PodcastOne (NASDAQ:PODC) Posts Quarterly Earnings Results, Beats Estimates By $0.01 EPS

PodcastOne (NASDAQ:PODC) announced its quarterly earnings data on Wednesday. The company reported ($0.02) earnings per share for the quarter, beating the consensus estimate of ($0.03) by $0.01, FiscalAI reports. The firm had revenue of $15.67 million for the quarter, compared to analyst estimates of $15.15 million. PodcastOne had a negative net margin of 6.22% and a negative return on equity of 24.78%.

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 Trading Down 1.5%

PODC opened at $4.04 on Thursday. The company’s fifty day moving average price is $3.78 and its two-hundred day moving average price is $2.90. PodcastOne has a 1-year low of $1.30 and a 1-year high of $5.20. The company has a market cap of $111.06 million, a price-to-earnings ratio of -26.93 and a beta of 1.98.

Insider Buying and Selling 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 purchased at an average cost of $4.38 per share, for a total transaction of $30,660.00. Following the completion of the acquisition, the director directly owned 309,732 shares of the company’s stock, valued at $1,356,626.16. This represents a 2.31% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders have acquired 21,700 shares of company stock valued at $62,262 over the last 90 days. 79.40% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On PodcastOne

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

Wall Street Analyst Weigh In

A number of analysts recently commented on PODC shares. Wall Street Zen raised PodcastOne to a “buy” rating in a research report on Saturday, June 6th. Weiss Ratings reiterated a “sell (d-)” rating on shares of PodcastOne in a report on Friday, March 27th. One investment analyst has rated the stock with a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Reduce”.

PodcastOne Company Profile

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.