PodcastOne, Inc. (PODC)

PodcastOne, Inc. reported its third-quarter fiscal 2026 earnings, exceeding expectations with a 25% revenue increase from Q3 2025. The company reaffirmed its earnings guidance for fiscal year 2025, projecting revenues of at least $51.0 million, a 17% increase from fiscal 2024. An insider, Ryan Carhart, acquired 4,500 shares of PODC stock. Institutional investors have shown activity, with NewEdge Advisors LLC buying a new position and Citadel Advisors LLC increasing its position. The stock price increased by 91.71% from May 5, 2025, to May 4, 2026. Despite revenue growth, the company has reported operating and net losses, and auditors have raised concerns about its ability to continue as a going concern.

PodcastOne, Inc. experiences some demand seasonality, particularly in its advertising revenue, with January typically being a slower month. The company actively employs proactive sales efforts to mitigate the impact of this seasonality.

PodcastOne, Inc. operates as a podcast platform and publisher, creating, producing, and distributing original podcast programming across various genres. It distributes content through its website and other platforms like Apple Podcasts and Spotify. PodcastOne also produces vodcasts, branded podcasts, merchandise, and live events, and owns LaunchPadOne for independent podcasters. Its revenue model is based on advertising solutions. Formerly Courtside Group, Inc., it became PodcastOne, Inc. in September 2023 and is a subsidiary of LiveOne, Inc.

Headquartered in Beverly Hills, California, PodcastOne, Inc. has a distribution network that reaches over 1 billion listeners per month across all its channels in North America and beyond.

PodcastOne maintains a strong brand reputation as a leading podcast network with approximately 200 to 250 top podcasters. The company has surpassed 3.9 billion total downloads and consistently ranks among Podtrac's Top 10 Publishers. Its distribution network reaches over 1 billion monthly impressions across platforms like YouTube, Spotify, Apple Podcasts, and iHeartRadio. The company has also expanded its video production and distribution efforts, noting significant double-digit growth in video consumption.

PodcastOne, Inc. has 25 institutional owners and shareholders, including Fmr Llc, Vanguard Group Inc, and BlackRock, Inc. LiveOne, Inc. is a significant shareholder, owning 19.3 million PODC shares. Individual insiders hold approximately 6.55% of the shares.