PODCNasdaqServices-Computer Programming, Data Processing, Etc.US GAAP · USD

PodcastOne, Inc.

PodcastOne, Inc. is a U.S.-based podcast platform and publisher that distributes audio and video podcast content through its own website and app as well as major third-party platforms such as Apple Podcasts, Spotify, and Amazon Music. The company operates a network of original and exclusive shows, and it also provides branded podcast production, advertising, merchandise, and live-event services through its talent and creator relationships.

Kysy yhtiöstä
Liikevaihto61,7milj. USD
+18,3 %v/v
Liikevoitto (EBIT)−2,6milj. USD
+58,9 %v/v
EBIT-marginaali−4,3%
+8,1 %-yks.v/v
Nettotulos−2,6milj. USD
+59,1 %v/v
Vapaa kassavirta2,4milj. USD
+763,9 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2023–2026

−20020406080milj. USD2023: 35 milj. USD2023: EBIT −1,8 milj. USD20232024: 43 milj. USD2024: EBIT −5,0 milj. USD20242025: 52 milj. USD2025: EBIT −6,4 milj. USD20252026: 62 milj. USD2026: EBIT −2,6 milj. USD202662−2,6
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Podcast advertising70 %

Ad inventory sold across audio, video, and social placements, including host-read and programmatic ads.

Branded content production15 %

Custom podcast episodes, series, and vodcasts created for advertisers and talent partners.

Platform and distribution services10 %

Podcast hosting, distribution, and monetization through PodcastOne and LaunchpadOne.

Merchandise and live events5 %

Ancillary monetization tied to shows, talent, and audience engagement.

Asiakkaat

PodcastOne sells primarily to advertisers and advertising agencies that want access to podcast audiences through targeted audio and video placements. It also works with creators, talent, and content owners who use the network for distribution, monetization, and production support. LaunchpadOne extends the customer base to independent podcasters seeking a low-cost hosting and publishing solution.

Advertisers and agencies

Buy host-read, dynamic, and programmatic ad inventory to reach targeted podcast audiences.

Creators and talent

Partner for show production, audience growth, monetization, and rights-based content deals.

Brands commissioning custom content

Purchase branded podcast episodes, series, and integrated sponsorship packages.

Independent podcasters

Use LaunchpadOne for self-publishing, hosting, distribution, and monetization.

Strategia

PodcastOne’s strategy centers on expanding its show network, deepening advertiser relationships, and monetizing audiences across multiple formats and platforms. The company also uses acquisitions and exclusive rights deals to add content, talent, and intellectual property that can be monetized through podcasts, derivative media, and related commercial rights.

Expand original and exclusive programmingLyhyt aikaväli

More owned content increases audience scale, advertiser inventory, and IP value.

Deepen ad monetization across formatsKeskipitkä aikaväli

Revenue depends on converting downloads and listeners into higher-value ad impressions.

Build a creator acquisition pipelineKeskipitkä aikaväli

LaunchpadOne and network relationships help source new talent and shows at lower cost.

Monetize intellectual property beyond audioPitkä aikaväli

Derivative rights can create additional revenue streams from film, TV, and licensing.

Maantiede

PodcastOne is headquartered in the United States and generates its business primarily from U.S. podcast audiences, advertisers, and creators. Its content is distributed globally through major podcast platforms, so the business depends on both domestic listener demand and access to third-party distribution ecosystems. The company’s exposure is concentrated in North America, even though its shows can be heard internationally.

Riskit

PodcastOne depends on third-party platforms, advertiser demand, and listener engagement, so changes in distribution rules or ad market conditions can quickly affect monetization. The company also faces content, legal, and intellectual property risks as it expands into more original programming and acquires rights that must be protected and monetized effectively.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Third-party platform dependency1Advertising demand and CPM volatility2Content acquisition and monetization risk3Intellectual property and legal risk4Technology and app reliability5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Third-party platform dependencyVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company relies on external platforms for distribution and data access, and those partners can change terms or reduce support.

    KohdistuuAppleSpotifyAmazon MusicOther podcast platforms
  2. Advertising demand and CPM volatilityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Revenue is driven by ad impressions and pricing, which depend on listener scale and advertiser budgets.

    KohdistuuHost-readDynamicProgrammatic podcast ads
  3. Content acquisition and monetization riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Buying or developing shows requires upfront investment, and not all content will attract sufficient audiences or sponsors.

    KohdistuuOriginal programmingExclusive rightsBranded content
  4. Intellectual property and legal riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    The business depends on rights to content and derivative uses, creating exposure to infringement and contract disputes.

    KohdistuuPodcast rightsDerivative rightsLicensing
  5. Technology and app reliabilityVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Distribution and monetization depend on proprietary and third-party technology functioning correctly.

    KohdistuuPodcastOne appHostingAd delivery systems

Kirjanpito

Harkinnanvaraiset erät
Advertising revenue recognition

Revenue is tied to ad impressions, insertion dates, and campaign terms, so timing of delivery affects reported sales.

Vaikutus: Affects quarterly revenue comparability

Business combinations and acquired intangibles

The company acquires shows, rights, and related assets that must be valued at fair value on acquisition.

Vaikutus: Can create goodwill, amortization, and impairment risk

Goodwill and intangible asset impairment

If acquired shows or rights underperform, carrying values may need to be written down.

Vaikutus: Can materially affect earnings and equity

Legal provisions and contingencies

Content, IP, and contract disputes may require reserves based on management estimates.

Vaikutus: Can change operating expenses and liabilities

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Päivitetty: 24.9.2026