GlobeNewswire All Public CompaniesCodex · 实盘不做把握 5/10不做原因:证据不足
北京时间·🕒 发布 20:00:00·⟳ 抓取 20:01:45·⚡ 决策 08-27 20:20:45 +19m00s·62.3 天前
PodcastOne取得《Dropping Names...and Other Things with Brent & Jonny》独家销售和发行权
本次内容权利获取是利好但量级不可验证,且属于PodcastOne频繁新增播客的常规经营动作;没有足够收入/利润增量证据支持短线开仓。
📄 原文GlobeNewswire All Public Companies↗ 原文
First 15 Episodes Near 3 Million Downloads; Social Media Following Tops 500k Across Channels 12th Podcast Added to Netw…
不做 PodcastOne(PODC.US)
方向偏正面但只是未披露金额的常规内容权利新增,无法量化收入/利润增量,且未取得stock_quote真实可执行报价,不做。
不做 LiveOne(LVO.US)
本次新增事实直接作用于PODC播客销售网络,对LiveOne传导间接且无可量化增量,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
公告确认PodcastOne新增一档已有初步下载量的播客销售与发行权,理论上增加广告库存和内容组合,但公司近期已有多次类似新增播客/续约公告,且本次未披露金额、分成、保底或收入贡献。相对公司约6280万美元TTM收入和约7800万美元市值,无法估算本事件增量,现有证据不足以形成正期望交易。
🔎 新鲜度:最早出现 2026-08-27 · 扩散 low · price-in 风险 low ↗
消息传播链
- 公司新闻稿首发披露PodcastOne取得该播客独家销售和发行权,未披露交易金额。
- 2026-08-27 08:18 ET市场反应事件研判时点非一手研判时美股仍在盘前,未能通过stock_quote取得可执行实时行情。
关键理由
- 直接利好在于PodcastOne新增独家可销售广告库存,前15集接近300万下载量且社媒粉丝超过50万。
- 公司Q1 FY2027收入为1610万美元、TTM收入约6280万美元;本次未披露金额或广告变现假设,无法判断新增收入占比。
- 近期股价从8月初约3.5美元区间回落至8月26日2.59美元,事件前没有明显因该具体催化抢跑,但流动性偏低且基本面量级不明。
主要风险
- 协议经济条款、最低保证和收入贡献未披露,单档播客加入可能只是常规内容补充而非重大催化。
- PODC成交额和市值较小,盘前/开盘价差与流动性风险会放大执行误差。
反向证据
- 做多前查反向 · 来源 filing/web · 日期 2026-08-27 · 影响 weakens
本次新闻稿前瞻性风险提示仍列示持续经营、融资、LiveOne债务和客户集中等风险,削弱单档内容利好的仓位价值。
检索:PodcastOne recent risks going concern LiveOne financing largest OEM customer 10-K 2026 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-26 · 影响 weakens
PODC近一个月大幅回落且日成交量较低,未显示本次催化已提前抢跑,但流动性和价差风险偏高。
检索:PODC historical price August 2026 volume market cap 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-08-27 · 影响 none
本次事件本身不是确认性净利空,不满足做空强催化。
检索:PodcastOne new podcast rights negative financial impact 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例降低本次事件的交易优先级,最终选择不做而非用小仓追盘前利好。
方向:先例机制偏正面但多为常规内容权利公告,方向不足以单独支撑交易。
涨幅量级:没有高相似且完成event_study锚定的样本,不能据此设置tp/sl或推断涨幅。
形态:可见历史公告频率较高,提示市场可能将单档新增播客视为日常组合管理。
历史先例(按相似度)
- 相似度 7/10 PODC 2024-09-13 PodcastOne取得Fool Coverage独家多年销售和发行权,公告称为当财年第17档新增播客。 原文 ↗
应测PODC在2024-09-13公告后1/3/5日反应,但本轮未能调用event_study。
相似度依据:同公司、同为多年独家销售和发行权获取,均未披露金额;但播客规模和当时公司阶段不同。
经验:PodcastOne频繁发布类似内容权利新增,单条内容公告通常需要明确规模或财务指引才足以交易。 - 相似度 7/10 PODC 2024-03-04 PodcastOne取得The Bitch Bible Podcast独家权利,强调女性内容网络扩张。 原文 ↗
应测PODC在2024-03-04公告后1/3/5日反应,但本轮未能调用event_study。
相似度依据:同公司、同机制,都是取得单档播客独家销售/发行权;本次下载量数字更具体但仍无金额。
经验:内容权利新增需要穿透到广告库存、变现率和收入占比,否则容易只是经营新闻。 - 相似度 6/10 PODC 2026-03-05 PodcastOne宣布以多年协议取得四档播客,使网络总数达到208档。 原文 ↗
事件后 +1日 -2.5% · +2日 -1.7% · +3日 -5.1% · +4日 -3.0% · +5日 -5.5%
相似度依据:同公司内容组合扩张,但该事件一次新增四档播客,规模结构不同。
经验:即使多档内容新增,也仍需结合财务指引或下载/广告收入量级判断。
原文全文
展开原文 · 6,373 字
First 15 Episodes Near 3 Million Downloads; Social Media Following Tops 500k Across Channels
12th Podcast Added to Network This Year; Expands PodcastOne’s Premium Portfolio and Strengthens Position as a Leading Destination for Entertainment Podcasts
