Auddia

AUUDNASDAQUSD

THESIS ALERT

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$0.30
+$0.06 (+24.90%)Today 1M −77.36%
After hours$0.30−0.17%

Updated Nov 11, 4:00 PM ET · Regular session · May be delayed

Source valuation snapshot. Not a live recalculation.
Latest filed annual earnings; price snapshot date unavailable. Not forward P/E.
Diluted earnings per share from the latest filed annual.
$0.24
Prior regular-session close from the quote source.
$0.25–$0.32
Regular-session low and high so far today.
133.0M
Regular-session shares traded · Nov 11, 4:00 PM ET.
Not yet confirmed
The company has not confirmed its next report date. Reported quarters are available in the chart’s Earnings view.
$0.21–$11.55
52-week trading low and high returned by the quote source.

Understand the Business

Why the Stock Moved

Period-matched expectations history is not yet available. Current metrics are not a substitute for a historical explanation.

The core investment thesis

Own AUUD if Auddia is a highly speculative option on turning faidr’s AI ad-skipping radio app into Discovr Radio, a paid artist-and-label promotion network, before cash burn and dilution overwhelm the equity.

AUUD price history

Latest price$0.30Today+$0.06 (+24.90%)
AUUD -71.01%S&P 500 -2.42%Since first plotted close
4 hours

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Investment thesis

What must happen next

4 MATERIAL PROPOSITIONS
  • Artists and labels will pay for guaranteed exposure to passive AM/FM listeners because existing discovery platforms such as Bandcamp and SoundCloud depend on users actively searching for new music.HoldingMateriality: High

    Item 1 says Auddia is shifting from B2C subscriptions to B2B SaaS subscriptions for artists and labels. If this demand exists, Discovr Radio can become the first real revenue engine; if artists do not pay or renew, Auddia remains a pre-revenue app developer.

    Watch: Artists conclude that Discovr Radio plays do not convert into follows, streams, ticket sales, or fan relationships.

    Supporting sources

    Source notes are factual paraphrases; read the original disclosures below.

    Item 1 says Auddia is shifting from B2C subscriptions to B2B SaaS subscriptions for artists and labels.

    Open source ↗
  • Removing consumer subscriptions from faidr can increase listener adoption enough to create valuable ad-break inventory for artist promotion.HoldingMateriality: High

    Item 1 says faidr users will receive free access to AI-driven ad-free AM/FM streams on all music stations. The B2B model needs a listener audience large enough to make guaranteed plays valuable; without listener scale, artist demand will be shallow.

    Watch: Listeners stay with iHeart, Audacy, TuneIn, Spotify, Apple, or standard station apps despite faidr becoming free.

    Supporting sources

    Source notes are factual paraphrases; read the original disclosures below.

    Item 1 says faidr users will receive free access to AI-driven ad-free AM/FM streams on all music stations.

    Open source ↗
  • Auddia’s AI audio-recognition and placement engine must remain accurate and differentiated enough to identify ad breaks, insert songs in real time, and target the right listener-station-artist context.HoldingMateriality: Medium

    Item 1 says Auddia’s platform is trained to distinguish commercials, songs, and DJ conversation and identify the beginning and end of each audio segment. The product’s value depends on technology that both listeners and artists notice; if competitors replicate it or accuracy is poor, pricing power disappears.

    Watch: TuneIn, iHeart, Audacy, Spotify, Apple, or Google ships comparable AI ad-break detection and personalization at larger scale.

    Supporting sources

    Source notes are factual paraphrases; read the original disclosures below.

    Item 1 says Auddia’s platform is trained to distinguish commercials, songs, and DJ conversation and identify the beginning and end.

    Open source ↗
  • Auddia must keep enough liquidity and capital-market access to prove the Discovr Radio model before operating burn forces value-destructive financing.WeakeningMateriality: Medium

    FY2025 cash was $3.2 million, up from $2.7 million at FY2024 year-end. Even a promising product can fail for shareholders if the company has to issue equity repeatedly before revenue inflects.

    Watch: The Discovr Radio pilot takes longer than expected to convert into paid subscriptions.

