Liberty Media Reports Q4 Adjusted OIBDA of $329M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy FWONK?
Reports Q4 adjusted OIBDA $329M vs. $200M last year. "2025 was an exceptional and productive year for Liberty, and we are excited about the opportunities ahead," said Derek Chang, Liberty Media President & CEO. "We delivered on our key strategic objectives - strengthening Formula 1's growth trajectory, completing the MotoGP acquisition and streamlining our structure following the Liberty Live split-off last December. This year, we remain focused on sustaining F1's momentum, positioning MotoGP for future growth and remaining disciplined yet opportunistic with our capital to drive shareholder value."
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Analyst Views on FWONK
Wall Street analysts forecast FWONK stock price to rise
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Current: 91.090
Low
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Current: 91.090
Low
Averages
High
About FWONK
Formula One Group controls the exclusive commercial and promotional rights to the FIA Formula One World Championship series, and the monetization of those rights is the primary business of the group. The firm is responsible for development and promotion of the Formula One race series in concert with its three partners: the FIA (the regulatory body), the teams that participate in the series, and the series' commercial partners, which include the race promoters, broadcasters, sponsors, and advertisers. The F1 schedule in 2023 will encompass 23 races held on five continents. Formula One Group is a subsidiary of Liberty Media, which purchased the firm in January 2017. Formula One stock is a tracking stock for the assets under Formula One Group with Liberty Media.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sirius XM Upsizes $1.25 Billion Senior Notes Offering
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- Interest Rate and Maturity: The bonds carry an annual interest rate of 5.875% and are due in 2032, priced at par, indicating a stable financing cost for the company in the current interest rate environment, which helps reduce future financial pressure.
- Clear Use of Proceeds: The company plans to use the proceeds from this offering, along with cash on hand, to buy back all of its 3.125% senior notes due in 2026 and redeem any remaining notes not tendered, demonstrating a proactive approach to debt management aimed at optimizing its capital structure.
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- Use of Proceeds: The company plans to use the net proceeds from this offering, along with cash on hand, to purchase its outstanding 3.125% senior notes due 2026 through a concurrent cash tender offer, which is expected to reduce future interest expenses.
- Market Compliance: The notes will be offered to qualified institutional buyers under Rule 144A and to non-U.S. persons outside the United States under Regulation S, ensuring compliance with relevant regulations and broadening the investor base.
- Unregistered Securities: The company noted that these securities have not been registered under the U.S. Securities Act and cannot be sold in the United States, emphasizing the importance of compliance to protect investor interests.
See More
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See More
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- Upsized Bond Offering: Sirius XM Radio announced an increase in its senior notes offering from an initial $1 billion to $1.25 billion, reflecting strong market demand for its debt instruments, which is expected to enhance the company's capital structure.
- Interest Rate and Maturity: The bonds carry an annual interest rate of 5.875% and are due in 2032, priced at par, indicating a stable financing cost for the company in the current interest rate environment, which helps reduce future financial pressure.
- Clear Use of Proceeds: The company plans to use the proceeds from this offering, along with cash on hand, to buy back all of its 3.125% senior notes due in 2026 and redeem any remaining notes not tendered, demonstrating a proactive approach to debt management aimed at optimizing its capital structure.
- Debt Status Overview: As of December 31, 2025, Sirius XM had $1 billion of 2026 notes and $1.5 billion of 2027 notes outstanding, indicating some pressure in debt management, but this action is expected to alleviate future repayment burdens.
See More
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- Financing Plan: Sirius XM Radio intends to privately place $1 billion of senior notes due 2032, aiming to strengthen its capital structure and optimize debt management, contingent on market conditions.
- Use of Proceeds: The company plans to use the net proceeds from this offering, along with cash on hand, to purchase its outstanding 3.125% senior notes due 2026 through a concurrent cash tender offer, which is expected to reduce future interest expenses.
- Market Compliance: The notes will be offered to qualified institutional buyers under Rule 144A and to non-U.S. persons outside the United States under Regulation S, ensuring compliance with relevant regulations and broadening the investor base.
- Unregistered Securities: The company noted that these securities have not been registered under the U.S. Securities Act and cannot be sold in the United States, emphasizing the importance of compliance to protect investor interests.
See More
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- Earnings Announcement: Formula One Group is set to release its Q4 earnings on February 26 before market open, with consensus EPS estimate at $0.36 and revenue expected to reach $1.55 billion, indicating investor interest in the company's financial performance.
- Earnings Estimate Fluctuations: Over the past three months, EPS estimates have seen no upward revisions and two downward adjustments, while revenue estimates experienced four upward and four downward revisions, reflecting market uncertainty regarding the company's future performance.
- Market Sentiment Analysis: Despite being considered not cheap, Liberty Media remains optimistic about Formula One Group, indicating confidence in the company's prospects amid the current market environment.
- New Partnership Developments: IMAX has entered a new deal with Apple TV to showcase F1 races in U.S. theaters, which is expected to enhance brand visibility and attract more viewers, thereby strengthening F1's market influence.
See More
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- New Investment Disclosure: Berkshire Hathaway disclosed a new position of 5,065,744 shares in The New York Times Co (NYSE:NYT) for Q4 2025, indicating a sustained interest in the media sector.
- Liberty Media Ecosystem Adjustment: In its 13F filing, Berkshire clarified its holdings within the restructured Liberty Media ecosystem, including 3,018,555 shares of Liberty Formula One (NASDAQ:FWONK), reflecting confidence in the racing business.
- Portfolio Changes Overview: The Q4 13F report revealed changes in Berkshire's existing stock holdings, particularly notable reductions in certain stocks, indicating a dynamic adjustment in its investment strategy.
- Apple Holdings Dynamics: Although Berkshire reduced its stake in Apple once again, it remains the largest position in its investment portfolio, demonstrating a long-term bullish outlook on the technology sector.
See More
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- World Cup Catalyst: Analysts believe that the 2026 FIFA World Cup, hosted across North America, will serve as a landmark catalyst for global attention on U.S. live entertainment, significantly boosting sports engagement and generating spillover effects across the industry.
- Shift in Consumer Spending: As traditional entertainment categories like cinemas and linear TV lose market share, live formats have shown greater resilience, with 2026 expected to highlight the scarcity value of live platforms that engage deeply with fans and have global reach.
- Liberty F1 Upgrade: The analyst upgraded Liberty Formula One to Outperform, arguing that 2026 will present multiple structural and event-driven tailwinds for the company, particularly in media rights negotiations and profitability recovery at key events like the Las Vegas Grand Prix.
- Positive Outlook for Live Nation and TKO: Analysts reiterated a positive view on Live Nation and TKO Group as core beneficiaries of strong live entertainment fundamentals, with 2026 expected to focus on execution and potential upside from media rights and partnership revisions.
See More
Liberty Media Corp (FWONK) Shares Oversold with RSI at 29.1
- Oversold Signal: Liberty Media Corp (FWONK) shares fell to $89.14 on Wednesday, with an RSI of 29.1, indicating that the recent heavy selling may be nearing exhaustion, prompting investors to consider buying opportunities.
- Market Comparison: FWONK's RSI of 29.1 is significantly lower than the S&P 500 ETF (SPY) at 55.8, suggesting a more severe oversold condition that may attract investors looking for a rebound.
- Price Fluctuation Range: With a 52-week low of $75.26 and a high of $109.36, the current trading price of $89.44 places FWONK in the middle of its volatility range, potentially offering a buying opportunity for investors.
- Investor Sentiment: While the current RSI indicates oversold conditions, investors should cautiously assess market sentiment and fundamentals to avoid further downside risks before a rebound.
See More
