PodcastOne (NASDAQ:PODC) Releases Earnings Results, Beats Expectations By $0.01 EPS

PodcastOne (NASDAQ:PODC) posted its earnings results on Wednesday. The company reported ($0.02) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.03) by $0.01, FiscalAI reports. The company had revenue of $15.67 million during the quarter, compared to analysts’ expectations of $15.15 million. PodcastOne had a negative net margin of 6.22% and a negative return on equity of 24.78%.

Here are the key takeaways from PodcastOne’s conference call:

• PodcastOne said fiscal 2026 was a strong finish, with revenue up 18% year over year to $61.7 million and adjusted EBITDA swinging to positive $6.3 million from negative $0.5 million.
• Fourth-quarter results improved meaningfully, as revenue reached $15.7 million and operating loss narrowed to $460,000 from $1.8 million a year ago, helped by higher advertising revenue and operational efficiencies.
• Management highlighted continued expansion of the content network through new creator partnerships, renewals, and original programming, while Podtrac ranked PodcastOne as the 7th largest U.S. podcast publisher.
• Programmatic advertising revenue more than doubled versus the same period last year, which management said reflects stronger advertiser demand and better monetization tools such as dynamic ad insertion and automated buying.
• Looking ahead, executives pointed to a pipeline of potential talent additions and M&A opportunities, but said fiscal 2027 growth will likely come from a mix of organic growth, talent acquisitions, and strategic deals rather than a precise single driver.

PodcastOne Trading Down 1.5%

Shares of NASDAQ PODC opened at $4.04 on Thursday. The business has a 50-day moving average of $3.78 and a 200-day moving average of $2.90. The firm has a market capitalization of $111.06 million, a price-to-earnings ratio of -26.93 and a beta of 1.98. PodcastOne has a 12 month low of $1.30 and a 12 month high of $5.20.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on PODC shares. Wall Street Zen upgraded shares of PodcastOne to a “buy” rating in a research report on Saturday, June 6th. Weiss Ratings reissued a “sell (d-)” rating on shares of PodcastOne in a research report on Friday, March 27th. One equities research analyst has rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Reduce”.

Insider Transactions at PodcastOne

In related news, Director D Jonathan Merriman bought 7,000 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was acquired at an average cost of $4.38 per share, for a total transaction of $30,660.00. Following the completion of the transaction, the director directly owned 309,732 shares in the company, valued at $1,356,626.16. This trade represents a 2.31% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders have purchased 21,700 shares of company stock worth $62,262 in the last three months. Insiders own 79.40% of the company’s stock.

Hedge Funds Weigh In On PodcastOne

Institutional investors and hedge funds have recently made changes to their positions in the business. Creative Planning bought a new stake in PodcastOne in the second quarter worth $49,000. Citadel Advisors LLC increased its holdings in shares of PodcastOne by 267.5% in the third quarter. Citadel Advisors LLC now owns 41,958 shares of the company’s stock worth $70,000 after buying an additional 30,541 shares during the period. Finally, NewEdge Advisors LLC purchased a new position in shares of PodcastOne in the fourth quarter worth about $81,000. Institutional investors own 2.87% of the company’s stock.

PodcastOne Company Profile

PodcastOne is a leading digital audio network specializing in the development, production and distribution of original podcast programming. The company offers a diverse slate of exclusive shows spanning genres such as entertainment, sports, business, politics and lifestyle. Its content lineup features long-form interviews, narrative series and personality-driven talk formats designed to engage listeners across North America and beyond.

The company’s revenue model centers on advertising and branded content solutions.