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PodcastOne (PODC) investor relations material
PodcastOne Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Nov, 2025
Executive summary
Achieved record revenue of $15.2M in Q2 Fiscal 2026, up 22% year-over-year, and $30.2M for 1H Fiscal 2026, up 19% year-over-year, driven by AI-powered platform scaling, expanded partnerships, and increased advertising demand.
Adjusted EBITDA reached $1.1M in Q2, up 369% year-over-year, and $1.7M for 1H, up 332% year-over-year, reflecting improved monetization and operational efficiency.
Expanded content portfolio to 210 shows, surpassing 3.8 billion network downloads, and maintained Top 10 Podtrac publisher status for 12 months.
Strategic partnerships and acquisitions, including Amazon, BuzzFeed, and a Fortune 250 streaming partner, increased annual run rates and content reach.
Three podcast titles sold to major TV and streaming platforms.
Financial highlights
Q2 revenue: $15.2M (up from $12.2M in Q2 2025); 1H revenue: $30.2M (up from $25.3M in 1H 2025).
Q2 operating loss: $(975)K (improved from $(1.7)M in Q2 2025); 1H operating loss: $(2.0)M (improved from $(3.0)M in 1H 2025).
Q2 net loss: $(975)K ($0.04 per share); 1H net loss: $(2.0)M ($0.08 per share).
Q2 Adjusted EBITDA: $1.1M (vs. $(403)K in Q2 2025); 1H Adjusted EBITDA: $1.7M (vs. $(710)K in 1H 2025).
Cash and cash equivalents were $2.7M as of September 30, 2025.
Outlook and guidance
Fiscal 2026 revenue guidance raised to $56–60M.
Fiscal 2026 Adjusted EBITDA guidance raised to $4.5–6.0M.
High-end guidance depends on continued audience growth, new show additions, and strong ad sales.
Management notes liquidity beyond November 2026 is uncertain without additional financing and is seeking interim funding.
How much Q2 revenue growth from AI-driven efficiencies?
How does stock comp impact talent acquisition success?
What drives the high end of FY26 EBITDA guidance?
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Next PodcastOne earnings date
Q3 202611 Feb, 2026
Next PodcastOne earnings date
Q3 202611 Feb, 2026
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Frequently asked questions
PodcastOne, Inc. is a podcast platform and publisher that offers a wide range of audio content through various podcasting distribution platforms, including its website, Apple Podcasts, Spotify, and Amazon Music. The company also produces vodcasts, branded podcasts, and organizes live events. In addition, it operates LaunchPadOne, a self-publishing platform for independent podcasters. PodcastOne, Inc. is headquartered in Beverly Hills, California, and its shares are listed on the NASDAQ.
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