PodcastOne, Inc. (PODC) Earnings
PodcastOne, Inc. is expected to report next earnings on August 12, 2026 (in NaN days), with a consensus EPS estimate of $-0.01. PODC has beaten EPS estimates in 4 of its last 10 reported quarters (average surprise +30.8% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 24, 2026 | $-0.03 | $-0.02 | +33.3% | $16M | +3.4% |
| Feb 12, 2026 | $-0.02 | $-0.01 | +50.0% | $16M | +3.4% |
| Nov 11, 2025 | $-0.05 | $-0.04 | +20.0% | $15M | +1.2% |
| 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 | — |
| Sep 29, 2022 | — | $0.01 | — | $8M | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q4 FY2026 · June 24, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- **Strategic Position and AI Integration** • Podcast One is positioned as the leading pure-play public podcast platform with a vertically integrated model covering talent development, content creation, distribution, analytics, and monetization, supported by AI infrastructure. • Multiple AI tools are deployed across operations to improve profitability forecasting, ad management, audio quality, content discoverability, ad attribution, and short-form content generation for cross-platform audience growth. - **Content Portfolio Expansion** • Added several high-profile creator-led podcasts (Wellness Cafe, No Filter with Zach Peter, The Michelle Collins Show) expanding reach in lifestyle, entertainment, and culture categories. • Launched new original IP with It's Okay, We're All Gonna Die with Nurse Julie, demonstrating internal emerging talent development capabilities. • Notable high-profile guest appearances on network programming reinforced the platform's cross-segment audience reach and cultural relevance. • The network currently holds approximately 185-200 active shows, with top performers including The Adam Carolla Show, The Jordan Harbinger Show, and A&E Properties; the newly added Dr. Phil partnership is performing in line with expectations. - **Industry and Monetization Progress** • PodTrack ranked Podcast One as the 7th largest podcast publisher in the U.S. during the quarter, marking continued audience and scale growth. • Programmatic advertising revenue more than doubled year-over-year in Q4, reflecting growing advertiser demand for premium podcast inventory and the success of technology-enabled monetization solutions. • The partnership with Amazon has hit its stride after an initial setup period, with sell-out rates and CPMs trending positively, and the company is on track to hit higher contract volume thresholds.
Guidance
- Fiscal 2027 base guidance includes organic growth from ongoing industry expansion and incremental talent acquisitions (1-2 new talent additions per month, consistent with 20 new additions in fiscal 2026), and does not include potential company-level acquisitions. - Management expects overall revenue growth to come from a blend of organic industry-driven ad spend growth, new talent additions, and potential acquisitions of smaller podcast networks and media assets, with a robust pipeline of M&A opportunities currently available at rational valuations. - LiveOne, the parent company, committed to continuing substantial quarterly buybacks of Podcast One stock, and will maintain the buyback program as long as Podcast One stock trades below industry valuation multiples. - Management expects increasing adoption of stock-based compensation for non-employee talent over the next 12-24 months, as early participating talent have already seen positive returns from the alignment strategy.
Segment performance
Podcast One does not report separate product segment financial performance in this call. All results are consolidated for the pure-play podcast platform business. For Q4 fiscal 2026, total consolidated revenue was $15.7 million, with programmatic advertising revenue more than doubling year-over-year. Operating loss was $460,000, net loss was $460,000 (-$0.02 per share), and adjusted EBITDA was $1.9 million. For full fiscal 2026, total consolidated revenue was $61.7 million, an 18% increase from $52.1 million in fiscal 2025. Full year operating loss was $2.6 million, net loss was $2.6 million (-$0.10 per share), and adjusted EBITDA turned positive at $6.3 million, up from a negative $0.5 million in fiscal 2025. The company ended Q4 with $3.5 million in cash and no debt.
Risks & headwinds
- PodTrack audience ranking is acknowledged to be incomplete, as it does not currently capture YouTube and social media consumption which makes up ~22% of total viewing for Podcast One content on average, limiting the ability to use rankings as a definitive performance measure. - Larger competing podcast publishers have greater financial resources and can structure more attractive deals for talent, creating competitive pressure for talent acquisition. - Forward-looking performance depends on successfully closing M&A opportunities and attracting new talent, outcomes of which are uncertain as of the call. - Actual results may differ materially from forward-looking statements due to general economic conditions, competitive dynamics, and industry changes, as noted in the opening disclaimer.
Analyst Q&A
Q: PodTrack ranked Podcast One 7th, but rankings can fluctuate. How much of this move reflects real organic audience growth versus other factors like industry cyclicality or consolidation, and what internal metrics does management rely on instead? /
A: Management notes the ranking is a positive indicator of scale that helps attract talent and advertisers, but it is not the core performance metric for the business. Organic growth is real, but rankings can fluctuate based on cyclical trends in content categories like sports. Internal core metrics that drive profitability include individual show audience growth, ad sell-out rates, CPM increases, and marketing effectiveness, which the leadership reviews biweekly for every show on the network.
Q: What should investors expect for non-employee stock-based compensation going forward, and what benefits does this strategy provide? /
A: Management expects more talent will opt into stock-based compensation over the next 12-24 months, as early adopters have already seen positive returns from recent stock price gains. This strategy aligns talent incentives with shareholder value, gives Podcast One a competitive advantage in talent negotiations by offering liquid equity upside, and encourages talent to promote the company and grow their audiences, benefiting both creators and the platform. All current new deals use Podcast One shares, though both Podcast One and LiveOne shares have been used historically.
Q: Will the current strong advertising environment for podcasting persist despite broader economic uncertainty? /
A: Management expects the strong advertising environment to continue, as brands have moved more budget to podcasting because they can accurately measure attribution and ROI for campaigns, unlike many other digital media formats. Podcast One differentiates itself by building custom campaigns that fit creator communities, which commands premium CPMs and high advertiser satisfaction, leading to repeat spend and ongoing growth.
Q: What is the current competitive landscape for talent acquisition versus larger and smaller peers? /
A: Larger top-ranked publishers like iHeart focus heavily on their own original content and have broader organizational priorities, leaving many third-party creators underserved in terms of personalized attention and performance transparency. Smaller publishers lack the scale and full-service support that Podcast One offers. Podcast One has a competitive advantage from its hands-on support, transparent performance data, and ability to offer equity, allowing it to successfully recruit talent from both larger and smaller competitors.