Q3 2026 Podcastone Inc Earnings Call Transcript

Feb 12, 2026 / 04:30 PM GMT

Release Date Price: $2.68 (-10.67%)

Transcript 10-Q8-K

Key Points

Positve

PodcastOne Inc (PODC) reported a record revenue of $15.9 million for the fiscal third quarter of 2026.
The company achieved a significant reduction in operating loss, down to $153,000 from $1.6 million in the same quarter last year.
Adjusted EBITDA reached a record $2.8 million, driven by revenue growth and disciplined cost management.
Strategic partnerships, such as the one with Dr. Phil's Envoy Media Company, are expanding PodcastOne Inc (PODC)'s content network.
The company renewed several long-term talent agreements, including Lady Gang and the Adam Carolla Show, enhancing content stability and audience reach.

Negative

Despite revenue growth, PodcastOne Inc (PODC) still reported a net loss of $154,000 for the quarter.
The company faces competitive pressure in acquiring new talent, with some competitors willing to accept lower margins.
There is uncertainty regarding the timing and financial impact of one-off deals, which can affect cost of sales and profitability.
The guidance for the fourth quarter implies a potential deceleration in revenue growth, with expectations of slower ad revenue generation.
Stock-based compensation increased by approximately $2 million year over year, impacting overall financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PODC.OQ - Podcastone Inc
Q3 2026 Podcastone Inc Earnings Call
Feb 12, 2026 / 04:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, this is the operator. Today's conference is scheduled to begin momentarily. Until that time, your lines will again be placed on music hold.

Thank you for your patience.

Hello and thank you for standing by. My name is Regina and I will be your conference operator today. At this time, I would like to welcome everyone to Podcast One's 3rd quarter fiscal 2026 financial results and business update conference call. All lines have been placed on mute. To prevent any background noise after the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, then the number one on your telephone keypad to withdraw your question, press 1 again.

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