Fox vs Formula One
This page compares Fox Corporation (Class B) and Formula One (Liberty Media Group), examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Fox Corporation (Class B) and Formula One (Liberty Media Group), examining their business models, financial performance, and market context in a neutral, accessible way. Educational...
Why It's Moving
Fox Corp Shares Surge to New Highs on Strong Earnings and Robust Ad Market
- Fox reported quarterly EPS of $1.51, surpassing consensus estimates by $0.45, driven by $3.74 billion in revenue that beat forecasts and reflected 5% year-over-year growth.
- Management highlighted a 6% increase in total advertising revenue and a 3% rise in total distribution despite challenges in political advertising and cable news ratings.
- Analysts from firms like UBS and CFRA have reaffirmed buy ratings and raised price targets, citing Fox's strong fundamentals and a recovering advertising market as key growth catalysts.
Liberty Media's FWONK tightens focus on motorsports with strategic spin-off and MotoGP acquisition
- Q3 2025 revenue surged 19% year-over-year to $1.085 billion, powered by Formula 1’s $869 million and MotoGP’s $169 million contributions, signaling strong synergies from the integration.
- The December 15, 2025, spin-off of Liberty Live Group, transferring assets like QuintEvents and Meyer Shank Racing, has optimized capital structure and provided investor clarity on the pure-play motorsport focus.
- Leadership highlighted successes, including Formula 1’s new commercial partnerships (e.g., with Apple) expanding global reach and MotoGP’s record attendance and TV viewership boosting demand for motorsport content.
Fox Corp Shares Surge to New Highs on Strong Earnings and Robust Ad Market
- Fox reported quarterly EPS of $1.51, surpassing consensus estimates by $0.45, driven by $3.74 billion in revenue that beat forecasts and reflected 5% year-over-year growth.
- Management highlighted a 6% increase in total advertising revenue and a 3% rise in total distribution despite challenges in political advertising and cable news ratings.
- Analysts from firms like UBS and CFRA have reaffirmed buy ratings and raised price targets, citing Fox's strong fundamentals and a recovering advertising market as key growth catalysts.
Liberty Media's FWONK tightens focus on motorsports with strategic spin-off and MotoGP acquisition
- Q3 2025 revenue surged 19% year-over-year to $1.085 billion, powered by Formula 1’s $869 million and MotoGP’s $169 million contributions, signaling strong synergies from the integration.
- The December 15, 2025, spin-off of Liberty Live Group, transferring assets like QuintEvents and Meyer Shank Racing, has optimized capital structure and provided investor clarity on the pure-play motorsport focus.
- Leadership highlighted successes, including Formula 1’s new commercial partnerships (e.g., with Apple) expanding global reach and MotoGP’s record attendance and TV viewership boosting demand for motorsport content.
Which Baskets Do They Appear In?
Media Giants M&A: Valuation Gaps Could Stall Deals
Warner Bros. Discovery's rejection of Paramount's takeover bid highlights a major consolidation trend in the media sector. This theme focuses on companies poised to benefit from the ongoing wave of mergers and acquisitions as entertainment giants scale up to compete.
Published: October 13, 2025
Explore BasketMedia's Pricing Power
Spotify is increasing its subscription prices to invest in new services, reflecting a strategic shift towards profitability. This move highlights an opportunity in other media companies with strong brand loyalty and the ability to raise prices without losing subscribers.
Published: August 25, 2025
Explore BasketMedia's Next Chapter: Consolidation & Opportunity
Paramount's major job cuts following its merger with Skydance signal a significant consolidation trend within the media industry. This theme focuses on companies poised to benefit from the strategic shifts and talent redistribution occurring in the competitive content landscape.
Published: August 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Media Giants M&A: Valuation Gaps Could Stall Deals
Warner Bros. Discovery's rejection of Paramount's takeover bid highlights a major consolidation trend in the media sector. This theme focuses on companies poised to benefit from the ongoing wave of mergers and acquisitions as entertainment giants scale up to compete.
Published: October 13, 2025
Explore BasketMedia's Pricing Power
Spotify is increasing its subscription prices to invest in new services, reflecting a strategic shift towards profitability. This move highlights an opportunity in other media companies with strong brand loyalty and the ability to raise prices without losing subscribers.
Published: August 25, 2025
Explore BasketMedia's Next Chapter: Consolidation & Opportunity
Paramount's major job cuts following its merger with Skydance signal a significant consolidation trend within the media industry. This theme focuses on companies poised to benefit from the strategic shifts and talent redistribution occurring in the competitive content landscape.
Published: August 24, 2025
Explore BasketEntertainment's Consolidation Wave
The resignation of Paramount's co-CEO after its merger with Skydance signals a major strategic shift for the media giant. This consolidation exemplifies a broader entertainment industry trend, creating potential investment opportunities among other media companies poised for growth.
Published: August 7, 2025
Explore BasketMedia Shake-Up: Beyond The Paramount Merger
Following the FCC's approval of the $8 billion Skydance-Paramount merger, a major consolidation is set to reshape the media industry. This landmark event creates a potential opening for other entertainment and media firms to seize a competitive advantage as the new company navigates significant operational changes.
Published: July 27, 2025
Explore BasketMedia Consolidation: The Paramount-Skydance Ripple Effect
The FCC's approval of the $8 billion merger between Paramount and Skydance reshapes the media landscape, creating a new entertainment powerhouse. This major consolidation presents an opportunity for rival media companies and content producers to gain a competitive edge as the new entity navigates its integration.
Published: July 26, 2025
Explore BasketInvestment Analysis
Fox
FOX
Pros
- Fox Corporation has demonstrated strong revenue and earnings growth, with a 16.6% year-on-year increase in revenue and a 50.8% rise in net income.
- The company maintains a robust balance sheet with a current ratio of 2.45 and a quick ratio of 2.26, indicating solid liquidity and financial stability.
- Fox's diversified business segments, including news, sports, entertainment, and digital platforms, provide multiple revenue streams and reduce reliance on any single market.
Considerations
- Fox's business is exposed to ongoing regulatory and political risks, particularly due to its news segment's high-profile nature and associated controversies.
- The company faces significant competition from digital streaming platforms, which could pressure its traditional cable and broadcast advertising revenues.
- Fox's reliance on advertising revenue makes it vulnerable to economic cycles and fluctuations in advertiser spending.
Formula One
FWONK
Pros
- Formula One Group controls exclusive commercial rights to the FIA Formula One World Championship, providing a unique and highly valuable global sports property.
- The Formula One brand has experienced strong international expansion, with races held across five continents and increasing global viewership.
- Liberty Media's ownership structure and strategic investments have supported Formula One's growth and modernisation, including digital and media initiatives.
Considerations
- Formula One's high valuation is reflected in a price-to-earnings ratio above 60, which may limit upside and increase sensitivity to earnings disappointments.
- The business is dependent on a small number of partners and stakeholders, including teams, promoters, and broadcasters, creating execution and negotiation risks.
- Formula One's revenue is exposed to macroeconomic factors, such as changes in sponsorship, advertising, and ticket sales, which can fluctuate with economic conditions.
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