PodcastOne (NASDAQ:PODC) Issues Final Guidance: Record $31.5M First-Half Revenue and $3M Adjusted EBITDA up 76%

June audience figures reached approximately 6 million unique listeners and more than 18 million downloads and streams.

Rhea-AI Summary

PodcastOne (NASDAQ:PODC) issued final guidance forecasting record first-half revenue of $31.5 million for the six months ended September 30, 2026. The company expects first-half Adjusted EBITDA of $3.0 million, up 76% year over year, and second-quarter revenue of $15.2 million with Adjusted EBITDA of $1.4 million. Adjusted EBITDA is a non-GAAP earnings measure that excludes specified expenses and should be considered alongside GAAP results.

PodcastOne also received inbound interest from multiple strategic parties regarding a potential acquisition, as announced October 28. Its board formed a special committee of independent directors to oversee the process and intends to retain a financial advisor to evaluate the interest and other strategic alternatives. The interest has not established that a transaction will occur.

6 points · 0 major

PositiveiHow this balance works

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

How the balance worksHow Sentiment works

0 major · 1 point

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate point. Forward-looking: it has not happened yet and may not happen.First-half revenue is expected to reach a record $31.5 million for the six months ended September 30, 2026.
• Moderate point. Forward-looking: it has not happened yet and may not happen.First-half Adjusted EBITDA is expected at $3.0 million, up 76% year over year.
• Moderate pointPotential acquisition interest came from multiple strategic parties.
• Minor point. Forward-looking: it has not happened yet and may not happen.Second-quarter revenue is expected at $15.2 million for the period ended September 30, 2026.
• Minor point. Forward-looking: it has not happened yet and may not happen.Second-quarter Adjusted EBITDA is expected at $1.4 million.
• Minor pointJune 2026 audience reached approximately 6 million unique listeners and more than 18 million downloads and streams.

Negative

• Moderate pointAcquisition discussions remain at the inbound-interest stage, rather than an agreed transaction.

News Explained

PodcastOne says it cannot quantitatively reconcile projected $1.4 million second-quarter and $3.0 million first-half Adjusted EBITDA to GAAP results because it cannot reliably estimate certain purchase-accounting adjustments, acquisition-related charges and legal reserves, which could materially affect GAAP results.

Key Figures

First-half revenue: $31.5 million First-half Adjusted EBITDA: $3.0 million Adjusted EBITDA year-over-year growth: 76% +2 more

First-half revenue

$31.5 million

Record revenue expected for the six months ended September 30, 2026

First-half Adjusted EBITDA

$3.0 million

Expected for the six months ended September 30, 2026

Adjusted EBITDA year-over-year growth

76%

First half

Second-quarter revenue

$15.2 million

Expected for the second quarter ended September 30, 2026

Second-quarter Adjusted EBITDA

$1.4 million

Expected for the second quarter ended September 30, 2026

Historical Context

1 past event · Latest: Oct 28

1 event

1. Oct 28

   Strategic review

   24h Move

   +36.1%

   Board formed a special committee after inbound acquisition interest from multiple strategic parties.

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

Key Terms

non-gaap financial measure, gaap, purchase accounting, stock-based compensation

4 terms

non-gaap financial measure financial

"Adjusted EBITDA, a supplemental non-GAAP financial measure"

A non-GAAP financial measure is a way companies present their financial results that excludes certain expenses or income to show how they believe their core business is performing. It matters because it can give a clearer picture of how the company is really doing, but it can also be used to make results look better than they actually are.

gaap financial

"considered alongside GAAP net income or loss and other GAAP measures"

GAAP, or Generally Accepted Accounting Principles, are a set of standardized rules and guidelines that companies follow when preparing their financial statements. They ensure consistency, transparency, and comparability across different companies, making it easier for investors to understand and compare financial information accurately. This helps investors make informed decisions based on trustworthy and uniform financial reports.

View in glossary

purchase accounting financial

"certain noncash purchase accounting adjustments"

Purchase accounting is the method used to record a company acquisition by treating the buyer as if it bought each asset and assumed each liability at their fair values on the purchase date. It matters to investors because this re‑valuation can create or change visible items like goodwill, cause future earnings to be lower or higher as costs are spread out, and alter balance sheet strength—much like re‑tagging items and debts after buying a house affects your net worth and monthly costs.

stock-based compensation financial

"and certain stock-based compensation"

Stock-based compensation is when a company pays employees, directors or consultants with shares or the right to buy shares instead of or in addition to cash. It matters to investors because issuing stock or options spreads ownership thinner (like cutting a pie into more slices), which can reduce each existing share’s claim on profits and can also change reported earnings; investors watch it to assess true cost of running the business and how management is incentivized.

