PodcastOne Future Growth
Future criteria checks 4/6
PodcastOne is forecast to grow earnings and revenue by 127.9% and 16% per annum respectively while EPS is expected to grow by 127.8% per annum.
Key information
127.9%
Earnings growth rate
127.79%
EPS growth rate
| Entertainment earnings growth | 16.9% |
| Revenue growth rate | 16.0% |
| Future return on equity | n/a |
| Analyst coverage | Low |
| Last updated | 16 Apr 2026 |
Recent future growth updates
Recent updates
PODC: Extended Audio Partnerships And Raised Revenue Guidance Will Support Future Upside
Analysts have nudged their price target on PodcastOne higher by $0.03 per share, reflecting slightly adjusted assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News PodcastOne extended its agreement with A+E Networks for exclusive sales and distribution rights to five podcasts, including Cold Case Files, I Survived, American Justice, City Confidential and Ancient Aliens.PODC: Updated Revenue Outlook And Higher Margins Will Support Future Upside
Analysts have slightly adjusted their price target for PodcastOne to reflect an updated $3.00 fair value estimate, citing small refinements to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News PodcastOne issued earnings guidance for the third quarter of fiscal 2026, with expected revenue of $15.3 million to $15.5 million, and for the nine months ended December 31, 2025, with expected revenue of $45 million to $46 million (company guidance).PODC: Higher Margin Outlook And Renewed Content Partnerships Will Support Upside Potential
Analysts have reduced their price target on PodcastOne, citing updated assumptions for revenue growth, profit margins, and a significantly lower forward P/E multiple that together indicate a more conservative earnings profile than previously expected. What's in the News PodcastOne issued earnings guidance for the third quarter of fiscal 2026, with expected revenue of $15.3 million to $15.5 million, and for the nine months ended December 31, 2025, with expected revenue of $45 million to $46 million (Corporate Guidance).PodcastOne, Inc. (NASDAQ:PODC) Analysts Are Pretty Bullish On The Stock After Recent Results
Feb 15
PODC: Guidance, Activism And New Content Will Shape Balanced Repricing
Analysts have made a modest adjustment to their price target on PodcastOne, reflecting updated assumptions about discount rates, revenue growth, profit margins, and the future P/E they consider reasonable for the business. What's in the News PodcastOne issued earnings guidance for the third quarter of fiscal 2026, with expected revenue of US$15.3 million to US$15.5 million, and for the nine months ended December 31, 2025, with expected revenue of US$45 million to US$46 million (Corporate guidance).PODC: Renewed Content And Activist Pressure Will Shape Future Share Repricing
Analysts have nudged their price target on PodcastOne higher to reflect slightly stronger modeled revenue growth, a modestly higher profit margin, a small reduction in the discount rate, and an updated long-term P/E assumption that, while still very large, is now set a bit lower than before. What's in the News PodcastOne issued earnings guidance for the third quarter of fiscal 2026, with expected revenue in a range of $15.3 million to $15.5 million, and for the nine months ended December 31, 2025, with expected revenue in a range of $45 million to $46 million (Corporate guidance).Revenues Tell The Story For PodcastOne, Inc. (NASDAQ:PODC) As Its Stock Soars 38%
Jan 23PODC: Renewed Shows And Activist Pressure Will Drive Future Share Repricing
Analysts have lifted their price target on PodcastOne slightly, citing modest tweaks to their models around revenue growth, profit margins, and the long term P/E assumption that together support a small improvement in estimated fair value. What's in the News PodcastOne renewed its agreement with long running fan favorite podcast LadyGang, extending a relationship that dates back to 2015 and underscoring the platform's ties with established talent and brands (Client Announcements).PODC: Expanded Podcast Lineup And Activist Pressure Will Drive Share Repricing
Analysts have trimmed their price target on PodcastOne from 3.75 dollars to 3.00 dollars, reflecting concerns over a sharply compressed profit margin that outweigh assumptions of improving revenue growth. What's in the News Renews long running partnership with hit show LadyGang, extending a nearly decade long relationship with hosts Keltie Knight, Becca Tobin and Jac Vanek and reinforcing ties to major lifestyle and fashion brands (company announcement) LadyGang continues to expand its brand with the LadyWorld podcast festival, featuring popular creators like Giggly Squad, Stassi Schroeder, Chicks in the Office and Girls Gotta Eat, strengthening PodcastOne's live event presence (company announcement) Signs a multi year exclusive distribution deal for former New York Yankees outfielder Clint Frazier's Life After the Show podcast, adding a high profile sports voice to its roster (company announcement) Galloway Capital Partners publicly calls PodcastOne shares deeply undervalued and urges the board to hire advisors to explore strategic alternatives, including a potential sale or merger (activist investor letter) Raises 2026 revenue guidance to a record projected range of 56 million dollars to 60 million dollars, signaling confidence in growth despite market concerns over margins (corporate guidance) Valuation Changes Fair Value Price Target trimmed from 3.75 dollars to 3.00 dollars, a moderate downward revision that reflects margin pressure despite anticipated revenue gains.
