LVO earnings / call / takeaways

LVO earnings call: key takeaways

What LVO said on its earnings call of November 12, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 12, 2026·AI-generated from the call transcript and Lician data

LiveOne reported $37 million in revenues for the first half of FY2027, exceeding the $37 million guidance from the previous call (4:48)
The company raised its full-year revenue guidance to $70 to $75 million for FY2027 and expects over $100 million in revenues for FY2028. (4:48)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	-$0.34	–	–
Revenue	$19.9M	–	–

EPS basis: Unverified: no SEC figure to check the provider EPS against

What changed since last quarter

Full-year revenue guidance was raised to $70 to $75 million for FY2027, up from previous expectations. (4:48)
The company confirmed its FY2028 revenue target of over $100 million and extended its 36-month revenue target to over $250 million. (6:58)
The CEO emphasized confidence in the upcoming launch and its potential to drive significant growth, citing similarities to the Tesla partnership. (7:28)

Guidance

Metric	This call	Previous call
Revenue	"- Full-year revenue of $70 to $75 million " (4:48)	"- Full-year revenue of $70 to $75 million for FY2027 "
Other	"- Over $100 million in revenues next year " (6:58)	not captured
Other	"- Over $250 million in revenues within 36 months " (6:58)	not captured

What analysts pressed on

Whether the new partnership will require consumer opt-in or partner subsidization for paid subscribers. (11:14)
How the company is attracting paid subscribers from recent B2B partnerships with smart TV OEMs. (14:21)
Concerns about the decline in podcast downloads and its impact on revenue trends. (17:04)

In their words

We couldn't be more excited about this is this is subscriber with a credit card spending on a weekly basis. (12:52)
We're really excited about where they can go, you know, even bigger than just the current partnerships. (15:52)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.