LiveOne, Inc. (NASDAQ: LVO) announced that it has secured $65 million in partnership revenue from newly signed contracts and extensions that were finalized between July 1 and September 30 2025, the period that corresponds to the first quarter of its fiscal 2026 year. The revenue reflects a broadening of the company’s B2B portfolio, with new agreements spanning automotive, retail, hospitality, electronics, and entertainment verticals, and includes deals with several Fortune 250 companies.
The $65 million figure represents a substantial lift to LiveOne’s recurring revenue base. While the company’s AI‑driven initiatives have delivered $4–5 million in incremental cost savings, operating expenses remain in the mid‑$10 million range, not the $6 million claimed in the original article. The AI focus has improved operational efficiency, but the company is still working to bring its cost structure in line with the scale of its new contracts.
Strategically, the announcement signals a deliberate move to diversify beyond the long‑standing partnership with Tesla, which was renewed and amended in October 2024 to extend LiveOne’s app integration in Tesla vehicles. By securing new B2B deals, LiveOne is reducing its concentration risk and positioning itself to capture a larger share of the growing streaming‑as‑a‑service market across multiple industries.
CEO and Chairman Robert Ellin said, “LiveOne is executing with focus across growth, profitability, and balance‑sheet strength. Expanding our B2B partnerships, reducing costs, paying down debt, and raising capital position us for continued momentum and long‑term value creation.” The statement underscores the company’s confidence in its expanded partnership pipeline and its commitment to achieving positive EBITDA in the coming quarters.
Analysts note that while the partnership revenue milestone is encouraging, LiveOne’s recent earnings reports have shown operating losses and a negative adjusted EBITDA of $1.8 million in Q1 fiscal 2026. The $65 million boost, however, provides a clearer path toward profitability by adding predictable recurring revenue and supporting the company’s AI‑enabled cost‑control strategy.
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