Earnings Sentiment

Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.

Please consider a small donation if you think this website provides you with relevant information  

    

Sentiment Distribution

   

Earnings Call Transcript Word Cloud

     

Bullish Statements during Earnings call

Statement
And we're seeing telltale signs that this is going to be a fantastic year
And I'm really excited about this
It was truly a spectacular quarter and one that illustrates the power of our creative first model focused on super fans which rewards the talent and enriching the shareholders
It has always provided both myself and my management team the confidence in the runway and the ability to drive further revenues and sizable EBITDA for our shareholders
This model motivates and attracts creative talent to our platform, driving traffic, audience engagement, again, with very little cost to us in unlimited revenue potential, revenues increased over 300% in our first year
I'm so proud of our Audio team considering the time of the acquisitions of Slacker Radio and PodcastOne, the combined pro forma revenue was around $40 million with 400,000 members losing $15 million a year
It's a really exciting time at LiveOne, and I'm extremely pleased on how all areas of our business are performing
Given the current strength and future potential of our business, we believe our stock remains extremely undervalued
So really exciting pipeline, the biggest by far in the history of the company
This gives us a unique clarity and strong comparability to achieve our 2025 financial guidance
I'm confident and cited because I believe this is the biggest opportunity in my career
Slacker posted record revenue for Q3 of $16.8 million and adjusted EBITDA of $6.8 million
Again, a spectacular quarter for the company, huge growth again in conclusion
This is one of the best I've ever seen
We see this great opportunity with very little to no cost to us to be able to partner with our creators with already having the rev shares built and be able to launch products and find out if the social media drives it
Once again, only more and more IP license and merchandise in coming years, the division could become the most profitable division within the company
I think it's going to be a real winner for us
If we do, we'll be over $1 billion in revenues and this will be -- the stock will be substantially higher
Of note, our Audio Division contributing revenues of $130 million to $140 million and $20 million to $25 million of EBITDA with over $17 million of positive cash flow
This combined with our extension of our 10-year partnership with Tesla, extending their contract for at least another 18 months ensures increasing monthly revenues, which provides us with full confidence and our business plan will provide more and more of these B2B deals, we now have over 42 potential B2B partnerships in our pipeline across 8 verticals
And so this really exciting next generation of where podcast is going
This is a great time for our company and growth
Today's Slacker Radio has proudly passed 3.5 million members
And Aaron, who has just made CFO, he's just done a great job of that, and a great job of managing it
This gives us a streaming partner, one of the biggest in the world, the Fortune 500 company and gives us a massive audience to reach content
It's well over $20 million, and you'll start to see that incremental growth in this quarter and substantially higher as each quarter goes forward
We focus on great creators with amazing stories that can benefit and the increased engagement by joining our family
You're guiding to a very substantial jump in EBITDA for the fourth quarter
So we're seeing telltale signs it's strong
I think you'll see some really exciting announcements
       

Bearish Statements during earnings call

Statement
Brendan’s show has exploded since it came on a network
It was a little bit lower than it's been for the last many quarters
It came down a little bit from last quarter, simply because we had substantial costs related to spinning off PodcastOne
And so we can't be more excited about the pipeline
On the OpEx side, it's substantially down in the December quarter to September quarter
PodcastOne posted revenue of $10.4 million and adjusted EBITDA loss of $400,000
So if I'm wrong, sorry
So should drop
It's not really the right place in the base
First, and I ask this every quarter, I may have missed it
So we had the cost of 3 audits legal fees and so on is very expensive
And on the gross margin side, I'm not sure what impacted the mix
Sorry, it dropped down this quarter should pick back up in coming quarters
   

Please consider a small donation if you think this website provides you with relevant information