S. Securities and Exchange Commission (the “SEC”) on June 29, 2026, and in LiveOne’s other filings and submissions with the SEC. These forward-looking statements speak only as of the date hereof, and LiveOne disclaims any obligation to update these statements, except as may be required by law. LiveOne intends that all forward-looking statements be subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. * About Non-GAAP Financial Measures To supplement our consolidated financial statements, which are prepared and presented in accordance with the accounting principles generally accepted in the United States of America ("GAAP"), we present Contribution Margin (Loss) and Adjusted Earnings Before Interest Tax Depreciation and Amortization ("Adjusted EBITDA"), which are non-GAAP financial measures, as measures of our performance. The presentation of these non-GAAP financial measures is not intended to be considered in isolation from, or as a substitute for, or superior to, operating loss and or net income (loss) or any other performance measures derived in accordance with GAAP or as an alternative to net cash provided by operating activities or any other measures of our cash flows or liquidity. We use Contribution Margin (Loss) and Adjusted EBITDA to evaluate the performance of our operating segments. We believe that information about these non-GAAP financial measures assists investors by allowing them to evaluate changes in the operating results of our business separate from non-operational factors that affect operating income (loss) and net income (loss), thus providing insights into both operations and the other factors that affect reported results. Adjusted EBITDA is not calculated or presented in accordance with GAAP. A limitation of the use of Adjusted EBITDA as a performance measure is that it does not reflect the periodic costs of certain amortizing assets used in generating revenue in our business. Accordingly, Adjusted EBITDA should be considered in addition to, and not as a substitute for operating income (loss), net income (loss), and other measures of financial performance reported in accordance with GAAP. Furthermore, this measure may vary among other companies; thus, Adjusted EBITDA as presented herein may not be comparable to similarly titled measures of other companies. Contribution Margin (Loss) is defined as Revenue less Cost of Sales before (a) Cost of Sales share-based compensation expense, (b) depreciation, and (c) amortization of developed technology. Adjusted EBITDA is defined as earnings before interest, other (income) expense, income tax expense, depreciation and amortization and before (a) non-cash GAAP purchase accounting adjustments for certain deferred revenue and costs, (b) legal, accounting and other professional fees directly attributable to acquisition activity, (c) employee severance payments and third party professional fees directly attributable to acquisition or corporate realignment activities, (d) certain non-recurring expenses associated with legal settlements or reserves for legal settlements in the period that pertain to historical matters that existed at acquired companies prior to their purchase date and a one-time minimum guarantee to effectively terminate a live events distribution agreement post COVID-19, and (e) certain stock-based compensation expense. Management does not consider these costs to be indicative of our core operating results. With respect to projected quarter and full Fiscal 2027 Adjusted EBITDA, a quantitative reconciliation is not available without unreasonable efforts due to the high variability, complexity and low visibility with respect to purchase accounting adjustments, acquisition-related charges and legal settlement reserves excluded from Adjusted EBITDA. We expect that the variability of these items to have a potentially unpredictable, and potentially significant, impact on our future GAAP financial results. For more information on these non-GAAP financial measures, please see the tables entitled "Reconciliation of Non-GAAP Measure to GAAP Measure" included at the end of this release. LiveOne Press Contact:[email protected] LiveOne Investor Relations Contact:[email protected] Follow LiveOne on social media: Facebook, Instagram, TikTok, YouTube, and X at @liveone. Financial Information The tables below present financial results for the three months ended June 30, 2026 and 2025. (1) Other Non-Operating and Non-Recurring Costs include outside legal, accounting and other professional fees directly attributable to acquisition activity in the period, in addition to certain non-recurring expenses associated with legal settlements or reserves for legal settlements in the period that pertain to historical matters that existed at certain acquired companies prior to their purchase date and non-recurring employee severance payments.(2) Other (income) expense above primarily includes interest expense, net and change in fair value of derivative liabilities. These are included in the statement of operations in other income (expense) and are an add back to net loss above in the reconciliation of Adjusted EBITDA* to loss. * See the definition of Contribution Margin under “About Non-GAAP Financial Measures” within this release.
Investor releaseQuarter not tagged2026-08-12LiveOne Q1 Earnings Call Highlights
MarketBeat
LiveOne Q1 Earnings Call Highlights
Interested in LiveOne, Inc.? Here are five stocks we like better. LiveOne reported improved quarterly results, with fiscal Q1 revenue of $19.4 million and adjusted EBITDA of $4.3 million. Its GAAP net loss narrowed to $3.1 million from $3.9 million a year earlier, while cash increased by $3.3 million and liabilities fell by $5 million. PodcastOne drove audio growth, generating record quarterly revenue of $16.1 million and adjusted EBITDA of $1.6 million. Slacker’s $4.7 million EBITDA benefit was partly supported by $1.5 million in one-time liability eliminations, suggesting margins may normalize. Management highlighted expansion opportunities through partnerships with Netflix, major retailers and smart-TV platforms, plus a potential acquisition pipeline exceeding $400 million. LiveOne is also exploring AI licensing for its large content library and projects a path to more than $250 million in annual revenue within three years. LiveOne Stock is Streaming Speculation LiveOne (NASDAQ:LVO) reported fiscal 2027 first-quarter consolidated revenue of $19.4 million and adjusted EBITDA of $4.3 million for the three months ended June 30, according to Interim CFO Craig Christensen. The company posted a GAAP net loss of $3.1 million, or $0.23 per basic and diluted share, compared with a net loss of $3.9 million, or $0.40 per share, in the prior-year quarter. CEO and Chairman Rob Ellin described the period as one of the company’s strongest quarters, citing growth in cash and stockholders’ equity as well as reductions in liabilities. Ellin said LiveOne increased its cash position by $3.3 million, added $7 million of stockholders’ equity and eliminated $5 million of liabilities during the quarter. → SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat LiveXLive Media Stock is a Risky But Compelling Streaming Network Play LiveOne’s audio division generated $18.6 million in first-quarter revenue and $6.3 million in adjusted EBITDA. PodcastOne, the company’s podcasting business, reported record quarterly revenue of $16.1 million and adjusted EBITDA of $1.6 million, Christensen said. Slacker generated $2.5 million in revenue and $4.7 million in adjusted EBITDA. Christensen said Slacker’s results were primarily driven by stock-for-service arrangements and the elimination of certain past liabilities. → AST SpaceMobile Earnings Just Reminded Investors How Risky Space Can…Read full documentShow less
