PodcastOne (Nasdaq: PODC) Raises Full-Year Fiscal 2026 Guidance; Revenue Expected $60–$62M and Adjusted EBITDA* $5.5–$6.5M
Rhea-AI Summary
PodcastOne (Nasdaq: PODC) raised its full-year fiscal 2026 guidance, now forecasting revenue of $60–$62 million and Adjusted EBITDA of $5.5–$6.5 million. The company attributes the increase to growing quarterly revenues from a Fortune 250 streaming partner and the sale and monetization of original IP planned for television adaptation.
The transaction is described as strengthening the company’s financial outlook and underscoring the value of its content portfolio.
Positive
- Revenue guidance raised to $60–$62M for fiscal 2026
- Adjusted EBITDA guidance set at $5.5–$6.5M
- Sale of select original IP to a Fortune 250 streaming partner
- Growing quarterly revenues reported from that streaming partner
- Original IP slated for television adaptation, enabling monetization
Negative
- None.
News Market Reaction – PODC
On the day this news was published, PODC gained 6.72%, reflecting a notable positive market reaction. Argus tracked a peak move of +30.4% during that session. Our momentum scanner triggered 16 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $5M to the company's valuation, bringing the market cap to $83M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
PODC is down 10.67% with heavy volume. Among peers in momentum, SCOR is down 6.01% while GITS is up 5.91%, indicating mixed sector action and a stock-specific move for PODC.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 12 | Earnings and guidance | Positive | -10.7% | Record Q3 and nine-month results with raised FY26 and initial FY27 guidance. |
| Feb 11 | AI partnership | Positive | -4.5% | Multi-year Gotavi AI partnership aimed at revenue growth and margin expansion. |
| Feb 11 | Earnings date notice | Neutral | -4.5% | Announcement of Q3 FY2026 results date and investor webcast details. |
| Feb 05 | Content renewals | Positive | -0.4% | Multiyear renewals and new show acquisition totaling over 30M downloads. |
| Jan 23 | Prelim results, guidance | Positive | -2.2% | Preliminary record Q3/FY2026 metrics and raised FY2026 revenue and EBITDA guidance. |
Recent positive operational and guidance updates have repeatedly coincided with negative 24-hour price reactions.
Over the last few weeks, PodcastOne reported record Q3 and nine-month Fiscal 2026 results with revenue of $46M YTD and raised full-year guidance to $58–$60M revenue and $5–$6M Adjusted EBITDA*. It also announced a multi-year AI partnership with Gotavi and renewed or added multiple podcasts, bringing its roster above 200 creators and 3.9B downloads. Despite these generally positive updates, 24-hour price reactions around these events have been negative, similar to today’s guidance increase to $60–$62M revenue and $5.5–$6.5M Adjusted EBITDA*.
Market Pulse Summary
The stock moved +6.7% in the session following this news. A strong positive reaction aligns with the company’s raised Fiscal 2026 outlook to $60–$62M revenue and $5.5–$6.5M Adjusted EBITDA*. However, recent history shows several cases where upbeat earnings, preliminary results, and partnerships were followed by weak or negative price moves. Investors monitoring sustainability would typically weigh this improved guidance against prior concerns in filings, overall liquidity, and the concentration of growth with a major Fortune 250 streaming partner.
Key Terms
adjusted EBITDA financial
original IP technical
AI-generated analysis. Not financial advice.
- Increase in guidance is driven by growing quarterly revenues from a Fortune 250 streaming partner, including the sale and monetization of original IP slated for television adaptation
LOS ANGELES, Feb. 13, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq: PODC), a leading publisher and podcast sales network, today announced an increase to its full-year fiscal 2026 guidance. The Company now expects revenue of
Robert Ellin, Chairman of PodcastOne, said, “Following the sale of select original IP to one of our streaming partners, we updated our fiscal 2026 guidance to more accurately reflect our expected revenue and Adjusted EBITDA*. This transaction underscores the value of our content portfolio and strengthens our financial outlook.”
About PodcastOne, Inc.
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 Facebook, Instagram, YouTube, 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,” “believe,” “seek,” “continue,” “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 and PodcastOne’s ability to consummate any proposed financing, acquisition, merger, distribution or other 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, merger, special dividend, distribution or transaction will not occur or whether any such event will enhance shareholder value; PodcastOne’s ability to continue as a going concern; PodcastOne’s ability to attract, maintain and increase the number of its listeners; PodcastOne identifying, acquiring, securing and developing content; 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 covenants; PodcastOne 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; LiveOne’s ability to implement its announced digital assets treasury strategy and/or purchase digital assets from time to time pursuant to such strategy, including for up to the maximum announced amount, and other risks related to such strategy; uncertain and unfavorable outcomes in legal proceedings and/or PodcastOne’s and/or LiveOne’s ability to pay any amounts due in connection with any such legal proceedings; changes in economic conditions; competition; risks and uncertainties applicable to the businesses of PodcastOne, LiveOne and/or LiveOne’s other subsidiaries; and other risks, uncertainties and factors including, but not limited to, those described in PodcastOne’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 2, 2025, PodcastOne’s Quarterly Report on Form 10-Q for the fiscal quarter ended September 30, 2025, filed with the SEC on November 14, 2025, and in PodcastOne’s other filings and submissions with the SEC. These forward-looking statements speak only as of the date hereof, and PodcastOne disclaims any obligation to update these statements, except as may be required by law. PodcastOne intends that all forward-looking statements be subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995.
Use of 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 segment. 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 full fiscal year 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.
For more information on these non-GAAP financial measures, please see the tables entitled “Reconciliation of Non-GAAP Measure to GAAP Measure” included at the end of this release.
PodcastOne Press Contact:
Paul Manley
pmanley@podcastone.com
FAQ
What fiscal 2026 revenue guidance did PodcastOne (PODC) announce on February 13, 2026?
What Adjusted EBITDA range did PodcastOne (PODC) set for fiscal 2026 in the February 13, 2026 update?
How did the sale of original IP affect PodcastOne's (PODC) 2026 guidance announcement on February 13, 2026?
Which partner contributed to PodcastOne's (PODC) revenue growth in the February 13, 2026 guidance raise?
Is PodcastOne's (PODC) original IP being adapted for television as of February 13, 2026?
What does PodcastOne's (PODC) guidance update mean for investors regarding near-term financial outlook?
