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Rob Ellin

Rob Ellin

Founder, Chairman, and CEO of LiveOne, Inc. (Nasdaq: LVO) and Executive Chairman of PodcastOne (Nasdaq: PODC).

Nov 6, 2026

5:18
No, no, no, I was just going to say, can you give us your thoughts on who will be the consolidators going forward and who you think needs or has interest in podcast assets?
5:28
Yeah, so I think it's a very scary environment, right, for streaming platforms, right? I was a shareholder for 24 years of Netflix.
5:39
I sold all my stock, I think it was like a year and a half ago, right? I think that they missed a very scary window, which is sports.
5:48
And now, in order to play in sports, you need $100 billion, right? And you're watching sports get fractioned out, right? I'm a huge Knicks fan.
5:56
It's impossible to watch the Knicks.
5:58
You got to go from one night's on Paramount, the next one's on this.
6:03
It's a very scary proposition.

11 MINS LATER

17:26
So can you explain why the board is taking these steps? What type of alternatives are genuinely on the table And how do you ensure a competitive, independent process given that Live One effectively controls Podcast One?
13:41
So can you walk us through the video monetization model as well?
13:47
Again, a lot of questions.
13:48
So let me start with, so you understand, we bought podcast one, doing 17 million in revenues, losing five.
13:54
We finished this year at between 60 and 62 million, right? We're a March 31st year end, 60 and 62 and 6 million plus in EBITDA.
14:05
So that's $11 million swing in the five-year period since we owned it, right? And a 4X on the revenues, 3.5X on the revenues, right? So going into this year, we said we're going to do 68 to 75 million.
14:20
So another great growth year, right? And I just raised the guidance again to $7 to $10 million of EBITDA.
14:27
It's becoming a very serious business.

17 MINS LATER

31:16
How would that change the competitive landscape? And does it create any strategic opportunities for you in advertising or licensing and so

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