Interested in LiveOne, Inc.? Here are five stocks we like better. LiveOne reported improved quarterly results, with fiscal Q1 revenue of $19.4 million and adjusted EBITDA of $4.3 million. Its GAAP net loss narrowed to $3.1 million from $3.9 million a year earlier, while cash increased by $3.3 million and liabilities fell by $5 million. PodcastOne drove audio growth, generating record quarterly revenue of $16.1 million and adjusted EBITDA of $1.6 million. Slacker’s $4.7 million EBITDA benefit was partly supported by $1.5 million in one-time liability eliminations, suggesting margins may normalize. Management highlighted expansion opportunities through partnerships with Netflix, major retailers and smart-TV platforms, plus a potential acquisition pipeline exceeding $400 million. LiveOne is also exploring AI licensing for its large content library and projects a path to more than $250 million in annual revenue within three years. LiveOne Stock is Streaming Speculation LiveOne (NASDAQ:LVO) reported fiscal 2027 first-quarter consolidated revenue of $19.4 million and adjusted EBITDA of $4.3 million for the three months ended June 30, according to Interim CFO Craig Christensen. The company posted a GAAP net loss of $3.1 million, or $0.23 per basic and diluted share, compared with a net loss of $3.9 million, or $0.40 per share, in the prior-year quarter. CEO and Chairman Rob Ellin described the period as one of the company’s strongest quarters, citing growth in cash and stockholders’ equity as well as reductions in liabilities. Ellin said LiveOne increased its cash position by $3.3 million, added $7 million of stockholders’ equity and eliminated $5 million of liabilities during the quarter. → SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat LiveXLive Media Stock is a Risky But Compelling Streaming Network Play LiveOne’s audio division generated $18.6 million in first-quarter revenue and $6.3 million in adjusted EBITDA. PodcastOne, the company’s podcasting business, reported record quarterly revenue of $16.1 million and adjusted EBITDA of $1.6 million, Christensen said. Slacker generated $2.5 million in revenue and $4.7 million in adjusted EBITDA. Christensen said Slacker’s results were primarily driven by stock-for-service arrangements and the elimination of certain past liabilities. → AST SpaceMobile Earnings Just Reminded Investors How Risky Space Can Be 3 Hyper-Growth Stocks Trading Under $5 During the question-and-answer session, Christensen said approximately $1.5 million of the quarter’s Slacker benefit came from one-time liability eliminations. He said the business’ margins would return closer to normal levels absent continued stock-for-service transactions. Ellin said the company acquired 150,000 PodcastOne shares and paid off all junior debt at PodcastOne during the quarter. He also said LiveOne had completed $7 million of a previously announced $12 million stock-repurchase program and intends to continue repurchases when permitted. → First Solar’s Profit Engine Faces a New Policy Test in Washington Management highlighted a growing business-to-business pipeline involving large technology, media, consumer electronics and telecommunications companies. Ellin said LiveOne has a four-year agreement with an unnamed major global retailer and is nearing a second retail arrangement, though he said the company could not disclose partner names under confidentiality agreements. Ellin also said LiveOne has partnered with Netflix for podcast distribution, initially involving podcasts rather than music. He did not disclose the commercial terms of the arrangement, but said content may be monetized through advertising, traffic and potentially paid arrangements depending on the programming. Management said it is also expanding distribution through smart-TV partners including Samsung, LG and Vizio, though Ellin characterized those marketing initiatives as being in their early stages. He said the company expects more clarity on activity with those partners over the next 60 to 90 days. Ellin cited existing relationships with Amazon and Paramount as examples of the company’s partnership strategy. He said Amazon represents more than $20 million in revenue, while Paramount has surpassed $27 million in revenue. He also said the company expects to add leadership roles focused on retail, carrier and other B2B categories, in addition to a president of the company. LiveOne said it is working on another acquisition after a period without completing M&A transactions. Ellin said the company is considering opportunities in audio and video and is also receiving inbound interest from strategic and financial parties regarding individual subsidiaries, assets or the company as a whole. Ellin said the company’s M&A pipeline includes more than $400 million in potential deals. He said LiveOne is seeking transactions that fit its distribution and content strategy and could add EBITDA. The company also sees potential licensing opportunities for its content library in artificial intelligence applications. Ellin said LiveOne has more than 250,000 hours of video content and more than 500,000 hours of audio content. He said the company was in discussions with 17 AI businesses and that discussions have involved potential rates of roughly $100 to $500 per hour for nonexclusive content. Ellin said LiveOne is working with talent and music partners on how to structure any such content monetization and expects the company could begin generating AI-related licensing revenue in the next quarter. Those comments reflect management’s expectations and are not reported financial results. Ellin said LiveOne sees a path to more than $250 million in annual revenue over the next three years, driven by expansion with existing distribution partners, new B2B agreements and podcasting growth. He emphasized that the figure was based on the company’s opportunity pipeline and execution plans. Management said the company has reduced its workforce from a peak of roughly 350 employees to about 80 employees, with the goal of operating on a leaner and more scalable cost structure. Ellin said LiveOne intends to continue strengthening its balance sheet, pursuing partnerships and seeking higher revenue, EBITDA and cash flow. LiveOne, Inc (NASDAQ: LVO) is a digital media and entertainment company specializing in live and on-demand music, podcasts and original content. The company provides streaming access to live concerts, festival performances and exclusive artist-driven programming through its digital platform and mobile applications. Its service offerings include ad-supported free tiers as well as premium subscription packages that deliver high-quality audio and video experiences for music fans worldwide. The LiveOne platform aggregates a diverse range of content, including live concert streams, curated on-demand playlists, artist interviews and behind-the-scenes footage. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "LiveOne Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.
Investor releaseQuarter not tagged2026-08-12PodcastOne (Nasdaq: PODC) Reports Record First Quarter 2027 Revenue of $16.1M; Adjusted EBITDA* of $1.6M (up 172% YoY)
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PodcastOne (Nasdaq: PODC) Reports Record First Quarter 2027 Revenue of $16.1M; Adjusted EBITDA* of $1.6M (up 172% YoY)
LOS ANGELES, Aug. 12, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq: PODC), a leading publisher and podcast sales network, today announced its record financial results for the first fiscal quarter (“Q1 Fiscal 2027”) ended June 30, 2026 of its fiscal year ending March 31, 2027 (“Fiscal 2027”). PodcastOne will host a conference call and webcast today, August 12, 2026, at 12:30 PM Eastern Time. Q1 Financial & Operational Highlights Revenue increased 8% YoY to record $16.1 million Adjusted EBITDA* increased $1.0 million YoY, reaching new record of $1.6 million Delivered 18M+ downloads and streams and 6M unique listeners in June Reached a record #6 ranking on Podtrac, surpassing Disney and others, further strengthening PodcastOne’s position as a leading U.S. podcast publisher Expanded our creator portfolio through the acquisitions of The Magnificent Others with Billy Corgan and Life Happens with Barb and Michelle Continued expanding PodcastOne content beyond the podcast feed through original programming, strategic partnerships, and entertainment properties including It’s Okay, We’re All Gonna Die, A&E’s The First 48, and House of Stassi. “Q1 Fiscal 2027 was a strong quarter for PodcastOne, and I’m incredibly proud of our team and the momentum we’ve built across the business,” said Kit Gray, President and Co-Founder of PodcastOne. “We delivered record quarterly revenue, reached our highest-ever Podtrac ranking at #6, and continued to expand our content portfolio, creator relationships, and distribution footprint. We have a number of exciting projects ahead, and we’re very optimistic about the opportunities in front of PodcastOne as we continue to grow.” Q1 Fiscal 2027 vs Q1 Fiscal 2026 Results Summary (in $000’s, except per share; unaudited) Q1 Fiscal 2027 Earnings Conference Call and Webcast: Date: Wednesday, August 12, 2026Time: 12:30 p.m. Eastern Time (9:30 a.m. Pacific Time)Webcast Link: https://events.q4inc.com/attendee/425589710Dial-in: +1 (833) 461-5787 International Dial-in: +44 808 196 8935Conference Code: 425 589 710 About PodcastOne, Inc.PodcastOne (NASDAQ: PODC) is a leading podcast platform that provides creators and advertisers with a comprehensive 360-degree solution in sales, marketing, public relations, production, and distribution. PodcastOne has surpassed 3.9 billion total downloads with a community of 200 top podcasters, including Adam Carolla, K…Read full documentShow less
