PodcastOne (PODC) Earnings Call Presentation

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]