
Rob Ellin
Founder, Chairman, and CEO of LiveOne, Inc. (Nasdaq: LVO) and Executive Chairman of PodcastOne (Nasdaq: PODC).
2
APPEARANCES
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Nov 6, 2026
PodcastOne (PODC): The Strategic Review, Podcast M&A, and the AI Content Opportunity
5:18
5:28
5:39
5:48
17:26

Eric GoldsteinHOST
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?

Rob EllinGUEST
Yeah, so I think it's a very scary environment, right, for streaming platforms, right? I was a shareholder for 24 years of Netflix.

Rob EllinGUEST
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.

Rob EllinGUEST
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.
11 MINS LATER

Eric GoldsteinHOST
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?
LiveOne (LVO): The AT&T Deal, B2B Streaming Strategy, and Why Every Platform Needs an Audio Network
13:48
13:54
14:05
14:20
31:16

Rob EllinGUEST
So let me start with, so you understand, we bought podcast one, doing 17 million in revenues, losing five.

Rob EllinGUEST
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.

Rob EllinGUEST
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.

Rob EllinGUEST
So another great growth year, right? And I just raised the guidance again to $7 to $10 million of EBITDA.
17 MINS LATER

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