Barry Syne's questions to PodcastOne (PODC) leadership • Q1 2026
Question
The analyst inquired about the revenue impact of increased video views, the current M&A environment for talent and platforms, and the key variables driving the company's full-year financial guidance.
Answer
The company explained that increased video views are combined with audio listens to calculate impression delivery, allowing them to charge more per ad spot. On M&A, they see opportunities with podcast networks and tech companies, noting a deal could be announced in the next 90 days. The high end of their guidance is contingent on a timely acquisition, while the low end assumes organic growth. The strong Q1 performance provides a good foundation to achieve the guided numbers.