Core Insights - LiveOne's music streaming service, Slacker Radio, has formed a strategic partnership with Intuizi to enhance the adoption of its Plus and Premium services [1][4] - The collaboration will leverage Intuizi's large quantitative model to target potential subscribers in real-time, focusing initially on the automotive sector [2][3] Company Overview - Slacker Radio is recognized for its personalized listening experience, offering a variety of curated stations and playlists [5] - Intuizi specializes in AI-driven consumer data solutions, enabling precise audience targeting and optimized marketing strategies [6] - LiveOne operates as a creator-first platform in the music and entertainment industry, with various subsidiaries including Slacker and PodcastOne [7] Strategic Focus - The initial marketing campaigns will target the automotive sector, with plans to expand into consumer electronics and retail [3] - The partnership aims to deliver personalized upgrade messages to users at optimal times, enhancing user engagement and conversion rates [2][4] Technological Innovation - Intuizi's AI model utilizes deidentified consumer signals to execute real-time marketing strategies, representing a significant advancement in online consumer marketing [2][4] - The collaboration is expected to transform customer acquisition processes for streaming services, showcasing a data-driven approach to marketing [4]

Core Insights - LiveOne, Inc. (LVO) has formed a strategic partnership with Synervoz Communications, Inc. to enhance voice-enabled experiences in devices and operating systems [1][10] - The collaboration is expected to unlock over 70 Business-to-Business (B2B) opportunities across various industries, including automotive and retail [2][10] - LiveOne aims to transform audience engagement with audio through innovations such as voice search and collaborative podcast streaming [3][4] Company Developments - LiveOne is focusing on expanding its B2B partnerships, having secured significant agreements, including a partnership with Amazon valued at over $16.5 million and another with a Fortune 50 company worth more than $25 million [5] - The company is operating at nearly a $50 million annual run rate from five newly launched B2B partnerships and is preparing for a major collaboration expected to bring in nearly 10 times the number of subscribers compared to its Tesla partnership, scheduled for August 2025 [6][10] - In February 2025, LiveOne partnered with Telly to provide a dual-screen audio and entertainment experience, allowing users to enjoy music or podcasts on a secondary display [7] Market Performance - LVO currently holds a Zacks Rank 3 (Hold) and has seen its shares decline by 34% over the past year, contrasting with the Zacks Audio Video Production industry's growth of 42.4% [8]

Financial Data and Key Metrics Changes - For Q4 2025, the company reported revenues of $112 million, with $108 million from the audio business and an EBITDA of $18 million, exceeding previous guidance by $6 million [7][16] - The full year fiscal 2025 results showed consolidated revenue of $114.4 million and adjusted EBITDA of $8.4 million [17] - The company posted a consolidated net loss of $10.9 million or $0.07 per diluted share in Q4 2025 [16] Business Line Data and Key Metrics Changes - The podcast business generated over $52 million in revenue, up from $38 million the previous year, with Q4 alone contributing $14 million [7][8] - The audio division's revenue for Q4 was $18.2 million with an adjusted EBITDA of $4.1 million [16][17] - The podcast business has seen six consecutive months as a top 10 podcaster globally, with over 1 billion impressions across its network [8] Market Data and Key Metrics Changes - The company has converted over 1.3 million subscribers from Tesla's 2 million cars, indicating strong market penetration [10][46] - The company is expecting to launch its largest B2B partnership in August, which could potentially have 10 times the subscriber base of Tesla [11][53] Company Strategy and Development Direction - The company is focusing on AI and Web3 crypto initiatives, aiming to leverage technology to transform the industry [11][12] - There are 75 additional B2B deals in the pipeline, with a run rate of nearly $50 million from new partnerships [10][18] - The company is actively pursuing 17 potential acquisitions in the podcast industry to consolidate its business [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to grow aggressively, citing a strong balance sheet and transformative partnerships [12][13] - The management highlighted the importance of building a database of Tesla subscribers, which could significantly enhance future revenue opportunities [46][48] - The company is optimistic about the future, expecting substantial revenue growth from converting ad-supported users to paid subscribers [24][28] Other Important Information - The company has eliminated over $10 million in short-term liabilities and cut costs significantly, contributing to improved EBITDA performance [9] - The company has initiated a stock buyback program, purchasing over 350,000 shares of LiveOne and 1 million shares of PODC [12] Q&A Session Summary Question: Can you clarify the fill rate of over 50%? - The fill rate indicates that over 50% of advertising inventory is being utilized, which is a significant improvement from previous levels [23][24] Question: Are you focusing on podcast content in the Web3 and crypto space? - The focus is on creating a podcast network centered around Web3 and crypto, leveraging AI for content creation and community building [29][30] Question: When will the 10-K be filed? - The filing is expected early next week, pending final documentation from auditors [33] Question: Can you discuss new B2B deals? - The company is experiencing momentum in signing new B2B deals, with a significant upcoming partnership expected to launch soon [39][40] Question: Is the largest B2B deal already signed? - Yes, the deal is signed, and the company is confident about its potential success [55][56]

