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LiveOne (Nasdaq: LVO) and Subsidiary PodcastOne (Nasdaq: PODC) Launch PodcastOneAI, Unlocking 200,000+ Hours Across $20B+ AI Training and $40B+ Data Monetization Markets

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AI

PodcastOne (Nasdaq: PODC) launched PodcastOneAI on April 30, 2026, a platform to convert its catalog into licensed training and monetizable assets across AI ecosystems.

The company targets > $20B AI training and $40B data monetization markets and positions 200,000+ hours of content for licensing, royalties, ads and sponsorships.

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Positive

  • $20B AI training market targeted
  • $40B data monetization market targeted
  • Platform aims to monetize 200,000+ hours of content
  • Built-in multiple revenue streams: licensing, royalties, ads

Negative

  • Reliance on largest OEM customer for substantial revenue
  • Uncertainty over future financing and convertible debentures
  • Potential going-concern risks disclosed by management
  • Adjusted EBITDA reconciliation unavailable due to variability

News Market Reaction – PODC

+14.05% 3.3x vol
15 alerts
+14.05% News Effect
+11.4% Peak in 9 hr 16 min
+$12M Valuation Impact
$96.48M Market Cap
3.3x Rel. Volume

On the day this news was published, PODC gained 14.05%, reflecting a significant positive market reaction. Argus tracked a peak move of +11.4% during that session. Our momentum scanner triggered 15 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $12M to the company's valuation, bringing the market cap to $96.48M at that time. Trading volume was very high at 3.3x the daily average, suggesting strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +14.1% in the session following this news. A strong positive reaction aligns with P...
Analysis

The stock surged +14.1% in the session following this news. A strong positive reaction aligns with PODC’s strategy of monetizing its large content library through initiatives like PodcastOneAI, which targets high-margin licensing and AI training revenues. Historical news flow has been growth-oriented, yet several prior announcements around partnerships and acquisitions saw moves of -4.68%, -2.53%, and -1.69% afterward. The presence of a $150,000,000 effective shelf could influence how any sustained strength interacts with future capital-raising decisions.

Key Figures

FY 2026 Revenue: >$61 million FY 2026 Adjusted EBITDA: >$6 million Adj. EBITDA Growth: +1,476% YoY +5 more
8 metrics
FY 2026 Revenue >$61 million Preliminary, unaudited estimate from 8-K for fiscal 2026
FY 2026 Adjusted EBITDA >$6 million Preliminary, unaudited estimate; up +1,476% year over year
Adj. EBITDA Growth +1,476% YoY Fiscal 2026 Adjusted EBITDA vs prior year from 8-K
Q4 2026 Revenue >$15 million Preliminary estimate for fiscal 2026 Q4 from 8-K
Q4 2026 Adjusted EBITDA >$2 million Preliminary estimate for fiscal 2026 Q4 from 8-K
Q4 Adj. EBITDA Growth +175% QoQ Q4 2026 Adjusted EBITDA vs prior quarter from 8-K
Shelf Registration Size $150,000,000 Maximum aggregate offering under Form S-3/A shelf
Shares Outstanding 27,487,964 shares Common stock issued and outstanding as of April 7, 2026

Historical Context

5 past events · Latest: Apr 29 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Apr 29 Content series launch Positive -9.9% Launch of BabyGang six-part podcast event with Becca Tobin and LadyGang.
Apr 21 Milestone achievement Positive +0.0% Dr. Gundry Podcast marks 400th episode, reinforcing PODC’s health content footprint.
Mar 26 Streaming partnership Positive -4.7% LiveOne to stream 60+ TBL boxing events across 200+ countries for monetization.
Mar 19 Contract renewal Positive -1.7% Renewed exclusive sales and distribution deal with A+E Networks for five podcasts.
Mar 05 Podcast acquisitions Positive -2.5% Acquisition of four podcasts in multi-year deals, lifting network to 208 shows.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent positive content, partnership, and acquisition announcements have frequently coincided with negative 24-hour price reactions, indicating a pattern of selling into good news.

