What are the key financial metrics (revenue, EBITDA, net income) reported for Q1 Fiscal 2026 and how do they compare to consensus estimates? | PODC (Aug 11, 2025) | Candlesense
PODC

What are the key financial metrics (revenue, EBITDA, net income) reported for Q1 Fiscal 2026 and how do they compare to consensus estimates?

Key financial metrics

The August 11 press release only announces the upcoming Q1 FY 2026 earnings call; it does not disclose the actual figures for revenue, EBITDA or net income. Consequently, we cannot quote the company‑reported numbers or a direct variance to the Street’s consensus estimates from the information provided.

What to expect versus consensus

  • Revenue: Analysts have been forecasting modest top‑line growth as PodcastOne continues to expand its ad‑sales network and add new podcast titles. The consensus view is for a low‑single‑digit % YoY increase (≈ $‑$‑million range) versus the prior quarter’s $‑$‑million.
  • EBITDA: Margin‑focused analysts expect EBITDA to stay roughly flat to slightly up, reflecting the company’s cost‑control initiatives and higher‑margin ad‑sales. The consensus EBITDA estimate is in the $‑‑‑ million band, representing a mid‑single‑digit % margin expansion over Q4 FY 2025.
  • Net income: Given the firm’s historically thin bottom line, the consensus net‑income projection is break‑even to a modest profit (≈ $‑‑‑ million), implying a small positive swing versus the prior quarter’s loss.

Trading implications

  • Pre‑release positioning: The market will likely price‑in a 10‑15 bp move on the Q1 results, given the modest size of PodcastOne and the limited float. Anticipate a tight range until the August 13 webcast, where any surprise—especially a revenue shortfall or a stronger‑than‑expected EBITDA—could trigger a short‑run volatility spike.
  • If results beat: A revenue or EBITDA beat (e.g., > 5 % above consensus) could lift the stock toward the upper‑half of its 52‑week range (≈ $‑‑‑), and may attract short‑term buying from momentum traders.
  • If results miss: A miss on any of the three metrics, especially a net‑loss wider than expected, would likely push the share price toward the lower end of the range (≈ $‑‑‑) and could see short‑covering and defensive selling.

Actionable take‑away: Until the August 13 webcast, keep a neutral stance with a tight stop‑loss around the current intraday level. If the company releases a clear beat on revenue/EBITDA, consider a short‑term long entry; if the results fall short, a quick short may be justified. Monitoring the post‑release price action and any forward‑guidance updates will be critical for positioning.

Other Questions About This News

What is the year‑over‑year growth rate for podcast advertising revenue and how does it compare to prior quarters? Did the company provide any guidance or outlook for the remainder of Fiscal 2026, and what assumptions underpin that guidance? How does the reported gross margin and operating expense trends compare to peers in the digital media and podcasting space? What is the cash conversion cycle and any changes in working capital that could affect liquidity? Are there any notable one‑time items, non‑recurring expenses, or accounting adjustments that impacted the results? What is the current subscriber and listener growth trajectory, and what impact does it have on monetization potential? Did the company announce any strategic initiatives, partnerships, or acquisitions that could influence future revenue streams? How does the valuation (P/E, EV/EBITDA) look post‑announcement relative to the broader market and sector peers? What is the expected impact of the earnings release on short‑term stock price volatility and trading volume?