PodcastOne, Inc. Q2 FY2026 earnings call

Key Points

• AI toolkit drives growth: Flightpath for predictive analytics, Booster for ad management, Adobe Audition for audio quality, OpusClip for video shorts.
• Strong revenue growth: Pod Roll up 71%, Adam Carolla's subscription/channel up 51%, programmatic/ART19 up 14%.
• Attraction of high-profile talent: Acquired shows, notable guests, strategic partnerships (e.g., BuzzFeed, Media Giant).
• AI-powered efficiency: Enables efficient production, editing, distribution; video consumption growth across platforms.
• Content portfolio expansion: New original podcasts, acquisitions, recognition from Apple Podcasts.

In the fiscal second quarter of 2026, PodcastOne reported revenue of $15.2 million. Pod Roll, the dynamic ad marketplace, generated a 71% increase, nearly tripling since last year, contributing significantly. Adam Carolla subscription and video channel rose 51% from the previous quarter. Programmatic and Amazon's ART19 revenue saw a 14% increase from Q1. Pod Roll is now a 7-figure revenue generator, and the company achieved record high total revenues for the quarter.

PodcastOne reiterates expected fiscal 2026 revenue of $55 million to $60 million and adjusted EBITDA of $4.5 million to $6 million. Sales and marketing spend is expected to be modestly higher in future quarters with volume, and G&A includes additional stock comp but should adjust in future quarters.

Forward-looking statements involve risks and uncertainties, with actual results possibly differing from projections. Factors causing material differences include those detailed in PodcastOne's SEC filings.

Q: Competitive environment and recruiting talent?

A: Known for supporting talent long-term, attracting shows like those recommended by ChatGPT. Stock-based comp helps align incentives.

Q: Expanded Amazon partnership details?

A: Deal grows with impression thresholds, driven by new programming, audio downloads, and backlog monetization.

Q: Advertising environment and holiday season pulse?

A: Direct sales led by Sue McNamara strong, with high CPMs from direct sales, tiered above programmatic and ART19.

Q: What's needed to achieve high end of revenue guidance?

A: Continue growing program consumption, sales team performance, and ART19 Amazon deal success, including closing big deals.