PodcastOne Drives LiveOne to Forecast $61M Revenue and Triggers 15% Stock Surge

LVOLVO

LiveOne's subsidiary PodcastOne forecasts FY2026 revenue above $61M and $6.3M adjusted EBITDA, marking a 1,476% year-over-year increase, and Q4 revenue topped $15M with $2.3M EBITDA, up 175% quarter-over-quarter. LiveOne also acquired an additional 2.3M shares, boosting its PodcastOne stake to 19.3M shares, while LiveOne shares jumped 15% on above-average volume.

1. Record Fiscal 2026 Guidance

LiveOne’s PodcastOne unit projects FY2026 revenue exceeding $61M and adjusted EBITDA above $6.3M, representing a 1,476% increase year-over-year. This forecast reflects the subsidiary’s scaling platform and expanding ad demand driving top-line and profitability improvements.

2. Strong Q4 Financial Results

In Q4, PodcastOne delivered over $15M in revenue and more than $2.3M in adjusted EBITDA, up 175% from the previous quarter. These gains underscore accelerating monetization and increased audience engagement across major distribution channels.

3. Increased Stake in PodcastOne

LiveOne acquired an additional 2.3M PodcastOne shares since its IPO, bringing its total holding to 19.3M shares. The expanded stake aligns with management’s strategy to consolidate ownership in its high-growth podcast business.

4. Share Price Rally and Analyst Estimates

LiveOne shares surged 15% on above-average trading volume following the earnings preview and ownership update. However, recent downward revisions to earnings estimates by analysts could temper further upside in the near term.

Sources

ZF