Courtside Group Inc ((PODC)) has held its Q4 earnings call. Read on for the main highlights of the call.
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PodcastOne’s recent earnings call revealed a mixed sentiment, showcasing both promising growth and notable challenges. The company highlighted significant revenue growth and strategic expansion in partnerships and content, which are encouraging indicators for future growth. However, the increased operating and net losses due to higher stock compensation expenses present a challenge. Despite these hurdles, the company remains optimistic, with raised guidance and no debt, indicating a strategic positioning for future growth.
20% Year-Over-Year Revenue Growth
PodcastOne reported a notable 20% increase in revenue for the fourth quarter of 2025, reaching $14.1 million compared to $11.7 million in the same period of 2024. This growth reflects the company’s successful strategies in expanding its market presence and monetizing its content effectively.
Expansion of Partnerships and Content
The company has renewed several high-performing shows and expanded partnerships with major networks like A&E and the History Channel. Additionally, it has added new shows, including ‘Ancient Aliens’ and original titles such as ‘Cate & Ty Break it Down’, further diversifying its content portfolio.
Migration to Amazon’s ART19 Platform
PodcastOne has successfully begun its migration to Amazon’s ART19 platform, introducing a new core monetization channel. The company achieved a significant milestone by hitting the minimum guarantee in April, which is expected to enhance its revenue streams.
Launch of PodcastOne Pro Services
The launch of PodcastOne Pro, along with a new studio in Beverly Hills, marks a significant step in attracting high-profile brands like Lovesac and MotorTrend. This initiative is aimed at producing high-quality branded content, thereby expanding the company’s service offerings.
Strong Financial Position
Ending the fiscal fourth quarter with no debt and $1.1 million in cash and cash equivalents, PodcastOne is well-positioned for further growth and potential acquisitions. This strong financial footing provides the company with the flexibility to pursue strategic opportunities.
Positive Adjusted EBITDA
The company achieved a positive adjusted EBITDA of $0.9 million in Q4 2025, up from $0.3 million in the previous year. This improvement is attributed to the timing of content acquisition costs and reflects the company’s operational efficiencies.
Increased Operating and Net Loss
Despite the positive revenue growth, PodcastOne reported an increased operating loss of $1.8 million in Q4 2025, up from $1.2 million in Q4 2024. Similarly, the net loss increased to $1.8 million from $1 million in the same period, largely due to higher non-cash stock compensation expenses.
Guidance for Fiscal Year 2026
Looking ahead, PodcastOne has raised its guidance for fiscal year 2026, expecting revenues to range between $55 million and $60 million. The adjusted EBITDA is projected to be between $3 million and $5 million. The company has also completed financing with JGB Capital, replacing its line of credit with East West Bank, to support growth initiatives, including signing new podcasts and potential acquisitions.
In summary, PodcastOne’s earnings call reflects a company in transition, balancing between robust revenue growth and the challenges of increased losses. The strategic expansions and strong financial positioning provide a solid foundation for future growth, despite the hurdles posed by higher expenses. Investors will be keenly watching how these dynamics play out in the coming fiscal year.