LOS ANGELES, Aug. 12, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq: PODC), a leading publisher and podcast sales network, today announced its record financial results for the first fiscal quarter (“Q1 Fiscal 2027”) ended June 30, 2026 of its fiscal year ending March 31, 2027 (“Fiscal 2027”). PodcastOne will host a conference call and webcast today, August 12, 2026, at 12:30 PM Eastern Time. Q1 Financial & Operational Highlights Revenue increased 8% YoY to record $16.1 million Adjusted EBITDA* increased $1.0 million YoY, reaching new record of $1.6 million Delivered 18M+ downloads and streams and 6M unique listeners in June Reached a record #6 ranking on Podtrac, surpassing Disney and others, further strengthening PodcastOne’s position as a leading U.S. podcast publisher Expanded our creator portfolio through the acquisitions of The Magnificent Others with Billy Corgan and Life Happens with Barb and Michelle Continued expanding PodcastOne content beyond the podcast feed through original programming, strategic partnerships, and entertainment properties including It’s Okay, We’re All Gonna Die, A&E’s The First 48, and House of Stassi. “Q1 Fiscal 2027 was a strong quarter for PodcastOne, and I’m incredibly proud of our team and the momentum we’ve built across the business,” said Kit Gray, President and Co-Founder of PodcastOne. “We delivered record quarterly revenue, reached our highest-ever Podtrac ranking at #6, and continued to expand our content portfolio, creator relationships, and distribution footprint. We have a number of exciting projects ahead, and we’re very optimistic about the opportunities in front of PodcastOne as we continue to grow.” Q1 Fiscal 2027 vs Q1 Fiscal 2026 Results Summary (in $000’s, except per share; unaudited) Q1 Fiscal 2027 Earnings Conference Call and Webcast: Date: Wednesday, August 12, 2026Time: 12:30 p.m. Eastern Time (9:30 a.m. Pacific Time)Webcast Link: https://events.q4inc.com/attendee/425589710Dial-in: +1 (833) 461-5787 International Dial-in: +44 808 196 8935Conference Code: 425 589 710 About PodcastOne, Inc.PodcastOne (NASDAQ: PODC) is a leading podcast platform that provides creators and advertisers with a comprehensive 360-degree solution in sales, marketing, public relations, production, and distribution. PodcastOne has surpassed 3.9 billion total downloads with a community of 200 top podcasters, including Adam Carolla, Kaitlyn Bristowe, Jordan Harbinger, LadyGang, A&E’s Cold Case Files, and Varnamtown. PodcastOne has built a distribution network reaching over 1 billion monthly impressions across all channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio. PodcastOne is also the parent company of PodcastOne Pro which offers fully customizable production packages for brands, professionals, or hobbyists. For more information, visit www.podcastone.com and follow us on Facebook, Instagram, YouTube, and X at @podcastone. Forward-Looking StatementsAll statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “believe,” “seek,” “continue,” “target” or the negative of such terms or other similar expressions. These statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements, including: LiveOne’s reliance on its largest OEM customer for a substantial percentage of its revenue; LiveOne’s and PodcastOne’s ability to consummate any proposed financing, acquisition, merger, distribution or other transaction, the timing of the consummation of any such proposed event, including the risks that a condition to the consummation of any such event would not be satisfied within the expected timeframe or at all, or that the consummation of any proposed financing, acquisition, merger, special dividend, distribution or transaction will not occur or whether any such event will enhance shareholder value; PodcastOne’s ability to continue as a going concern; PodcastOne’s ability to attract, maintain and increase the number of its listeners; PodcastOne identifying, acquiring, securing and developing content; LiveOne’s intent to repurchase shares of its and/or PodcastOne’s common stock from time to time under LiveOne’s stock repurchase program and the timing, price, and quantity of repurchases, if any, under the program; LiveOne’s ability to maintain compliance with certain financial and other covenants; PodcastOne successfully implementing its growth strategy, including relating to its technology platforms and applications; management’s relationships with industry stakeholders; LiveOne’s ability to repay its indebtedness when due; LiveOne’s ability to satisfy the conditions for closing on its announced additional convertible debentures financing; uncertain and unfavorable outcomes in legal proceedings and/or PodcastOne’s and/or LiveOne’s ability to pay any amounts due in connection with any such legal proceedings; changes in economic conditions; competition; risks and uncertainties applicable to the businesses of PodcastOne, LiveOne and/or LiveOne’s other subsidiaries; and other risks, uncertainties and factors including, but not limited to, those described in PodcastOne’s Annual Report on Form 10-K for the fiscal year ended March 31, 2026, filed with the U.S. Securities and Exchange Commission (the “SEC”) on June 29, 2026, and in PodcastOne’s other filings and submissions with the SEC. These forward-looking statements speak only as of the date hereof, and PodcastOne disclaims any obligation to update these statements, except as may be required by law. PodcastOne intends that all forward-looking statements be subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. Use of Non-GAAP Financial Measures*To supplement our consolidated financial statements, which are prepared and presented in accordance with the accounting principles generally accepted in the United States of America (“GAAP”), we present Contribution Margin (Loss) and Adjusted Earnings Before Interest Tax Depreciation and Amortization (“Adjusted EBITDA”), which are non-GAAP financial measures, as measures of our performance. The presentation of these non-GAAP financial measures is not intended to be considered in isolation from, or as a substitute for, or superior to, operating loss and or net income (loss) or any other performance measures derived in accordance with GAAP or as an alternative to net cash provided by operating activities or any other measures of our cash flows or liquidity. We use Contribution Margin (Loss) and Adjusted EBITDA to evaluate the performance of our operating segment. We believe that information about these non-GAAP financial measures assists investors by allowing them to evaluate changes in the operating results of our business separate from non-operational factors that affect operating income (loss) and net income (loss), thus providing insights into both operations and the other factors that affect reported results. Adjusted EBITDA is not calculated or presented in accordance with GAAP. A limitation of the use of Adjusted EBITDA as a performance measure is that it does not reflect the periodic costs of certain amortizing assets used in generating revenue in our business. Accordingly, Adjusted EBITDA should be considered in addition to, and not as a substitute for operating income (loss), net income (loss), and other measures of financial performance reported in accordance with GAAP. Furthermore, this measure may vary among other companies; thus, Adjusted EBITDA as presented herein may not be comparable to similarly titled measures of other companies. Contribution Margin (Loss) is defined as Revenue less Cost of Sales before (a) Cost of Sales share-based compensation expense, (b) depreciation, and (c) amortization of developed technology. Adjusted EBITDA is defined as earnings before interest, other (income) expense, income tax expense, depreciation and amortization and before (a) non-cash GAAP purchase accounting adjustments for certain deferred revenue and costs, (b) legal, accounting and other professional fees directly attributable to acquisition activity, (c) employee severance payments and third party professional fees directly attributable to acquisition or corporate realignment activities, (d) certain non-recurring expenses associated with legal settlements or reserves for legal settlements in the period that pertain to historical matters that existed at acquired companies prior to their purchase date and a one-time minimum guarantee to effectively terminate a live events distribution agreement post COVID-19, and (e) certain stock-based compensation expense. Management does not consider these costs to be indicative of our core operating results. With respect to projected quarter and full fiscal year 2027 Adjusted EBITDA, a quantitative reconciliation is not available without unreasonable efforts due to the high variability, complexity and low visibility with respect to purchase accounting adjustments, acquisition-related charges and legal settlement reserves excluded from Adjusted EBITDA. We expect that the variability of these items to have a potentially unpredictable, and potentially significant, impact on our future GAAP financial results. For more information on these non-GAAP financial measures, please see the tables entitled “Reconciliation of Non-GAAP Measure to GAAP Measure” included at the end of this release. PodcastOne Press Contact:Paul [email protected] Financial Information The tables below present financial results for the three months ended June 30, 2026 and 2025. * See the definition of Contribution Margin under “About Non-GAAP Financial Measures” within this release.
