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]

Financial Data and Key Metrics Changes - Revenue in Q3 2026 reached 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 quarter last year [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, enhancing its content portfolio and monetization opportunities [6][7] 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 a multi-platform owned media network [5] - The company is experiencing increased advertiser interest, particularly in relation to the Dr. Phil Podcast, indicating a positive market response [14][15] Company Strategy and Development Direction - PodcastOne is focusing on strategic partnerships, talent renewals, and expanding its owned and original content network, positioning itself as a leading content network rather than just a podcast publisher [4][10] - The integration of AI-powered tools is enhancing operational efficiencies and supporting talent development, content creation, and monetization strategies [4][5] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting the company's strong position for continued growth throughout fiscal 2026 and beyond, driven by technology and strategic partnerships [10] - The management noted that the fourth quarter typically sees a slowdown in advertising revenue, but they expect to outperform last year's quarter [49] Other Important Information - The company ended the quarter with $3.4 million in cash and cash equivalents and no debt on the balance sheet, indicating a strong financial position [9] - The acquisition of Varnamtown by Paramount for development as a streaming project underscores the strength of PodcastOne's original IP [7] Q&A Session Summary Question: What are the streams and downloads for the Dr. Phil Podcast, and what has been the advertiser response? - Management indicated excitement about the Dr. Phil relationship, noting that the podcast is gaining traction and advertisers are showing interest in the offerings [12][14] Question: How are B2B deals impacting current results and future outlook? - Management highlighted the significance of the Amazon R19 deal, which is diversifying ad sales revenue and enhancing revenue channels [18][19] Question: What is the outlook for cost of sales and G&A expenses? - Management expects G&A to remain stable in the short term, with ongoing efforts to contain costs while improving operational efficiency [39][40] Question: What is the talent environment like for acquiring new shows? - Management noted a competitive environment for talent acquisition but remains optimistic about opportunities for growth and partnerships with existing shows [57][60] Question: How is advertiser spending trending in the industry? - Management reported that media spending levels are increasing, with major brands shifting their budgets towards podcasting, indicating robust growth in the sector [63]

Core Insights - The Dr. Gundry Podcast, hosted by Dr. Steven Gundry, has achieved significant milestones, including 18 million all-time downloads and 548 total episodes since its launch in 2018 [1][2] - The podcast has expanded its global reach, providing science-based wellness advice to audiences in over 100 countries and achieving over 100 million views on its YouTube channel [2][3] Company Overview - The Dr. Gundry Podcast is a leading health podcast that focuses on gut health, nutrition, and longevity, emphasizing the importance of diet and lifestyle changes for improved health [5][9] - PodcastOne, the hosting platform for The Dr. Gundry Podcast, has surpassed 3.9 billion total downloads and has a community of 200 top podcasters, enhancing the podcast's distribution and audience engagement [7] Audience Engagement - The podcast features engaging solo episodes and discussions with renowned experts, providing practical, science-based advice to help listeners improve their health naturally [6][8] - Dr. Gundry's message emphasizes the healing of the microbiome through dietary choices, aiming to empower listeners to reclaim their health [4][5]