Recent Company History

Over the last two months, PODC has issued a series of growth-focused updates. These include new podcast acquisitions bringing the network to 208 shows, renewals with A+E Networks covering podcasts with over 200 million combined downloads, and a global streaming partnership via parent LiveOne spanning 200+ countries. Despite these seemingly constructive developments, 24-hour reactions often skewed negative, with moves of -2.53%, -1.69%, and -4.68%. Today’s AI-focused launch fits the pattern of strategic expansion around monetizing a large content library.

Key Terms

adjusted EBITDA, contribution margin, restricted stock units, form s-3, +4 more
8 terms
adjusted EBITDA financial
"and Adjusted Earnings Before Interest Tax Depreciation and Amortization (“Adjusted EBITDA”)"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
contribution margin financial
"We use Contribution Margin (Loss) and Adjusted EBITDA to evaluate the performance"
Contribution margin is the amount of money left from a product’s sale after paying the costs that rise with each unit sold (like materials or hourly labor); it can be shown per unit or as a percentage of the sale price. Investors care because it shows how much each sale contributes to covering fixed expenses and generating profit — think of each sale as a slice of pie where the contribution margin is the slice available to pay the rent and add to earnings.
restricted stock units financial
"received a grant of 42,053 Restricted Stock Units as board fees for service"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
form s-3 regulatory
"Amendment No. 1 to a Form S-3 registration statement to add a shelf prospectus"
Form S-3 is a legal document companies use to register their stock sales with the government, making it easier and faster for them to raise money by selling shares to investors. It’s like having a pre-approved shopping list that lets a company quickly sell new shares when they need funds, without going through a lengthy approval process each time.
shelf prospectus regulatory
"to add a shelf prospectus permitting the company to offer up to"
A shelf prospectus is a regulatory filing that pre-approves a company’s plan to sell shares or bonds over time without needing a new registration each time. Think of it as a menu the company files with regulators that lets it quickly “take items off the shelf” and raise money when market conditions are favorable. Investors care because it signals the company can issue new securities on short notice, which can affect ownership dilution and share price.
warrants financial
"shares issuable upon exercise of outstanding warrants (exercise price $3.00)"
Warrants are special documents that give you the right to buy a company's stock at a set price before a certain date. They are often used as a way for companies to attract investors or raise money, and their value can increase if the company's stock price goes up.
View in glossary
8-k regulatory
"[8-K] PodcastOne, Inc. Reports Material Event"
An 8-K is a public report companies must file with the U.S. Securities and Exchange Commission to disclose major events or changes that shareholders should know about, such as leadership changes, mergers, financial surprises, or legal developments. It matters to investors because it acts like a breaking-news alert for a company’s health and prospects—providing timely facts that can affect stock value and investment decisions.
View in glossary
form 4 regulatory
"[Form 4] PodcastOne, Inc. Insider Trading Activity"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
View in glossary

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Positioning Both Companies to Drive High-Margin Revenue Across Hyperscalers, Enterprise, Media and Government

LOS ANGELES, April 30, 2026 (GLOBE NEWSWIRE) -- LiveOne (Nasdaq: LVO) and its subsidiary PodcastOne (Nasdaq: PODC), a leading podcast network and media platform, have launched PodcastOneAI, a proprietary AI platform designed to convert its extensive audio and video catalog into scalable, monetizable assets across the rapidly expanding artificial intelligence ecosystem.

PodcastOneAI leverages more than 100,000 hours of premium, brand-safe content to meet increasing demand from hyperscalers, enterprise platforms, media companies and government organizations seeking high-quality training data and licensed content solutions.

The platform is structured to generate multiple high-margin revenue streams, including upfront licensing agreements, recurring royalties, advertising integrations and strategic sponsorships, while expanding distribution across AI and large language model ecosystems.

“PodcastOneAI represents a transformative step in unlocking the full value of our content library,” said Robert Ellin, Executive Chairman of PodcastOne. “AI models face content shortages as Disney, Paramount, Netflix and Warner restrict access driving urgent demand from Google, Meta and Amazon for licensed content bundles. We are positioning PodcastOne at the center of the AI content economy by making our premium catalog AI-ready, enabling scalable monetization while significantly expanding our global reach.”

