Liberty Broadband（8L8C）株式概要リバティ・ブロードバンド・コーポレーションは米国で様々な通信事業を行っている。 詳細8L8C ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績0/6財務の健全性1/6配当金0/6報酬収益は年間45.12%増加すると予測されています リスク分析収益が 100 万ドル未満 ( $0 )負債は営業キャッシュフローで十分にカバーされていない German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る8L8C Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW490,721 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA490,721 investors already sharing narrativesYour Fair Value€Current Price€27.00該当なし内在価値ディスカウントEst. Revenue$PastFuture-2b2b2016201920222025202620282031Revenue US$0.1Earnings US$0.01AdvancedSet Fair ValueView all narrativesLiberty Broadband Corporation 競合他社Springer Nature KGaASymbol: XTRA:SPGMarket cap: €3.7bRTL GroupSymbol: XTRA:RRTLMarket cap: €5.0bStröer SE KGaASymbol: XTRA:SAXMarket cap: €2.1bScout24Symbol: XTRA:G24Market cap: €5.2b価格と性能株価の高値、安値、推移の概要Liberty Broadband過去の株価現在の株価US$27.0052週高値US$58.0052週安値US$25.20ベータ0.651ヶ月の変化2.27%3ヶ月変化-21.05%1年変化-53.45%3年間の変化-66.87%5年間の変化-82.00%IPOからの変化-63.61%最新ニュースお知らせ • Jul 16Liberty Broadband Corporation to Report Q2, 2026 Results on Aug 06, 2026Liberty Broadband Corporation announced that they will report Q2, 2026 results on Aug 06, 2026お知らせ • Jun 29+ 11 more updatesLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from Russell 1000 Growth BenchmarkLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from Russell 1000 Growth BenchmarkBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Derek Chang was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 07Liberty Broadband Corporation, Annual General Meeting, May 11, 2026Liberty Broadband Corporation, Annual General Meeting, May 11, 2026.お知らせ • Mar 06Liberty Media Corporation Announces Transition of Renee Wilm from Chief Legal Officer and Chief Administrative Officer to Senior AdvisorLiberty Media Corporation announced that Renee Wilm will transition from her role as Chief Legal Officer and Chief Administrative Officer of Liberty Media, Liberty Live and Liberty Broadband to become Senior Advisor to the companies, effective later this year. Ms. Wilm has served as Liberty’s Chief Legal Officer since 2019 and previously served the company as outside counsel for over two decades, helping guide the organization through many transformational transactions, capital restructurings and the continued evolution of Liberty’s portfolio of operating companies and investments. Ms. Wilm will also continue as Chief Legal Officer with GCI Liberty, Inc.お知らせ • Jul 15+ 1 more updateLiberty Broadband Corporation Announces Executive ChangesLiberty Broadband Corporation announced that in connection with the Spin-Off, Marty E. Patterson was appointed to the role of President of Liberty Broadband. In addition, Mr. Patterson is Senior Vice President of Liberty Media Corporation and Co-Head of Corporate Development, and has served on the board of directors of Charter Communications Inc. since April 2025. Upon effectiveness of Mr. Patterson’s appointment, John C. Malone resigned as President of Liberty Broadband. Mr. Malone will remain Chairman of the Boards of Liberty Broadband and GCI Liberty.最新情報をもっと見るRecent updatesお知らせ • Jul 16Liberty Broadband Corporation to Report Q2, 2026 Results on Aug 06, 2026Liberty Broadband Corporation announced that they will report Q2, 2026 results on Aug 06, 2026お知らせ • Jun 29+ 11 more updatesLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from Russell 1000 Growth BenchmarkLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from Russell 1000 Growth BenchmarkBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Derek Chang was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 07Liberty Broadband Corporation, Annual General Meeting, May 11, 2026Liberty Broadband Corporation, Annual General Meeting, May 11, 2026.