LVO earnings call transcript, November 11, 2026

LiveOne Inc. (LVO) Q2 Fiscal 2027 Financial Results & Business Update

Rob Ellen 49%

Management

Rob Ellen
Live Ones CEO
3 min

Transcribed automatically by Lician from the company's public webcast; it can contain errors and speaker names are best effort.

Revenue grew to $37.3 million in the first half of FY2027, with EBITDA up 619% to $7.8 million. (5:29)
LiveOne cut staff from 350 to 80, using AI to improve efficiency and focus on profitability. (5:29)
The company expects $70 to $75 million in revenues for FY2027 and over $100 million in FY2028. (5:29)
A major B2B partnership is set to launch before year-end, targeting over 50 million monthly paying subscribers. (5:29)
LiveOne has $10 million in potential deals with LLMs and AI companies needing content licensing. (7:40)
Podcasts are top 10 for 12 months, with record revenues and EBITDA in the first half of the year. (8:38)
LiveOne is trading at half its industry revenue multiple, despite strong EBITDA growth. (5:29)

Guidance

"- Full-year revenue of $70 to $75 million for FY2027 " (5:29)
"- Over $100 million in revenues for FY2028 " (5:29)
"- Over $250 million in revenues within 36 months " (5:29)

AI-generated from this call's transcript only. Every figure was checked against the passage it links to. Not investment advice.

Transcript0:02
Good morning, and thank you for standing by. Welcome to LiveOne, Inc. Q2 Fiscal 2027 Financial Results and Business Update Conference call. During today's call, all participants will be in a listen-only mode. Following the presentation, the conference will be opened for questions. Presenting on today's call is Rob. Rob Ellen, CEO and Chairman of LiveOne. I would like to remind you that some of the statements made on today's call are forward-looking and are based on current expectations, forecasts, and assumptions that involve various risks and uncertainties. These statements include, but are not limited to, statements regarding the future performance of the company, including expected future financial results and expected future growth in the business. Actual results may differ materially from those discussed on this call for a variety of reasons. Please refer to the company's filings with the SEC for information about factors which could cause the company's actual results to differ materially from those forward-looking statements, including those described in its annual report on Form 10-K for the year ended March 31, 2026, and subsequent check filings. You'll find reconciliations of non-GAAP financial measures to the most comparable GAAP financial measures discussed today in the Company's Earnings Release, which is posted on its Investor's Relations. The Company encourages you to periodically visit its Investor Relations website for important content.
The following discussion, including responses to your questions, contains time-sensitive information and reflects management's view as of the date of this call, November 12, 2026. And except as required by law, the Company does not undertake any obligations to update or revise this information after today. I'd like to highlight to all participants that this call is being recorded. The Company will make it available to investors and media via webcast and replay will be available on its web. In the Investor Relations section shortly following the conclusion of the call. Additionally, it is the property of the Company and any redistribution, transmission, or rebroadcast of this call or the webcast. Any form without the Company's expressed written consent is strictly prohibited. Now, I would like to turn the call over to Live Ones CEO, Rob Ellen.
Rob EllenLive Ones CEO
Great.
Good morning, everyone.
Good morning and thank you for joining. This is the last earnings call before the biggest launch. And Live One's history. Let me start with the opportunity. We have announced over $12 trillion in B2B partnerships. Companies that combine have a massive reach of billions of people. They're a combined scale of our partners, the largest platforms in the world, device makers, distributors in the world. We do not have to build this audience. They already have it. Hot off the press, AT&T Mobility, 63 million users. With the opportunity to expand into all of AT&T. Vizio, 65 million users with expansion into Walmart, Sam's Club, and into an overall partnership. LG, Stan. Samsung, nursing homes, hospitals. This combined with our last two major B2B partners, Amazon and Paramount. Amazon's grown from starting a year and a half ago to now being a $20 million multi-year partner. Paramount grew from being a million dollar Pluto TV to now being over $25 million partner. And that $25 million partner was just combined with Warner, potentially much larger scale and size of five to seven times what there are. Previously, add that to a massive distribution across our long-term partnerships with Spotify, Apple, Alphabet, YouTube, and our community reaches billions of people. For a first time ever, our content is on Netflix, Disney, and Hulu. We also still somehow survived the loss of $55 million of revenues and $15 million of EBITDA with our partners.
Ship a Tesla. But with that, Tesla, we are now the in perpetuity, the branded on every home screen of every Tesla car is a live one button to click and play your music. We have over 1 million users on Tesla today. We have proven without a shadow of a doubt to be resilient. We survived COVID. We've survived market conditions. And now we survived the loss of Tesla revenue. We continue to prove we can replace those revenues and beat them shortly and dramatically.

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