Podcastone, Inc. · NASDAQ:PODC
Podcastone — Q3 2026 Earnings Presentation
20 slides from Podcastone's earnings presentation, Feb 12, 2026
Slide 1: NASDAQ: PODC Investor Presentation
A LEADING PODCAST PLATFORM WITH OVER 3.8 BILLION DOWNLOADS THAT PROVIDES CREATORS AND ADVERTISERS WITH A COMPREHENSIVE 360-DEGREE SOLUTION NASDAQ: PODC Investor Presentation February 19, 2026
Slide 2: Legal Disclaimer
Legal Disclaimer 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 participat
Slide 3: Presenters
Presenters KIT GRAY Co-Founder & President One of the early strategists in developing a monetization standard for the podcast industry. Gray has spent nearly two decades working with talent and developing podcast concepts across all genres, all while creating a top tier team of individuals that are
Slide 4: PodcastOne: Overview
PodcastOne: Overview PodcastOne is a leading publisher and podcast sales Revenue network ($ in millions) $60 - $62 (Guidance)1 ▪ 190 exclusive podcasts, 350+ episodes per week, 20.8 million monthly $52.1 downloads and 6.0 million monthly unique listeners $43.3 ▪ Differentiated platform provides full
Slide 5: Recent News
Recent News ● Named 10th Largest US Podcast Publisher by Podtrac for January 2026 ● Added 25 new podcasts year-to-date, totaling 190 shows across the network ● Maintained Top 10 Publisher status in Podtrac rankings for 15 consecutive months (currently #10) ● Achieved record YTD revenue from Art19 (A
Slide 6: PodcastOne: Snapshot
PodcastOne: Snapshot A 2026 Top 10 US Podcast Publisher 1 Fiscal 2026 Guidance2 20.8M 190 1,000+ $60-62M $5.5-6.5M Monthly Downloads Jan Exclusive Episodes Produced Revenue Adjusted 2026 Podcasts Monthly EBIDTA 6.0M 500+ 3 $100M Jan 2026 Unique Advertisers Shows Sold for TV Two – Four Year Listeners
Slide 7: The Podcast Market
The Podcast Market Podcast Listeners Are a Loyal, Engaged and Highly Sought After Demographic 135M Monthly U.S. listeners1 8.3 Avg. podcast episodes listened to per week1 75% Say “I feel close to the hosts of the podcasts I listen to”2 48% Of listeners are college educated2 39 Median age, with heavy
Slide 8: The Podcast Market
The Podcast Market Recent Podcast Pay-days Global Podcast Listeners to Exceed 1 Billion by 20271 Millions Joe Rogan’s Renews Spotify Deal, Podcast Will No $250M+ Longer Be Exclusive to the Platform $125M Alex Cooper Jumps From Spotify to SiriusXM SiriusXM Inks ‘SmartLess’ Podcast Three-Year $100M+ D
Slide 9: PodcastOne Vision & Objectives
PodcastOne Vision & Objectives Near-Term ▪ Be the go-to platform to grow audiences and expand reach for established and emerging content creators ▪ Invest in technology and infrastructure to produce best-in-class podcasts with high margins ▪ Grow the advertising platform with diversification of podc
Slide 10: Platform of Choice
Platform of Choice Hosting Building a Successful Podcast Requires More & Distribution Than Just Great Content; It Requires a Production Strategic Approach Advertising Unmatched Infrastructure ▪ Allows creators to focus on what they do best and PodcastOne to offer value-added services that efficientl
Slide 11: Our Blue-Chip National Advertisers
Our Blue-Chip National Advertisers Deep Relationships Across Our Network of 500+ Advertisers & Brands PodcastOne has Exclusive Rights to All Advertising Inventory NASDAQ: PODC 10
Slide 12: Revenue Segments
Revenue Segments Core Diversified / Emerging Direct & Programmatic Sales ▪ PodcastOne owned IP on scripted shows allows for second window opportunities ▪ Host Read Ads – Audio & Video ▪ Varnamtown &Vigilante have been sold for TV adaptation ▪ Recorded directly into the episode file and served with e
Slide 13: Reaching Audiences Across Every Medium
Reaching Audiences Across Every Medium PodcastOne’s Hit Shows Are Available Wherever You Get Your Podcasts & However You Consume 31% of weekly podcast listeners use YouTube to listen & view Spotify (27%) and Apple Podcasts (15%)1 NASDAQ: PODC 12 1) Edison Podcast Metrics™, Oct, 2024
Slide 14: 2026 FY & Beyond Growth Strategy
2026 FY & Beyond Growth Strategy Two-Pronged Approach to Grow in Fiscal Year 2026 & Beyond Mergers & Acquisitions Organic ▪ Industry has seen consolidation & PodcastOne will ▪ Focused execution on driving ad revenue be a consolidator of choice ▪ Supporting talent to expand beyond audio & video ▪ Pos
Slide 15: Select Financials
Select Financials Expect FY 20261 Revenues to Increase to at $60.0 - $62.0 FY 2026 Least a Record $60.0 Million, Driving Expected Revenue Guidance2 10x increase to $5.5-6.5M Adjusted EBITDA2 ($ in millions) $60.0 Three Months Ended Fiscal Year Fiscal Year Dec 31, $ in Millions 2025 2024 2026 2025 Re
Slide 16: Case Studies
Case Studies Amazon Groceries Podcasters Amazon teamed up with PodcastOne to drive awareness for ▪ The Adam Carolla Show moved from Radio to Podcasting in Amazon Groceries, exposure to the podcasts with 2009, joining what would become PodcastOne advertisements yielded higher agreement of Amazon Prim
Slide 17: Management & Board
Management & Board Podcast Industry Veterans High Insider Ownership Creates Alignment With Investors KIT GRAY ROBERT ELLIN RYAN CARHART SUE MCNAMARA STEVE LEHMAN ELI DVORKIN STACIE PARRA Co-Founder & President Executive Chairman Chief Financial Officer Chief Revenue Officer Vice Chairman Chief Conte
Slide 18: Up Trending Shows
Up Trending Shows NASDAQ: PODC 17
Slide 19: Key Takeaways
Key Takeaways PodcastOne is a leading podcast platform with over 3.8 billion downloads that provides content creators and advertisers with a full 360-degree solution. PodcastOne’s hit shows are available NASDAQ: PODC1 wherever and however you listen. Price $2.62 ▪ The only publicly-traded pure-play
Slide 20: Investor Relations
Investor Relations Carson Pascente PodcastOne carson@podcastone.com