PodcastOne, Inc. (PODC) Earnings
PodcastOne, Inc. is expected to report next earnings on November 10, 2026 (in NaN days), with a consensus EPS estimate of $-0.03. PODC has beaten EPS estimates in 4 of its last 11 reported quarters (average surprise -324.5% over the last four).
| 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 | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2027 · August 12, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Network Growth and Audience Milestones - Advanced to the number 6 position in PodTrack's ranking of U.S. podcast publishers, surpassing Disney, confirming its status as one of the largest podcast networks in the country. - Expanded the content portfolio through acquisitions and new launches: acquired the established podcast *Life Happens with Barb and Michelle*, launched the original series *It's Okay, We're All Gonna Die with Nurse Julie*, and renewed a long-term partnership with *The Southern Tea* hosted by Lindsay Chrisley, which recently surpassed 2.5 million downloads across 248 episodes. - Strengthened strategic partnerships: agreed to a content partnership with Pave Studios for A&E's *The First 48*, expanding access to new audiences through relationships with premium media brands. AI Infrastructure and Operational Efficiency - Maintains a full suite of AI-powered tools that enhance every business function, including predictive profitability (FlightPath), scalable advertising management (Booster), improved audio quality (Adobe Audition), SEO and content discoverability (PodEngine), advertising attribution (Magellan AI), and short-form content generation from long-form programming (Opus Pro). - AI tools are used to identify new talent, spot emerging content trends, and improve operational efficiency at scale, directly supporting audience growth, improved monetization, and lower overhead. Long-Term Strategic Direction - Positioned as the leading public pure-play podcast platform with a vertically integrated model covering talent development, content creation, distribution, analytics, and monetization. - Management views growth as moving beyond just adding new podcasts to the network, focusing instead on developing top creators and original IP into multi-format entertainment franchises that can expand beyond audio to video, television, and other distribution platforms, with the project *Varnumtown* serving as an example of this strategy. - The company benefits from increasing industry-wide investment in creator-led content and IP, which reinforces the value of Podcast One's existing audience, creator relationships, and data assets.
Guidance
This earnings call did not include formal full-year or quarterly financial guidance targets. Management maintained optimistic forward-looking outlooks that align with the following framing: - Podcast consumption growth and industry expansion are expected to continue, with new distribution platforms increasing total audience and monetization opportunities for premium podcast networks. - Management expects consolidation and acquisition activity to accelerate across the podcast industry over the next 6 to 12 months, and Podcast One is actively evaluating complementary acquisition opportunities to strengthen its platform. - Seasonally, management expects consumption and revenue to increase as summer ends and fall begins, with calendar Q4 typically being Podcast One's strongest quarter of the year.
Segment performance
Podcast One did not break out financial performance for multiple distinct product segments in this call. The company reports overall consolidated results: total Q1 2027 revenue of $16.1 million (a record for the quarter), operating loss of $1.6 million, net loss of $1.6 million (negative 5 cents per basic and diluted share), and adjusted EBITDA of $1.6 million. Comparatively, year-ago quarter results were: revenue not explicitly stated, operating loss of $1.1 million, net loss of $1.1 million (negative 4 cents per share), and adjusted EBITDA of $580,000. The quarter ended with $7 million in cash and cash equivalents and no outstanding debt.
Risks & headwinds
Management did not discuss material new operational risks or failures on this call. The standard forward-looking statement disclaimer notes that actual future results may differ materially from management expectations due to risks and uncertainties outlined in the company's SEC filings, including the Form 10-K for the fiscal year ended March 31, 2026.
Analyst Q&A
Q: What is Podcast One's current position on video podcasting, how much of its content is produced in video, and how have distribution partners and audiences received this content? /
A: Video is a core, growing part of Podcast One's strategy, as it drives content discovery, particularly through YouTube. Top creators including Adam Carolla and Stassi Schroeder already have large established video audiences, and new platforms like Netflix are also distributing podcast content. Short-form video clips of podcast segments on TikTok and Instagram also boost discovery, and video ad integrations allow the company to charge higher CPMs, with advertisers seeing strong results from these placements.
Q: How does moving to the #6 position in PodTrack's publisher rankings impact the company's advertising sales, and how has advertiser interest in podcasting changed over the past year? /
A: The #6 ranking is a strong sales tool that opens new doors with major advertisers, as it proves the network's size relative to larger legacy media brands. Large major consumer brands (including Progressive, State Farm, Macy's and Lowe's) are increasingly entering podcast advertising, as they now recognize the medium's attribution benefits and value of integrated creator partnerships across audio, video and social. Higher audience size also increases programmatic advertising inventory available for monetization through existing partnerships like the company's deal with Amazon.
Q: Can you share details on Podcast One's relationship with Netflix, including demographics, when podcasts launched on the platform, and when investors will see revenue benefits? /
A: Netflix entered podcast distribution roughly six months ago, and Podcast One launched Stassi Schroeder's podcast as the first of its content on the platform, as her existing brand and Hulu reality show aligned with Netflix's audience demographic. The primary benefit is improved content discovery, and the company already earns premium ad rates from including ads in the Netflix-distributed content, which already flows through to current revenue. Podcast One is in talks to add more shows to Netflix over the next 6 to 12 months. The company's audience is majority female 25-44, but also has strong male 25-54 representation from popular talk and personality shows, allowing it to fill any advertiser demographic request.
Q: Is Podcast One still pursuing M&A opportunities, or is it focused on organic growth and IP development right now? /
A: Podcast One is pursuing both organic growth (via original IP development and talent cultivation) and strategic acquisitions. Management actively evaluates ongoing M&A opportunities, and expects increased industry-wide acquisition activity over the next 6 to 12 months, particularly for complementary businesses in podcast representation, subscription technology, and other adjacent spaces that can strengthen Podcast One's platform.