LiveOne (LVO) Q4 2025 Earnings Call July 03, 2025 10:00 AM ET Speaker0 Ladies and gentlemen, thank you for patiently waiting. We will be starting momentarily. Thank thank you for standing by. Ladies and gentlemen, welcome to the LiveOne, Inc. For Fiscal twenty twenty five Financial Results and Business Update Webcast. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I will now turn the call over to Ryan C ...

Core Insights - LiveOne has announced a strategic partnership with Synervoz Communications to co-create new products and experiences focused on voice technology in native devices and operating systems [1][2] - The collaboration aims to enhance user engagement with audio through features like voice search and social listening, while also supporting LiveOne's growing B2B initiatives [2][7] Company Overview - LiveOne is a creator-first music, entertainment, and technology platform headquartered in Los Angeles, offering premium experiences and content through memberships and live events [3] - LiveOne's subsidiaries include Slacker, PodcastOne, and others, and it operates across multiple platforms including iOS, Android, and Roku [3] Synervoz Overview - Synervoz specializes in audio software solutions for gaming, media, and consumer electronics, with its Switchboard platform providing a library of audio and voice AI tools [4][5] - The Switchboard platform enhances voice and audio development cycles by tenfold and targets over 70 B2B opportunities across various industries [7]

Company Overview - LiveOne is an award-winning, creator-first music, entertainment, and technology platform headquartered in Los Angeles, CA [2] - The company focuses on delivering premium experiences and content worldwide through memberships and live and virtual events [2] - LiveOne's subsidiaries include Slacker, PodcastOne, PPVOne, CPS, LiveXLive, DayOne Music Publishing, Drumify, and Splitmind [2] Upcoming Events - LiveOne will host a conference call on July 3, 2025, to discuss results for Q4 Fiscal 2025 and the fiscal year ended March 31, 2025 [1] - The call is scheduled for 10:00 AM Eastern Time (7:00 AM Pacific Time) [1] - Access details include a webcast link and dial-in numbers for participants [1]

Core Insights - LiveOne, Inc. (LVO) reported a fourth-quarter fiscal 2025 GAAP loss of 8 cents per share, compared to a loss of 3 cents per share in the previous year, missing the Zacks Consensus Estimate of a loss of 5 cents per share [1] - Quarterly revenues decreased by 37.6% year over year to $19.3 million, primarily due to lower revenues from Slacker Radio, which is undergoing a business model transformation [1][9] - Despite the revenue decline, LVO exceeded its full-year revenue guidance by $2.4 million, reporting total revenues of $114.4 million for fiscal 2025, a decrease of 3.4% [2] Financial Performance - The Audio division achieved record revenues of $108.9 million for fiscal 2025, surpassing guidance by $2.9 million, and delivered a record adjusted EBITDA of $18.2 million, exceeding expectations by over 51% [3] - Adjusted EBITDA for the fourth quarter was $1.6 million, down 42.9%, with a $4.1 million contribution from the Audio Division, offsetting losses from Other Operations and Corporate [5] - The company reported an operating loss of $8.2 million for the quarter, significantly wider than the $1.2 million loss reported a year ago, primarily due to revenue decreases [6] User Engagement and Growth - LVO's total user base, including subscribers and ad-supported users, surpassed 1.45 million, driven by a partnership with Tesla and strong audience engagement [2][9] - The company is focused on a creator-first approach, aiming to foster superfan relationships [3] Strategic Initiatives - LVO is undergoing an operational reset with major cost initiatives showing positive impacts [3] - The company invested approximately $3.1 million in capital expenditures during the fourth quarter, primarily for capitalized software development costs, aimed at enhancing monetization capabilities through an integrated music player and pay-per-view services [6][7] Market Performance - Following the financial results, LVO's shares fell 11% in trading, closing at 77 cents on June 18, 2025, with a 37.1% decline over the past six months, contrasting with a 19.8% growth in the Zacks Audio Video Production industry [4]

