Seeking Alpha·Jun 24, 2026
PodcastOne, Inc. (PODC) Q4 2026 Earnings Call TranscriptPodcastOne, Inc. (PODC) Q4 2026 Earnings Call Transcript
PodcastOne, Inc.(PODC)Earnings, Financials & Key Ratios
PODC•NASDAQ
$4.10
Price updated Jul 6, 2026
AboutPodcastOne, Inc. operates as a podcast platform and publisher. The company offers its content to audiences through podcasting distribution platforms, including its website, Apple Podcasts, Spotify, Amazon Music, and others. It also produces vodcasts, branded podcasts, merchandise, and live events. In addition, the company builds, owns, and operates LaunchPadOne, a self-publishing podcast platform. The company was formerly known as Courtside Group, Inc. and changed its name to PodcastOne, Inc. in September 2023. PodcastOne, Inc. was founded in 2013 and is based in Beverly Hills, California. PodcastOne, Inc. is a subsidiary of LiveOne, Inc.Show more
- Revenue$62M+18.3%
- EBITDA-$2M+57.4%
- Net Income-$3M+59.1%
- EPS (Diluted)-0.10+61.8%
- Gross Margin11.35%+67.5%
- EBITDA Margin-3.29%+64.0%
- Operating Margin-4.28%+63.4%
- Net Margin-4.29%+65.4%
- ROE-14.68%+64.2%
PODC Price & Volume
PodcastOne, Inc. (PODC) stock price & volume — 10-year historical chart
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Revenue Growth Struggles Against Persistent Margin Constraints
Investment Thesis • Updated 2025Q3
VerdictNegative
Growth:Expanding
Profitability:Negative
Financial:Vulnerable
Cash Flow:Mixed
Primary Risk:High talent payout obligations
Key Thesis Takeaways
- PodcastOne demonstrates robust top-line momentum with 24.8% year-over-year revenue growth as of 2025Q3, yet the business model remains fundamentally challenged by high creator revenue-share obligations that keep net margins negative.
- The company's reliance on intangible assets, with $12.0 million in goodwill representing nearly 48.6% of total assets, creates significant valuation risk.
- Investors should monitor whether the firm can achieve operating leverage, as current operating expenses continue to track closely with gross profit, preventing a sustainable path to profitability.
Verdict Logic
the company's inability to generate consistent net income, combined with a reliance on stock-based compensation that reached $1.9 million in 2025Q2, suggests that the current growth trajectory is not yet creating shareholder value.
PODC Growth Metrics
PodcastOne, Inc. (PODC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years20.94%
3 Years21.19%
TTM20.86%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM29.01%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM37.4%
Return on Capital
10 Years-28.71%
5 Years-29.88%
3 Years-31.95%
Last Year-14.63%
PODC Recent Earnings
PodcastOne, Inc. (PODC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 4/12 qtrs (40%)●Beat Revenue 5/12 qtrs (100%)
Q3 2026Latest
Jun 24, 2026Metric
Actual
Est
EPS
$0.02+33.3%
$0.03
Rev
$16M+3.4%
$15M
Q1 2026
Feb 12, 2026Metric
Actual
Est
EPS
$0.01+50.0%
$0.02
Rev
$16M+5.3%
$15M
Q4 2025
Nov 11, 2025Metric
Actual
Est
EPS
$0.04+20.0%
$0.05
Rev
$15M+1.2%
$15M
Q3 2025
Aug 13, 2025Metric
Actual
Est
EPS
$0.04+20.0%
$0.05
Rev
$15M+4.9%
$14M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 24, 2026 | $0.02vs $0.03+33.3% | $16Mvs $15M+3.4% |
| Q1 2026 | Feb 12, 2026 | $0.01vs $0.02+50.0% | $16Mvs $15M+5.3% |
| Q4 2025 | Nov 11, 2025 | $0.04vs $0.05+20.0% | $15Mvs $15M+1.2% |
| Q3 2025 | Aug 13, 2025 | $0.04vs $0.05+20.0% | $15Mvs $14M+4.9% |
Based on last 12 quarters of dataView full earnings history →
Latest PODC News
Recent stock market news and headlines for PodcastOne, Inc. (PODC)
Zacks Investment Research·Jun 24, 2026
PodcastOne, Inc. (PODC) Reports Q4 Loss, Tops Revenue EstimatesPodcastOne, Inc. (PODC) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.06 per share a year ago.
GlobeNewsWire·Jun 24, 2026
PodcastOne (Nasdaq: PODC) Reports Record Fiscal 2026 Revenue of $61.7M and $6.3M Adjusted EBITDA*, Q4 Fiscal 2026 Revenue of $15.7M and $1.9M Adjusted EBITDA* up 109% YoYLOS ANGELES, June 24, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq: PODC), a leading publisher and podcast sales network, today announced record financial results for fourth quarter (“Q4 Fiscal 2026”) and fiscal year ended March 31, 2026 (“Fiscal 2026”). PodcastOne will host a conference call and webcast today, June 24, 2026.
GlobeNewsWire·Jun 17, 2026
PodcastOne (Nasdaq: PODC) to Announce Its Fiscal Year 2026 Financial ResultsLOS ANGELES, June 17, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq: PODC), a leading publisher and podcast sale network plans to announce its operating and financial results for the fiscal year ended March 31, 2026 (“Fiscal Year 2026”) and host an investor webcast to discuss the results and provide a business update on Wednesday, June 24, 2026 at 12:30 pm Eastern Time (9:30 am Pacific Time).
Peers Comparison
Key metrics vs top competitors for PodcastOne, Inc. (PODC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.10 | $123.27M | -41.33 | 18.33% | -4.29% | -14.68% | — | |
| $4.22 | $548.62M | -1.38 | 0.27% | -7.28% | — | — | |
| $9.29 | $155.22M | -1.56 | -1.98% | -48.16% | -33.48% | — | |
| $30.75 | $10.35B | 13.67 | -1.62% | 9.86% | 7.33% | — | |
| $483.01 | $99.42B | 40.25 | 9.65% | 15.45% | 35.34% | — | |
| $3.16 | $121.48M | -2.61 | -5.25% | -17.67% | -21.22% | — |
Compare PODC vs Peers
PodcastOne, Inc. (PODC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PODC SEC Filings & Documents
PodcastOne, Inc. (PODC) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 24, 2026·SEC
Material company update
May 12, 2026·SEC
Material company update
May 1, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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PODC Frequently Asked Questions
PodcastOne, Inc. (PODC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is PodcastOne, Inc.'s revenue?
PodcastOne, Inc. (PODC) reported $60.1M in revenue for fiscal year 2025. This represents a 152% increase from $23.8M in 2020.
How fast is PodcastOne, Inc. growing?
PodcastOne, Inc. (PODC) grew revenue by 18.3% over the past year. This is strong growth.
Is PODC profitable?
PodcastOne, Inc. (PODC) reported a net loss of $4.0M for fiscal year 2025.
Dividend & Returns
What is PODC's return on equity?
PodcastOne, Inc. (PODC) has a return on equity (ROE) of -14.7%. Negative ROE indicates the company is unprofitable.
What is PodcastOne, Inc.'s free cash flow?
PodcastOne, Inc. (PODC) generated $2.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.