Key Takeaways:
- PodcastOne raised FY2026 revenue guidance to $68M–$75M
- Adjusted EBITDA projected at $7M–$10M for the fiscal year
- Company converted $7M warrant exercise to cash, repaid all junior debt
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PodcastOne raises FY2026 guidance to $75M as AI licensing looms
PodcastOne (Nasdaq: PODC) raised its fiscal year 2026 revenue guidance to $68 million to $75 million and projected Adjusted EBITDA of $7 million to $10 million, the podcast platform and publisher said Wednesday, citing momentum across advertising, platform expansion and AI monetization.
"We believe PodcastOne is executing from a position of significant strength as we continue scaling our platform, monetization capabilities and strategic partnerships," Robert Ellin, chairman of PodcastOne, said. "Raising our FY2026 guidance reflects growing confidence in our business model and long-term opportunities across advertising, AI licensing, B2B partnerships and M&A."
The raised outlook builds on record preliminary results announced April 29, when PodcastOne reported fiscal 2026 revenue of more than $61 million and Adjusted EBITDA exceeding $6 million. The new midpoint of $71.5 million implies roughly 17 percent growth from that baseline. The company also converted a $7 million warrant exercise into cash and repaid all junior debt, leaving it with the largest cash position in its history, according to the release.
PodcastOne ranked in Podtrac's Top Ten publisher rankings, ahead of DailyWire+, Barstool and CNN. The company expects to start monetizing 250,000-plus hours of video content this quarter through AI and large language model data licensing partnerships with hyperscalers. It is expanding retailer and carrier partnerships alongside Amazon, Apple, Spotify, YouTube, Paramount Global, Pluto TV, Telly, LG, Samsung and Vizio.
The platform has surpassed 3.9 billion total downloads with a community of 200 top podcasters, including Adam Carolla, Kaitlyn Bristowe, Jordan Harbinger, LadyGang, A&E's Cold Case Files and Varnamtown. Its distribution network reaches more than 1 billion monthly impressions across YouTube, Spotify, Apple Podcasts and iHeartRadio. PodcastOne is also the parent company of PodcastOne Pro, which offers production packages for brands and professionals.
Shares of PodcastOne closed at $4.76 on Tuesday, above the 200-day moving average of $2.34, with volume of 311,290 shares — roughly 45 percent above the 20-day average, according to market data. The stock has gained 6.25 percent since the prior session, outperforming mixed moves among peers including Score Media and Gaming and SJ Corp.
The guidance raise points to sustained growth across advertising, AI licensing and strategic M&A. Investors will watch for progress on the AI data licensing revenue stream and any use of the company's $150 million shelf registration statement filed April 10.
This article is for informational purposes only and does not constitute investment advice.
[1] PodcastOne (Nasdaq: PODC) Raises FY2026 Guidance to $68M–$75M Revenue and $7M–$10M Adjusted EBITDA*[2] PodcastOne (Nasdaq: PODC) Raises FY2026 Guidance to $68M–$75M Revenue and $7M–$10M Adjusted EBITDA* - GlobeNewswire[3] PodcastOne targets $68M–$75M as it starts monetizing 250K+ hours of video - Stock Titan
