Core Insights - PodcastOne reported preliminary financial results for Q1 FY 2026, indicating record revenue of approximately $15 million and an Adjusted EBITDA of $580,000, reflecting a 284% year-over-year increase [5] Financial Performance - The company achieved a contribution margin of approximately $2.4 million, representing 16% of revenue [5] - PodcastOne raised its full-year guidance for FY 2026, projecting revenue between $56 million and $60 million, with Adjusted EBITDA expected to be between $3 million and $5 million [5] Growth and Market Position - In Q1 FY 2026, PodcastOne added 14 new podcasts, bringing the total to over 200 on its network [5] - The company has maintained a position in Podtrac's Top 10 Publishers rankings for seven consecutive months, currently ranking at 9 [5] Company Overview - PodcastOne is a leading podcast platform with over 3.9 billion total downloads and a community of 200 top podcasters [3] - The platform reaches over 1 billion monthly impressions across various channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio [3]

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Financial Data and Key Metrics Changes - Revenue for H1 2025 reached $135.1 million, showing an increase compared to the previous year, with a focus on delivering higher quality revenue [14] - Gross profit increased by 30% year-on-year to $7.4 million, reflecting the company's strategy to enhance revenue quality [14] - Adjusted EBITDA for H1 2025 was $1.8 million, up 500% from the same period last year, indicating significant operational improvement [15] Business Line Data and Key Metrics Changes - Premium ad product revenue grew by 9% to $19.5 million, while Showcase revenue increased by 24% to $11.6 million [18] - Sonic, the third product, saw a decrease of 43% to $3.9 million, indicating a shift in spending patterns [19] - Showcase continues to be the fastest-growing part of the revenue mix, contributing to a higher gross margin [17] Market Data and Key Metrics Changes - Audioboom is now the fifth largest podcast network in the US, with a significant presence in the UK following the acquisition of Abalicious, which positions the company as the second largest podcast network in the UK [34][41] - The UK podcast industry is underinvested compared to the US, with brands investing $1.60 per capita in the UK versus $7 in the US, indicating potential growth opportunities [44] Company Strategy and Development Direction - The acquisition of Abalicious is part of Audioboom's accelerated growth plan and M&A strategy, aimed at consolidating the podcasting market [5][39] - The company aims to leverage its platform to integrate new acquisitions quickly and efficiently, enhancing its market position [50] - Audioboom is focused on expanding its operations in the UK, which has been less prioritized compared to the US market [36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stability of the advertising market despite macroeconomic uncertainties, noting that advertisers have not significantly pulled back on budgets [75] - The company anticipates continued growth in revenue and EBITDA, with expectations for 2026 revenue reaching $94.5 million [56] - Management highlighted the importance of integrating Abalicious into the existing operations to maximize synergies and revenue potential [53] Other Important Information - The company has maintained a stable operating expense base, with 60% of costs related to salaries and commissions [26] - Cash collection remains strong, with a 103% collection rate in H1 2025, although it dropped to 93% in Q2 due to slower payment terms from new agencies [28] - The acquisition of Abalicious is expected to be immediately earnings accretive, enhancing the company's financial performance from day one [46] Q&A Session Summary Question: What are the expectations for the US ad market in H2? - Management described the current position as stable, with no significant pullback from advertisers despite macroeconomic uncertainties [75] Question: Will there be any improvement in the margins for Abalicious? - Margins for Abalicious are expected to remain around 20%, with slight improvements anticipated across the group due to increased contributions from Showcase [78] Question: What is the rationale behind the recent share placement? - The placement aimed to bolster long-term institutional holdings and reduce volatility, despite some disappointment with the share price [62]

Core Insights - PodcastOne has announced the relaunch of the popular podcast "Chrisley Confessions" as "Chrisley Confessions 2.0," hosted by Todd and Julie Chrisley, after a two-year hiatus [1][2] - The podcast will focus on themes of faith, family, personal growth, and the couple's journey following their Presidential pardon, aiming to connect with their audience in an unfiltered manner [2][3] - The first episodes of the relaunch debuted on July 16, 2025, featuring guest interviews and listener Q&A segments, maintaining the show's signature humor and authenticity [4] Company Overview - PodcastOne is a leading podcast platform that offers a comprehensive solution in sales, marketing, public relations, production, and distribution, with over 3.9 billion total downloads and a community of 200 top podcasters [5] - The platform reaches over 1 billion monthly impressions across various channels, including YouTube, Spotify, and Apple Podcasts, indicating a strong distribution network [5] - PodcastOne's programming includes a diverse range of genres, showcasing its ability to attract a wide audience and advertisers [4][5]

