Financial Data and Key Metrics Changes - Revenue in the fiscal third quarter of 2026 was a record $15.9 million, with an operating loss of $153 thousand, significantly improved from an operating loss of $1.6 million in the same year-ago quarter [8] - Net loss for the quarter was $154 thousand, or -$0.01 per share, compared to a net loss of $1.6 million, or -$0.06 per share in the year-ago quarter [8] - Adjusted EBITDA for the quarter was a record $2.8 million, compared to -$670 thousand in the same year-ago quarter, driven by revenue growth and disciplined cost management [8] Business Line Data and Key Metrics Changes - Podroll revenue increased more than 5% quarter-over-quarter, reflecting growing adoption of the dynamic ad marketplace by brands and agencies [7] - The Dr. Gundry Podcast achieved 18 million all-time downloads, showcasing the long-tail value of evergreen, expert-driven content [6] - The company renewed several key shows, including LadyGang and The Adam Carolla Show, which are expected to enhance monetization opportunities [6][5] Market Data and Key Metrics Changes - The partnership with Dr. Phil's Envoy Media Company is expected to expand PodcastOne's reach beyond traditional podcast distribution into multi-platform owned media [5] - The company is experiencing increased advertiser interest, particularly in relation to the Dr. Phil Podcast, indicating a positive market response [14] Company Strategy and Development Direction - PodcastOne is focusing on strategic partnerships, long-term talent renewals, and expansion of its owned and original content network [4] - The company aims to position itself as a content network rather than just a podcast publisher, leveraging AI-powered infrastructure to enhance operational efficiencies [4][10] - The strategy includes diversifying ad sales revenue generation channels and expanding relationships with brands and advertisers [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth potential of the podcasting industry, citing increasing media spending levels and the entry of major brands into the podcasting space [60] - The company anticipates continued growth throughout fiscal 2026 and beyond, supported by its AI capabilities and expanding portfolio of owned content [10] Other Important Information - The company ended the quarter with $3.4 million in cash and cash equivalents and no debt on the balance sheet [9] - Management highlighted the importance of original IP and its potential to generate significant revenue with minimal additional costs [37] Q&A Session Summary Question: What are the streams and downloads for the Dr. Phil Podcast, and what has been the advertiser response? - Management noted excitement about the Dr. Phil relationship, with positive advertiser interest and plans for future projects [13][15] Question: How are B2B deals impacting current results and what is the outlook? - Management highlighted the Amazon R19 deal as a significant contributor to revenue and efficiency, with expectations for continued growth in B2B relationships [18][19] Question: What is the outlook for cost of sales and G&A expenses? - Management indicated that G&A expenses are expected to remain stable in the short term, with ongoing efforts to contain costs [39] Question: What is the talent environment like for acquiring new shows? - Management reported a competitive environment for talent acquisition but remains optimistic about opportunities for growth and partnerships [56][58] Question: How is advertiser spending trending in the industry? - Management observed robust growth in media spending, with major brands increasingly shifting their budgets to podcasting [60]

Core Insights - PodcastOne has extended its multiyear partnership with Adam Carolla for "The Adam Carolla Show," which has surpassed 700 million total downloads and celebrated its 4000th episode in 2025 [1][2][3] 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 company has built a distribution network that reaches over 1 billion monthly impressions across various channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio [5] Podcast Highlights - "The Adam Carolla Show" has been entertaining audiences since 2009, featuring a diverse range of guests such as Jimmy Kimmel, Jay Leno, and Nicolas Cage, and remains one of the most popular podcasts globally [2] - The podcast will now be available on SiriusXM's The Megyn Kelly Channel for same-day distribution from January 26, airing Tuesdays through Fridays from 7-9 am ET [1][2] Industry Impact - Adam Carolla is recognized for paving the way for podcasters worldwide, and his show continues to grow in both audience and advertiser interest, reflecting the increasing popularity of the podcasting genre [3]

Core Insights - The Adam Carolla Show has reached a significant milestone of 4,000 episodes, marking it as one of the few podcasts globally to achieve this feat [2][4] - Adam Carolla was inducted into the Podcast Hall of Fame in 2024, highlighting his influence and contributions to the podcasting industry [2][4] - PodcastOne, the publisher of The Adam Carolla Show, has surpassed 3.9 billion total downloads and has a community of 200 top podcasters [7] Company Achievements - The Adam Carolla Show has been a leading podcast since its launch in 2009, consistently ranking in the Top 20 for over a decade [5] - The show has pioneered the concept of live podcast recordings in front of ticketed audiences, enhancing its popularity and engagement [5] - Adam Carolla has leveraged his podcast success to become a New York Times bestselling author with six published non-fiction books [5] Industry Context - PodcastOne is recognized as a leading podcast platform, providing a comprehensive solution for creators and advertisers in sales, marketing, public relations, production, and distribution [7] - The platform features a diverse range of top-ranked podcasts across various genres, including news, comedy, true crime, sports, and culture [6] - PodcastOne's distribution network reaches over 1 billion monthly impressions across multiple channels, including YouTube, Spotify, and Apple Podcasts [7]

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]