PODC: Athlete Content Expansion Will Drive Future Upside Potential
Analysts modestly raised their price target on PodcastOne to 4.00 dollars from 4.00 dollars, reflecting slightly higher long term assumptions for discount rates, revenue growth, profit margins, and future valuation multiples. What's in the News PodcastOne signed a multi year exclusive distribution agreement with former New York Yankees outfielder Clint Frazier for his weekly Life After the Show podcast, expanding its sports and athlete driven content lineup (Client Announcements).PODC: Expanding Profit Margins And New Agreements Will Drive Share Price Momentum
Analysts have raised their price target for PodcastOne from $3.38 to $4.00 per share, citing improving profit margins and slightly higher projected revenue growth as key factors in their updated outlook. What's in the News PodcastOne has announced a multi-year agreement with former New York Yankees outfielder Clint Frazier for exclusive distribution rights to his podcast, Life After the Show.PODC: Expanding Show Count Will Drive Premium Content Opportunities
Narrative Update on PodcastOne: Analyst Price Target Revision Analysts have maintained their fair value estimate for PodcastOne at $3.38 per share. They cited minor adjustments to profit margin and discount rate assumptions, which balanced out in their updated valuation models.Exclusive Rights Deals And Diverse Offerings Will Drive Platform Expansion
Analysts have maintained their price target for PodcastOne at $3.38 per share, citing steady updates to core assumptions as well as largely unchanged revenue growth and profitability expectations. What's in the News PodcastOne has entered a multi-year agreement for exclusive sales and distribution rights to "Beach Too Sandy, Water Too Wet." This expands its slate of comedy content (Client Announcements).Investors Don't See Light At End Of PodcastOne, Inc.'s (NASDAQ:PODC) Tunnel
Oct 17Amazon Art19 Integration And Multi-Format Podcasting Will Expand Horizons
Analysts have maintained their fair value estimate for PodcastOne at $3.38 per share. They cite continued confidence in the company's profitability outlook, despite minor adjustments to underlying growth and risk assumptions.Amazon Art19 Integration And Multi-Format Podcasting Will Expand Horizons
Despite an improved revenue growth outlook and a lower future P/E multiple, the consensus analyst price target for PodcastOne has been revised downward from $4.38 to $3.38. What's in the News PodcastOne secured exclusive sales and distribution rights for "Beach Too Sandy, Water Too Wet" and expanded its deal with "Notsam Wrestling" to obtain exclusive sales rights.A Piece Of The Puzzle Missing From PodcastOne, Inc.'s (NASDAQ:PODC) 31% Share Price Climb
May 01
Amazon ART19 Integration Will Transform Podcast Advertising
Strategic partnership with Amazon's ART19 improves revenue growth, cash flow, and cost efficiency, positively impacting net margins.It's Down 27% But PodcastOne, Inc. (NASDAQ:PODC) Could Be Riskier Than It Looks
Mar 03PodcastOne, Inc.'s (NASDAQ:PODC) Shares Leap 28% Yet They're Still Not Telling The Full Story
Aug 10Fewer Investors Than Expected Jumping On PodcastOne, Inc. (NASDAQ:PODC)
Feb 28Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 3/31/2028 | 85 | 0 | 10 | 11 | 1 |
| 3/31/2027 | 73 | 0 | 7 | 7 | 3 |
| 3/31/2026 | 61 | -3 | 4 | 4 | 3 |
| 12/31/2025 | 60 | -4 | 3 | 3 | N/A |
| 9/30/2025 | 57 | -5 | 1 | 2 | N/A |
| 6/30/2025 | 54 | -6 | 1 | 1 | N/A |
| 3/31/2025 | 52 | -6 | 0 | 0 | N/A |
| 12/31/2024 | 50 | -6 | -1 | 0 | N/A |
| 9/30/2024 | 47 | -7 | 1 | 2 | N/A |
| 6/30/2024 | 46 | -16 | 0 | 2 | N/A |
| 3/31/2024 | 43 | -15 | 1 | 2 | N/A |
| 12/31/2023 | 40 | -18 | 0 | 1 | N/A |
| 9/30/2023 | 39 | -17 | -1 | 0 | N/A |
| 6/30/2023 | 37 | -7 | -6 | -6 | N/A |
| 3/31/2023 | 35 | -7 | -5 | -5 | N/A |
| 12/31/2022 | 34 | -4 | -6 | -5 | N/A |
| 9/30/2022 | 34 | -2 | -4 | -4 | N/A |
| 6/30/2022 | 33 | -3 | 0 | 0 | N/A |
| 3/31/2022 | 32 | -4 | -2 | -2 | N/A |
| 3/31/2021 | 24 | -3 | 0 | 0 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: PODC is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.4%).
Earnings vs Market: PODC is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: PODC is expected to become profitable in the next 3 years.
Revenue vs Market: PODC's revenue (16% per year) is forecast to grow faster than the US market (11.1% per year).
High Growth Revenue: PODC's revenue (16% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if PODC's Return on Equity is forecast to be high in 3 years time
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 07:20 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
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Analyst Sources
PodcastOne, Inc. is covered by 3 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Leo Carpio | Joseph Gunnar & Co., LLC |
| Barry Sine | Litchfield Hills Research, LLC |
| Sean McGowan | Roth Capital Partners |