お知らせ • Mar 06Liberty Media Corporation Announces Transition of Renee Wilm from Chief Legal Officer and Chief Administrative Officer to Senior AdvisorLiberty Media Corporation announced that Renee Wilm will transition from her role as Chief Legal Officer and Chief Administrative Officer of Liberty Media, Liberty Live and Liberty Broadband to become Senior Advisor to the companies, effective later this year. Ms. Wilm has served as Liberty’s Chief Legal Officer since 2019 and previously served the company as outside counsel for over two decades, helping guide the organization through many transformational transactions, capital restructurings and the continued evolution of Liberty’s portfolio of operating companies and investments. Ms. Wilm will also continue as Chief Legal Officer with GCI Liberty, Inc.お知らせ • Jul 15+ 1 more updateLiberty Broadband Corporation Announces Executive ChangesLiberty Broadband Corporation announced that in connection with the Spin-Off, Marty E. Patterson was appointed to the role of President of Liberty Broadband. In addition, Mr. Patterson is Senior Vice President of Liberty Media Corporation and Co-Head of Corporate Development, and has served on the board of directors of Charter Communications Inc. since April 2025. Upon effectiveness of Mr. Patterson’s appointment, John C. Malone resigned as President of Liberty Broadband. Mr. Malone will remain Chairman of the Boards of Liberty Broadband and GCI Liberty.お知らせ • May 23Liberty Broadband Corporation Appoints Derek Chang as Director, Effective May 22, 2025Liberty Broadband Corporation announced that Derek Chang, President and CEO of Liberty Media Corporation, was appointed to the board of directors of Liberty Broadband, effective May 22, 2025. Following Mr. Chang’s appointment, the board will have a total of 8 directors, divided among three classes, with Mr. Chang serving as a Class I director with a term expiring at the annual meeting of stockholders in 2027.お知らせ • Apr 09Liberty Broadband Corporation to Report Q1, 2025 Results on May 07, 2025Liberty Broadband Corporation announced that they will report Q1, 2025 results Pre-Market on May 07, 2025お知らせ • Feb 25Liberty Broadband Corporation, Annual General Meeting, May 12, 2025Liberty Broadband Corporation, Annual General Meeting, May 12, 2025.お知らせ • Jan 30Liberty Broadband Corporation to Report Q4, 2024 Results on Feb 27, 2025Liberty Broadband Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.99 (vs US$1.11 in 3Q 2023)Third quarter 2024 results: EPS: US$0.99 (down from US$1.11 in 3Q 2023). Revenue: US$262.0m (up 9.2% from 3Q 2023). Net income: US$142.0m (down 12% from 3Q 2023). Profit margin: 54% (down from 68% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €86.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Germany. Total loss to shareholders of 41% over the past three years.お知らせ • Oct 10Liberty Broadband Corporation to Report Q3, 2024 Results on Nov 07, 2024Liberty Broadband Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.0% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).お知らせ • Sep 24Liberty Broadband Corporation (NasdaqGS:LBRD.K) submits a non-binding proposal to acquire remaining 68.10% stake in Charter Communications, Inc. (NasdaqGS:CHTR) from John Malone and others for approximately $1.7 billion.Liberty Broadband Corporation (NasdaqGS:LBRD.K) submits a non-binding proposal to acquire remaining 68.10% stake in Charter Communications, Inc. (NasdaqGS:CHTR) from John Malone and others for approximately $1.7 billion on September 23, 2024. In its counterproposal, Liberty Broadband outlined the terms of a proposed combination of Liberty Broadband with Charter in an all-stock transaction intended to be tax-free whereby holders of each series of Liberty Broadband common stock would receive 0.2900 of a share of Charter Class A common stock (Nasdaq: CHTR) in exchange for each share of Liberty Broadband common stock. According to the terms of the counterproposal, Charter would assume or refinance Liberty Broadband’s debt at or prior to closing as well as Liberty Broadband’s outstanding preferred stock. During the pendency of the transaction, Liberty Broadband, including GCI, would operate in the ordinary course of business, subject to the terms of the definitive transaction agreements. The proposed transaction would be subject to, among other things, the negotiation and execution of mutually acceptable definitive transaction documents, applicable board approvals, the requisite approval of Liberty Broadband stockholders, and the approval of a majority of the stockholders of Liberty Broadband unaffiliated with John Malone and his affiliates. The transaction would also be subject to customary closing conditions, including the receipt of requisite regulatory approvals and applicable tax opinions. The proposed transaction includes a closing date of June 30, 2027 or such earlier date as the parties shall mutually agree.