PodcastOne (NASDAQ:PODC) Announces Earnings Results

PodcastOne (NASDAQ:PODC) released its earnings results on Wednesday. The company reported ($0.02) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.03) by $0.01, FiscalAI reports. The firm had revenue of $15.67 million during the quarter, compared to analyst estimates of $15.15 million. PodcastOne had a negative net margin of 4.29% and a negative return on equity of 17.55%.

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 Price Performance

Shares of PodcastOne stock opened at $3.90 on Friday. PodcastOne has a 52-week low of $1.30 and a 52-week high of $5.20. The firm has a market capitalization of $107.20 million, a PE ratio of -35.45 and a beta of 1.98. The company’s fifty day moving average price is $3.82 and its two-hundred day moving average price is $2.92.

Insider Activity at PodcastOne

In other PodcastOne news, Director D Jonathan Merriman acquired 7,000 shares of PodcastOne stock in a transaction dated Friday, May 22nd. The stock was bought at an average cost of $4.38 per share, with a total value of $30,660.00. Following the acquisition, the director owned 309,732 shares of the company’s stock, valued at approximately $1,356,626.16. The trade was a 2.31% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Over the last ninety days, insiders have bought 21,700 shares of company stock worth $62,262. 79.40% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in PODC. NewEdge Advisors LLC acquired a new stake in PodcastOne during the fourth quarter valued at approximately $81,000. Citadel Advisors LLC raised its holdings in shares of PodcastOne by 267.5% in the 3rd quarter. Citadel Advisors LLC now owns 41,958 shares of the company’s stock worth $70,000 after buying an additional 30,541 shares in the last quarter. Finally, Creative Planning acquired a new position in shares of PodcastOne in the 2nd quarter worth approximately $49,000. Institutional investors and hedge funds own 2.87% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of PodcastOne in a report on Wednesday. Wall Street Zen upgraded PodcastOne to a “buy” rating in a report on Saturday, June 6th. One analyst has rated the stock with a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Reduce”.

About PodcastOne

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.