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PodcastOne (PODC) investor relations material
PodcastOne Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record Q3 Fiscal 2026 revenue of $15.9 million, up 25% year-over-year, and record nine-month revenue of $46 million, up 21% year-over-year.
Adjusted EBITDA for Q3 surged 516% year-over-year to $2.8 million; nine-month Adjusted EBITDA rose 421% to $4.5 million.
Net loss for Q3 narrowed to $154,000 (-$0.01 per share), compared to $1.6 million (-$0.06 per share) in the prior year; nine-month net loss improved to $2.18 million from $4.62 million.
Cash balance increased 217% year-over-year to $3.4 million, with no debt.
Strategic partnerships, including major initiatives with Dr. Phil's Envoy Media, Amazon, and a Fortune 250 streaming partner, as well as long-term talent renewals, drove business expansion.
Financial highlights
Q3 revenue reached $15.9 million (up 25% YoY); nine-month revenue was $46 million (up 21% YoY).
Q3 Adjusted EBITDA was $2.8 million (up 516% YoY); nine-month Adjusted EBITDA was $4.5 million (up 421% YoY).
Q3 net loss was $154,000 (-$0.01 per share); nine-month net loss was $2.18 million (-$0.08 per share).
Contribution margin for Q3 was $4.04 million; nine-month was $9.13 million.
Ended the quarter with $3.4 million in cash and no debt.
Outlook and guidance
Fiscal 2026 revenue guidance raised to $58–$60 million; Adjusted EBITDA expected at $5–$6 million.
Preliminary Fiscal 2027 guidance: revenue $68–$75 million, Adjusted EBITDA $6–$10 million.
Adjusted EBITDA expected to continue growing in future quarters, with improvements not solely driven by one-off items.
Q4 guidance reflects seasonal ad spend slowdown typical for the industry, but results are expected to surpass last year's Q4.
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