TranscriptFY2027 Q12026-08-12FY2027 Q1 earnings call transcript
Earnings source - 48 paragraphs
FY2027 Q1 earnings call transcript
Good morning, and thank you for standing by. Welcome to PodcastOne's Fiscal First Quarter 2027 Financial Results and Business Update Conference Call. During today's call, all participants will be in listen-only mode. Following the presentation, the conference will be open for questions. Presenting on today's call is Kit Gray, President and Founder of PodcastOne, and Craig Christensen, Interim Chief Financial Officer. I would like to remind you that some of the statements made on today's call are forward-looking and based on current expectations, forecasts, and assumptions that involve various risks and uncertainties. These statements include, but are not limited to, statements regarding the future performance of the company, included expected future financial results and expected future growth in the business. Actual results may differ materially from those discussed on this call for a variety of reasons.
Please refer to the company's filings with the SEC for information about factors which could cause the company's actual results to differ materially from those forward-looking statements, including those described in its annual report on Form 10-K for the year ended March 31st, 2026, and subsequent SEC filings. You will find reconciliations of non-GAAP financial measures to the most comparable GAAP financial measures discussed today in the company's earnings release, which is posted on its investor relations website. The company encourages you to periodically visit the investor relations website for more important content. The following discussion, including responses to your questions, contains time-sensitive information and reflects management's views as of the date of this call, August 12th, 2026. As required by law, the company does not undertake any obligation to update or revise this information after today's call.
I would like to highlight to all participants that this call is being recorded. The company will make it available to investors and media via webcast, and a replay will be available on its website in the investor relations section shortly following the conclusion of the call. Additionally, it is the property of the company, and any redistribution, transmission, or rebroadcast of this call or the webcast in any form without the company's expressed written consent is strictly prohibited. I would now like to turn the call over to PodcastOne's President, Kit Gray.
Thank you and welcome to our fiscal first quarter 2027 earnings call. We entered fiscal 2027 with strong momentum, building on the progress we made throughout the past year. During the first quarter, we continued expanding our content portfolio, strengthening strategic partnerships, and growing our audience through premium programming, original content development, and creator-led franchises. PodcastOne continues to distinguish itself as the leading pure play podcasting platform in the public markets through a vertically integrated model that combines talent development, content creation, distribution, analytics, monetization, and operational efficiencies, all supported by our AI-powered infrastructure. Our AI toolkit continues to enhance performance across every aspect of the business. Flightpath drives predictive profitability. Booster scales advertising management and proposal recommendations. Adobe Audition ensures best-in-class audio quality. PodEngine supports discoverability through SEO and insights.
Magellan AI powers advertising attribution, and Opus Pro converts long-form video into short-form content that fuels audience growth across platforms. Our team continues leveraging AI-based search capabilities to discover new talent, identify emerging trends, and connect timely topics with the content across our network. These tools directly support how we grow shows, monetize audiences, and operate more efficiently at scale. Throughout the quarter, we continued executing on our strategy of expanding our network through premium creator partnerships, strategic acquisitions, original content development, and long-term creator relationships. One of our most significant milestones this quarter was advancing to the number six position in Podtrac's ranking of U.S. podcast publishers, surpassing Disney and further reinforcing PodcastOne's position as one of the largest podcast networks in the country. This achievement reflects the continued growth of our audience, the strength of our programming, and the dedication of our creators and team.
We also continued strengthening our content portfolio through the acquisition of "The Magnificent Others," hosted by Billy Corgan, lead singer of Grammy Award-winning rock band, The Smashing Pumpkins, adding another highly respected voice to our network while expanding our reach across music, entertainment, and culture. We also acquired "Life Happens with Barb and Michelle," while officially launching our original series, "It's Okay, We're All Gonna Die with Nurse Julie," reflecting our continued investment in both established creator brands and original intellectual property. Further strengthening our creator roster, we renewed our partnership with Lindsie Chrisley's "The Southern Tea," which recently surpassed 2.5 million downloads across more than 248 episodes. We also partnered with PAVE Studios on A&E's "The First 48," expanding our relationship with premium media brands and creating additional opportunities to reach new audiences. Across our network, PodcastOne creators continued attracting influential voices from across entertainment and popular culture.
Notable guests during the quarter include actor Josh Duhamel on "The Adam Carolla Show," "Dancing with the Stars" pro Ezra Sosa on "Off The Vine," and Mandy Moore on "Yesterdays." Our influence also extends beyond podcasting, as "House of Stassi" premiered on Hulu with Stassi Schroeder's podcast, "STASSI with Tay," serving as one of the central storylines throughout the series. Stassi's continued presence across major platforms, including Netflix, highlights the growing ability of podcast talent and brands to extend into broader entertainment franchises and reach audiences across multiple platforms. As our network continues to grow, so do the opportunities to create value for creators, advertisers, and listeners alike. Our investment in technology, audience development, and advertising infrastructure continue to strengthen our ability to connect brands with highly engaged audiences while helping creators expand their reach across audio, video, and social platforms.
As podcast advertising continues to mature and brands increasingly seek trusted creator relationships and measurable results, we believe PodcastOne remains well-positioned to capitalize on these long-term industry trends through our diversified content portfolio, expanding creator network, and technology-enabled platform. Now I'd like to turn the call over to Craig to review our financial results.
Thank you, Kit. As a reminder, our fiscal year 2027 began on April 1st. Revenue in our first quarter of fiscal 2027 was a record $16.1 million. Operating loss in the first quarter was $1.6 million, compared to an operating loss of $1.1 million in the same year-ago quarter. This $500,000 increase was driven primarily by stock-based compensation within G&A. Net loss for the first quarter was $1.6 million, or -$0.05 per basic and diluted share, compared to a net loss of $1.1 million, or -$0.04 per share in the same year-ago quarter. Adjusted EBITDA for the quarter was positive $1.6 million, compared to $580,000 in the same year-ago quarter, driven by revenue growth and contribution margin improvement. We ended the quarter with $7 million in cash and cash equivalents and no debt on the balance sheet. With that, I'll turn the call back over to you, Kit.
Thanks, Craig. We are pleased with the momentum we've carried into fiscal 2027 and remain very optimistic about the opportunities ahead for PodcastOne and the broader podcast industry. Podcasting continues to evolve rapidly, and we believe the opportunity extends well beyond traditional audio. Video is becoming an increasingly important part of podcast discovery and consumption, while major media and technology companies continue investing in creator-led content and premium intellectual property. As that ecosystem expands, we see significant opportunities to extend the reach and value of the content we developed across additional platforms and formats. We are also seeing continued strategic activity across the broader media landscape, with major companies making significant investments in creator-led businesses, content, and intellectual property. These transactions reinforce the value being placed on premium content, engaged audiences, and the data and relationships that come with them.
Under Steve Lehman's leadership, we continue to evaluate opportunities that can strengthen our platform, expand our creator offerings, and create long-term shareholder value. At PodcastOne, we believe the next phase of growth is about more than simply adding podcasts to our network. It's about identifying great creators and ideas, developing them into successful franchises, and finding opportunities to distribute that content across audio, video, television, and other platforms. We are particularly excited about our ability to develop original intellectual property that can travel beyond the podcast feed. Projects like "Varnamtown" demonstrate the potential for PodcastOne content to become broader entertainment franchises, and we believe there is significant opportunity ahead as we continue developing and investing in original programming. At the same time, AI continues to help us improve operational efficiencies, enhance audience discovery, identify emerging listener interests, and better understand the topics and formats that resonate with audiences.
