Expectations trend
FY2028 · fiscal year ending 2028-03-31 · fmp
PodcastOne Inc (PODC)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
$1.77-17.67%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.03 → 0.03 EPS · FY ending Mar 31, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for PODC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Increase adjusted EBITDA to at least $8 million in fiscal 2027 | Adjusted EBITDA is expected to rise to $8-$10 million. | Improving | Adjusted EBITDA falls below $8 million in fiscal 2027 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-03-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 10, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a higher-risk growth and profitability-improvement story, not yet a durable compounder: the business is loss-making, recent performance is weak, and the sector backdrop is a headwind. The long-term thesis is on watch after the signal shifted from mixed to cautious.
PODC trades at a 12% premium to peers, while the valuation model says expectations are broadly aligned and the expectations gap is slightly negative. The evidence does not point to unusually fragile pricing, but the premium leaves limited room for execution to disappoint.
Near term, an earnings miss in August and a CFO transition in October add uncertainty; recent financial performance is also well below the industry cohort. Over the multi-year view, management is on track with its fiscal 2027 revenue and adjusted EBITDA goals, though the business remains loss-making and creator-content expansion has shown mixed delivery.
The thesis depends on management delivering the fiscal 2027 revenue and adjusted EBITDA targets while improving profitability. A guidance cut on the next call would be a meaningful setback; easing rates or continued strength from sector bellwethers such as GOOGL, GOOG, and META could provide a more supportive backdrop.
Over the next 1 to 3 years, PODC’s case depends on continued revenue growth translating into better profitability, against weak recent results and elevated risk. The valuation appears broadly aligned with expectations, but execution remains the key test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Operating income and net loss are improving sharply. |
| Broken |
| Operating income or net loss worse than targets by Q3 2026 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 4 of last 4 quarters. Operating loss improved from $975K in 2026-Q2 to $460K in 2026-Q4, and net loss improved similarly. However, operating loss increased again to $1.56M in 2027-Q1. The trajectory shows some progress but remains volatile, indicating limited consistent delivery. Delivery assessment Oct 31, 2026 |
Grow revenue to at least $68 million in fiscal 2027 | PodcastOne aims to grow revenue to $68-$75 million in 2027. | Improving | Revenue falls below $68 million in fiscal 2027 | Revenue: $16.125M FY2027-Q1; GAAP. Published target: >= $68 million. Target period is not explicitly aligned with this observation. Aug 14, 202616,125,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 3 of last 3 quarters. Revenue grew from $61.7 million in fiscal 2026 to an expected $68-$75 million in fiscal 2027, per guidance. Management has consistently emphasized this growth target and the trajectory is delivering with steady revenue increases. Delivery assessment Oct 31, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.07 → $0.03 · observed estimates
$0.09B → $0.08B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.07 | $87,338,500 | 1 / 1 |
| 2026-07-25 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-07-26 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-07-27 | $0.07 | $87,338,500 | 1 / 1 |
| 2026-07-28 | $0.07 | $87,338,500 | 1 / 1 |
| 2026-07-29 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-07-30 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-07-31 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-01 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-02 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-03 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-04 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-05 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-06 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-07 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-08 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-09 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-10 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-12 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-13 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-14 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-15 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-16 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-17 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-18 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-19 | $0.07 | $87,338,500 | 2 / 2 |
| 2026-08-20 | $0.03 | $82,492,500 | 1 / 2 |
| 2026-08-21 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-22 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-23 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-24 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-25 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-26 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-27 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-28 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-29 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-30 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-08-31 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-01 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-02 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-03 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-04 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-05 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-06 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-07 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-08 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-09 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-10 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-11 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-12 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-13 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-14 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-15 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-16 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-17 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-18 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-19 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-20 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-21 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-22 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-23 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-24 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-25 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-26 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-27 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-28 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-29 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-09-30 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-01 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-02 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-03 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-04 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-05 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-06 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-07 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-08 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-09 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-10 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-11 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-12 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-13 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-14 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-15 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-16 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-17 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-18 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-19 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-20 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-21 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-22 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-23 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-24 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-25 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-26 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-27 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-28 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-29 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-30 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-10-31 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-11-01 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-11-02 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-11-03 | $0.03 | $82,492,500 | 2 / 2 |
| 2026-11-04 | $0.03 | $82,492,500 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.