PodcastOne Earnings Call Transcripts
Fiscal Year 2026
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Record Q3 revenue and improved profitability were driven by strategic partnerships, AI-powered efficiencies, and strong content renewals. PodRoll ad marketplace and original IP sales contributed to growth, while guidance reflects typical seasonal ad spend patterns.
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Record Q2 revenue of $15.2M, improved margins, and strong adjusted EBITDA reflect robust growth from AI-driven monetization and expanded partnerships. Guidance for FY26 remains $55–$60M revenue, with continued focus on audience and ad sales growth.
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Q1 2026 saw 14% revenue growth, improved profitability, and a surge in video engagement. Full-year guidance projects 8%+ revenue growth, with M&A activity potentially boosting results. Operational upgrades and industry trends support continued expansion.
Fiscal Year 2025
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Revenue grew 20% year-over-year in Q4 and FY2025, driven by expanded content, new monetization channels, and operational efficiencies from the ART19 migration. Fiscal 2026 guidance was raised, with continued margin improvement and strategic growth initiatives underway.
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Revenue grew 22% year-over-year to $12.7M, with losses narrowing and a major Art19 partnership providing a $15M minimum guarantee and operational efficiencies. Fiscal 2025 revenue is projected to rise at least 17%, with positive adjusted EBITDA expected.
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A multi-year partnership with Amazon's Art19 secures a $15 million minimum guarantee and unlocks new monetization and efficiency opportunities. Revenue is projected to grow 17% to $51 million in FY25, with positive adjusted EBITDA and no debt. The company is focused on M&A, margin expansion, and leveraging technology for long-term growth.
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Revenue grew 16% year-over-year to $12.2M in Q2 2025, with net loss narrowing sharply and new revenue streams gaining traction. Guidance for fiscal 2025 is above $51M, with positive Adjusted EBITDA expected, supported by strategic hires, M&A focus, and platform expansion.
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Record Q1 FY2025 revenue rose 24% year-over-year to $13.2M, with a small Adjusted EBITDA loss due to content costs. Audience and monetization grew, B2B and TV/film deals are ramping up, and high-margin initiatives are expected to drive future profitability.