LOS ANGELES, Aug. 27, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq:
PODC
), a leading publisher and podcast sales network, announced today the acquisition of the exclusive sales and distribution rights to
Dropping Names...and Other Things with Brent & Jonny
, an entertainment podcast from actors Brent Spiner and Jonathan Frakes.
Dropping Names...and Other Things with Brent & Jonny
is a conversation podcast show from Star Trek: The Next Generation stars Spiner and Frakes. Each episode, these longtime friends sit down with fascinating characters they’ve met across decades in the industry. Whether you're a sci-fi fan, a film buff, or just here for the laughs, this is the show where great stories meet great conversations… and a few names get dropped along the way. To date guests have included Hollywood icons Seth MacFarlane, Nathan Fillion, LeVar Burton, Alan Tudyk, Ron Perlman, Joel McHale, Felicia Day, Jane Leeves, Michael Dorn and Tom Bergeron.
“Brent and Jonny are beloved television stars who happen to also be magnetic podcast hosts. Through their show and in each episode they guide dynamic, engaged and hilarious conversation connecting us with their guests like never before. Audiences feel like they’re guests at the most exclusive party in town and our advertising partners are excited to engage with the podcast in unique and creative ways,” said Kit Gray, President and co-founder of PodcastOne.
PodcastOne’s full roster of top ranked podcasts includes programming across top genres such as news, comedy, true crime, sports and society and culture and includes shows such as
The Adam Carolla Show
,
The Jordan Harbinger Show,
Karma and Chaos, Stassi with Tay, Off The Vine with Kaitlyn Bristowe, LadyGang, Court Junkie, Pop Apologists
and
Varnamtown.
PodcastOne shows are available through
PodcastOne
, Apple Podcasts, Spotify, YouTube, iHeart, Amazon and wherever podcasts are heard.
About PodcastOne
PodcastOne
(Nasdaq: PODC) is a leading podcast platform that provides creators and advertisers with a comprehensive 360-degree solution in sales, marketing, public relations, production, and distribution. PodcastOne has surpassed 3.9 billion total downloads with a community of 200 top podcasters, including Adam Carolla, Kaitlyn Bristowe, Jordan Harbinger, LadyGang, A&E's Cold Case Files, and Varnamtown. PodcastOne has built a distribution network reaching over 1 billion monthly impressions across all channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio. PodcastOne is also the parent company of
PodcastOne Pro
which offers fully customizable production packages for brands, professionals, or hobbyists. For more information, visit
www.podcastone.com
and follow us on
Facebook
,
Instagram
,
YouTube
, and
X
at @podcastone.
