Pocket FM reaches $500M ARR while EBITDA profitable
$500M ARR milestone: In a post on 10 September 2026, Rohan NayakDealroom has a profile for this one. Try Dealroom → said that Pocket FM had grown from approximately zero to $500M in annual recurring revenue, adding $250M in the preceding 12 months while remaining EBITDA profitable. This is a significant step up from the $400M ARR milestone recorded in April 2026.
AI-led content production: The post describes a growth playbook centred on testing formats, improving retention and monetisation, and localising the product for new countries. Subsequent discussion of the post highlighted Pocket FM's move from roughly 25,000 hours of content a year to about 2.5 million hours, with more than 90% of content reportedly AI-generated. Paid retention was reported to have improved from 35% to 60%, while the platform serves a large international listener base and derives most of its revenue from the US market.
Product and distribution: Pocket FM is an audio-entertainment platform built around serialised fiction and short, bingeable episodes. Its website describes a global catalogue of audio dramas, creator tools including an AI story-writing partner, studio-grade audio production and localisation across 15 languages. The company says it connects writers with a worldwide audience and operates across multiple countries and languages.
The ARR and profitability figures are management statements shared by Rohan Nayak on X; ARR should not be read as reported statutory revenue.
Read more: Rohan Nayak on X · Pocket FM
