LiveOne (DE:351)
FRANKFURT:351
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Earnings Data
Report Date
Jun 30, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.24Last Year’s EPS
-0.68Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a clear operational inflection: meaningful cost reductions (>52% YoY OpEx reduction) and headcount rationalization have enabled positive adjusted EBITDA and a stronger balance sheet (>$2.5M of debt paid, $125M+ NOLs). Growth drivers highlighted include a record PodcastOne performance, a rapidly expanding B2B pipeline (up >30%), several large enterprise partnerships (some already grown materially), and monetization levers (ARPU +30% from programmatic ads, 60% Tesla re‑sign conversion). Primary risks discussed were a continuing GAAP net loss ($4.1M in Q3), a near‑term revenue ramp/timing uncertainty for large B2B contracts, one subsidiary (Slacker) still slightly unprofitable, and execution risk from aggressive restructuring and reliance on AI. Overall, the positives — visible margin improvement, concrete partner traction, conservative but constructive guidance ($85M–$95M revenue; $8M–$10M adjusted EBITDA), and a sizeable tax asset — outweigh the present lowlights, though near‑term execution and timing remain important to monitor.Company Guidance
Revenue and Segment Performance
Consolidated revenue of $20.3M in Q3 and over $58M for the trailing 9 months; Audio Division produced $18.6M in Q3 and $52.2M for the 9 months. PodcastOne posted record Q3 revenue of $15.9M with adjusted EBITDA of $2.8M. Consolidated adjusted EBITDA was positive $1.6M for the quarter.
Forward Guidance and Profitability Targeting
Management issued preliminary fiscal guidance calling for $85M to $95M in revenues and $8M to $10M in adjusted EBITDA for the next fiscal year, indicating management expects continued revenue scaling and margin expansion.
Material Cost Reductions and Margin Improvement
Operating expenses reduced by over 52% year‑over‑year. Headcount was reduced from ~350 to 88 employees (~75% reduction), driving structural cost savings and contributing to the improved adjusted EBITDA profile (Audio 9‑month adjusted EBITDA > $3.7M; Q3 audio EBITDA $2.6M).
Balance Sheet Strengthening and Capital Actions
Company paid off over $2.5M of debt, has repurchase authorization with ~ $6M remaining, and reports over $125M in net operating loss (NOL) carryforwards which management views as a material tax asset as GAAP profitability approaches.
Expanding B2B Pipeline and Enterprise Partnerships
B2B pipeline at the largest level in company history — up over 30% in the last 120 days with over 100 active enterprise opportunities. Notable partner traction: an Amazon relationship grown to >$20M and a streaming partner that grew from ~$2M to >$26M (≈1200%+ growth). Management expects to launch three major Fortune 500 partnerships (two partners with >50M monthly paying subscribers).
Audience, Monetization and Product Opportunities
Company cites a database of >65M consumers and more than 1M free/ad‑supported subscribers as conversion opportunities. Example: Tesla users — ~1.2M of ~2M cars were re‑signed (≈60% retention/conversion). Programmatic advertising partnership with DAX has increased ARPU by over 30%.
Content/IP and Live Experience Upside
Management highlights ownership of original IP (sold 4th TV series to a major streaming platform with 100% margin economics) and a pipeline of >15 original projects. Live events — previously ~50% of pre‑COVID revenues — are reaccelerating and are a strategic growth focus.
Favorable Industry Valuation Dynamics
Management notes the company currently trades at under 1x revenues versus industry/private multiples of ~3x–3.7x and recent transactions at 5x–7x revenues, suggesting potential valuation upside as fundamentals normalize.
DE:351 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:351 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | €3.90 | €4.14 | +6.15% |
Nov 12, 2025 | €3.56 | €3.56 | 0.00% |
Aug 13, 2025 | €4.80 | €4.90 | +2.10% |
Jun 18, 2025 | €7.05 | €7.10 | +0.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does LiveOne (DE:351) report earnings?
LiveOne (DE:351) is schdueled to report earning on Jun 30, 2026, After Close (Confirmed).
What is LiveOne (DE:351) earnings time?
LiveOne (DE:351) earnings time is at Jun 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of LiveOne stock?
The P/E ratio of LiveOne is N/A.
What is DE:351 EPS forecast?
DE:351 EPS forecast for the fiscal quarter 2026 (Q4) is -0.24.