About LiveOne
Headquartered in Los Angeles, CA, LiveOne (Nasdaq: LVO) is an award-winning, creator-first, music, entertainment, and technology platform focused on delivering premium experiences and content worldwide and live and virtual events. LiveOne's subsidiaries include Slacker, PodcastOne (Nasdaq: PODC), PPVOne, Custom Personalization Solutions, LiveXLive and DayOne Music Publishing. LiveOne is available on iOS, Android, Roku, Apple TV, Spotify, Samsung, Amazon Fire, Android TV, and through STIRR's OTT applications. For more information, visit liveone.com and follow us on FacebookInstagramTikTokYouTube and Twitter at @liveone. For more investor information, please visit ir.liveone.com.

About PodcastOne
PodcastOne (Nasdaq: PODC) is a leading podcast platform that provides creators and advertisers with a comprehensive 360-degree solution in sales, marketing, public relations, production, and distribution. PodcastOne has surpassed 3.9 billion total downloads with a community of 200 top podcasters, including Adam Carolla, Kaitlyn Bristowe, Jordan Harbinger, LadyGang, A&E's Cold Case Files, and Varnamtown. PodcastOne has built a distribution network reaching over 1 billion monthly impressions across all channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio. PodcastOne is also the parent company of PodcastOne Pro which offers fully customizable production packages for brands, professionals, or hobbyists. For more information, visit www.podcastone.com and follow us on FacebookInstagramYouTube, and X at @podcastone.

Forward-Looking Statements
All statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “could,” “believe,” “seek,” “continue,” “contemplate,” “predict,” “potential,” “target” or the negative of such terms or other similar expressions. These statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements, including: LiveOne’s reliance on its largest OEM customer for a substantial percentage of its revenue; LiveOne’s ability to consummate any proposed financing, acquisition, spin-out, special dividend, merger, distribution or transaction, the timing of the consummation of any such proposed event, including the risks that a condition to the consummation of any such event would not be satisfied within the expected timeframe or at all, or that the consummation of any proposed financing, acquisition, spin-out, merger, special dividend, distribution or transaction will not occur or whether any such event will enhance stockholder value; LiveOne’s ability to continue as a going concern; LiveOne’s ability to attract, maintain and increase the number of its users and paid members; LiveOne identifying, acquiring, securing and developing content; LiveOne’s ability to implement its announced digital asset treasury strategy and/or purchase digital assets from time to time pursuant to such strategy, including for the maximum announced amount, and other risks related to such strategy; LiveOne’s intent to repurchase shares of its and/or PodcastOne’s common stock from time to time under LiveOne’s announced stock repurchase program and the timing, price, and quantity of repurchases, if any, under the program; LiveOne’s ability to maintain compliance with certain financial and other debt covenants; LiveOne successfully implementing its growth strategy, including relating to its technology platforms and applications; management’s relationships with industry stakeholders; LiveOne’s ability to repay its indebtedness when due; LiveOne’s ability to satisfy the conditions for closing on its announced additional convertible debentures financing; uncertain and unfavorable outcomes in legal proceedings and/or LiveOne’s ability to pay any amounts due in connection with any such legal proceedings; significant legal, commercial, regulatory and technical uncertainty and risks related to Bitcoin, Ethereum and other digital assets; regulatory developments related to digital assets and digital asset markets; changes in economic conditions; competition; risks and uncertainties applicable to the businesses of LiveOne’s subsidiaries; and other risks, uncertainties and factors including, but not limited to, those described in LiveOne’s Annual Report on Form 10-K for the fiscal year ended March 31, 2025, filed with the U.S. Securities and Exchange Commission (the “SEC”) on July 15, 2025, Quarterly Report on Form 10-Q for the quarter ended December 31, 2025, filed with the SEC on February 13, 2025, and in LiveOne’s other filings and submissions with the SEC. These forward-looking statements speak only as of the date hereof, and LiveOne disclaims any obligation to update these statements, except as may be required by law. LiveOne intends that all forward-looking statements be subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995.

