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01/11 11:13
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call reveals significant improvements in financial metrics, including reduced operating and net losses, positive adjusted EBITDA, and no debt. Revenue growth in key areas like Pod Roll and partnerships with Amazon indicate strong business performance. Despite some lack of clarity in G&A expenses, management's optimistic guidance and strategic partnerships suggest a positive outlook. The Q&A session also highlighted strong direct sales and potential for high revenue guidance, contributing to a positive sentiment.
Revenue Revenue in the fiscal second quarter of 2026 was $15.2 million, marking a record high for the quarter. This represents significant growth driven by the adoption of AI-powered tools, increased programmatic revenue, and demand from brand partners.
Operating Loss Operating loss in the fiscal second quarter of 2026 was $975,000 compared to an operating loss of $1.7 million in the same year-ago quarter. The improvement was primarily due to higher programmatic revenue and lower costs and operating expenses.
Net Loss Net loss in the fiscal second quarter of 2026 was $975,000 or $0.04 per basic and diluted share, compared to a net loss of $1.7 million or $0.07 per basic and diluted share in the same year-ago quarter. The reduction in net loss was driven by increased revenue and cost efficiencies.
Adjusted EBITDA Adjusted EBITDA in the fiscal second quarter of 2026 was $1.1 million compared to an adjusted EBITDA loss of $403,000 in the same year-ago quarter. The improvement was primarily driven by higher revenue and talent revenue share paid in the form of shares.
Cash and Cash Equivalents The company ended the fiscal quarter with zero debt on its balance sheet and $2.8 million in cash and cash equivalents as of September 30, 2025.
Pod Roll Revenue Pod Roll, the dynamic ad marketplace, generated a 71% increase in revenue, nearly tripling since last year. This growth underscores its rapid adoption and scalability.
Adam Carolla Subscription and Video Channel Revenue Adam Carolla's subscription and video channel revenue spanning YouTube, Rumble, and Apple Plus rose 51% from the previous quarter, highlighting strong audience engagement and demand.
Programmatic and Amazon's ART19 Revenue Programmatic and Amazon's ART19 revenue saw a 14% increase from Q1, contributing to the overall revenue growth.
AI-powered platform: The platform drives innovation, growth, and monetization across the network. Tools like Flightpath optimize profitability, Booster enhances ad management, Adobe Audition ensures superior audio quality, and OpusClip boosts audience engagement by creating short-form content from long-form videos.
New content and partnerships: PodcastOne expanded its content portfolio with a collaboration with BuzzFeed for a new podcast series, "Phone a Fangirl," and acquired "Beach Too Sandy, Water Too Wet" and exclusive sales rights to "Notsam Wrestling."
Audience expansion: Video consumption is growing, supported by expanded distribution across platforms like YouTube, Spotify, Apple Plus, TikTok, Rumble, and Substack. Popular titles experienced significant engagement.
High-profile talent and shows: PodcastOne attracted notable creators and celebrated milestones like Adam Carolla's 4000th episode featuring Jay Leno. Other notable guests included Bill O'Reilly, Amanda Knox, and Mel Robbins.
Operational efficiencies: AI-powered tools enable efficient production, editing, and distribution, allowing creators to focus on content quality. The Pod Roll ad marketplace generated a 71% increase in revenue, becoming a 7-figure revenue tool.
Financial performance: Revenue for Q2 2026 was $15.2 million, with an operating loss of $975,000, an improvement from $1.7 million loss in the prior year. Adjusted EBITDA was $1.1 million, compared to a loss of $403,000 in the prior year.
AI-driven innovation: The company leverages AI tools like Flightpath and Booster to optimize operations and outcomes for creators and advertisers, enhancing its competitive edge.
Future guidance: Expected fiscal 2026 revenue is $55 million to $60 million, with adjusted EBITDA of $4.5 million to $6 million.
Operating Loss: The company reported an operating loss of $975,000 in the fiscal second quarter of 2026, which, although an improvement from the previous year, still represents a financial challenge.
Net Loss: The net loss for the fiscal second quarter of 2026 was $975,000, indicating ongoing financial pressures despite revenue growth.
Revenue Dependency: The company's revenue growth is heavily reliant on programmatic revenue and ad tech stack performance, which could be vulnerable to market fluctuations or technological disruptions.
Strategic Execution Risks: The company is actively pursuing growth through acquisitions and partnerships, which carry inherent risks such as integration challenges, overestimation of synergies, or potential financial strain.
Economic Uncertainties: Broader economic conditions could impact advertising budgets and, consequently, the company's revenue streams.
Competitive Pressures: The podcasting industry is highly competitive, and maintaining a leading position requires continuous innovation and investment, which could strain resources.
Regulatory Risks: Potential regulatory changes in digital advertising or content distribution could adversely affect operations and revenue.
Fiscal 2026 Revenue: Expected revenue of $55 million to $60 million in fiscal 2026.
Adjusted EBITDA: Expected adjusted EBITDA of $4.5 million to $6 million in fiscal 2026.
AI Capabilities Expansion: Plans to leverage AI tools like Flightpath for predictive ad analytics and Booster for streamlined ad management to optimize operations and outcomes for creators and advertisers.
Audience Expansion: Focus on expanding audience reach through high-profile events, partnerships, and acquisitions, including collaboration with BuzzFeed and exploring new opportunities for creators.
Monetization Opportunities: Continued emphasis on strategic monetization and deeper audience engagement through AI tools and creator-first approaches.
The selected topic was not discussed during the call.
The earnings call reveals significant improvements in financial metrics, including reduced operating and net losses, positive adjusted EBITDA, and no debt. Revenue growth in key areas like Pod Roll and partnerships with Amazon indicate strong business performance. Despite some lack of clarity in G&A expenses, management's optimistic guidance and strategic partnerships suggest a positive outlook. The Q&A session also highlighted strong direct sales and potential for high revenue guidance, contributing to a positive sentiment.
The earnings report shows a mixed picture: strong revenue growth and positive adjusted EBITDA, but increased operating losses and net losses due to stock compensation. The Q&A highlights positive outcomes from the ART19 deal and stable advertiser interest but lacks specific growth acceleration plans. The company's strategic moves into the crypto space and favorable talent acquisition terms are promising but not immediate catalysts. Overall, the mixed financial performance and lack of clear guidance suggest a neutral short-term stock price movement.
The earnings call presents a positive outlook with 22% revenue growth and improved operating loss. The ART19 partnership offers a guaranteed revenue stream and cost efficiencies, enhancing predictability. Despite challenges like competitive pressures and content acquisition timing, the market demand for podcasting and new shows remains strong. The Q&A insights reinforce positive aspects, although management's vagueness on ART19's financial impact tempers enthusiasm slightly. Overall, the combination of growth, strategic partnerships, and market expansion suggests a positive stock price movement.
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