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] Financial Guidance - PodcastOne has updated its guidance for the fiscal year ending March 31, 2026, expecting Adjusted EBITDA of $4.5-6 million on revenue of $55-60 million [1] - LiveOne has acquired an additional 347,000 shares of PodcastOne, increasing its total acquisitions to approximately 2.1 million shares at an average price of $2.11 since PodcastOne went public [1] Non-GAAP Financial Measures - The company presents non-GAAP financial measures such as Contribution Margin and Adjusted EBITDA to evaluate performance, which are not intended to replace GAAP measures [4][5] - Adjusted EBITDA is defined as earnings before interest, taxes, depreciation, and amortization, excluding certain non-recurring expenses and stock-based compensation [7] - The variability of certain items excluded from Adjusted EBITDA may significantly impact future GAAP financial results, making a quantitative reconciliation challenging [8]

Core Viewpoint - PodcastOne is set to announce its operating and financial results for Q1 Fiscal 2026 on August 13, 2025, and will host an investor webcast to discuss these results [1][2]. Company Overview - PodcastOne (NASDAQ: PODC) is a prominent 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, including notable names like Adam Carolla and Kaitlyn Bristowe [3]. - PodcastOne's distribution network reaches over 1 billion monthly impressions across various channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio [3]. - The company also operates PodcastOne Pro, which provides customizable production packages for brands and individuals [3].

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]

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]

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].

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 [4] - The platform has surpassed 3.9 billion total downloads and has a community of 200 top podcasters [4] - PodcastOne's distribution network reaches over 1 billion monthly impressions across various channels including YouTube, Spotify, Apple Podcasts, and iHeartRadio [4] Financial Performance - PodcastOne expects to report record revenue exceeding $51 million for FY 2025, with Q4 revenue projected to be over $13 million and Adjusted EBITDA above $500,000 [6] - For FY 2026, the company provides guidance of revenues between $55 million and $60 million, with Adjusted EBITDA expected to be between $2.5 million and $4 million [6] - The financial results discussed are based on preliminary unaudited analysis and may be subject to adjustments [3][6] Podcast Offerings - PodcastOne's portfolio includes top-ranked podcasts across various genres such as news, comedy, true crime, sports, and society and culture [2] - Notable shows include The Jordan Harbinger Show, Karma and Chaos, and Cold Case Files, available on multiple platforms [2] Industry Position - PodcastOne ranks 9 on Podtrac for March 2025, indicating a strong position within the podcasting industry [6]

Core Insights - PodcastOne has reported a 218% year-over-year increase in video views, indicating significant growth in its content diversification and audience reach [1] - The company has been ranked as the 9th largest U.S. podcast publisher for March 2025, marking its fourth consecutive top-ten ranking [4] Group 1: Video Strategy and Growth - PodcastOne has broadened its video production capabilities, allowing for a more dynamic and interactive listener engagement [2] - The increase in video consumption has been notable across various genres, with double-digit percentage increases in video views for popular shows [2][3] - The company aims to support video distribution for its entire roster of produced programming by the end of 2025 [3] Group 2: Audience Engagement and Partnerships - PodcastOne has deepened partnerships with major video streaming platforms, enhancing content accessibility across multiple devices [3] - This multi-platform approach has led to substantial growth in audience engagement and advertiser interest [3] Group 3: Company Overview and Reach - PodcastOne has surpassed 3.9 billion total downloads and has a community of 200 top podcasters [6] - The distribution network reaches over 1 billion monthly impressions across various channels, including YouTube and Spotify [6] - The company offers a comprehensive solution in sales, marketing, public relations, production, and distribution for creators and advertisers [6]