PodcastOne reported record quarterly revenue of $15.2 million for its second quarter of fiscal 2026, a 24.6 % year‑over‑year increase from $12.2 million in Q2 2025. Adjusted EBITDA turned positive at $1.1 million, up 369 % from a $0.4 million loss in the same quarter a year earlier, while the company’s cash balance rose to $2.7 million, an increase of $2.2 million from the prior year.
The revenue surge is largely attributable to the expansion of key strategic partnerships. PodcastOne’s Amazon/Art19 collaboration now exceeds a $20 million annual run rate, and a Fortune 250 partner has grown to a $26 million run rate, together contributing a significant portion of the quarterly top line. In addition, the network added 17 new podcasts year‑to‑date, bringing the total to 210 shows and maintaining a top‑10 ranking on Podtrac, which has helped sustain advertising demand across its catalog.
Earnings per share for the quarter are expected to be $‑0.05, reflecting a net loss of $1.7 million or $‑0.07 per share. The negative GAAP EPS is driven by higher marketing and content acquisition expenses, while the positive adjusted EBITDA indicates that the company has successfully controlled operating costs and benefited from the higher‑margin revenue generated by its AI‑powered monetization tools.
PodcastOne lifted its full‑year revenue outlook to $56 million–$60 million, up from the prior guidance of $55 million–$60 million, and raised adjusted EBITDA guidance to $4.5 million–$6.0 million, compared with $3 million–$5 million previously. Management cited sustained demand for podcast advertising, the effectiveness of its white‑glove service model, and the continued growth of its AI‑driven content discovery platform as reasons for the upward revision.
The company’s strengthened liquidity position, with a cash balance of $2.7 million, provides a buffer for further investment in content acquisition, technology development, and strategic partnerships. While the GAAP margin remains negative, the sharp improvement in adjusted EBITDA signals that PodcastOne is moving toward profitability on an adjusted basis, a key milestone for a high‑growth media network.
No immediate market reaction data or analyst commentary was available at the time of the release, so the article does not speculate on investor sentiment.
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