    Supporting sources

    Source notes are factual paraphrases; read the original disclosures below.

    FY2025 cash was $3.2 million, up from $2.7 million at FY2024 year-end.

    Open source ↗
Full investment case & evidence

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Original research

Artists and labels will pay for guaranteed exposure to passive AM/FM listeners because existing discovery platforms such as Bandcamp and SoundCloud depend on users actively searching for new music. If this demand exists, Discovr Radio can become the first real revenue engine; if artists do not pay or renew, Auddia remains a pre-revenue app developer.

Removing consumer subscriptions from faidr can increase listener adoption enough to create valuable ad-break inventory for artist promotion. The B2B model needs a listener audience large enough to make guaranteed plays valuable; without listener scale, artist demand will be shallow.

Auddia’s AI audio-recognition and placement engine must remain accurate and differentiated enough to identify ad breaks, insert songs in real time, and target the right listener-station-artist context. The product’s value depends on technology that both listeners and artists notice; if competitors replicate it or accuracy is poor, pricing power disappears.

Auddia must keep enough liquidity and capital-market access to prove the Discovr Radio model before operating burn forces value-destructive financing. Even a promising product can fail for shareholders if the company has to issue equity repeatedly before revenue inflects.

All standing thesis claims
Original report summary

Auddia is a highly speculative option on turning faidr’s AI ad-skipping radio app into Discovr Radio, a paid artist-and-label promotion network, before cash burn and dilution overwhelm the equity.

Evidence assessed Oct 19, 2026. Expand each conclusion for its evidence and what would change it. Thesis evidence—not a buy or sell recommendation.

Bull case and bear case

Bull case and bear case for Auddia

Where the evidence on Auddia disagrees: Mixed on the latest evidence (Oct 19, 2026). Of its 4 thesis points, 3 holding and 1 weakening.

Bull case: what the evidence supports

  • Artists and labels will pay for guaranteed exposure to passive AM/FM listeners because existing discovery platforms such as Bandcamp and SoundCloud depend on users actively searching for new music.

    sec.gov ↗

  • Removing consumer subscriptions from faidr can increase listener adoption enough to create valuable ad-break inventory for artist promotion.

    sec.gov ↗

  • Auddia’s AI audio-recognition and placement engine must remain accurate and differentiated enough to identify ad breaks, insert songs in real time, and target the right listener-station-artist context.

    sec.gov ↗

Bear case: what the evidence questions

  • Auddia must keep enough liquidity and capital-market access to prove the Discovr Radio model before operating burn forces value-destructive financing.

    sec.gov ↗

Thesis-Break Engine

Thesis-break watch · Auddia

Loading the break-condition record for Auddia.

How the Thesis-Break Engine works →Historical outcomes are measured against the market after past breaks of the same kind, across all companies. Not a prediction.

MARKET + FINANCIAL SNAPSHOT

The numbers behind the thesis

Sourced from filings and market data

What Changed

  1. Mixed
    Other material event.

    Auddia filed an SEC 8-K on 2026-10-06: Other material event. It is a dated development that tests the current thesis.

  2. Mixed
    Other material event.

    Auddia filed an SEC 8-K on 2026-09-24: Other material event. It is a dated development that tests the current thesis.

  3. Mixed
    Entered a material definitive agreement.

    Auddia filed an SEC 8-K on 2026-07-23: Entered a material definitive agreement. It is a dated development that tests the current thesis.

Risks / falsifiers

What could break the thesis

  • Artists conclude that Discovr Radio plays do not convert into follows, streams, ticket sales, or fan relationships.
  • Listeners stay with iHeart, Audacy, TuneIn, Spotify, Apple, or standard station apps despite faidr becoming free.
  • TuneIn, iHeart, Audacy, Spotify, Apple, or Google ships comparable AI ad-break detection and personalization at larger scale.
  • The Discovr Radio pilot takes longer than expected to convert into paid subscriptions.

AUUD news

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Financial statements

AUUD income statement

Annual filed results · USD · Oldest to newest. Margins are calculated from the reported figures.

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