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FWFWONK

Liberty Media Corporation

$FWONK·$24B·Entertainment·Communication Services
$94.72-0.7%YTD-2.7%1Y-5.1%
Price updated 12m ago·X counts updated 3d ago
FWFWONK
$FWONKLiberty Media Corporation
$94.72-0.68%39 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FWONK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

39X posts · last 7 days
Sep 3Sep 14
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $FWONK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 99% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FWONK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-16

The move has stalled — likely just drifts unless something new shows up.

Formula One is a monopoly asset with a lumpy calendar; the last quarter missed hard and Liberty just raised $690M in converts.

FWONK is Liberty Media's Formula One-tracker stock — a genuinely irreplaceable global rights asset, but a business with a schedule-driven revenue pattern that swings quarter to quarter.

  • Q2 revenue -30% YoY to $934M with EPS $0.02 missing $0.24 — a bad print, largely calendar-noise but consensus didn't see it that way.
  • On 2026-08-13, Liberty closed $690M of 2.375% convertible senior notes due 2032 (including a $90M overallotment) — capital raise for general corporate purposes.
  • Board appointed Philip Boeckman (35-year Cravath partner) as Chief Legal Officer effective 2026-10-01 — signals ongoing corporate-transaction workload.
  • The MotoGP acquisition adds a second global-motorsport rights asset; Steiner comments and analyst coverage frame it as a multi-year revenue-diversification play.

Sits 51% of the 52-week range and -3% YTD — the market is stuck between an unmatched moat and a print cadence it can't easily model.

What to watch: Nov 4 Q3 print (US GP quarter, structurally the highest-revenue quarter) and any operational detail on MotoGP integration.

On the calendar: 2026-11-04 — Q3 earnings

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Read the AI verdict on $FWONK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Holds the exclusive commercial rights to Formula 1 racing, monetizing global media deals, sponsorships, and race-hosting fees.

Industry overviewAI analysisGenerated by AI from underlying data

Where Entertainment sits in its cycle right now — and what that implies for $FWONK.

Entertainment · Communication Services

Streaming ARPU is improving as password-sharing crackdowns and ad-tier rollouts lift per-subscriber revenue for Netflix and Disney+; live sports rights (TKO's UFC/WWE, Fox Sports) remain the last durable linear moat as cord-cutting accelerates. AMC's 5% tokenization-signal bounce illustrates the asymmetry — financial engineering lifts a headline while secular format decline continues for theatrical exhibition.

What this means for $FWONK

Partial — Formula One commercial rights holder benefits from global expansion (Las Vegas GP, new race additions); F1 live rights are a durable streaming and broadcast premium but growth depends on audience retention.

Industry benchmark

13-name peer basket
+14.6%YTD
+12.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
47.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.02$0.24-91.7%
Q1 2026May 7, 2026$0.22$-0.06+466.7%
Q4 2025Feb 26, 2026$0.39$0.40-1.6%
Q3 2025Nov 5, 2025$0.24$0.42-42.9%
Next earningsWed, Nov 4·consensus EPS $0.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$934.0M-30.4%35.2%9.4%$0.02$271.0M
Q1 FY26$711.0M+59.1%41.9%9.0%$0.23$337.0M
Q4 FY25$1.6B+38.5%6.7%14.7%$1.33$24.0M
Q3 FY25$1.1B+18.3%38.4%14.7%$0.26$154.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.8B$4.7B – $4.9B$1.81$1.24 – $2.2411
FY27$5.3B$5.2B – $5.4B$2.20$1.60 – $3.0012
FY28$5.7B$5.5B – $5.9B$2.85$2.74 – $2.975
FY29$6.2B$6.0B – $6.4B$3.40$3.27 – $3.5410
FY30$6.7B$6.5B – $6.9B$3.92$3.77 – $4.086

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 242.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.655-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 15Renee L WilmChief Legal/Admin Officer11.6K sh$1.0MSellMay 27Chase CareyDirector100.0K sh$9.0MSellMar 30John C Malone10% owner250.0K sh$17.9M
+ 1 other (1 exempt) in window

See when $FWONK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 28-K — Item 5.02: Officer or director change
AI summary

Liberty Media Corporation (FWONK) appointed Philip J. Boeckman as Chief Legal Officer effective October 1, 2026. Boeckman is a 35-year Cravath, Swaine & Moore partner with deep cross-border capital markets and M&A experience, most recently as Co-Head of EMEA Capital Markets and former London Managing Partner. His hire brings significant international legal and transaction expertise to Liberty Media.

8-KUnregistered equity saleAug 138-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Liberty Media Corporation (FWONK) completed the sale of $690 million of 2.375% Senior Convertible Notes due 2032 on August 13, 2026, including $90 million from full exercise of the overallotment option, sold via Rule 144A to Goldman Sachs, Mizuho Securities, and Santander US Capital Markets. The notes are convertible into Series C common stock. The proceeds are expected to be used for general corporate purposes.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

Liberty Media Corporation (FWONK) announced on August 10, 2026 its intention to offer $600 million of convertible senior notes due 2032 via Rule 144A as a Regulation FD disclosure. The offering was subsequently increased to $690 million at pricing. The announcement represents the initial public disclosure of the capital markets transaction.

8-KPress release / Reg FDJul 158-K — Item 7.01: Press release / Reg FD
AI summary

Liberty Media Corporation (FWONK) announced on July 14, 2026 it will host a Q2 2026 earnings call on August 6, 2026 at 10:00 a.m. ET, filed as a Regulation FD disclosure. The announcement gives investors advance notice of the results call, with subsequent filings reporting the actual Q2 results.

8-KPress release / Reg FDJun 188-K — Item 7.01: Press release / Reg FD
8-KCharter amendmentMay 128-K — Item 3.03 · Item 5.03: Charter amendment · Item 8.01: Other event
8-KShareholder voteMay 118-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 248-K — Item 7.01: Press release / Reg FD
+ 16 other (7 13Gs · 2 earnings 8-Ks · 2 10-Qs · 1 8-A12B/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Liberty Media Corporation Prices Private Offering of $600 Million of 2.375% Convertible Senior Notes Due 2032businesswire.com·37d agoLiberty Media Corporation Proposes Private Offering of Convertible Senior Notesbusinesswire.com·38d agoFormula One Group (FWONK) Q2 2026 Earnings Call Transcriptseekingalpha.com·42d agoLiberty Media Corporation - Liberty Formula One Series C (FWONK) Q2 Earnings and Revenues Miss Estimateszacks.com·42d agoSteiner sees huge potential for MotoGP with Liberty Mediareuters.com·42d ago

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Voices on X · last 7 days

No standout posts about $FWONK on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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