LiveOne Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY2027 saw record revenues and EBITDA, improved margins, and strengthened the balance sheet through liability reduction and stock buybacks. Strategic partnerships and M&A pipeline position the company for rapid growth, with a clear path to $250 million in revenue over three years.
Fiscal Year 2026
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FY2027 guidance calls for $85m-$95m revenue and $8m-$10m adjusted EBITDA after major cost reductions. Growth plans center on a large retailer launch, podcast expansion, pay-per-view relaunch and potential AI-data monetization.
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Record quarterly results and aggressive cost-cutting have positioned the business for growth, with expanding B2B partnerships, a strong content library, and renewed focus on live events and podcasting. Guidance targets $85–$90 million in revenue and $8–$10 million in EBITDA for the year.
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Fiscal 2026 saw a major turnaround, with revenue reaching $77.1M and new B2B partnerships replacing lost Tesla revenue. Guidance for fiscal 2027 is raised to $85–$95M revenue and $8–$10M EBITDA, with imminent accretive acquisitions and AI content monetization expected.
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Q3 revenue reached $20.3M with significant cost reductions and positive adjusted EBITDA. Three major B2B partnerships are signed, supporting conservative guidance of $85M–$95M revenue for fiscal 2026. Industry valuations and M&A activity are rising.
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Q2 saw $18.8M in revenue and a $5.7M net loss, but PodcastOne posted record results and B2B deals now total $52M. AI-driven cost cuts and new partnerships are driving growth, with guidance for major new deals expected by year-end.
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Balance sheet strengthened with $20M+ cash, major B2B deals launched, and PodcastOne revenue at record levels. B2B revenues expected to reach $50M in the next 12 months, with ARPU rising and new live events and TV content driving future growth.
Fiscal Year 2025
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Fiscal 2025 saw strong revenue and EBITDA growth, driven by podcast and audio segments, major B2B deals, and operational efficiencies. New credit facilities, share buybacks, and AI/Web3 initiatives position the company for further expansion and profitability.
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Record nine-month revenues of $95M and strong B2B growth highlight a transformative quarter, driven by a renewed Tesla partnership and rapid user acquisition. PodcastOne achieved record results and positive EBITDA guidance, while new product and content initiatives expand future opportunities.
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Record six-month revenue of $65.7M (+17% YoY) and Q2 revenue of $32.6M (+14% YoY) were driven by strong audio and podcast growth. New Tesla contract, B2B deals, and podcast expansion position the company for future upside, despite short-term revenue risks from subscriber conversion.
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Record Q1 revenue of $33.1M driven by B2B partnerships and strong growth in Slacker Radio and PodcastOne. Membership rose to 3.9M, with a $24M B2B deal adding $2M monthly. Guidance projects $130–$140M audio revenue for FY2025, with further upside from new deals.