PodcastOne, Inc. (PODC)

In the past six months, PodcastOne reported record fiscal Q2 2026 revenue of $15.2 million, with improved operating and net loss, and positive adjusted EBITDA of $1.1 million. The company ended Q2 with zero debt and $2.8 million in cash, reiterating fiscal 2026 guidance of $55–$60 million in revenues and $4.5–$6 million in adjusted EBITDA. For Q1 Fiscal 2026, PodcastOne reported record revenue of approximately $15 million and Adjusted EBITDA of $580K, a 284% year-over-year increase. For the full fiscal year ended March 31, 2025, PodcastOne surpassed its guidance with a record revenue of $52.1 million. The company also announced an Amazon ART19 partnership, which achieved 105 million impressions, and expanded a Fortune 250 streaming partnership. PodcastOne raised its fiscal 2026 guidance, expecting revenues of $55-60 million and Adjusted EBITDA of $3.0-5.0 million.

PodcastOne acknowledges seasonality in advertising, with January typically experiencing slower spending. The company emphasizes proactive sales efforts to mitigate this seasonal effect. The podcast industry generally shows strong demand, and PodcastOne's diversified content portfolio and focus on various monetization streams are strategic approaches to ensure long-term sustainable growth. The favorable advertising environment leading into the holiday season is also a positive indicator for demand during that period.

PodcastOne, Inc. operates as a podcast platform and publisher, providing services to creators and advertisers. It offers solutions in sales, marketing, public relations, production, and distribution for podcasts, delivering content across various platforms, including its own website and app, Apple Podcasts, Spotify, and Amazon Music. The company produces vodcasts, branded podcasts, merchandise, and organizes live events, and owns LaunchPadOne, a self-publishing platform. PodcastOne is a leading player in the podcast industry, featuring over 200 podcasters and diverse genres.

PodcastOne, Inc. is based in Beverly Hills, California, United States. The company has a distribution network that reaches over 1 billion monthly impressions across global channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio.

PodcastOne has maintained a strong brand reputation, consistently ranking among the top 10 U.S. podcast publishers by Podtrac. Strategic partnerships, such as the ART19 partnership with Amazon, have driven anticipated growth. Content expansion through new podcasts and collaborations has underscored the company's commitment to delivering diverse content. Video content growth has surged, indicating a growing demand for video-driven podcast content. Reporting record revenues and improvements in operating loss, along with positive adjusted EBITDA, reinforces the company's strong operational and financial performance. Industry recognition and the implementation of AI-powered tools further solidify its reputation.

PodcastOne is primarily owned by insiders, who hold 76.06% of the company, with institutional shareholders owning 3.62% and retail investors holding 20.32%. LiveOne Inc. is the largest individual shareholder, owning 69.34% of the company. Major institutional owners and shareholders include Fmr Llc, FPURX - Fidelity Puritan Fund, Vanguard Group Inc, Permanens Capital L.P., Fleming James B Jr, Geode Capital Management, Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, BlackRock, Inc., VEXMX - Vanguard Extended Market Index Fund Investor Shares, and Citadel Advisors Llc.