お知らせ • Sep 23+ 1 more updateLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from FTSE All-World Index (USD)Liberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from FTSE All-World Index (USD)New Risk • Sep 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$1.36 (vs US$1.73 in 2Q 2023)Second quarter 2024 results: EPS: US$1.36 (down from US$1.73 in 2Q 2023). Revenue: US$246.0m (flat on 2Q 2023). Net income: US$195.0m (down 23% from 2Q 2023). Profit margin: 79% (down from 103% in 2Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €59.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 60% over the past three years.お知らせ • Jul 12Liberty Broadband Corporation to Report Q2, 2024 Results on Aug 08, 2024Liberty Broadband Corporation announced that they will report Q2, 2024 results Pre-Market on Aug 08, 2024New Risk • Jul 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€1.2m sold).お知らせ • Jun 24Liberty Broadband Corporation announced that it expects to receive $500 million in fundingLiberty Broadband Corporation announced that it will raise $500 million in a round of funding on June 24, 2024. The company will issue senior debentures in the transaction. The debentures will became due in 2025. The Debentures will be exchangeable at the option of holders during specified periods. Upon an exchange of Debentures, the company, at its option, may deliver shares of Charter Class A common stock or the value thereof in cash or any combination of shares of Charter Class A common stock and cash.Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$1.69 (vs US$0.47 in 1Q 2023)First quarter 2024 results: EPS: US$1.69 (up from US$0.47 in 1Q 2023). Revenue: US$245.0m (flat on 1Q 2023). Net income: US$241.0m (up 249% from 1Q 2023). Profit margin: 98% (up from 28% in 1Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Apr 27Liberty Broadband Corporation, Annual General Meeting, Jun 10, 2024Liberty Broadband Corporation, Annual General Meeting, Jun 10, 2024, at 08:15 US Mountain Standard Time. Agenda: To elect Julie D. Frist and J. David Wargo to continue serving as Class I members of our Board until the 2027 annual meeting of stockholders or their earlier resignation or removal; to ratify the selection of KPMG LLP as our independent auditors for the fiscal year ending December 31, 2024; to adopt the Liberty Broadband Corporation 2024 Omnibus Incentive Plan; and to approve, on an advisory basis, the compensation of our named executive officers as described in this proxy statement under the heading Executive Compensation.お知らせ • Apr 11Liberty Broadband Corporation to Report Q1, 2024 Results on May 08, 2024Liberty Broadband Corporation announced that they will report Q1, 2024 results Pre-Market on May 08, 2024New Risk • Apr 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (70% net profit margin). Significant insider selling over the past 3 months (€2.2m sold).Recent Insider Transactions • Apr 10Independent Director recently sold €1.2m worth of stockOn the 8th of April, J. Wargo sold around 25k shares on-market at roughly €47.68 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.Recent Insider Transactions • Mar 08Independent Director recently sold €1.0m worth of stockOn the 7th of March, J. Wargo sold around 20k shares on-market at roughly €52.24 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.Reported Earnings • Feb 18Full year 2023 earnings released: EPS: US$4.71 (vs US$8.01 in FY 2022)Full year 2023 results: EPS: US$4.71 (down from US$8.01 in FY 2022). Revenue: US$981.0m (flat on FY 2022). Net income: US$688.0m (down 45% from FY 2022). Profit margin: 70% (down from 129% in FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 4.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €61.