Forward-Looking Statements
All statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “believe,” “seek,” “continue,” “target” or the negative of such terms or other similar expressions. These statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements, including: LiveOne’s reliance on its largest OEM customer for a substantial percentage of its revenue; LiveOne’s and PodcastOne’s ability to consummate any proposed financing, acquisition, merger, distribution or other transaction, the timing of the consummation of any such proposed event, including the risks that a condition to the consummation of any such event would not be satisfied within the expected timeframe or at all, or that the consummation of any proposed financing, acquisition, merger, special dividend, distribution or transaction will not occur or whether any such event will enhance shareholder value; PodcastOne’s ability to continue as a going concern; PodcastOne’s ability to attract, maintain and increase the number of its listeners; PodcastOne identifying, acquiring, securing and developing content; LiveOne’s intent to repurchase shares of its and/or PodcastOne’s common stock from time to time under LiveOne’s stock repurchase program and the timing, price, and quantity of repurchases, if any, under the program; LiveOne’s ability to maintain compliance with certain financial and other covenants; PodcastOne successfully implementing its growth strategy, including relating to its technology platforms and applications; management’s relationships with industry stakeholders; LiveOne’s ability to repay its indebtedness when due; LiveOne’s ability to satisfy the conditions for closing on its announced additional convertible debentures financing; uncertain and unfavorable outcomes in legal proceedings and/or PodcastOne’s and/or LiveOne’s ability to pay any amounts due in connection with any such legal proceedings; changes in economic conditions; competition; risks and uncertainties applicable to the businesses of PodcastOne, LiveOne and/or LiveOne’s other subsidiaries; and other risks, uncertainties and factors including, but not limited to, those described in PodcastOne’s Annual Report on Form 10-K for the fiscal year ended March 31, 2026, filed with the U.S. Securities and Exchange Commission (the “SEC”) on June 29, 2026, Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026, and in PodcastOne’s other filings and submissions with the SEC. These forward-looking statements speak only as of the date hereof, and PodcastOne disclaims any obligation to update these statements, except as may be required by law. PodcastOne intends that all forward-looking statements be subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995.
Press Contacts
:
PodcastOne
Susan Madore
Susan@Guttmanpr.com
Investor Relations
:
PodcastOne
ir@podcastone.com
12th Podcast Added to Network This Year; Expands PodcastOne’s Premium Portfolio and Strengthens Position as a Leading Destination for Entertainment Podcasts
LOS ANGELES, Aug. 27, 2026 (GLOBE NEWSWIRE) -- PodcastOne (Nasdaq:
PODC
), a leading publisher and podcast sales network, announced today the acquisition of the exclusive sales and distribution rights to
Dropping Names...and Other Things with Brent & Jonny
, an entertainment podcast from actors Brent Spiner and Jonathan Frakes.
Dropping Names...and Other Things with Brent & Jonny
is a conversation podcast show from Star Trek: The Next Generation stars Spiner and Frakes. Each episode, these longtime friends sit down with fascinating characters they’ve met across decades in the industry. Whether you're a sci-fi fan, a film buff, or just here for the laughs, this is the show where great stories meet great conversations… and a few names get dropped along the way. To date guests have included Hollywood icons Seth MacFarlane, Nathan Fillion, LeVar Burton, Alan Tudyk, Ron Perlman, Joel McHale, Felicia Day, Jane Leeves, Michael Dorn and Tom Bergeron.
“Brent and Jonny are beloved television stars who happen to also be magnetic podcast hosts. Through their show and in each episode they guide dynamic, engaged and hilarious conversation connecting us with their guests like never before. Audiences feel like they’re guests at the most exclusive party in town and our advertising partners are excited to engage with the podcast in unique and creative ways,” said Kit Gray, President and co-founder of PodcastOne.
