PodcastOne Expects $31.5M First-Half Revenue as Board Reviews Strategic Interest
PodcastOne expects record first-half revenue of $31.5M and Adjusted EBITDA of $3.0M for the six months ended September 30, 2026, while a special committee reviews potential strategic alternatives.
PodcastOne (NASDAQ:PODC) issued final guidance for the second quarter and six months ended September 30, 2026, expecting first-half revenue of $31.5M and Adjusted EBITDA of $3.0M, up 76% year over year. The company also said its Board is reviewing inbound interest from multiple strategic parties regarding a potential acquisition.
PodcastOne expects its first-half revenue to be the highest for a first half in the company's history. For the second quarter, it expects revenue of $15.2M and Adjusted EBITDA of $1.4M.
PodcastOne uses Adjusted EBITDA as a supplemental non-GAAP measure to assess operating performance and changes in the underlying business. Its definition excludes interest, other income or expense, income taxes and depreciation and amortization, along with specified purchase accounting adjustments, acquisition-related professional fees, severance and other costs tied to acquisitions or corporate realignment, certain legal settlement expenses or reserves, a one-time live events distribution termination payment and certain stock-based compensation.
The company said a quantitative reconciliation of projected Adjusted EBITDA to GAAP net income or loss for the second quarter and first half of fiscal 2027 is unavailable without unreasonable effort. PodcastOne said it cannot reliably estimate certain purchase accounting adjustments, acquisition-related charges and legal settlement reserves, which could materially affect GAAP net income or loss for those periods.
PodcastOne said it received inbound interest from multiple strategic parties concerning a potential acquisition. Its Board has formed a special committee made up of independent directors to oversee the process and intends to retain a financial advisor to assess the interest and other strategic alternatives.
The company said there can be no assurance that the review will result in a transaction. It also identified the timing and outcome of the strategic review, along with the ability to complete a proposed acquisition or other transaction, as risks to its expectations.
PodcastOne said it reached a record No. 6 position among U.S. podcast publishers and networks measured by Podtrac in June 2026. The company reported approximately 6 million unique listeners and more than 18 million downloads and streams during that month.
The network includes 200+ podcasts and generates more than 1 billion monthly impressions across platforms including YouTube, Spotify, Apple Podcasts and iHeartRadio. PodcastOne also said 750,000 hours of audio and video content are primed for potential licensing involving LLMs, agentic AI, generative AI and frontier models.
PodcastOne identified potential AI licensing as a forward-looking matter and said actual results may differ materially. Among the related risks it listed were the ability to secure and monetize content, changes in advertising demand and competition, and adjustments arising during completion of the financial close.
PodcastOne expects first-half revenue of $31.5M and Adjusted EBITDA of $3.0M, up 76% year over year.
Second-quarter guidance calls for revenue of $15.2M and Adjusted EBITDA of $1.4M.
A special committee of independent directors is reviewing inbound interest from multiple strategic parties regarding a potential acquisition.
The Board intends to retain a financial advisor, but PodcastOne said no transaction is assured.
PodcastOne reported a record No. 6 Podtrac ranking in June 2026, with approximately 6 million unique listeners and more than 18 million downloads and streams.
PodcastOne issued final guidance for the second quarter and six months ended September 30, 2026. It expects record first-half revenue of $31.5 million and Adjusted EBITDA of $3.0 million, while also reporting inbound strategic interest and the formation of a special committee.
PodcastOne expects first-half revenue of $31.5 million for the six months ended September 30, 2026. The company described this as its highest first-half revenue in its history, while noting that the figure is expected rather than reported final financial results.
PodcastOne expects first-half Adjusted EBITDA of $3.0 million, up 76% year over year. The company defines Adjusted EBITDA as a non-GAAP measure and says it should be considered alongside GAAP net income or loss and other GAAP measures.
PodcastOne expects second-quarter revenue of $15.2 million and Adjusted EBITDA of $1.4 million. These figures relate to the second quarter ended September 30, 2026 and are part of the company's final guidance.
PodcastOne uses Adjusted EBITDA to evaluate operating performance and help investors assess changes in the underlying business. Its definition excludes interest, other income or expense, income taxes, depreciation and amortisation, as well as specified purchase accounting adjustments, acquisition-related fees, severance and other costs, certain legal settlement expenses or reserves, a live events distribution termination payment and certain stock-based compensation.
PodcastOne says a quantitative reconciliation for the second quarter and first half of fiscal 2027 is unavailable without unreasonable effort. It cannot reliably estimate certain purchase accounting adjustments, acquisition-related charges and legal settlement reserves, which could materially affect GAAP net income or loss for those periods.
PodcastOne says it received inbound interest from multiple strategic parties regarding a potential acquisition of the company. There can be no assurance that the process will result in a transaction.
PodcastOne's Board formed a special committee of independent directors to oversee the process. The Board intends to retain a financial advisor to assist in evaluating the inbound interest and other strategic alternatives, but the source does not state that a transaction has been agreed or completed.
PodcastOne is a podcast publisher and sales network that provides creators and advertisers with production, distribution, marketing and advertising sales services. Its network reaches more than one billion monthly impressions across platforms including YouTube, Spotify, Apple Podcasts and iHeartRadio.
PodcastOne says its network includes more than 200 podcasts and generates more than one billion monthly impressions. The company also says it has approximately 6 million unique listeners and more than 18 million downloads and streams in June 2026.
PodcastOne reached a record No. 6 among U.S. podcast publishers and networks measured by Podtrac in June 2026. The company says this ranking was accompanied by approximately 6 million unique listeners and more than 18 million downloads and streams that month.
PodcastOne says 750,000 hours of audio and video content are primed for monetisation through AI licensing, including LLMs, agentic AI, generative AI and frontier models. The release identifies potential AI licensing as a forward-looking statement and says actual results may differ materially because of risks and uncertainties, including the ability to secure and monetise content.
PodcastOne's shares trade on NASDAQ under the ticker symbol PODC.
PodcastOne identified risks including adjustments from completing the financial close, the timing and outcome of the strategic review, the ability to complete a proposed acquisition or other transaction, the ability to secure and monetise content, changes in advertising demand and competition. It also referred investors to its Annual Report on Form 10-K for the fiscal year ended March 31, 2026, its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, and other filings with the U.S. Securities and Exchange Commission.