PODC Overview

Galloway Capital Partners' Stake: Galloway Capital Partners, LLC announced a 3.15% stake in PodcastOne, Inc., asserting that the company's shares are significantly undervalued compared to its revenues and intrinsic value.

Call for Strategic Action: Bruce Galloway, the Chief Investment Officer, urged PodcastOne's Board and management to engage an investment bank or strategic advisor to explore options for maximizing shareholder value, including potential mergers or acquisitions.

Market Context: Galloway highlighted that similar companies in the sector have been acquired at valuations up to 10 times their revenues, indicating a substantial market value that PodcastOne is not currently reflecting.

Investment Strategy: Galloway Capital Partners focuses on investing in undervalued publicly traded companies, aiming to identify opportunities that can unlock significant shareholder value.

Financial Performance: PodcastOne reported a revenue of $15.2 million for Q2 Fiscal 2026, a 22% increase year-over-year, and an adjusted EBITDA of $1.1 million, up 369% year-over-year. For the first half of Fiscal 2026, revenue reached $30.2 million, a 19% increase, with adjusted EBITDA of $1.7 million, up 332% year-over-year.

Operational Growth: The company added 17 new podcasts, bringing its total to 210 shows, and maintained its position as a Top 10 Publisher in Podtrac rankings. PodcastOne also expanded its partnership with Amazon, increasing its annual run rate from $16.5 million to over $20 million.

Strategic Partnerships: PodcastOne achieved record revenue from its partnerships, including a Fortune 250 streaming partner, which generated over $26 million in annual revenue. Additionally, three of its podcast titles were sold to major TV and streaming platforms.

Management Insights: President Kit Gray emphasized the company's innovative approach and strong brand momentum, highlighting the success of AI-powered tools for enhancing podcast discovery and monetization, and expressing confidence in leveraging technology to empower creators and advertisers.

Earnings Reports Overview: Several companies, including Sea Limited, AngloGold Ashanti, and Palvella Therapeutics, are set to report earnings on November 11, 2025, with varying forecasts indicating significant year-over-year growth for some.

Sea Limited Performance: Sea Limited is expected to report earnings per share of $0.75, reflecting a 212.50% increase from the previous year, with a Price to Earnings ratio of 54.92, indicating strong growth potential compared to industry peers.

AngloGold Ashanti and Brainsway: AngloGold Ashanti anticipates earnings of $1.34 per share (up 139.29%), while Brainsway forecasts $0.11 per share (up 175.00%), both suggesting higher growth than their respective industry averages.

Mixed Results for Other Companies: Companies like Ceragon Networks and Workhorse Group are expected to report lower earnings per share compared to last year, while PodcastOne and ACCESS Newswire show modest increases, highlighting a diverse earnings landscape.