PodcastOne, Inc.
- Open
- 2.66
- Day high
- 2.83
- Day low
- 2.63
- Prev close
- 2.68
- Volume
- 35K
- Mkt cap
- $84M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 3.4
- P/S
- 1.3
- Yield
- —
- Per share
- —
- ▲Insiders net buying $129K over the last 3 months (3 open-market buys, 0 sales)
- 🏛Institutions reducing (13F)
PodcastOne, Inc. (PODC) is a Communication Services company listed on NASDAQ. The stock is up 72% over the past year. Over the trailing 3 months, insiders filed 3 open-market buys and 0 sales (SEC Form 4).
PodcastOne, Inc. (PODC) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
PODC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 12, 2026 | $-0.00 | $-0.05 | -1401.5% | $16M | -9.4% |
| Jun 24, 2026 | $-0.03 | $-0.02 | +33.3% | $16M | +2.7% |
| Feb 12, 2026 | $-0.02 | $-0.01 | +50.0% | $16M | +3.4% |
| Nov 11, 2025 | $-0.05 | $-0.04 | +20.0% | $15M | +1.4% |
| Aug 13, 2025 | $-0.05 | $-0.04 | +20.0% | $15M | +4.9% |
| Jun 19, 2025 | $-0.04 | $-0.06 | -50.0% | $14M | +8.6% |
| Feb 12, 2025 | $-0.05 | $-0.06 | -20.0% | $13M | — |
| Nov 7, 2024 | $-0.07 | $-0.07 | +0.0% | $12M | — |
| Aug 13, 2024 | $-0.06 | $-0.06 | +0.0% | $13M | — |
| May 30, 2024 | $-0.05 | $-0.05 | +0.0% | $12M | — |
| Feb 8, 2024 | $-0.01 | $-0.11 | -649.8% | $10M | — |
| Nov 20, 2023 | — | $-0.52 | — | $11M | — |
PODC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 25, 2026 | MERRIMAN D JONATHANdirector | Buy | 15,700 | $2.75 |
| Aug 17, 2026 | MERRIMAN D JONATHANdirector | Buy | 11,300 | $2.80 |
| Aug 17, 2026 | MERRIMAN D JONATHANdirector | Buy | 17,000 | $3.20 |
| Jul 28, 2026 | Gray Christopherofficer: President | Grant | 100,000 | — |
| Jul 28, 2026 | Gray Christopherofficer: President | Grant | 50,000 | — |
| May 26, 2026 | MERRIMAN D JONATHANdirector | Buy | 7,000 | $4.38 |
| May 13, 2026 | LiveOne, Inc.10 percent owner | Option | 1,100,000 | $3.00 |
| May 13, 2026 | LiveOne, Inc.10 percent owner | Grant | 1,100,000 | $3.00 |
| May 8, 2026 | MERRIMAN D JONATHANdirector | Grant | 250,000 | — |
| Apr 21, 2026 | MERRIMAN D JONATHANdirector | Buy | 6,200 | $2.14 |
| Apr 21, 2026 | Carhart Ryanofficer: See Remarks | Buy | 4,500 | $2.24 |
| Apr 21, 2026 | MERRIMAN D JONATHANdirector | Buy | 4,000 | $2.07 |
| Apr 14, 2026 | Arani Ramindirector | Option | 38,396 | — |
| Apr 9, 2026 | Krigsman Jay E.director | Grant | 42,053 | — |
| Apr 8, 2026 | Berk Jamesdirector | Grant | 32,911 | — |
Source: PODC SEC Form 4 filings, latest Aug 25, 2026. For informational purposes only — not investment advice.
See the full PODC insider & 13F page →PodcastOne, Inc. company profile
Overview
PodcastOne, Inc. (NASDAQ:PODC) is a podcast platform and publisher that went public in September 2023. Originally founded in 2013 as Courtside Group, Inc., the company rebranded to PodcastOne in 2023 to better reflect its core business focus. Based in Beverly Hills, California, PodcastOne operates as a subsidiary of LiveOne, Inc. and has established itself as one of the top 10 podcast publishers in the United States. The company produces, distributes, and monetizes podcast content across major platforms while also offering self-publishing services through its LaunchPadOne platform.
Business
PodcastOne operates in the rapidly growing digital audio content industry, specifically focusing on podcast production, distribution, and monetization. Podcasting is a form of digital audio content that listeners can stream or download on-demand, typically organized into episodic series covering various topics from entertainment and news to education and business. The company's core business revolves around three main activities. First, it produces and publishes original podcast content, hosting 196 different shows as of late 2024, with 64 new programs added throughout that year. These podcasts cover diverse genres and feature various hosts, including celebrity talent like Stassi Schroeder with whom the company has signed multi-year deals. Second, PodcastOne distributes this content across major podcasting platforms including Apple Podcasts, Spotify, Amazon Music, and its own website, reaching 5.2 million monthly unique U.S. audiences and generating 16.2 million U.S. downloads and streams. Third, the company operates LaunchPadOne, a self-publishing platform that allows independent creators to produce, host, and distribute their own podcasts. This platform-as-a-service offering enables content creators who lack the resources for professional production to enter the podcasting market. Additionally, PodcastOne has expanded into related content formats including vodcasts (video podcasts), branded corporate podcasts for businesses, merchandise sales, and live events, creating a comprehensive ecosystem around audio content creation and distribution.