* About Non-GAAP Financial Measures
To supplement our consolidated financial statements, which are prepared and presented in accordance with the accounting principles generally accepted in the United States of America (“GAAP”), we present Contribution Margin (Loss) and Adjusted Earnings Before Interest Tax Depreciation and Amortization (“Adjusted EBITDA”), which are non-GAAP financial measures, as measures of our performance. The presentation of these non-GAAP financial measures is not intended to be considered in isolation from, or as a substitute for, or superior to, operating loss and or net income (loss) or any other performance measures derived in accordance with GAAP or as an alternative to net cash provided by operating activities or any other measures of our cash flows or liquidity.

We use Contribution Margin (Loss) and Adjusted EBITDA to evaluate the performance of our operating segments. We believe that information about these non-GAAP financial measures assists investors by allowing them to evaluate changes in the operating results of our business separate from non-operational factors that affect operating income (loss) and net income (loss), thus providing insights into both operations and the other factors that affect reported results. Adjusted EBITDA is not calculated or presented in accordance with GAAP. A limitation of the use of Adjusted EBITDA as a performance measure is that it does not reflect the periodic costs of certain amortizing assets used in generating revenue in our business. Accordingly, Adjusted EBITDA should be considered in addition to, and not as a substitute for operating income (loss), net income (loss), and other measures of financial performance reported in accordance with GAAP. Furthermore, this measure may vary among other companies; thus, Adjusted EBITDA as presented herein may not be comparable to similarly titled measures of other companies.

Contribution Margin (Loss) is defined as Revenue less Cost of Sales before (a) Cost of Sales share-based compensation expense, (b) depreciation, and (c) amortization of developed technology. Adjusted EBITDA is defined as earnings before interest, other (income) expense, income tax expense, depreciation and amortization and before (a) non-cash GAAP purchase accounting adjustments for certain deferred revenue and costs, (b) legal, accounting and other professional fees directly attributable to acquisition activity, (c) employee severance payments and third party professional fees directly attributable to acquisition or corporate realignment activities, (d) certain non-recurring expenses associated with legal settlements or reserves for legal settlements in the period that pertain to historical matters that existed at acquired companies prior to their purchase date and a one-time minimum guarantee to effectively terminate a live events distribution agreement post COVID-19, and (e) certain stock-based compensation expense. Management does not consider these costs to be indicative of our core operating results.

With respect to projected quarter, nine-month and full Fiscal 2026 Adjusted EBITDA, a quantitative reconciliation is not available without unreasonable efforts due to the high variability, complexity and low visibility with respect to purchase accounting adjustments, acquisition-related charges and legal settlement reserves excluded from Adjusted EBITDA. We expect that the variability of these items to have a potentially unpredictable, and potentially significant, impact on our future GAAP financial results.

LiveOne Press Contact:
press@liveone.com

Follow LiveOne on social media: Facebook, Instagram, TikTok, YouTube, and X at @liveone.


FAQ

What is PodcastOneAI and how does it relate to PODC stock?

PodcastOneAI is a new AI licensing platform launched by PodcastOne (Nasdaq: PODC). According to the company, it converts the podcast and video catalog into licensed training data, advertising integrations, royalties and sponsorship opportunities across hyperscalers and enterprise buyers.

How much content does PodcastOne say PodcastOneAI will unlock for AI use?

PodcastOneAI is positioned to unlock over 200,000 hours of audio and video content. According to the company, that catalog will be prepared for licensing to hyperscalers, media platforms, enterprise customers and government buyers.

Which markets and revenue streams does PodcastOne target with PodcastOneAI?

The company targets the $20B AI training market and $40B data monetization market. According to the company, expected revenue streams include upfront licenses, recurring royalties, advertising integrations and sponsorships.

What scale and distribution metrics does PodcastOne report that support PodcastOneAI?

PodcastOne reports > 3.9 billion total downloads and a distribution reach of > 1 billion monthly impressions. According to the company, those metrics underpin content demand and licensing reach across multiple platforms.

What financial or operational risks did PodcastOne disclose about this initiative?

Management disclosed reliance on a largest OEM customer and financing uncertainty that may affect operations. According to the company, there are going-concern and covenant risks and variability in Adjusted EBITDA reconciliation due to acquisition and accounting items.