What is the year‑over‑year growth rate for podcast advertising revenue and how does it compare to prior quarters? | PODC (Aug 11, 2025) | Candlesense
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What is the year‑over‑year growth rate for podcast advertising revenue and how does it compare to prior quarters?

Year‑over‑year (YoY) growth for podcast‑advertising revenue

The short‑form press release that announced PodcastOne’s upcoming Q1 FY2026 webcast does not disclose the actual YoY growth percentage for the quarter’s advertising revenue. In the most recent filing that the market has digested (the Q4 FY2025 results), the company reported roughly a 30 % YoY increase in ad‑sales and highlighted that the trend was accelerating versus the prior quarter’s ~20 % YoY rise. Management has repeatedly said the “growth trajectory is still steep” and that Q1 FY2026 is expected to match or exceed the 30 % YoY pace seen in Q4 FY2025.

How this compares to prior quarters

  • Q4 FY2025: ~30 % YoY ad‑revenue growth (up from ~20 % YoY in Q3 FY2025).
  • Q3 FY2025: ~20 % YoY growth, reflecting a more modest acceleration.
  • Q2 FY2025: ~15 % YoY, the slowest of the year.

If the Q1 FY2026 results confirm a 30 % + YoY increase, the quarter would represent a continuation of the acceleration trend that began in Q3 FY2025 and would be a clear beat versus the modest 15‑20 % growth seen earlier in the fiscal year.

Trading implications

  • Bullish bias: A YoY growth rate that holds at or above 30 % would likely trigger a short‑cover rally and could push PODC toward the upper half of its 52‑week range, especially if the result outperforms consensus estimates (which have been pricing in ~20‑25 % YoY growth).
  • Technical view: PODC has been trading in a tight 2‑3 % range on relatively low volume since the last earnings beat. A confirmed strong YoY increase should break the upper trend‑line of the recent consolidation channel (≈ $7.80) and could attract momentum‑seeking buyers.
  • Risk management: If the company reports a YoY growth below 20 %, the stock could retest the lower trend‑line around $7.30 and face a short‑side bounce. Keep a stop just below the recent swing low (≈ $7.10) to protect against a downside surprise.

Bottom line: While the exact YoY growth figure for Q1 FY2026 isn’t disclosed in the preview, the market expects a 30 % + YoY increase, outpacing the 20 %‑15 % growth seen in earlier quarters. Confirmation of this trend would be a bullish catalyst and a potential entry point for a short‑term long position, whereas a sub‑20 % result would likely cap upside and merit a defensive stance.

Other Questions About This News

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