Core Insights - LiveOne reported record revenue and adjusted EBITDA for fiscal 2025, surpassing guidance significantly, indicating strong operational performance and effective cost-reduction initiatives [1][2]. Financial Performance - Fiscal 2025 consolidated revenue reached $114.4 million, exceeding guidance by $2.4 million [1]. - Adjusted EBITDA for fiscal 2025 was $18.2 million, beating guidance by over 51% or $6.2 million [1]. - Q4 Fiscal 2025 revenue was $19.3 million, down from $30.9 million in Q4 Fiscal 2024, primarily due to reduced Slacker radio revenues [4]. - The operating loss for Q4 Fiscal 2025 was $8.2 million, compared to a loss of $1.2 million in Q4 Fiscal 2024 [4]. - Q4 Fiscal 2025 adjusted EBITDA was $1.6 million, down from $2.8 million in Q4 Fiscal 2024 [5]. Operational Highlights - The Audio Division, which includes Slacker Radio and PodcastOne, contributed an adjusted EBITDA of $4.1 million in Q4 Fiscal 2025, driven by improved contribution margins and reduced operating expenses [5]. - The company implemented cost-reduction initiatives that improved profitability and strengthened market position [2]. Future Outlook - LiveOne plans to host a conference call and webcast on June 26, 2025, to discuss earnings and current B2B partnerships, including with Tesla [1][8].

Financial Performance & Guidance - LiveOne reported Q3 FY2025 consolidated revenue of $29.4 million and adjusted EBITDA of $1.5 million[14] - Full Year FY2024 consolidated revenue was $118.4 million and adjusted EBITDA was $11.0 million[14] - Full FY2025 guidance projects consolidated revenue between $112 million and $120 million, with adjusted EBITDA between $6 million and $10 million[14] - The Audio Division (Slacker and PodcastOne) reported FY2024 revenue of $109.3 million and adjusted EBITDA of $20.6 million[14] - Audio Division's FY2025 revenue guidance is $106 million to $115 million, with adjusted EBITDA between $12 million and $20 million[14] PodcastOne (PODC) Highlights - PodcastOne reported Q3 FY2025 revenue of $12.7 million and adjusted EBITDA of -$670K[33] - Full Year FY2024 revenue for PodcastOne was $43.3 million and adjusted EBITDA was $663K[33] - LiveOne owns approximately 72% of PodcastOne's common stock[33] User & Content Metrics - LiveOne's Slacker Radio has over 50 million tracks in its music catalog and over 400,000 hours of podcast episodes[30] - Slacker Radio has over 100 million app downloads[30] - PodcastOne produces over 350 episodes weekly, resulting in over 600 million annual downloads[32] - PodcastOne has over 5.2 million monthly unique listeners[32] Market Opportunity - The global video streaming market is expected to reach $252 billion by 2029[21] - The live streaming pay-per-view market is expected to reach $2.3 billion by 2027, with a CAGR of 15% from 2020 to 2027[21] - The global licensed merchandise market is expected to reach $500 billion by 2030[21]

Core Insights - LiveOne has announced a partnership with BKFC Ice Wars for the "Battle of the Border" event, which will feature combat sports in a unique ice fighting format [1][3] - The event will take place on June 18, 2025, showcasing ten bouts between elite fighters from the USA and Canada in a specially designed 900-square foot ice enclosure [2][5] - LiveOne's streaming platform has a significant reach, with over 200 million viewers and more than 5 billion fan engagements across 220 countries, enhancing the visibility of BKFC Ice Wars [3] Company Overview - LiveOne is a creator-first music, entertainment, and technology platform headquartered in Los Angeles, CA, focusing on delivering premium experiences through memberships and live events [4] - The company operates several subsidiaries, including Slacker, PodcastOne, and LiveXLive, and is accessible on various platforms such as iOS, Android, and Roku [4] BKFC Ice Wars Overview - BKFC Ice Wars is the first promotion to hold legal and regulated hockey fights, featuring elite hockey enforcers in a unique combat sport format [5] - The organization is based in Michigan and aims to expand its audience through partnerships like the one with LiveOne [5]