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Media industry in Europe. Total loss to shareholders of 50% over the past three years.お知らせ • Jan 20Liberty Broadband Corporation to Report Q4, 2023 Results on Feb 16, 2024Liberty Broadband Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 16, 2024Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director Greg Engles was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2023 earnings released: EPS: US$1.11 (vs US$2.07 in 3Q 2022)Third quarter 2023 results: EPS: US$1.11 (down from US$2.07 in 3Q 2022). Revenue: US$240.0m (down 3.2% from 3Q 2022). Net income: US$162.0m (down 49% from 3Q 2022). Profit margin: 68% (down from 127% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Oct 28Liberty Broadband Corporation Announces Retirement of Albert E. Rosenthaler as Chief Corporate Development Officer, Effective January 1, 2024On October 20, 2023, Liberty Broadband Corporation announced Albert E. Rosenthaler notified of his intention to retire from his position as Chief Corporate Development Officer of the Company, effective January 1, 2024.お知らせ • Oct 07Liberty Broadband Corporation to Report Q3, 2023 Results on Nov 03, 2023Liberty Broadband Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 03, 2023New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 82% Last year net profit margin: 142% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.3x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (82% net profit margin).Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: US$1.73 (vs US$2.89 in 2Q 2022)Second quarter 2023 results: EPS: US$1.73 (down from US$2.89 in 2Q 2022). Revenue: US$245.0m (up 2.5% from 2Q 2022). Net income: US$252.0m (down 46% from 2Q 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jul 12Liberty Broadband Corporation to Report Q2, 2023 Results on Aug 04, 2023Liberty Broadband Corporation announced that they will report Q2, 2023 results Pre-Market on Aug 04, 2023Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.47 (vs US$1.79 in 1Q 2022)First quarter 2023 results: EPS: US$0.47 (down from US$1.79 in 1Q 2022). Revenue: US$246.0m (up 3.4% from 1Q 2022). Net income: US$69.0m (down 77% from 1Q 2022). Profit margin: 28% (down from 126% in 1Q 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 20Full year 2022 earnings released: EPS: US$8.01 (vs US$3.96 in FY 2021)Full year 2022 results: EPS: US$8.01 (up from US$3.96 in FY 2021). Revenue: US$975.0m (down 1.3% from FY 2021). Net income: US$1.26b (up 72% from FY 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jan 26Liberty Broadband Corporation to Report Q4, 2022 Results on Feb 17, 2023Liberty Broadband Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 17, 2023Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €68.02, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 38% over the past three years.Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: US$2.07 (vs US$1.31 in 3Q 2021)Third quarter 2022 results: EPS: US$2.07 (up from US$1.31 in 3Q 2021). Revenue: US$248.0m (flat on 3Q 2021). Net income: US$315.0m (up 33% from 3Q 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: US$2.98 (vs US$0.30 in 2Q 2021)Second quarter 2022 results: EPS: US$2.98 (up from US$0.30 in 2Q 2021). Revenue: US$239.0m (down 1.4% from 2Q 2021). Net income: US$465.0m (up US$408.7m from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 07First quarter 2022 earnings released: EPS: US$1.79 (vs US$0.27 in 1Q 2021)First quarter 2022 results: EPS: US$1.79 (up from US$0.27 in 1Q 2021). Revenue: US$238.0m (down 3.5% from 1Q 2021). Net income: US$299.0m (up 473% from 1Q 2021). Over the next year, revenue is forecast to grow 2.4%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.97 (up from US$2.18 in FY 2020). Revenue: US$988.0m (up US$937.3m from FY 2020). Net income: US$732.0m (up 84% from FY 2020). Profit margin: 74% (down from 784% in FY 2020). The decrease in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.1%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$1.33 (vs US$0.38 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$250.2m (up US$246.0m