Pocket FM’s Rohan Nayak says annual recurring revenue reached $500M

In September 2026, Pocket FM’s Rohan Nayak said the audio-drama business had reached $500 million in annual recurring revenue (ARR), adding $250 million in 2025 while profitable on an EBITDA basis. He credited a pivot to AI-only content production with 100% ARR growth. For customer acquisition, he described using AI to extract intriguing moments from hit shows and turn them into trailer scripts. Nayak said increasing an ad’s clickthrough rate from 2% to 2.25% reduces customer acquisition cost by roughly 30%—an insight he said shaped Pocket FM’s AI-first ad production system.