PodcastOne (PODC) Q3 2026 earnings summary

Executive summary

• Achieved record Q3 Fiscal 2026 revenue of $15.9 million, up 25% year-over-year, and nine-month revenue of $46.0 million, up 21% year-over-year, with significant improvement in operating and net losses.

• Adjusted EBITDA for Q3 surged 516% year-over-year to $2.8 million; nine-month Adjusted EBITDA rose 421% to $4.5 million.

• Strategic partnerships, including major initiatives with Dr. Phil's Envoy Media, Amazon's ART19, and a Fortune 250 streaming partner, drove business expansion and revenue growth.

• AI-powered infrastructure enhanced operational efficiency, content discoverability, and monetization.

• Expanded programming to 194 shows, added 25 new podcasts year-to-date, and maintained Top 10 Podtrac publisher status for 15 consecutive months.

Financial highlights

• Q3 revenue reached $15.9 million (up 25% YoY); nine-month revenue was $46.0 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 narrowed to $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 contribution margin was $9.13 million.

• Ended the quarter with $3.4 million in cash and no debt; stockholders’ equity at $15.8 million.

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, with improvements not solely driven by one-off items.

• Q4 guidance reflects seasonal ad spend slowdown, but results are expected to surpass last year's Q4.

• Management anticipates ongoing operating losses until significant revenue increases or cost reductions are achieved.