Combined with our growing content library and audience data, these capabilities give us an increasingly powerful foundation for developing and monetizing content. The podcast industry itself continues to demonstrate significant long-term potential, with consumption reaching record levels and audiences increasingly engaging with podcasts across audio, video, and social platforms. We believe PodcastOne is uniquely positioned at the intersection of creators, content, audiences, data, and distribution. As we look ahead, our focus is on continuing to build that platform, finding the next great creators and ideas, expanding the ways our content can reach audiences, and creating more value from the intellectual property we develop. I want to thank our team, our creators, our advertising partners, and our shareholders for their continued support. With that, we'll now open the line for questions. Operator?
We will now begin the question and answer session. Please limit yourself to one question and one follow-up. If you would like to ask a question, please press *1 to raise your hand. To withdraw your question, press *1 again. We ask that you pick up your handset when asking a question to allow for optimum sound quality. If you are muted locally, please remember to unmute your device. Please stand by while we compile the Q&A roster. Your first question comes from the line of Barry Sine with Litchfield Hills Research. Your line is open. Please go ahead.
Afternoon. I wanted to touch on the topic of video on podcasts, adding a video instead of just audio. I know that's a pretty significant trend. Kit, maybe you could tell us where you stand on that, how much of your content is now also produced in video format. If you could tick off some of the major talents that are available in video, and what has been the reception of that through some of your distribution partners?
Hey, Barry. Good afternoon, good morning. Thank you, everyone, for the questions today and the time. I appreciate it. Yeah, video is a huge part of what we're doing, not only at PodcastOne, but in the medium. It's widely accepted. It's huge for discovery, leading with YouTube. Their YouTube AdSense revenue generation model has helped us out quite a bit for some of our shows, specifically Adam Carolla has a big audience in his YouTube channel. The Some More News guys do as well. Stassi and others in our network have really significant video views, even beyond just YouTube now. I mean, Stassi, whose television show just relaunched on Hulu just this last month, where she references her podcasts quite often is also featured on Netflix now, too.
All these video distribution channels are getting more and more into the podcasting world, which allows us to expand our discovery, but also charge more for advertising CPMs, just based on having their commercials in video. Many of our shows, if you watch them now, the commercials are host-done, but with video and with product, which allows us to charge great CPMs and advertisers see amazing results. Video is a huge part of what we do, and specifically in the discovery side of it. These short clips, whether it's on YouTube or Instagram or TikTok, it's great for us to clip two, three-minute segments of the podcast to promote the shows, make them sponsorable. All of that adds to what we do.
That is very helpful. My follow-up is more on advertising revenue. You recently jumped up to the number six ranking in the Podtrac rankings. Congratulations on that. What does that mean
Thank you.
for Sue McNamara and her sales team, and also for programmatic? How has advertiser willingness to use podcasts for their advertising changed over the last year? Is the perception changing and improving?
Yeah. I will answer the last part first. Yes. You are seeing brands, when I say brands, it is not just the Using-the-Code type brands. You are seeing the Progressives, the State Farms, the O'Reillys, the Lowe's. Those type of companies are jumping into the podcasting space. Macy's as well. These brands are actually realizing the benefit of podcasting, one, because they get the attribution for using it as a digital medium, but they are also using it on the creative side, where they are really developing integrations into the communities of the talent.
Macy's we are trying on clothes on air. We are talking about deals and discounts and what people can go and buy. It is just really integrated, not only in the audio, the video, but also the social. When you look at that is the exciting thing for brands, because they are just not buying spots and dots.
That business is definitely booming, especially with us, but it has gone beyond that. The brands are really trying to buy into the communities, which is awesome. For a company like us, where we have really strong relationships with the talent and the production of the shows, we can gain trust for these brands to make sure they are getting what they pay for and they are protected in their messaging. That is a big part of really growing the brand business in the podcasting space is actually having trust, and we are able to provide that. As far as the programmatic side and being number six, it just came out for July, too, we have remained number six, which is great news for us.
It is a good thing to open doors for our sales teams in the sense that there are some big names behind us, whether it is Disney or Barstool Sports or CNN, some of those networks. Sometimes it is easier for them to get in the door of advertisers or brands, and we can actually say we are bigger than them, which is a nice sales point. When it comes to programmatic and the Amazon, our March 19 deal, that is where that really comes into play, right? As we get more and more consumption on our network, there are more impressions to monetize, whether that is done by our direct sales team with our highest CPMs or the Amazon deal and having them buy-in through our network or programmatically where we continue to evolve and grow through our partners that we have in that world too.
It has been honestly, really just a great year for growth, on all levels, whether it is revenue, audience, and just brands buying into the space. It has been great.
Just a reminder, if you would like to ask a question, please press star 1 to raise your hand. Your next question comes from the line of Barry Sine with Litchfield Hills Research. Your line is open. Please go ahead.
Hey, that's not a mistake. I limited myself and then jumped back in the queue, but I guess I am the next one. I had one more question, Kit. On the LiveOne call, Rob mentioned the Netflix, and I haven't seen a separate press release. I'm very enthusiastic about that, and I want to get a little more data from you because it seems to me as if your core demographic is very closely aligned with the Netflix core demographic. If you could remind us what your demographics look like, age, gender, et cetera, and then when did PodcastOne podcasts start appearing on Netflix? Rob was asked what the revenue model is. He said you're not disclosing that, but whatever that model is, when will investors start to see the benefit of that relationship show up on the PodcastOne income statement?
Yeah. Netflix got into podcasting, I don't know, maybe six months ago, maybe a little bit longer, if I had to guess. Stassi is our lead pony in that world. She's a great personality. She comes from the "Vanderpump" world, if you guys don't know. Barry, I know you are well-versed in "Vanderpump," so you've got this down. But she is a superstar and just an amazing talent. Her show on Hulu has gotten picked up. This is the second season. It's fantastic. She's really fun. Her podcast going on Netflix just made a lot of sense. We worked with her agent to get that show up there, and really the benefit is discovery. And we are running commercials in there, right?
When I go to Macy's, I say, "All right, well, Stassi's not only going to have it in her video/audio world, but she's also going to have that in the Netflix distribution as well." So you're going to see premium rates because of that, and growth of the shows, right? It's great. It's just another big company. You've got the YouTubes, you've got the Amazons, the Spotifys, the SiriusXMs just jumping in full throttle in podcasts. And now you see Netflix, you got Disney is doing some stuff too now. I think these distribution channels are going to be just additive to podcasts and just growing as a medium and a distribution channel for advertisers. So you'll start to see that. You're seeing it in her show in terms of revenue and getting premium rates.
We'll continue that relationship and continue to charge forward with some other shows getting on there and some of the other platforms I just mentioned.
Just to follow up on that, if you could remind us what your demographics look like. I have a sense of what Netflix
Oh, sorry.
looks like.
Yeah.
Then it sounded
Yeah
as if that's the only podcast you have on Netflix. What about adding other podcasts to Netflix?
Yeah, we're in talks on that. They wanted to roll out with kind of a phase. They've got a bunch on there. We'll continue to talk to them about adding more. So we'll see how that goes over the next six months. We picked up one of the shows with Billy Corgan, and if you guys know Billy from his days with The Smashing Pumpkins, take a look at his video on YouTube and how amazing it is. It's a really cool set, and he's a very cool, interesting guy that has amazing interviews, and it just fits. So I think you're going to see more and more of that type of stuff over the next 6-12 months. As far as our demographics, when I created the company, I really wanted to be agnostic on that.
