Member Info for TheBigShow

£8 in no time at this rate

The buys have overtaken the sales

On we march

Don’t know why he doesn’t mention this in the RNS

Today Audioboom released our 2025 Trading Update - it was another strong year of growth with record financial performance and some transformative operational achievements.

Let's start with the numbers...

$5.1m of EBITDA... this was a record for the business, was up 54% vs 2024, and beat our market expectation

$80.1m of revenue... another record and up 10% vs 2024

$17m of gross profit... growing at double the pace of revenue, reflecting our focus on higher quality revenue

These numbers really highlight how EBITDA gears in our scalable business model.

Our OPEX is steady and consistent as the Audioboom platform is efficient and scalable - revenue growth gears quickly to EBITDA at these levels

It was another great year for Showcase - our scalable, higher gross margin advertising marketplace - with record revenue of $30.4m (up 31%).

It was fuelled by a ton of new ad inventory from Adelicious - just one of the upsides following our acquistion of that business in July.

Talking of which...

The acquisition of Adelicious and our strong moves in video podcasting marked an inflection point in our transition to a scaled platform business.

Buying Adelicious proved that our platform is primed for supporting consolidation - for example...

Pre transaction Adelicious delivered ~$600k per month of revenue, post transition it's above $900k.

50% growth by plugging into our platform and being supercharged by the Audioboom distribution and monetization engine.

Further disciplined M&A will provide growth opportunity

We became a leader in video in 2025 - Podscribe placed us as the #1 video podcast network.

In 2026 we need to maximize the value of video podcasting which is under-developed when compared to audio-only podcasting. Our partnership with Spotify is the first step...

Our current monetization engine for audio-only generates around $71 RPM on average. For video it's less than half of that.

With Spotify we'll have more options to monetize video content - helping to close that value gap and make us the go-to video platform too

I can't talk much about 2026 right now, other than to say it's started well and I'm excited about the year ahead

Good to get some volume back in this share

All the news outlets will report this as a record year

No doubt Dowgate will be lapping up any SP pullbacks

Overall a great year albeit slightly underwhelming numbers

Cash returning to healthy balance and probably more collected post year end

Didn't give an update on upfronts for 2026 which is surprising so so no idea how they will do this year

Sit and wait for further updates, hopefully they will release the Q4 deck

Spotify deal was huge

Surprised they didn't shout louder

World cup, UK local elections, US mid terms so lots too look forward to

2026 the year to convert those downloads into $$$

Podcasts are dead — it’s all about video now

https://www.thetimes.com/culture/tv-radio/article/podcasts-are-dead-its-all-about-video-now-pkh52dnhn?

CNN deal with Lemonada

https://www.hollywoodreporter.com/business/digital/cnn-lemonada-video-podcasts-1236472736/

Https://newdigitalage.co/audio/andrew-goldsmith-of-adelicious-from-audioboom-on-the-evolution-of-podcasting-video-is-our-fastest-growing-revenue-stream/

Https://deadline.com/2026/01/youtube-beating-bbc-barb-viewing-ratings-1236680843/

Stolen off a LinkedIn post

Every year podcasting gets bigger and 2026 will be the biggest since the covid listening boom...

Last night Amy Poehler picked up the first Golden Globe for Best Podcast, an awards ceremony usually reserved for the world's best talent in film and TV.

Last year podcasts were instrumental in political campaigns and to the results.

The channel is already mainstream and has matured, with continuous developments from the biggest companies in the world investing big in the channel.

Spotify has just announced a new distribution API that will allow integration with the largest hosting platforms & networks it would usually consider competitors.

YouTube is now offering dynamically inserted branded ads and segments that will also show detailed performance metrics.

Netflix is investing huge sums of money to bring some of the largest podcasts into their portfolio.

Even TikTok, renowned for short-form content, are experimenting in the channel with a partnership with iHeartMedia.

The boom in video podcasts has meant more discoverability and new audiences continuously being brought into the channel.

Podcast-specific audio networks such as Acast, PodcastOne and Audioboom have seen a huge surge in their share price over the last 6 months.

This is not a coincidence.

If you aren't already investing big in the channel, 2026 may be the last opportunity to get ahead of competitors.

New highest amount paid at £7.89 last week

How much of the £3.72m raised this week will be spent on Boom and at what price after Q4 results land ?

My alternate theory is a managed exit for Candy Tobin etc for a stake below 50% to a corporate that is going to inject equity into the business

Raised another £3.72m expect them to take some more Boom

Same article on the front page of sharetalk again today, only current price has been updated to £8 from £6.75 maybe they will post the article again in few weeks and share price will have to be updated to £10

https://www.share-talk.com/audioboom-group-from-podcast-network-to-platform-scale-and-why-2026-may-matter-more-than-2025-2/

Https://onwardopportunities.co.uk/document-centre/

As per their Q4 investor report

12.6% of portfolio

£5.47m value

148.8% total return

Dowgate up over 150% now in January and still continuing to buy in large quantities, follow the money you can never have enough shares

I'm up over £250k now and holding long term for the next £250k, the party is just starting after Boom announcing the new deal with Spotify

It’s usually second Wednesday in the new year but could be any day really or delayed a week or two

Wonder if they do the quarterly investor meet this time after skipping Q3

Plenty of upside, market hasn't digested how big the Spotify news was - that should have sent this to £10+ alone

The third £79k trade posted just now got to be a buy? SP ticked up also