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]

Core Viewpoint - PodcastOne has launched a new podcast network dedicated to cryptocurrency, blockchain, and Web3 innovation to meet the growing demand for crypto-related content [1][3]. Company Overview - PodcastOne is a leading podcast platform with over 3.9 billion total downloads and a community of 200 top podcasters [3]. - The company has a distribution network that reaches over 1 billion monthly impressions across various channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio [3]. New Network Features - The new crypto-focused network will feature a curated slate of original shows hosted by prominent industry voices [2]. - PodcastOne plans to explore podcast tokenization and pursue strategic alignments and acquisitions within the crypto podcast space [2][5]. Market Demand - Kit Gray, President and Co-Founder of PodcastOne, highlighted a significant shift in listener interest towards crypto content, indicating that launching a dedicated network is a response to this trend [3].

PodcastOne Overview - PodcastOne is a leading podcast platform with over 3.9 billion downloads[1] - PodcastOne is the only publicly-traded pure-play podcast company in the U.S[10] - PodcastOne has 196 exclusive podcasts, 350+ episodes per week, 16.2 million monthly downloads and 5.2 million monthly unique listeners[12] Financial Performance and Growth - PodcastOne's FY 2025 revenue is expected to increase at least 17% to at least a record $51.0 million[40] - PodcastOne is targeting $100 million in revenues in 2-4 years[12, 13] - PodcastOne's revenue for the first 9 months of FY 2025 was $38.0 million[9] Market Position and Strategy - The total U.S podcast market ad revenue in 2024 is over $2 billion, climbing to ~$2.6 billion by 2026[18] - PodcastOne aims to be the go-to platform for content creators to grow audiences and expand reach[24] - PodcastOne is focused on opportunistic M&A to incorporate smaller networks and technology into its infrastructure[12, 24] Revenue Streams - PodcastOne has diversified revenue opportunities beyond direct advertising, including paywalls, live events, social campaigns, and owned IP[12, 39] - PodcastOne has two shows sold for TV adaptation[12, 33] - 31% of weekly podcast listeners use YouTube to listen & view, followed by Spotify (27%) and Apple Podcasts (15%)[37]

Core Insights - PodcastOne reported strong operating results for Q4 Fiscal 2025, achieving record revenue of $52.1 million for the fiscal year, a 20% increase in Q4 revenue compared to Q4 Fiscal 2024 [8][5] - The company raised its revenue guidance for Fiscal 2026 to a range of $55-60 million, anticipating record Adjusted EBITDA of $3.0-5.0 million [6][8] - PodcastOne's strategic initiatives include expanding its podcast network and enhancing monetization channels, which contributed to its growth and industry ranking [3][4] Financial Performance - Q4 Fiscal 2025 revenue reached $14.1 million, up from $11.7 million in Q4 Fiscal 2024, marking a 20% quarter-over-quarter increase [8][5] - The company reported an operating loss of $1.542 million for Q4 Fiscal 2025, compared to a loss of $1.178 million in Q4 Fiscal 2024 [5][8] - Adjusted EBITDA for Q4 Fiscal 2025 was $0.888 million, a significant increase from $0.258 million in Q4 Fiscal 2024 [5][8] Strategic Initiatives - PodcastOne is focusing on expanding its programming, as evidenced by the launch of new shows and partnerships, including the KILLR Network expansion [4][5] - The company is leveraging its infrastructure to support innovative podcast tours and festivals, enhancing audience engagement and monetization opportunities [5][4] - PodcastOne's partnership with Amazon's ART19 achieved 105 million impressions, showcasing its growing reach and influence in the podcasting space [8][6] Market Position - PodcastOne has maintained its position as a top 10 podcast network, currently ranked 9 in Podtrac's Top 10 Publishers for six consecutive months [8][6] - The company has added 24 new podcasts to its network, bringing the total to over 200, which reflects its commitment to content diversification and audience growth [8][6] - PodcastOne's community includes notable podcasters, enhancing its brand recognition and market presence [10][8]

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 - PodcastOne has expanded its programming slate by adding new and acquired podcasts, including "Love Murder," "The Broadside," and "Intrusive Thoughts" by Adam Rippon, along with new shows like "Yestergays" and "A Lot of You Have Been Asking" [1][2][3] Company Overview - PodcastOne is ranked as the 9th largest podcast network in the US by Podtrac, with over 4 billion total downloads and a community of 200 top podcasters [2][9] - The company has a distribution network that reaches over 1 billion monthly impressions across various platforms, including YouTube, Spotify, and Apple Podcasts [10] New Podcast Details - "Yestergays" hosted by Justin Sylvester and Blakely Thornton revisits significant pop culture moments, offering a humorous take on historical events [3][4] - "Love Murder" focuses on stories of love and relationships that have turned deadly, hosted by Jessie Pray and Andie Cassette [4] - "Intrusive Thoughts" by Adam Rippon provides a comedic and unfiltered look into his mind, appealing to a broad audience [5] - "A Lot of You Have Been Asking…" hosted by Hayden Cohen combines comedy with pop culture and social media insights, featuring interviews and humorous commentary [6] - "The Broadside," in collaboration with WUNC, explores important stories from the American South, covering news, arts, and culture [7] Strategic Partnerships - PodcastOne has formed an alignment with WUNC for exclusive sales and distribution rights for "The Broadside," enhancing its true crime offerings with "Love Murder" and complementing its comedy and pop culture podcasts with the new additions [2][3]

Core Insights - Amazon's Upfronts pitch highlighted the success of the Kelce brothers' podcast "New Heights," showcasing the growing importance of podcasts in the media landscape [1][2] - Live sports content remains a key focus for advertisers, with significant presentations from major networks during Upfronts, despite economic uncertainties [3] - The shift towards social media and video formats has led to increased investment in podcasts, with influencers and athletes securing lucrative deals [4][5] Group 1 - Amazon's Prime holds media rights for NFL's Thursday Night Football, but the Kelce brothers were featured due to their podcast's success [2] - Live sports are a major draw for advertisers, with networks like Fox, NBCUniversal, Disney, and Warner Bros. Discovery emphasizing sports content during Upfronts [3] - The rise of podcasts as a valuable media format is driven by consumer preferences for social media and streaming platforms, leading to increased advertising spending in this area [5] Group 2 - The quality of podcast video production has improved, attracting more attention from advertisers and content creators [4] - Netflix's co-CEO indicated that the lines between podcasts and talk shows are blurring, suggesting potential future integration of podcasts into their platform [6]

PodcastOne's full roster of top ranked podcasts includes programming across top genres such as news, comedy, true crime, sports and society and culture and includes shows such as The Jordan Harbinger Show, Karma and Chaos, The Adam Carolla Show, Stassi, Off The Vine with Kaitlyn Bristowe, LadyGang, Gals on the Go, The Prosecutors, Court Junkie, Cold Case Files, I Survived, and Varnamtown. PodcastOne shows are available through PodcastOne, Apple Podcasts, Spotify, YouTube, iHeart, Amazon and wherever podcast ...