I wanted to be able to really fill out any RFP an advertiser would have with a group of shows that hit any demo. So yes, I think probably most of our consumption comes in the female 25-44 range. True Crime, the Stassi's, the Kailyn's, the LadyGang's, The Pop Apologists, those guys for sure are a big part of what we're doing. But you're seeing growth in the older demographics, and you'll see the people like Adam Carolla, Jordan Harbinger, Brendan Schaub, really round out the male 25, 54 demo, and in some cases even higher, right? We're all getting older. Adam is still chugging along and doing great with his podcast and just building that and having new distribution channels as he's on SiriusXM with Megyn Kelly's network.
You're going to see an older demographic there as Adam gets older and his audience gets older. But, we're still getting a lot of advertisers in and a lot of consumption, and that's great. We can fill out that demographic when we go to RFPs as well.
Your next question comes from the line of Leo Carpio with Joseph Gunnar. Your line is open. Please go ahead.
Hey, good afternoon, Kit. A couple quick questions on the quarter. In terms of the M&A opportunities, are there still any platforms available for you to pick up here at this stage? Or more you're focused on the organic growth, monetizing IP creation, and developing talent at this point?
Yeah. Hey, Leo, good to hear from you. To answer your question, we're doing it all, right? The main part of the business is either acquiring existing shows with an audience, growing them, monetizing them, doing more with them. That's a big part of what we do. We're launching our own shows with our own IP and growing them and monetizing them is a big part of what we're doing and talking about the different distribution channels. That's a big part of our business. When we look at M&A, yes, I was on a call yesterday with Steve, and we've got other things that we're talking about constantly. Those are interesting. There's more and more companies with great opportunities and great ideas. Whether that's representing podcasts, expanding the paywall world, or technology. That's going to be an important thing over the next year.
I think there's going to be a lot of acquisition deals out there. I know that a lot of different companies are being approached by some of the bigger groups, and a bunch of the smaller companies are talking to other small companies that complement each other quite well. I think you're going to see acquisitions not only with PodcastOne, but I think you're going to see acquisitions throughout the industry over the next 6-12 months, for sure.
Okay, and a quick housekeeping question. Can you remind us of the seasonality in your revenue in terms of how it progresses through the calendar year, in terms of which quarters are strong versus which are a little softer?
Yeah. Obviously, we had a really good quarter last quarter. Best I think ever that we have ever done, which is tremendous. Summertime, usually a little bit slow. Slower because people are on the beach, people are enjoying families, and stuff like that. As school gets back into gear and people get back to work over the next 30 days, you are going to start to see more consumption of podcasts. As calendar year Q4 rolls up, that is always our biggest quarter. So that is typically how it works.
There are no further questions at this time. I will now turn the call back to Kit Gray for closing remarks.
All right. Well, thank you everyone for your time today. I really appreciate it. We are extremely happy with where the year ended, where the quarter is, and where the team is headed moving forward. Super excited about some of the projects that we got a chance to talk about a little bit this morning. Please keep an eye on us as we move forward and keep watching us. We are launching some great projects and some great shows. I hope you guys get to enjoy them. But looking forward to you guys and looking forward to another great year at PodcastOne. Thank you very much for all your support, all our shareholders' support, and of course, the team at PodcastOne and LiveOne. Thank you very much.
This concludes today's call. Thank you for attending. You may now disconnect.
Investor releaseQuarter not tagged2026-08-06Axcelis Technologies (ACLS) Q2 Earnings and Revenues Beat Estimates
Zacks
Axcelis Technologies (ACLS) Q2 Earnings and Revenues Beat Estimates
Axcelis Technologies (ACLS) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.9 per share. This compares to earnings of $1.13 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.78%. A quarter ago, it was expected that this semiconductor services company would post earnings of $0.71 per share when it actually produced earnings of $0.72, delivering a surprise of +1.41%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Axcelis, which belongs to the Zacks Electronics - Manufacturing Machinery industry, posted revenues of $215.18 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.91%. This compares to year-ago revenues of $194.54 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Axcelis shares have added about 70.1% since the beginning of the year versus the S&P 500's gain of 12.8%. While Axcelis has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Axcelis was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of tod…Read full documentShow less
Axcelis Technologies (ACLS) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.9 per share. This compares to earnings of $1.13 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.78%. A quarter ago, it was expected that this semiconductor services company would post earnings of $0.71 per share when it actually produced earnings of $0.72, delivering a surprise of +1.41%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Axcelis, which belongs to the Zacks Electronics - Manufacturing Machinery industry, posted revenues of $215.18 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.91%. This compares to year-ago revenues of $194.54 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Axcelis shares have added about 70.1% since the beginning of the year versus the S&P 500's gain of 12.8%. While Axcelis has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Axcelis was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.03 on $215.1 million in revenues for the coming quarter and $3.82 on $845.4 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Manufacturing Machinery is currently in the top 10% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. PodcastOne, Inc. (PODC), another stock in the broader Zacks Computer and Technology sector, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12. This company is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of +75%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. PodcastOne, Inc.'s revenues are expected to be $17.84 million, up 19% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Axcelis Technologies, Inc. (ACLS) : Free Stock Analysis Report PodcastOne, Inc. (PODC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research
Investor releaseQuarter not tagged2026-08-04PodcastOne (Nasdaq: PODC) to Report First Quarter Fiscal 2027 Financial Results on August 12, 2026
GlobeNewswire
PodcastOne (Nasdaq: PODC) to Report First Quarter Fiscal 2027 Financial Results on August 12, 2026
Management to host conference call and webcast to discuss the results at 12:30 pm ET on that day LOS ANGELES, Aug. 04, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq: PODC), a leading publisher and podcast sales network, announced today the planned earnings release date and conference call timing for its first quarter (“Q1 Fiscal 2027”) of its fiscal year ending March 31, 2027 (“Fiscal 2027”), along with the following: PodcastOne expects to report continued year-over-year growth in revenue and Adjusted EBITDA, reflecting ongoing operational momentum. During the quarter, PodcastOne continued to grow organically and strengthen its balance sheet, and used stock-for-service deals to reduce cash obligations, resulting in increased stockholders' equity. PodcastOne plans to announce its full operating and financial results for Q1 Fiscal 2027 and host an investor webcast to discuss the results and provide a business update on Wednesday, August 12th, 2026 at 12:30 pm Eastern Time (9:30 am Pacific Time). To access the conference call or webcast, please use the following information: About PodcastOnePodcastOne (Nasdaq: PODC) is a leading podcast platform that provides creators and advertisers with a comprehensive 360-degree solution in sales, marketing, public relations, production, and distribution. PodcastOne has surpassed 3.9 billion total downloads with a community of 200 top podcasters, including Adam Carolla, Kaitlyn Bristowe, Jordan Harbinger, LadyGang, A&E's Cold Case Files, and Varnamtown. PodcastOne has built a distribution network reaching over 1 billion monthly impressions across all channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio. PodcastOne is also the parent company of PodcastOne Pro which offers fully customizable production packages for brands, professionals, or hobbyists. For more information, visit www.podcastone.com and follow us on Facebook, Instagram, YouTube, and X at @podcastone. Forward-Looking Statements All statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “believe,” “seek,” “continue,” “target” or the negative of such terms or other similar e…Read full documentShow less