View in glossary

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

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LOS ANGELES, CA / ACCESS Newswire / November 5, 2026 / PodcastOne (NASDAQ:PODC), a leading podcast publisher and sales network, today issued its final guidance for the second quarter and six months ended September 30, 2026. PodcastOne expects to report record first-half revenue of $31.5 million and Adjusted EBITDA* of $3.0 million, up 76% year over year. Second-quarter revenue is expected to be $15.2 million, with Adjusted EBITDA* of $1.4 million.

"We expect to deliver the highest first-half revenue in PodcastOne's history," said Robert Ellin, Executive Chairman of PodcastOne. "We've built a top-six podcast network that generates more than one billion monthly impressions. The strategic interest we've received reflects the scale of the business we've built. Our Board is focused on maximizing value for all shareholders."

Strategic Update

As announced on October 28, PodcastOne received inbound interest from multiple strategic parties regarding a potential acquisition of the Company. The Board formed a special committee of independent directors to oversee the process and intends to retain a financial advisor to assist in evaluating the inbound interest and other strategic alternatives. There can be no assurance that the process will result in a transaction.

Audience and Market Growth

PodcastOne reached a record No. 6 among U.S. podcast publishers and networks measured by Podtrac in June 2026, with approximately 6 million unique listeners and more than 18 million downloads and streams that month. A 2022 report distributed by Research and Markets projected that the global podcasting market would reach $58.31 billion in 2026.

About PodcastOne, Inc.

PodcastOne (NASDAQ:PODC) is a leading podcast publisher and sales network that provides creators and advertisers with production, distribution, marketing and advertising sales services. PodcastOne's network reaches more than one billion monthly impressions across platforms including YouTube, Spotify, Apple Podcasts and iHeartRadio. For more information, visit PodcastOne.com.

About Non-GAAP Financial Measures

*PodcastOne uses Adjusted EBITDA, a supplemental non-GAAP financial measure, to evaluate operating performance and help investors assess changes in the underlying business. Adjusted EBITDA should be considered alongside GAAP net income or loss and other GAAP measures. Similarly titled measures may differ across companies.

PodcastOne defines Adjusted EBITDA as earnings before interest, other income or expense, income taxes, depreciation and amortization. The measure also excludes certain noncash purchase accounting adjustments, acquisition-related professional fees, severance and other costs tied to acquisitions or corporate realignment, certain nonrecurring legal settlement expenses or reserves, a one-time live events distribution termination payment, and certain stock-based compensation.

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 because PodcastOne cannot reliably estimate certain purchase accounting adjustments, acquisition-related charges and legal settlement reserves. These items could materially affect GAAP net income or loss for those periods.

Forward-Looking Statements

Statements in this release about expected revenue and Adjusted EBITDA, the strategic review, the intended retention of a financial advisor, potential AI licensing and projected market growth are forward-looking statements. Words such as "expect," "intend," "plan," "may" and "project" can help identify these statements.

Actual results may differ materially from these expectations due to risks and uncertainties, 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 monetize content, changes in advertising demand and competition, and the risks described in PodcastOne's 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 its other filings with the U.S. Securities and Exchange Commission.

PodcastOne intends these statements to qualify for the safe harbor under the Private Securities Litigation Reform Act of 1995. They speak as of the date of this release. PodcastOne undertakes no obligation to update them except as required by law.

PodcastOne Press Contact

Paul Manley
pmanley@podcastone.com

SOURCE: PodcastOne

View the original press release on ACCESS Newswire

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is PodcastOne's final guidance for the first half ended September 30, 2026?

PodcastOne expects $31.5 million in revenue and $3.0 million in Adjusted EBITDA for the six months ended September 30, 2026. The revenue would be a first-half record, while Adjusted EBITDA is expected to rise 76% year over year.

Is PodcastOne being acquired?

PodcastOne has received inbound interest from multiple strategic parties regarding a potential acquisition, but no transaction is assured. An independent board committee oversees the process, and the board intends to retain a financial advisor to evaluate the interest and other strategic alternatives.

Why has PodcastOne not reconciled its projected Adjusted EBITDA to GAAP net income or loss?

PodcastOne cannot reliably estimate certain purchase accounting adjustments, acquisition-related charges and legal settlement reserves without unreasonable effort. Those items could materially affect GAAP net income or loss for the second quarter and first half of fiscal 2027, preventing a quantitative reconciliation of the projections.