from 3Q 2020). Net income: US$236.9m (up 244% from 3Q 2020). Profit margin: 95% (down from 1,635% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS US$0.30 (vs US$0.40 in 2Q 2020)The company reported a decent second quarter result with improved revenues, although earnings and profit margins were weaker. Second quarter 2021 results: Revenue: US$242.3m (up US$238.2m from 2Q 2020). Net income: US$56.3m (down 22% from 2Q 2020). Profit margin: 23% (down from 1,755% in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Reported Earnings • May 08First quarter 2021 earnings released: EPS US$0.27 (vs US$0.043 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$246.5m (up US$242.4m from 1Q 2020). Net income: US$52.2m (up US$60.1m from 1Q 2020). Profit margin: 21% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 01Full year 2020 earnings released: EPS US$2.18 (vs US$0.65 in FY 2019)Full year 2020 results: Revenue: US$50.7m (up 241% from FY 2019). Net income: US$397.6m (up 239% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 30New 90-day low: €118The company is down 2.0% from its price of €121 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 37% over the same period.Is New 90 Day High Low • Nov 19New 90-day high: €132The company is up 13% from its price of €117 on 20 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 20% while the growth in Media industry in Germany is expected to stay flat.Is New 90 Day High Low • Oct 06New 90-day high: €124The company is up 11% from its price of €112 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.株主還元8L8CDE MediaDE 市場7D2.3%3.7%1.5%1Y-53.4%-16.2%0.8%株主還元を見る業界別リターン: 8L8C過去 1 年間で-16.2 % の収益を上げたGerman Media業界を下回りました。リターン対市場: 8L8Cは、過去 1 年間で0.8 % のリターンを上げたGerman市場を下回りました。価格変動Is 8L8C's price volatile compared to industry and market?8L8C volatility8L8C Average Weekly Movement8.1%Media Industry Average Movement4.0%Market Average Movement5.3%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.8%安定した株価: 8L8Cの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 8L8Cの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2014n/aMarty Pattersonwww.libertybroadband.comリバティ・ブロードバンド・コーポレーションは、米国で様々な通信事業を行っている。同社はGCIホールディングスとチャーターの2つのセグメントで事業を展開している。GCIホールディングス部門は、主にアラスカ州でGCIブランドの下、データ、無線、ビデオ、音声、マネージド・サービスを住宅、企業、政府機関、教育・医療機関向けに提供している。チャーター部門は、定額制のインターネット、ビデオ、モバイル、音声サービス、および中小企業向けのSpectrum Internet、TV、モバイル、音声、企業や政府機関向けの一連のブロードバンド製品とサービスを提供するSpectrum Business、光ファイバーベースのソリューションを提供するSpectrum Enterprise、メディア向けの広告と制作を提供し、Spectrum Networksを通じてニュース報道やスポーツ番組を顧客に配信するSpectrum Reachなどの住宅およびビジネス向けサービスを提供している。また、ネットワークベースのセキュリティで家庭内の機器を保護するSpectrum Security Shield、インターネットアクセス、データネットワーキング、携帯電話タワーやオフィスビルへのファイバー接続、ビデオエンターテインメント、ビジネス電話サービス、ケーブルテレビネットワーク、ストリーミングサービス、広告プラットフォームでの広告サービス、地域スポーツやニュースチャンネルの運営も行っている。リバティ・ブロードバンド・コーポレーションは2014年に法人化され、コロラド州エングルウッドに本社を置いている。もっと見るLiberty Broadband Corporation 基礎のまとめLiberty Broadband の収益と売上を時価総額と比較するとどうか。8L8C 基礎統計学時価総額€3.89b収益（TTM）-€2.07b売上高(TTM)n/a0.0xP/Sレシオ-2.0xPER（株価収益率8L8C は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8L8C 損益計算書（TTM）収益US$0売上原価US$0売上総利益US$0その他の費用US$2.36b収益-US$2.36b直近の収益報告Mar 31, 2026次回決算日Aug 06, 2026一株当たり利益（EPS）-16.46グロス・マージン0.00%純利益率0.00%有利子負債／自己資本比率46.9%8L8C の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/28 11:27終値2026/07/28 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Liberty Broadband Corporation 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Matthew HarriganBenchmark CompanyMark MillerBenchmark CompanySamuel McHughBNP Paribas5 その他のアナリストを表示
お知らせ • Jul 16Liberty Broadband Corporation to Report Q2, 2026 Results on Aug 06, 2026Liberty Broadband Corporation announced that they will report Q2, 2026 results on Aug 06, 2026
お知らせ • Jun 29+ 11 more updatesLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from Russell 1000 Growth BenchmarkLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from Russell 1000 Growth Benchmark
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Derek Chang was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 07Liberty Broadband Corporation, Annual General Meeting, May 11, 2026Liberty Broadband Corporation, Annual General Meeting, May 11, 2026.