Management to host conference call and webcast to discuss the results at 12:30 pm ET on that day LOS ANGELES, Aug. 04, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq: PODC), a leading publisher and podcast sales network, announced today the planned earnings release date and conference call timing for its first quarter (“Q1 Fiscal 2027”) of its fiscal year ending March 31, 2027 (“Fiscal 2027”), along with the following: PodcastOne expects to report continued year-over-year growth in revenue and Adjusted EBITDA, reflecting ongoing operational momentum. During the quarter, PodcastOne continued to grow organically and strengthen its balance sheet, and used stock-for-service deals to reduce cash obligations, resulting in increased stockholders' equity. PodcastOne plans to announce its full operating and financial results for Q1 Fiscal 2027 and host an investor webcast to discuss the results and provide a business update on Wednesday, August 12th, 2026 at 12:30 pm Eastern Time (9:30 am Pacific Time). To access the conference call or webcast, please use the following information: About PodcastOnePodcastOne (Nasdaq: PODC) is a leading podcast platform that provides creators and advertisers with a comprehensive 360-degree solution in sales, marketing, public relations, production, and distribution. PodcastOne has surpassed 3.9 billion total downloads with a community of 200 top podcasters, including Adam Carolla, Kaitlyn Bristowe, Jordan Harbinger, LadyGang, A&E's Cold Case Files, and Varnamtown. PodcastOne has built a distribution network reaching over 1 billion monthly impressions across all channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio. PodcastOne is also the parent company of PodcastOne Pro which offers fully customizable production packages for brands, professionals, or hobbyists. For more information, visit www.podcastone.com and follow us on Facebook, Instagram, YouTube, and X at @podcastone. Forward-Looking Statements All statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “believe,” “seek,” “continue,” “target” or the negative of such terms or other similar expressions. These statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements, including: LiveOne’s reliance on its largest OEM customer for a substantial percentage of its revenue; LiveOne’s and PodcastOne’s ability to consummate any proposed financing, acquisition, merger, distribution or other transaction, the timing of the consummation of any such proposed event, including the risks that a condition to the consummation of any such event would not be satisfied within the expected timeframe or at all, or that the consummation of any proposed financing, acquisition, merger, special dividend, distribution or transaction will not occur or whether any such event will enhance shareholder value; PodcastOne’s ability to continue as a going concern; PodcastOne’s ability to attract, maintain and increase the number of its listeners; PodcastOne identifying, acquiring, securing and developing content; LiveOne’s intent to repurchase shares of its and/or PodcastOne’s common stock from time to time under LiveOne’s stock repurchase program and the timing, price, and quantity of repurchases, if any, under the program; LiveOne’s ability to maintain compliance with certain financial and other covenants; PodcastOne successfully implementing its growth strategy, including relating to its technology platforms and applications; management’s relationships with industry stakeholders; LiveOne’s ability to repay its indebtedness when due; LiveOne’s ability to satisfy the conditions for closing on its announced additional convertible debentures financing; uncertain and unfavorable outcomes in legal proceedings and/or PodcastOne’s and/or LiveOne’s ability to pay any amounts due in connection with any such legal proceedings; changes in economic conditions; competition; risks and uncertainties applicable to the businesses of PodcastOne, LiveOne and/or LiveOne’s other subsidiaries; and other risks, uncertainties and factors including, but not limited to, those described in PodcastOne’s Annual Report on Form 10-K for the fiscal year ended March 31, 2026, filed with the U.S. Securities and Exchange Commission (the “SEC”) on June 29, 2026, and in PodcastOne’s other filings and submissions with the SEC. These forward-looking statements speak only as of the date hereof, and PodcastOne disclaims any obligation to update these statements, except as may be required by law. PodcastOne intends that all forward-looking statements be subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. Press Contacts: PodcastOne Susan Madore [email protected] Investor Relations: PodcastOne [email protected] Follow PodcastOne on social media: Facebook, Instagram, YouTube, and X at @podcastone.
Investor releaseQuarter not tagged2026-08-04LiveOne (Nasdaq: LVO) to Report First Quarter Fiscal 2027 Financial Results on August 12, 2026
GlobeNewswire
LiveOne (Nasdaq: LVO) to Report First Quarter Fiscal 2027 Financial Results on August 12, 2026
Management to host conference call and webcast to discuss the results at 10:30 am ET on that day LOS ANGELES, Aug. 04, 2026 (GLOBE NEWSWIRE) -- LiveOne (Nasdaq: LVO), an award-winning, creator-first music, entertainment, and technology platform, announced today its planned earnings release date and conference call timing for its first quarter (“Q1 Fiscal 2027”) of its fiscal year ending March 31, 2027 (“Fiscal 2027”), along with the following: LiveOne expects to report continued year-over-year growth in revenue and Adjusted EBITDA, reflecting ongoing operational momentum. During the quarter, LiveOne continued to grow organically and strengthen its balance sheet through a reduction of current liabilities, additional stock-for-service deals to reduce cash obligations, and disciplined capital allocation, resulting in increased stockholders' equity. LiveOne continued to repurchase its own common stock and acquired additional shares of PodcastOne, its majority owned subsidiary (Nasdaq: PODC). LiveOne plans to announce its full operating and financial results for Q1 Fiscal 2027 and host an investor webcast to discuss the results and provide a business update on Wednesday, August 12th, 2026 at 10:30 am Eastern Time (7:30 am Pacific Time). To access the conference call or webcast, please use the following information: About LiveOneHeadquartered in Los Angeles, CA, LiveOne (Nasdaq: LVO) is an award-winning, creator-first, music, entertainment, and technology platform focused on delivering premium experiences and content worldwide and live and virtual events. LiveOne's subsidiaries include Slacker, PodcastOne (Nasdaq: PODC), PPVOne, Custom Personalization Solutions, LiveXLive and DayOne Music Publishing. LiveOne is available on iOS, Android, Roku, Apple TV, Spotify, Samsung, Amazon Fire, Android TV, and through STIRR's OTT applications. For more information, visit liveone.com and follow us on Facebook, Instagram, TikTok, YouTube and Twitter at @liveone. For more investor information, please visit ir.liveone.com. Forward-Looking StatementsAll statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipat…Read full documentShow less
Management to host conference call and webcast to discuss the results at 10:30 am ET on that day LOS ANGELES, Aug. 04, 2026 (GLOBE NEWSWIRE) -- LiveOne (Nasdaq: LVO), an award-winning, creator-first music, entertainment, and technology platform, announced today its planned earnings release date and conference call timing for its first quarter (“Q1 Fiscal 2027”) of its fiscal year ending March 31, 2027 (“Fiscal 2027”), along with the following: LiveOne expects to report continued year-over-year growth in revenue and Adjusted EBITDA, reflecting ongoing operational momentum. During the quarter, LiveOne continued to grow organically and strengthen its balance sheet through a reduction of current liabilities, additional stock-for-service deals to reduce cash obligations, and disciplined capital allocation, resulting in increased stockholders' equity. LiveOne continued to repurchase its own common stock and acquired additional shares of PodcastOne, its majority owned subsidiary (Nasdaq: PODC). LiveOne plans to announce its full operating and financial results for Q1 Fiscal 2027 and host an investor webcast to discuss the results and provide a business update on Wednesday, August 12th, 2026 at 10:30 am Eastern Time (7:30 am Pacific Time). To access the conference call or webcast, please use the following information: About LiveOneHeadquartered in Los Angeles, CA, LiveOne (Nasdaq: LVO) is an award-winning, creator-first, music, entertainment, and technology platform focused on delivering premium experiences and content worldwide and live and virtual events. LiveOne's subsidiaries include Slacker, PodcastOne (Nasdaq: PODC), PPVOne, Custom Personalization Solutions, LiveXLive and DayOne Music Publishing. LiveOne is available on iOS, Android, Roku, Apple TV, Spotify, Samsung, Amazon Fire, Android TV, and through STIRR's OTT applications. For more information, visit liveone.com and follow us on Facebook, Instagram, TikTok, YouTube and Twitter