PodcastOne 2025 Q4 Earnings Revenue Surges but Net Loss Widens

PodcastOne (PODC) reported its fiscal 2025 Q4 earnings on Jul 02nd, 2025. PodcastOne exceeded revenue expectations for Q4 2025 but continued to face financial challenges with wider net losses. The company's revenue of $14.1 million surpassed the prior year's $11.71 million, marking a 20.4% increase. Despite the revenue growth, the earnings per share (EPS) did not meet the Zacks Consensus Estimate, as the company posted a loss of $0.07 per share compared to the expected $0.05 loss. Looking ahead, PodcastOne raised its fiscal 2026 guidance, indicating confidence in its strategic initiatives, with projected revenues between $55 million and $60 million, and adjusted EBITDA ranging from $3 million to $5 million.

Revenue

Earnings/Net Income
PodcastOne's losses deepened to $0.07 per share in 2025 Q4 from a loss of $0.04 per share in 2024 Q4, representing a 59.2% wider loss. Meanwhile, the company's net loss widened to $-1.84 million in 2025 Q4, a 75.4% increase from the $-1.05 million loss recorded in 2024 Q4. The sustained losses over the past three years indicate ongoing financial headwinds. Overall, the EPS outcome reflects persistent challenges in achieving profitability.

Post Earnings Price Action Review
The strategy of buying PodcastOne, Inc. (PODC) when revenues miss and holding for 30 days has historically underperformed. PodcastOne has a consistent record of earnings misses, including the latest quarter, which saw a loss of $0.06 per share, falling short of the Zacks Consensus Estimate of a $0.05 loss. Over the last four quarters, the company has not exceeded consensus EPS estimates. Stock performance has not typically rebounded positively following earnings misses, with only a 3.05% increase observed after the previous quarter's results. Despite stable full-year revenue estimates for 2025 at $61.01 million and a slight increase projected for 2026, market sentiment may be negatively impacted by the appointment of Lou Kerner to the Crypto Advisory Board, potentially diverting attention from core podcasting activities. Insider activity shows confidence in long-term prospects, with all transactions in the past six months being purchases. However, this does not guarantee positive performance within the immediate 30-day post-earnings period. Overall, the historical data and current market indicators suggest that this strategy may not yield significant short-term returns.

CEO Commentary
“PodcastOne continues to be a podcast industry giant and our top 10 network ranking is reflective of the dedication and passion of our C-suite,” said Kit Gray, President and Co-Founder of PodcastOne. He highlighted the company’s record revenue achievement driven by strategic partnerships and the expansion of podcast offerings. Gray noted the importance of innovation in monetization channels and audience growth, emphasizing a commitment to leveraging their infrastructure to support unique events. Despite operating losses, he expressed confidence in the team’s capabilities and the potential for future growth, maintaining an optimistic outlook for the business.

Guidance
PodcastOne raised its fiscal 2026 guidance, projecting revenues of $55 million to $60 million and Adjusted EBITDA of $3 million to $5 million. Management expects significant operational leverage to lead to improved profitability and is focused on developing new monetization channels and expanding audience reach in the coming year.

Additional News
PodcastOne recently expanded its Crypto Advisory Board by appointing Lou Kerner, renowned for his expertise in the crypto and Web3 space. This strategic move is expected to drive growth in AI, Web3, and the newly launched Crypto Podcast Network. Kerner, a founder of CryptoMondays and a former partner at Blockchain Coinvestors, brings a wealth of experience and vision. His addition is anticipated to position PodcastOne at the forefront of innovation, unlocking new opportunities for creators and listeners. This appointment underscores PodcastOne's commitment to embracing emerging technologies and diversifying its content offerings.