June 24, 2026

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PodcastOne (NASDAQ: PODC) reported fiscal fourth-quarter 2026 results above expectations, supported by revenue growth, improved adjusted EBITDA, record full-year revenue, and stronger fiscal 2027 guidance.
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PodcastOne is a podcast publisher and sales network that produces, distributes, and monetizes podcast content across platforms including Spotify, Apple Podcasts, YouTube, Amazon, ART19, Paramount, Pluto TV, AT&T, Samsung, LG, and Vizio.
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The company reported a loss of $0.02 per share, better than estimates for a loss of $0.03, representing a 33.3% earnings surprise. Revenue came in at $15.66 million, above estimates of $15.50 million, with revenue growth of 11.1%.

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Results Showed Higher Revenue and Better Profitability

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Fourth-quarter revenue increased 11% to $15.7 million from $14.1 million a year earlier.
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Operating loss narrowed to $460,000 from $2.3 million, while net loss improved to $461,000 from $2.3 million.
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Adjusted EBITDA increased 109% to $1.9 million from $1.2 million a year earlier, showing stronger operating leverage as the company scaled advertising, licensing, and platform monetization.
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For fiscal 2026, revenue increased 18% to a record $61.7 million from $52.1 million. Adjusted EBITDA improved to $6.3 million from a loss of $501,000 in fiscal 2025.

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Guidance Raised

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PodcastOne issued fiscal 2027 revenue guidance of $68 million to $75 million.
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The company also raised adjusted EBITDA guidance to $8 million to $10 million.
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Management said growth will be driven by PodcastOne.AI, content licensing, advertising, strategic partnerships, distribution expansion, and potential targeted M&A.

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Balance Sheet and Operations

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PodcastOne said its cash balance increased 225% year-over-year to $3.5 million.
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The company also eliminated all junior debt, strengthening its balance sheet.
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Operationally, PodcastOne said it expanded its content portfolio, strengthened creator relationships, renewed flagship shows, and advanced to a top seven ranking among U.S. podcast publishers.

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The Bigger Picture

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PodcastOne delivered a stronger operating story in fiscal 2026.
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Revenue hit a record, adjusted EBITDA turned meaningfully positive, quarterly losses narrowed, and guidance points to continued growth in fiscal 2027. The key question is whether PodcastOne can keep growing ad revenue and content monetization while maintaining the cost discipline that drove adjusted EBITDA improvement.
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