LiveOne earnings date
LiveOne (351) Q2 2027 Earnings Report
DE:351 Q2 2027 EPS Results
- Actual EPS
- -EUR 0.33
- Consensus EPS
- -EUR 0.30
- Beat/Miss
- Missed by -EUR 0.04
- One Year Ago EPS
- -EUR 0.47
DE:351 Q2 2027 Revenue Results
- Actual Revenue
- EUR 16.24M
- Expected Revenue
- EUR 17.99M
- Beat/Miss
- Missed by -EUR 1.75M
- YoY Revenue Growth
- -4.24%
Earnings Announcement Details
- Quarter
- Q2 2027
- Date
- 11/12/2026
- Time
- Before Open
- Conference Call
- Thursday, November 12, 2026
LiveOne's next earnings date is estimated for February 11, 2027, based on past reporting schedules.
Q2 2027 Earnings Call Audio
Q2 2027 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2027 Earnings Call Summary
The call was strongly optimistic, led by record first-half EBITDA, a 619% increase in EBITDA, improving adjusted EBITDA, major B2B distribution opportunities, and ambitious revenue guidance of $70 million to $75 million for fiscal 2027, over $100 million for fiscal 2028, and over $250 million within 36 months. Offsetting concerns included the loss of $55 million of Tesla revenue and $15 million of EBITDA, declining PodcastOne downloads, limited disclosed performance data from newer partnerships, uneven partner outcomes, and long ramp-up cycles. Highlights significantly outweighed the lowlights.
Management’s guidance is $70 million to $75 million in revenues and $10 million plus in adjusted EBITDA for this year, over $100 million plus in revenues next year, and over $250 million in revenues within 36 months; the largest partnership in history is expected to launch before year-end to over 50 million monthly paying subscribers, also described as 50 million-plus active monthly subscribers, while the company has over $10 million in potential AI-related deals in the pipeline, expects this year to have a television show, a documentary or a movie greenlit by one of the major streaming platforms, and expects to announce its new President by year-end.
- Record First-Half EBITDAFirst-half revenue was $37.3 million, with record EBITDA of $7.8 million, up 619%. Consolidated adjusted EBITDA improved by over $6.4 million compared with last year.
- Revenue and EBITDA GuidanceManagement reaffirmed expected fiscal 2027 revenue of $70 million to $75 million and adjusted EBITDA of more than $10 million. For fiscal 2028, management expects over $100 million in revenue, and within 36 months it expects over $250 million in revenue.
- Large-Scale B2B Partnership OpportunityLiveOne announced over $12 trillion in B2B partnerships involving companies with a combined reach of billions of people. The largest upcoming partnership is expected to launch before year-end and reach over 50 million monthly paying subscribers.
- Expansion Across Major Distribution PartnersThe company highlighted partnerships and opportunities with AT&T Mobility, with 63 million users and potential expansion across AT&T; VIZIO, with 65 million users and potential expansion into Walmart and Sam's Club; LG; Samsung; nursing homes; hospitals; Amazon; Paramount; Warner; Spotify; Apple; Alphabet; YouTube; Netflix; Disney; and Hulu.
- Growth of Amazon and Paramount PartnershipsAmazon grew from its starting point 1.5 years ago to become a $20 million multiyear partner. Paramount grew from a $1 million Pluto TV relationship to a partnership worth over $25 million, with the Warner combination offering potentially 5 to 7 times the prior scale and size.
- Tesla User Base and Ongoing PresenceDespite the loss of Tesla revenue, LiveOne remains present on every Tesla vehicle home screen through a LiveOne button, and the company reported over 1 million users on Tesla today.
- Share Repurchase and Insider Buying CommitmentLiveOne bought back $7 million of stock, and Rob Ellin said he personally committed to buy a large block of stock as soon as the major launch is officially completed this year.
- Cost Structure ReductionThe company reduced staff from 350 people to about 80 and said AI utilization helped with the reduction. Management stated that the company is operating with a much lower cost structure and is focused on improving bottom-line results.
- Profitable and Scaling Audio BusinessManagement said the audio business is profitable, is scaling, and is driving the company.
- PodcastOne Audience Ranking and ResultsPodcastOne ranked in the top 10 for 12 straight months and ranked No. 6 in the most recent month. Management also reported record revenue and record EBITDA for the first half, describing them as the biggest numbers in the company's history.
- AI Content Licensing PipelineLiveOne has 750,000 hours of audio and video content that it plans to license to LLMs and AI businesses. Management said it currently has over $10 million in potential deals in the pipeline with large LLM companies.
- Television and Streaming ExpansionThe company said three original podcasts are already at three major networks and expects a television show, documentary, or movie to be greenlit by a major streaming platform this year.
- Planned Senior Management ExpansionAs the company builds toward more than $100 million in revenue next year, it plans to strengthen the team and expects to announce a new President by year-end. Management said the candidate has built and led companies exceeding $1 billion in both public and private media and technology sectors, with a focus on B2B deals.
- Freemium-to-Paid Subscriber Model for Major LaunchManagement said the upcoming partnership will include free and freemium subscriptions as well as paid subscribers. Unlike the earlier Tesla model, the new partner's users are already active consumers who spend on a weekly or monthly basis, and management said only a tiny percentage would need to convert to produce a substantially larger number than previously achieved.
- Partner-Funded Customer Acquisition ModelLiveOne said its partners are incentivized to drive consumers to subscribe because they want to keep consumers engaged in their funnels. The company also stated that it spends no marketing dollars, with marketing handled through its large distribution partners.
- Broad Partnership PipelineManagement said more than 75 dynamic partners around the globe remain in deep discussions with LiveOne. The pipeline includes carriers, retailers, social media companies, and AI companies.
DE:351 Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 11, 2027 | 2027 (Q3) | -0.28- | -0.33 | ― | ― |
| Nov 12, 2026 | 2027 (Q2) | -0.30-0.33 | -0.47 | 28.85% (+0.14) | |
| Aug 12, 2026 | 2027 (Q1) | -0.21-0.21 | -0.36 | 42.50% (+0.15) | |
| Jun 24, 2026 | 2026 (Q4) | -0.26-0.59 | -0.72 | 18.75% (+0.14) | |
| Feb 12, 2026 | 2026 (Q3) | -0.40-0.33 | -0.48 | 30.71% (+0.15) | |
| Nov 12, 2025 | 2026 (Q2) | -0.36-0.47 | -0.16 | -192.13% (-0.31) | |
| Aug 13, 2025 | 2026 (Q1) | -0.27-0.36 | -0.16 | -124.72% (-0.20) | |
| Jun 18, 2025 | 2025 (Q4) | -0.32-0.72 | -0.24 | -199.63% (-0.48) | |
| Feb 13, 2025 | 2025 (Q3) | -0.18-0.48 | -0.24 | -100.00% (-0.24) | |
| Nov 07, 2024 | 2025 (Q2) | -0.14-0.16 | -0.6 | 73.19% (+0.44) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