お知らせ • Mar 06Liberty Media Corporation Announces Transition of Renee Wilm from Chief Legal Officer and Chief Administrative Officer to Senior AdvisorLiberty Media Corporation announced that Renee Wilm will transition from her role as Chief Legal Officer and Chief Administrative Officer of Liberty Media, Liberty Live and Liberty Broadband to become Senior Advisor to the companies, effective later this year. Ms. Wilm has served as Liberty’s Chief Legal Officer since 2019 and previously served the company as outside counsel for over two decades, helping guide the organization through many transformational transactions, capital restructurings and the continued evolution of Liberty’s portfolio of operating companies and investments. Ms. Wilm will also continue as Chief Legal Officer with GCI Liberty, Inc.
お知らせ • Jul 15+ 1 more updateLiberty Broadband Corporation Announces Executive ChangesLiberty Broadband Corporation announced that in connection with the Spin-Off, Marty E. Patterson was appointed to the role of President of Liberty Broadband. In addition, Mr. Patterson is Senior Vice President of Liberty Media Corporation and Co-Head of Corporate Development, and has served on the board of directors of Charter Communications Inc. since April 2025. Upon effectiveness of Mr. Patterson’s appointment, John C. Malone resigned as President of Liberty Broadband. Mr. Malone will remain Chairman of the Boards of Liberty Broadband and GCI Liberty.
お知らせ • Jul 16Liberty Broadband Corporation to Report Q2, 2026 Results on Aug 06, 2026Liberty Broadband Corporation announced that they will report Q2, 2026 results on Aug 06, 2026
お知らせ • Jun 29+ 11 more updatesLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from Russell 1000 Growth BenchmarkLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from Russell 1000 Growth Benchmark
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Derek Chang was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 07Liberty Broadband Corporation, Annual General Meeting, May 11, 2026Liberty Broadband Corporation, Annual General Meeting, May 11, 2026.
お知らせ • Mar 06Liberty Media Corporation Announces Transition of Renee Wilm from Chief Legal Officer and Chief Administrative Officer to Senior AdvisorLiberty Media Corporation announced that Renee Wilm will transition from her role as Chief Legal Officer and Chief Administrative Officer of Liberty Media, Liberty Live and Liberty Broadband to become Senior Advisor to the companies, effective later this year. Ms. Wilm has served as Liberty’s Chief Legal Officer since 2019 and previously served the company as outside counsel for over two decades, helping guide the organization through many transformational transactions, capital restructurings and the continued evolution of Liberty’s portfolio of operating companies and investments. Ms. Wilm will also continue as Chief Legal Officer with GCI Liberty, Inc.
お知らせ • Jul 15+ 1 more updateLiberty Broadband Corporation Announces Executive ChangesLiberty Broadband Corporation announced that in connection with the Spin-Off, Marty E. Patterson was appointed to the role of President of Liberty Broadband. In addition, Mr. Patterson is Senior Vice President of Liberty Media Corporation and Co-Head of Corporate Development, and has served on the board of directors of Charter Communications Inc. since April 2025. Upon effectiveness of Mr. Patterson’s appointment, John C. Malone resigned as President of Liberty Broadband. Mr. Malone will remain Chairman of the Boards of Liberty Broadband and GCI Liberty.