Company Overview - LiveOne is a creator-first music, entertainment, and technology platform headquartered in Los Angeles, CA, focused on delivering premium experiences and content worldwide through memberships and live and virtual events [5] - The company's subsidiaries include Slacker, PodcastOne, PPVOne, Custom Personalization Solutions, LiveXLive, DayOne Music Publishing, Drumify, and Splitmind [5] Public Offering Announcement - LiveOne announced the commencement of an underwritten public offering of shares of its common stock, subject to market conditions [1] - Lucid Capital Markets is acting as the sole book-running manager for the offering, which is made pursuant to a shelf registration statement filed with the SEC [2] Regulatory Filings - A preliminary prospectus supplement and accompanying prospectus relating to the offering will be filed with the SEC and will be available on the SEC's website [3]

Financial Data and Key Metrics Changes - Revenue in the fiscal fourth quarter of 2025 increased 20% to $14.1 million compared to $11.7 million in the same quarter a year ago [11] - Operating loss in the fiscal fourth quarter of 2025 was $1.8 million compared to an operating loss of $1.2 million in the same quarter a year ago, primarily driven by higher non-cash stock compensation expense [11][12] - Net loss in the fiscal fourth quarter of 2025 was $1.8 million or a loss of $0.06 per share compared to a net loss of $1 million or $0.05 per share in the quarter a year ago [12] - Adjusted EBITDA in the fiscal fourth quarter of 2025 was positive $900,000 compared to positive $300,000 in the same quarter a year ago [12] - For the fiscal year 2025, revenue increased 20% to $52.1 million compared to $43.3 million in fiscal year 2024 [12][13] - Operating loss for the fiscal year 2025 was $6.4 million compared to an operating loss of $5 million in fiscal year 2024 [13] - Net loss for the fiscal year 2025 was $6.4 million or $0.27 per share compared to a net loss of $14.7 million or $0.68 per share in fiscal year 2024 [14] Business Line Data and Key Metrics Changes - PodcastOne renewed several high-performing legacy shows and expanded partnerships, contributing to a 20% year-over-year revenue increase [11][8] - New original titles launched in the quarter included "Kate and Ty," "Break It Down," and "DetoxRetox with Tom Schwartz," each drawing strong early audiences [10] - The migration to Amazon's Art19 platform introduced a new core monetization channel alongside existing revenue streams [9] Market Data and Key Metrics Changes - Podcasting industry projected to see over $2.4 billion in advertising investment in 2025, with PodcastOne positioned to capitalize on this growth [6] - PodcastOne ranked as a top 10 US podcast publisher with a monthly unique US audience of 6 billion downloads and streams [7] Company Strategy and Development Direction - PodcastOne is focused on diversifying revenue streams and enhancing monetization through partnerships and new content [11][17] - The company is actively evaluating M&A prospects to acquire top content and networks, as well as enhance its platform with production and technology acquisitions [17] - The strategic initiative to enter the crypto space aims to create a new vertical and attract new advertisers [19][55] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the advertising environment, noting higher CPMs and increased advertiser interest [40] - The company is optimistic about future growth, expecting revenues for fiscal year 2026 to be between $55 million and $60 million [15] - Management highlighted the importance of maximizing opportunities with current inventory while acquiring new content producers [61] Other Important Information - PodcastOne completed a renovation of its Beverly Hills studio, enhancing production capabilities [10] - The company ended the fiscal fourth quarter with no debt and $1.1 million in cash and cash equivalents [12] Q&A Session Summary Question: Increase in stock-based compensation - Management confirmed that the increase in stock-based compensation is related to initiatives to offer talent a larger component of compensation [25][27] Question: Benefits from the Art19 deal - Management reported operational efficiencies and cost savings from the Art19 deal, with revenue generation exceeding expectations [30][32] Question: Cost of sales as a percentage of revenue - Management indicated that cost of sales improved and is expected to hold steady or improve further [34][35] Question: Advertising environment and advertiser appetite - Management noted a positive advertising environment with higher CPMs and more advertisers entering the space [40] Question: Talent acquisition environment - Management stated that there is still good talent available and the company is in a strong position to negotiate favorable terms [44][46] Question: Terms of the Amazon deal - Management explained the minimum guarantee structure based on impressions, with specific thresholds to meet for revenue increases [49][50] Question: Rationale for entering the crypto space - Management highlighted the passionate community in the crypto space and the potential for new advertisers and content opportunities [53][55] Question: Growth compared to the industry - Management expressed confidence in their growth strategy and emphasized the importance of maximizing current partnerships while acquiring new content [59][61]

