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GlobeNewswire All Public CompaniesQwen · 实盘不做把握 2/10不做原因:无增量信息
北京时间·🕒 发布 20:00:00·⟳ 抓取 20:01:45·⚡ 决策 08-27 20:06:46 +5m01s·62.3 天前

PodcastOne获得Star Trek演员播客独家销售发行权,年内第12个新增播客

事件为PodcastOne年内第12个播客新增,属常规业务活动,未披露交易金额;单个播客300万下载量相对公司39亿总下载量占比不足0.1%,无法构成对收入/利润/市值的重大增量。公司存在going concern风险,日均成交额仅约26万美元,无法支撑有意义的交易。自家案例库中同类事件(Billy Corgan播客收购)已正确判断不做。

📄 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)
事件为年内第12个常规播客新增,未披露金额,单个播客300万下载量相对39亿总下载量占比不足0.1%,materiality严重不足。公司存在going concern风险,日均成交仅约26万美元无法支撑有意义交易,股价13周持续下行(-46%)。自家案例库同类事件已正确不做。
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

PodcastOne宣布获得Star Trek演员播客独家销售发行权,为年内第12个新增播客,未披露金额。该播客300万下载量相对公司39亿总下载量占比极小,无法构成重大增量。公司存在持续经营疑虑,股价13周跌46%,日均成交仅约26万美元。事件方向虽为正面但materiality不足且流动性不支持交易,结论为不做。

🔎 新鲜度:最早出现 2026-08-27 · 扩散 low · price-in 风险 low ↗

消息传播链

  1. 2026-08-27 12:00 UTC首发GlobeNewswire(公司通稿)一手源原文 ↗
    PodcastOne官方通稿,美股盘前发布,尚无市场反应

主要风险

  • PodcastOne存在持续经营(going concern)风险,公司能否持续运营存疑

反向证据

  • 做多前查反向 · 来源 web · 影响 invalidates
    Web搜索未返回有效结果(Bing RSS后备返回无关内容),但通稿自身前瞻性声明中明确提及going concern风险和LiveOne债务偿还风险,结合股价13周持续下行(100→54)和极低成交量,反证充分
    检索:PodcastOne PODC market cap revenue going concern 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例不足不改变结论:事件本身未通过materiality门槛,无需先例即可判断不做

方向:无可用先例

涨幅量级:先例不足,但事件materiality明显不足以支撑交易,无需先例校准

形态:自家案例库显示同类事件(2026-07-23 Billy Corgan播客收购)已正确判断不做

工具执行结果 · 成功 4 · 降级 1 · 失败 0 · 取消 0
  1. fetch_decision_experience 成功 stock_tools HTTP · 2,612 ms
    {
  2. search_processed_events 成功 stock_tools HTTP · 14,711 ms
    {"result": "search_processed_events:agent query=`podc podcast acquisition | podcastone brent spiner jonathan frakes dropping names | podcastone podc acquires sales distribution rights`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 70.8/72 小时、11232 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续
  3. stock_quote 成功 stock_tools HTTP · 11,051 ms
    {
  4. search_case_library 成功 stock_tools HTTP · 551 ms
    {"result": "search_case_library「PODC.US」—— 与这些标的相关的自家决策案例(本页 2 条,该标的全历史相关记录共 2 条;ENTER 只按该标的自己的腿统计):\n◆ PODC.US:相关历史决策 2 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过\n【对所查标的真 ENTER 过的:0 条 —— 相关案例里没有该标的自己的 ENTER 腿】\n【最近 2 条其它决策(多为「不做」,用来看这票最近在被什么消息刷屏)】\n• 2026-07-23 UTC 不做 — PodcastOne stock jumps o
  5. web_search 降级 Bing RSS(Tavily 降级后备) · 711 ms
    web_search「PodcastOne PODC market cap revenue 2026 going concern」命中 5 条(Bing RSS 后备;Tavily: HTTP 432 {"detail":{"error":"This request exceeds your plan's set usage limit. Please upgrade your plan or contact support@tavily.com"}}):

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

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