at @liveone. For more investor information, please visit ir.liveone.com. Forward-Looking StatementsAll statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “could,” “believe,” “seek,” “continue,” “contemplate,” “predict,” “potential,” “target” or the negative of such terms or other similar expressions. These statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements, including: LiveOne’s reliance on its largest OEM customer for a substantial percentage of its revenue; LiveOne’s ability to consummate any proposed financing, acquisition, spin-out, special dividend, merger, distribution or transaction, the timing of the consummation of any such proposed event, including the risks that a condition to the consummation of any such event would not be satisfied within the expected timeframe or at all, or that the consummation of any proposed financing, acquisition, spin-out, merger, special dividend, distribution or transaction will not occur or whether any such event will enhance stockholder value; LiveOne’s ability to continue as a going concern; LiveOne’s ability to attract, maintain and increase the number of its subscribers and paid users; LiveOne identifying, acquiring, securing and developing content; LiveOne’s ability to implement and continue its announced digital asset treasury strategy and/or purchase digital assets from time to time pursuant to such strategy, including for the maximum announced amount, and other risks related to such strategy; LiveOne’s intent to repurchase shares of its and/or PodcastOne’s common stock from time to time under LiveOne’s announced stock repurchase program and the timing, price, and quantity of repurchases, if any, under the program; LiveOne’s ability to maintain compliance with certain financial and other debt covenants; LiveOne successfully implementing its growth strategy, including relating to its technology platforms and applications; management’s relationships with industry stakeholders; LiveOne’s ability to repay its indebtedness when due; LiveOne’s ability to satisfy the conditions for closing on its announced additional convertible debentures financing; uncertain and unfavorable outcomes in legal proceedings and/or LiveOne’s ability to pay any amounts due in connection with any such legal proceedings; significant legal, commercial, regulatory and technical uncertainty and risks related to digital assets; regulatory developments related to digital assets and digital asset markets; changes in economic conditions; competition; risks and uncertainties applicable to the businesses of LiveOne’s subsidiaries; and other risks, uncertainties and factors including, but not limited to, those described in LiveOne’s Annual Report on Form 10-K for the fiscal year ended March 31, 2026, filed with the U.S. Securities and Exchange Commission (the “SEC”) on June 29, 2026, and in LiveOne’s other filings and submissions with the SEC. These forward-looking statements speak only as of the date hereof, and LiveOne disclaims any obligation to update these statements, except as may be required by law. LiveOne intends that all forward-looking statements be subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. LiveOne Press Contact:[email protected] Follow LiveOne on social media: Facebook, Instagram, TikTok, YouTube, and X at @liveone.
Investor releaseQuarter not tagged2026-06-25PodcastOne, Inc. Q4 2026 Earnings Call Summary
Moby
PodcastOne, Inc. Q4 2026 Earnings Call Summary
Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved a transformational shift to positive Adjusted EBITDA of $6.3 million for fiscal 2026, driven by an 18% revenue increase and disciplined cost management. Leveraged a vertically integrated model and an AI-powered infrastructure—including tools like Flightpath and Magellan AI—to enhance predictive profitability and advertising attribution. Attributed significant growth in programmatic advertising revenue, which more than doubled year-over-year, to investments in dynamic ad insertion and automated buying capabilities. Strengthened the content portfolio by adding established creator brands and developing original IP, such as 'It's Okay, We're All Gonna Die', to diversify the ecosystem. Positioned the company as a leading pure-play platform by focusing on 'blocking and tackling' metrics like sellout rates and CPM growth rather than just third-party rankings. Utilized a unique talent acquisition strategy by offering equity in PodcastOne, creating alignment between high-profile creators and long-term shareholder value. Fiscal 2027 guidance assumes a blend of organic growth, continued programmatic expansion, and the acquisition of approximately one to two new talent pieces per month. Management is evaluating three to four specific M&A opportunities to consolidate smaller networks and accelerate the trajectory toward $100 million in annual revenue. Anticipates increased adoption of the equity-for-talent compensation model over the next 12 to 24 months as established case studies validate the approach. Expects continued improvement in monetization through the Amazon/R19 relationship as technical efficiencies hit their stride and move the company toward higher minimum guarantee tiers. Focuses on emerging AI content licensing opportunities and the integration of video and social media reach to capture broader audience engagement trends. Noted that Podtrac rankings, while useful for talent recruitment, currently underrepresent total reach by not fully capturing YouTube, Rumble, or social media impressions. Identified a 'sweet spot' for M&A as larger competitors face financial constraints or integration challenges, leaving smaller, accretive networks available for consolidation. Highlighted the stability of the ba…Read full documentShow less
Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved a transformational shift to positive Adjusted EBITDA of $6.3 million for fiscal 2026, driven by an 18% revenue increase and disciplined cost management. Leveraged a vertically integrated model and an AI-powered infrastructure—including tools like Flightpath and Magellan AI—to enhance predictive profitability and advertising attribution. Attributed significant growth in programmatic advertising revenue, which more than doubled year-over-year, to investments in dynamic ad insertion and automated buying capabilities. Strengthened the content portfolio by adding established creator brands and developing original IP, such as 'It's Okay, We're All Gonna Die', to diversify the ecosystem. Positioned the company as a leading pure-play platform by focusing on 'blocking and tackling' metrics like sellout rates and CPM growth rather than just third-party rankings. Utilized a unique talent acquisition strategy by offering equity in PodcastOne, creating alignment between high-profile creators and long-term shareholder value. Fiscal 2027 guidance assumes a blend of organic growth, continued programmatic expansion, and the acquisition of approximately one to two new talent pieces per month. Management is evaluating three to four specific M&A opportunities to consolidate smaller networks and accelerate the trajectory toward $100 million in annual revenue. Anticipates increased adoption of the equity-for-talent compensation model over the next 12 to 24 months as established case studies validate the approach. Expects continued improvement in monetization through the Amazon/R19 relationship as technical efficiencies hit their stride and move the company toward higher minimum guarantee tiers. Focuses on emerging AI content licensing opportunities and the integration of video and social media reach to capture broader audience engagement trends. Noted that Podtrac rankings, while useful for talent recruitment, currently underrepresent total reach by not fully capturing YouTube, Rumble, or social media impressions. Identified a 'sweet spot' for M&A as larger competitors face financial constraints or integration challenges, leaving smaller, accretive networks available for consolidation. Highlighted the stability of the balance sheet with $3.5 million in cash and zero debt at fiscal year-end. Confirmed that parent company LiveOne intends to continue substantial quarterly buybacks of PodcastOne stock to address perceived market undervaluation. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management argues that larger networks like iHeart are difficult to manage effectively, allowing PodcastOne to win talent by offering better data transparency and personalized attention. Against smaller networks, PodcastOne competes by providing superior scale, talent booking, and genre-based packaging that smaller firms cannot replicate. The company views stock as a 'game changer' currency that locks down talent and incentivizes creators to use their social media influence to grow the entire network. While both LiveOne and PodcastOne shares have been used previously, the current strategy focuses exclusively on PodcastOne equity for these partnerships. The advertising market remains robust because brands are utilizing digital attribution tools to verify results, favoring networks that offer deep community engagement over simple 'spots and dots'. Management emphasizes that long-term talent relationships (7-9 years) provide a proven track record that ad agencies increasingly trust.

