PodcastOne (PODC) Q4 2026 earnings summary

Executive summary

• Fiscal 2026 ended with strong momentum, achieving record revenue of $61.7M, up 18% year-over-year, driven by premium content, strategic talent partnerships, diversified monetization, and AI-powered operational efficiencies.

• Adjusted EBITDA for fiscal 2026 reached $6.3M, a 567% increase year-over-year; Q4 Adjusted EBITDA was $1.9M, up 109% year-over-year.

• Expanded network with new creator-led podcasts and original content, enhancing reach across lifestyle, entertainment, and culture.

• Podtrac ranked the company as the seventh largest podcast publisher in the U.S., reflecting significant audience growth.

• Eliminated all junior debt, expanded distribution across major platforms, and focused on AI-driven monetization and margin expansion.

Financial highlights

• Fiscal 2026 revenue: $61.7M (up 18% YoY); Q4 revenue: $15.7M (up 11% YoY).

• Fiscal 2026 Adjusted EBITDA: $6.3M (up 567% YoY); Q4 Adjusted EBITDA: $1.9M (up 109% YoY).

• Fiscal 2026 net loss: $(2.6)M, improved from $(6.5)M in fiscal 2025; Q4 net loss was $460,000 ($0.02 per share), improved from $1.8M ($0.09 per share) in prior year.

• Fiscal 2026 adjusted EBITDA margin was 10.2%.

• Ended Q4 with $3.5M in cash and no debt, up from $1.1M prior year.

Outlook and guidance

• Fiscal 2027 revenue guidance: $68M–$75M; Adjusted EBITDA guidance: $8M–$10M.

• Focus remains on expanding content, enhancing monetization, growing audience reach, and building durable value.

• Fiscal 2027 growth expected from organic expansion, new talent acquisitions, technology initiatives, and M&A opportunities.

• Industry trends remain favorable, with podcast listening time and ad spend continuing to rise.