LiveOne, Inc. Q2 FY2024 Earnings Call
· Earnings call transcript and AI-powered summary
- Consolidated Revenue: $28.5 million, down from $29.3 million in Q2 FY2023, primarily due to lower merchandising performance.
- Adjusted EBITDA: $2.8 million, a significant increase from a loss in the comparable prior-year period, highlighting improved cost management.
- Net Loss: $6.5 million on a GAAP basis for Q2 FY2024.
- Paid Subscribers: 2.4 million, up 38% YoY (+697,000).
- Total Members: 3.3 million including free members; expected to surpass 4 million in FY2025.
- Balance Sheet Strength: $28 million in short-term assets and $0 debt — best in company history; key debt was converted at a premium.
- Cost Savings: $32 million achieved over two years, with $3-5 million more expected in coming months.
- Share Buyback: Over 3.5 million shares repurchased, with room for another 5 million under a recently expanded $8.5 million plan.
Business Unit Highlights
- Audio Division (Slacker Radio + PodcastOne):
- Combined Revenue (First 6 Months): $52.6 million (vs ~$40M previously at acquisition).
- Combined Adjusted EBITDA (First 6 Months): $10.3 million.
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