Audioboom Group Plc · LSE:BOOM
Audioboom — H1 2026 Earnings Presentation
13 slides from Audioboom's earnings presentation, July 2026
Slide 1: Investor Update
Investor Update July 2026 AUDIOBOOM.COM
Slide 2: H1 26 Executive Summary
H1 26 Executive Summary Audioboom continues positive growth story with record H1 revenue, gross profit and adj EBITDA profit Launch of commercial partnerships with Spotify and Apple to support video monetisation Expansion of the Audioboom Creator Network through new tier one content partnershi
Slide 3: Business Model
Business Model AUDIOBOOM POWERS PODCASTING FOR CREATORS Our platform creates value by connecting content, audience and advertisers at scale globally AUDIENCE 50M+ unique monthly listeners PODCASTS ADVERTISERS 8,000+ channels 10,000+ brands 2
Slide 4: H1 Performance
H1 26 Performance GROSS REVENUE GROSS PROFIT Adj EBITDA $45.7 $9.9 $3.2 MILLION MILLION MILLION Up 30% vs H1 25 Up 33% vs H1 25 Up 80% vs H1 25 REVENUE CONSISTENT QUALITY FOCUS OPEX Record H1 performance across all financial metrics Continued focus on higher quality revenue driving gross profit
Slide 5: 2026 Revenue Drivers
2026 Revenue Drivers Strong distribution growth, combined with Showcase growth and improved ad market positions the Company to deliver record 2026 financial performance GLOBAL DISTRIBUTION - monthly (M) SHOWCASE REVENUE GROWTH – H1 Q1 creator 183 Revenue ($M) 60% signings 25% 18.6 170 11.6 150 9.3 A
Slide 6: Focus On Quality of Revenue
Focus On Quality of Revenue AUDIOBOOM REVENUE CONTRIBUTION H1 25 Premium, 56% Sonic, 11% Showcase, 33% H1 26 Premium, 49% Sonic, 10% Showcase, 41% $2.8M 24% 33% INCREASE IN PREMIUM INCREASE IN SHOWCASE INCREASE IN GROSS REVENUE CONTRIBUTION PROFIT VS. H1 25 VS. H1 25 VS. H1 25 5
Slide 7: Revenue and Gross Margin
Revenue and Gross Margin 50% Revenue ($M) Gross Profit ($M) Gross Margin (%) 24.9 45% 22.5 23.2 6 5.3 5.1 40% 20.5 20.4 18.8 4.8 4.8 17.3 17.8 4.3 35% 17.1 17.0 3.8 4.0 30% 4 3.4 3.0 25% 2.7 24% 23% 20% 20% 20% 21% 21% 21% 22% 2 18% 15% 16% 10% 5% 0 0% Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25
Slide 8: Opex and Adjusted EBITDA
Opex and Adjusted EBITDA OPEX ($M) ADJ EBITDA ($M) 3.4 2.2 3.3 2.1 3.1 3.1 2.8 2.8 2.8 2.8 2.9 2 1.8 2.7 1.4 1.2 1.2 1.0 0.6 0.2 0.1 0 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 • Focused higher quality revenue growth + con
Slide 9: Cash and Debtors
Cash and Debtors Cash ($M) Bad Debt Expense ($000) Debtor Days 5.5 5.4 4.3 4.2 3.9 3.5 3.3 3.1 2.9 2.5 91 82 89 72 81 52 46 10 H1 26 2023 2024 2025 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 • Efficiency in working capital cycle continues; • $43.5m collected in H1 26, 95% of revenue
Slide 10: Strategic Review
Strategic Review Q3 2025 – commercial exploration begins as a private, slow-and-steady process Press leak forced the public declaration of a Strategic Review Engaged with 30+ parties in the US and Europe both strategic players and private equity Received non-binding proposals from three inte
Slide 11: M&A Growth Strategy
M&A Growth Strategy • Podcast market is fragmented with upwards of 75% of revenue controlled independent publishers and networks • Adelicious acquisition a successful proof of concept – smooth integration, immediate revenue upside, strong synergies • Audioboom platform and monetisation engine is pri
Slide 12: Outlook
Outlook Short US Midterm Elections key factor Audioboom is THE leading in expected H2 performance network for independent news and political podcasting 500 million monthly ad impressions in politics and news Medium Video and AI Development Platform partnerships with begin to expand revenue Spotify,
Slide 13: Stuart Last, Chief Executive Officer; Brad Clarke, Chief Financial Officer
Stuart Last Chief Executive Officer Brad Clarke Chief Financial Officer