Financial Data and Key Metrics Changes - Revenue in the fiscal fourth quarter of 2025 increased 20% to $14.1 million compared to $11.7 million in the same quarter a year ago [11] - Operating loss in the fiscal fourth quarter of 2025 was $1.8 million compared to an operating loss of $1.2 million in the same quarter a year ago, primarily driven by higher non-cash stock compensation expense [11] - Net loss in the fiscal fourth quarter of 2025 was $1.8 million or a loss of $0.06 per share compared to a net loss of $1 million or $0.05 per share in the quarter a year ago [12] - Adjusted EBITDA in the fiscal fourth quarter of 2025 was positive $900,000 compared to positive $300,000 in the same quarter a year ago [12] - For the fiscal year 2025, revenue increased 20% to $52.1 million compared to $43.3 million in fiscal year 2024 [13] - Operating loss for the fiscal year 2025 was $6.4 million compared to an operating loss of $5 million in fiscal year 2024 [13] - Net loss for the fiscal year 2025 was $6.4 million or $0.27 per share compared to a net loss of $14.7 million or $0.68 per share in fiscal year 2024 [13] Business Line Data and Key Metrics Changes - PodcastOne renewed several high-performing legacy shows and expanded partnerships, contributing to a 20% year-over-year revenue increase [11][8] - The company successfully began migration to Amazon's Art19 platform, introducing a new core monetization channel [9] - PodcastOne Pro services have begun contributing meaningfully to revenue, with clients relying on the company's infrastructure for high-quality branded content [9] Market Data and Key Metrics Changes - Podcasting industry projected to see over $2.4 billion in advertising investment in 2025, with PodcastOne positioned to capitalize on this growth [6] - PodcastOne ranked as a top 10 US podcast publisher with a monthly unique US audience of 6 billion downloads and streams [7] Company Strategy and Development Direction - The company is focused on diversifying revenue streams and enhancing its content portfolio through strategic partnerships and acquisitions [17] - PodcastOne is actively evaluating M&A prospects to acquire top content and networks, as well as enhance its platform with production and technology acquisitions [17] - The company is exploring opportunities in the crypto space, aiming to consolidate and create a network that leverages the growing interest in cryptocurrency [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the advertising environment, noting higher CPMs and increased advertiser interest despite economic uncertainties [41] - The company is optimistic about future growth, expecting revenues for fiscal year 2026 to be between $55 million and $60 million, with adjusted EBITDA projected between positive $3 million and $5 million [14][15] Other Important Information - The company ended the fiscal fourth quarter with no debt and $1.1 million in cash and cash equivalents [12] - PodcastOne completed financing with JGB Capital, replacing its previous line of credit, which will facilitate business growth [15] Q&A Session Summary Question: Increase in stock-based compensation - Management confirmed that the increase in stock-based compensation is related to initiatives to make it a larger component of talent compensation and indicated that this level is expected to continue [25][27] Question: Advertising environment and advertiser appetite - Management reported a good quarter with higher CPMs and more advertisers entering the space, despite competition from larger players [41][42] Question: Talent acquisition environment - Management indicated that there is still good talent available and expressed confidence in negotiating favorable terms for new shows [45][46] Question: Amazon deal terms and thresholds - Management explained that the deal includes a minimum guarantee based on impressions, with current thresholds set at 90 million and 110 million impressions [51] Question: Rationale for entering the crypto space - Management highlighted the opportunity to consolidate in the crypto podcast space and create a network that connects passionate communities [56][58] Question: Growth compared to the industry - Management stated that while the company is growing, it is important to maximize opportunities with current inventory and partnerships to ensure profitability [61][62]

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]

Company Overview - PodcastOne (NASDAQ: PODC) is a leading podcast platform that offers a comprehensive solution in sales, marketing, public relations, production, and distribution for creators and advertisers [3] - The platform has achieved over 3.9 billion total downloads and has a community of 200 top podcasters [3] - PodcastOne's distribution network reaches over 1 billion monthly impressions across various channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio [3] Key Developments - Lou Kerner has joined the newly created PodcastOne Crypto Advisory Board, alongside crypto veterans Steve Lehman and Steve McClurg [2][3] - Kerner's expertise in the crypto and Web3 space is expected to enhance PodcastOne's innovation and unlock new opportunities for creators and listeners [3] - Kerner has a notable background, including being the founder of CryptoMondays, a decentralized community with 100,000 members, and a former partner at Blockchain Coinvestors [5]

Company Overview - PodcastOne (NASDAQ: PODC) is a leading podcast platform that offers a comprehensive solution in sales, marketing, public relations, production, and distribution for creators and advertisers [2] - The platform has achieved over 3.9 billion total downloads and has a community of 200 top podcasters [2] - PodcastOne's distribution network reaches over 1 billion monthly impressions across various channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio [2] Upcoming Events - PodcastOne will host a special conference call on July 3, 2025, to discuss its operating results for Q4 Fiscal 2025 and the fiscal year ended March 31, 2025 [1] - The call is scheduled for 11:30 AM Eastern Time (8:30 AM Pacific Time) [1] - Access details for the call include a webcast link and dial-in numbers for both domestic and international participants [1]