Revenue model
PodcastOne generates revenue through multiple complementary channels centered around podcast advertising and content monetization. The primary revenue stream comes from direct advertising sales, where the company sells advertising spots within its podcast content to brands and agencies. This traditional approach allows PodcastOne to maintain higher profit margins and direct relationships with advertisers. The company has diversified its revenue model through a strategic partnership with Amazon's ART19 podcast hosting service, which provides a minimum guaranteed revenue of $15 million over three years. This partnership creates a second revenue channel where Amazon handles certain advertising sales and technology infrastructure, while PodcastOne benefits from guaranteed income and access to Amazon's broader advertising ecosystem. The third revenue stream comes from programmatic advertising, an automated system where ad inventory is bought and sold through digital platforms, though this remains a smaller portion of total revenue. Beyond advertising, PodcastOne explores emerging revenue opportunities including merchandise sales, live event production, and content adaptation rights. The company's paying customers are primarily advertisers ranging from major brands to smaller businesses seeking to reach podcast audiences. Revenue performance is influenced by several factors: podcast listenership growth drives higher advertising rates, seasonal advertising spending patterns affect quarterly results, competition for premium podcast inventory can pressure pricing, and broader economic conditions impact overall advertising budgets. The company benefits from the growing podcast advertising market, projected to reach $2.4 billion in 2025, but faces margin pressure from increased content acquisition costs and platform competition for top talent.
Competitive moat
PodcastOne's competitive moat is relatively modest and primarily built around content relationships and operational scale rather than strong structural advantages. The company's main defensive position comes from its established relationships with podcast talent and multi-year exclusive contracts, such as the deal with Stassi Schroeder, which create temporary barriers for competitors seeking the same content creators. Additionally, its position as a top 10 U.S. podcast publisher provides some scale advantages in advertising sales and content distribution negotiations. However, the podcast industry has relatively low barriers to entry, and PodcastOne faces significant competitive threats. Large technology platforms like Spotify, Apple, and Amazon have substantially greater resources and can offer more attractive terms to content creators. These platforms also control key distribution channels, potentially limiting PodcastOne's negotiating power. The company's partnership with Amazon's ART19, while providing revenue stability, also creates dependence on a potential competitor who could eventually bypass PodcastOne entirely. The competitive landscape is intensifying with continued merger and acquisition activity, as larger media companies seek to consolidate podcast assets. Independent podcast networks like PodcastOne are particularly vulnerable to being squeezed between well-funded platform giants and emerging creator-direct monetization tools. The company's LaunchPadOne self-publishing platform provides some differentiation, but similar services are offered by numerous competitors. Overall, PodcastOne operates in a rapidly evolving industry where technological disruption and platform consolidation pose ongoing threats to its market position.
Risks & safety
PodcastOne presents a mixed margin of safety profile with some concerning liquidity indicators but manageable debt levels. • **Liquidity concerns**: Cash position of only $572,000 as of Q3 2024, down from $1.4 million a year earlier, indicating rapid cash burn • **Operating cash flow**: Negative $763,000 in Q3 2024, though this improved from previous periods showing operational challenges • **Debt position**: Zero debt on balance sheet provides financial flexibility and eliminates solvency risk from leverage • **Current ratio**: 1.18 indicates barely adequate short-term liquidity coverage • **Valuation metrics**: Trading at negative P/E ratios due to losses, though EV/EBITDA of -9.4x reflects the loss-making nature • **Revenue stability**: Amazon partnership provides $15 million minimum guaranteed revenue over three years, offering some revenue predictability • **Other considerations**: As a subsidiary of LiveOne, potential parent company support could provide additional financial backing if needed The primary safety concern is the low cash balance relative to operating losses, requiring either improved profitability or additional financing within the near term.
Recent development
Over the past few years, PodcastOne has executed several strategic initiatives to strengthen its market position and diversify revenue streams. The most significant development has been the multi-year partnership with Amazon's ART19 podcast hosting service, which provides both technological infrastructure and a minimum revenue guarantee of $15 million over three years. This partnership allows PodcastOne to leverage Amazon's advertising ecosystem while reducing its technology infrastructure costs. The company has aggressively expanded its content portfolio, adding 64 new podcast programs in 2024 alone and securing multi-year exclusive deals with notable talent like Stassi Schroeder. This content expansion strategy aims to increase audience reach and provide more advertising inventory. PodcastOne has also launched PodcastOne Pro, a production services offering that generates additional revenue by providing professional podcast production capabilities to external clients. Revenue diversification efforts have extended beyond traditional advertising into emerging areas including live events, merchandise sales, and content adaptation rights for other media formats. The company has maintained its LaunchPadOne self-publishing platform while exploring programmatic advertising capabilities to complement its direct sales approach. These strategic moves reflect PodcastOne's recognition that the podcast industry is rapidly consolidating and that independent networks must innovate and scale to remain competitive against well-funded platform giants.
PODC company profile · for informational purposes only — not investment advice.
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