PodcastOne’s full roster of top ranked podcasts includes programming across top genres such as news, comedy, true crime, sports and society and culture and includes shows such as
The Adam Carolla Show
,
The Jordan Harbinger Show,
Karma and Chaos, Stassi with Tay, Off The Vine with Kaitlyn Bristowe, LadyGang, Court Junkie, Pop Apologists
and
Varnamtown.
PodcastOne shows are available through
PodcastOne
, Apple Podcasts, Spotify, YouTube, iHeart, Amazon and wherever podcasts are heard.
About PodcastOne
PodcastOne
(Nasdaq: PODC) is a leading podcast platform that provides creators and advertisers with a comprehensive 360-degree solution in sales, marketing, public relations, production, and distribution. PodcastOne has surpassed 3.9 billion total downloads with a community of 200 top podcasters, including Adam Carolla, Kaitlyn Bristowe, Jordan Harbinger, LadyGang, A&E's Cold Case Files, and Varnamtown. PodcastOne has built a distribution network reaching over 1 billion monthly impressions across all channels, including YouTube, Spotify, Apple Podcasts, and iHeartRadio. PodcastOne is also the parent company of
PodcastOne Pro
which offers fully customizable production packages for brands, professionals, or hobbyists. For more information, visit
www.podcastone.com
and follow us on
,
,
YouTube
, and
X
at @podcastone.
Forward-Looking Statements
All statements other than statements of historical facts contained in this press release are “forward-looking statements,” which may often, but not always, be identified by the use of such words as “may,” “might,” “will,” “will likely result,” “would,” “should,” “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “believe,” “seek,” “continue,” “target” or the negative of such terms or other similar expressions. These statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements, including: LiveOne’s reliance on its largest OEM customer for a substantial percentage of its revenue; LiveOne’s and PodcastOne’s ability to consummate any proposed financing, acquisition, merger, distribution or other transaction, the timing of the consummation of any such proposed event, including the risks that a condition to the consummation of any such event would not be satisfied within the expected timeframe or at all, or that the consummation of any proposed financing, acquisition, merger, special dividend, distribution or transaction will not occur or whether any such event will enhance shareholder value; PodcastOne’s ability to continue as a going concern; PodcastOne’s ability to attract, maintain and increase the number of its listeners; PodcastOne identifying, acquiring, securing and developing content; LiveOne’s intent to repurchase shares of its and/or PodcastOne’s common stock from time to time under LiveOne’s stock repurchase program and the timing, price, and quantity of repurchases, if any, under the program; LiveOne’s ability to maintain compliance with certain financial and other covenants; PodcastOne successfully implementing its growth strategy, including relating to its technology platforms and applications; management’s relationships with industry stakeholders; LiveOne’s ability to repay its indebtedness when due; LiveOne’s ability to satisfy the conditions for closing on its announced additional convertible debentures financing; uncertain and unfavorable outcomes in legal proceedings and/or PodcastOne’s and/or LiveOne’s ability to pay any amounts due in connection with any such legal proceedings; changes in economic conditions; competition; risks and uncertainties applicable to the businesses of PodcastOne, LiveOne and/or LiveOne’s other subsidiaries; and other risks, uncertainties and factors including, but not limited to, those described in PodcastOne’s Annual Report on Form 10-K for the fiscal year ended March 31, 2026, filed with the U.S. Securities and Exchange Commission (the “SEC”) on June 29, 2026, Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026, and in PodcastOne’s other filings and submissions with the SEC. These forward-looking statements speak only as of the date hereof, and PodcastOne disclaims any obligation to update these statements, except as may be required by law. PodcastOne intends that all forward-looking statements be subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995.
Press Contacts
:
PodcastOne
Susan Madore
Susan@Guttmanpr.com
Investor Relations
:
PodcastOne
ir@podcastone.com
决策记录链 · 只追加
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这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。