Podcastone, Inc. · NASDAQ:PODC
Podcastone — Investor Presentation (March 2024)
21 slides from Podcastone's investor presentation, Mar 18, 2024
Slide 1: Investor Presentation March 2024
PAGE 0 (Nasdaq: PODC) Investor Presentation MARCH 2024
Slide 2: Legal Disclaimer
Legal Disclaimer PAGE 1 The information in this presentation is provided to you by PodcastOne, Inc. (the “Company” or “PodcastOne”) solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to par
Slide 3: Introduction to PodcastOne
INTRODUCTION TO PODCASTONE PodcastOne (Nasdaq: PODC) is a leading podcast platform and publisher that makes its content available to audiences via all podcasting distribution platforms, including PodcastOne’s website, Apple Podcasts, Spotify, Amazon and more… PAGE 2
Slide 4: Key Stats
KEY STATS PAGE 3 Exchange/Ticker Share Price (as of 3/8/24) Avg. Daily Trading Volume Since Spin - Off Shares Outstanding (as of 3/8/24) Market Capitalization (as of 3/8/24) Debt (as of 12/31/23) Nasdaq: PODC $2.26 67,877 23.15 million $56.7 million $0.0 million Enterprise Value (12/31/23) $45 milli
Slide 5: Key Stats
KEY STATS PodcastOne (Nasdaq: PODC) is a leading advertiser - supported podcast company offering a 360 - degree solution for both content creators and advertisers. 38M (IAB) Monthly Downloads 200+ Advertisers 350+ Episodes Produced Weekly 600M+ Annual Downloads 6M Monthly Unique Listeners • Shares o
Slide 6: Management Team and Board of Directors
Kit Gray Co - Founder & President 19+ YEARS EXPERIENCE Sue McNamara Chief Revenue Officer 20+ YEARS EXPERIENCE Eli Dvorkin Chief Content Officer 15+ YEARS EXPERIENCE Stacie Parra Content and Podcast Producer 20+ YEARS EXPERIENCE Board of Directors Craig Foster Director of LiveOne Former CFO & CAO of
Slide 7: Ranked #10 on Podtrac Top Podcast Publishers
RANKED #10 ON PODTRAC TOP PODCAST PUBLISHERS PAGE 6
Slide 8: PodcastOne Listeners: A Loyal, Engaged and Highly Sought After Demographic
PODCASTONE LISTENERS A LOYAL, ENGAGED AND HIGHLY SOUGHT AFTER - DEMOGRAPHIC 78% Listen to more than one PodcastOne podcast Age Education Household Income 4.5 Number of PodcastOne podcasts listened to on average 58% 42% Gender breakdown 11 hrs, 20 min Average time spent listening per week Source: Pod
Slide 9: Podcast Listeners Are a Valuable Demographic
PODCAST LISTENERS ARE A VALUABLE DEMOGRAPHIC PAGE 8 Podcast listeners are more likely to purchase advertised products or services than TV viewers or AM/FM radio listeners, making them a valuable demographic to advertisers. Percent of audience that agrees that “the ads on this media make me more like
Slide 10: Our Revenue Model
HOST READ AD - AUDIO A Host read ad is recorded directly into the episode file and served with every download from the moment the episode is released. All podcast ads prior to the mid - 2010s were baked in. HOST READ AD – VIDEO A Host read ad is recorded directly into the episode file both audio and
Slide 11: Our Revenue Model (Cont'd)
OUR REVENUE MODEL (CONT’D) Quickie Episode LadyGang Custom Segment Adam Carolla Custom Segment Prosecutors CUSTOM SEGMENTS PodcastOne has the capabilities to do custom executions, episode takeovers or custom segments per the client’s needs. Segments are 3 - 5 minutes long. LIVE SHOWS PodcastOne has
Slide 12: Our Advertiser Network
OUR ADVERTISER NETWORK PAGE 11
Slide 13: Case Study: Amazon Groceries
Amazon teamed up with PodcastOne to drive awareness for Amazon Groceries, exposure to the podcasts with advertisements yielded higher agreement of Amazon Prime’s convenience and helped make their life easier . The advertising positively influenced agreement that Amazon Prime is convenient to use acr
Slide 14: Our Distribution Network: Featured Platforms
OUR DISTRIBUTION NETWORK FEATURED PLATFORMS PAGE 13
Slide 15: Our Partners: Measurement, Brand Lift, Attribution
OUR PARTNERS MEASUREMENT We deploy leading podcast measurement solutions tailored to your KPIs : brand impact, sales lift, even in - store conversions while ensuring transparency and accountability . BRAND LIFT STUDIES We continuously embark upon brand lift studies to demonstrate and validate impact
Slide 16: LadyGang and Advertiser Examples
LADYGANG Peary THE ve 0) te DR. GUNDRY PAGE 15
Slide 17: From Our Hosts
FROM OUR HOSTS “The team at PodcastOne understands LADYGANG exponentially and continues to bring us exciting partnerships with the brands that we love . Our relationship isn’t just about impressions, downloads and contracts - it is about their dedicated team of producers and salespeople working hand
Slide 18: Podcasting at a Glance
Listeners have made podcasts part of their everyday life. ‘What podcasts are you listening to?’ is asked everyday and we have the numbers to back that up. Becca Tobin, Keltie Knight & Jac Vanek LadyGang Kail Lowry People listen to podcasts Say “I feel close to the hosts of the podcasts I listen to”
Slide 19: Recent Transactions
• In Nov. 2023, acquired exclusive sales and distribution rights to both Lost In Panama Podcast and Vigilante Podcast, including IP for TV and Film. • Lost in Panama was named a “Top 10 True Crime Podcast” by Mashable --- it was the 22nd largest new podcast across all genres during 2022. • Vigilante
Slide 20: Not sure how we want to update this Brandon Feldman, 2/13/2024
1 Not sure how we want to update this Brandon Feldman, 2/13/2024
Slide 21: Investment Highlights
Investment Highlights PodcastOne now Featured in Over 1 Million Tesla EVs. 3 5 7 Management Team Among the Most Seasoned in the Podcast Industry. First Nine Months FY 2024 Revenue of $31.6M and Adjusted EBITDA* of $405K. 1 2 8 4 Well Positioned to Strategically Acquire Both Existing Podcasts as well