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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.
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Q3 2026 earnings summary12 Feb, 2026

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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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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