お知らせ • May 23Liberty Broadband Corporation Appoints Derek Chang as Director, Effective May 22, 2025Liberty Broadband Corporation announced that Derek Chang, President and CEO of Liberty Media Corporation, was appointed to the board of directors of Liberty Broadband, effective May 22, 2025. Following Mr. Chang’s appointment, the board will have a total of 8 directors, divided among three classes, with Mr. Chang serving as a Class I director with a term expiring at the annual meeting of stockholders in 2027.
お知らせ • Apr 09Liberty Broadband Corporation to Report Q1, 2025 Results on May 07, 2025Liberty Broadband Corporation announced that they will report Q1, 2025 results Pre-Market on May 07, 2025
お知らせ • Feb 25Liberty Broadband Corporation, Annual General Meeting, May 12, 2025Liberty Broadband Corporation, Annual General Meeting, May 12, 2025.
お知らせ • Jan 30Liberty Broadband Corporation to Report Q4, 2024 Results on Feb 27, 2025Liberty Broadband Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.99 (vs US$1.11 in 3Q 2023)Third quarter 2024 results: EPS: US$0.99 (down from US$1.11 in 3Q 2023). Revenue: US$262.0m (up 9.2% from 3Q 2023). Net income: US$142.0m (down 12% from 3Q 2023). Profit margin: 54% (down from 68% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €86.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Media industry in Germany. Total loss to shareholders of 41% over the past three years.
お知らせ • Oct 10Liberty Broadband Corporation to Report Q3, 2024 Results on Nov 07, 2024Liberty Broadband Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.0% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).
お知らせ • Sep 24Liberty Broadband Corporation (NasdaqGS:LBRD.K) submits a non-binding proposal to acquire remaining 68.10% stake in Charter Communications, Inc. (NasdaqGS:CHTR) from John Malone and others for approximately $1.7 billion.Liberty Broadband Corporation (NasdaqGS:LBRD.K) submits a non-binding proposal to acquire remaining 68.10% stake in Charter Communications, Inc. (NasdaqGS:CHTR) from John Malone and others for approximately $1.7 billion on September 23, 2024. In its counterproposal, Liberty Broadband outlined the terms of a proposed combination of Liberty Broadband with Charter in an all-stock transaction intended to be tax-free whereby holders of each series of Liberty Broadband common stock would receive 0.2900 of a share of Charter Class A common stock (Nasdaq: CHTR) in exchange for each share of Liberty Broadband common stock. According to the terms of the counterproposal, Charter would assume or refinance Liberty Broadband’s debt at or prior to closing as well as Liberty Broadband’s outstanding preferred stock. During the pendency of the transaction, Liberty Broadband, including GCI, would operate in the ordinary course of business, subject to the terms of the definitive transaction agreements. The proposed transaction would be subject to, among other things, the negotiation and execution of mutually acceptable definitive transaction documents, applicable board approvals, the requisite approval of Liberty Broadband stockholders, and the approval of a majority of the stockholders of Liberty Broadband unaffiliated with John Malone and his affiliates. The transaction would also be subject to customary closing conditions, including the receipt of requisite regulatory approvals and applicable tax opinions. The proposed transaction includes a closing date of June 30, 2027 or such earlier date as the parties shall mutually agree.
お知らせ • Sep 23+ 1 more updateLiberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from FTSE All-World Index (USD)Liberty Broadband Corporation(NasdaqGS:LBRD.K) dropped from FTSE All-World Index (USD)
New Risk • Sep 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$1.36 (vs US$1.73 in 2Q 2023)Second quarter 2024 results: EPS: US$1.36 (down from US$1.73 in 2Q 2023). Revenue: US$246.0m (flat on 2Q 2023). Net income: US$195.0m (down 23% from 2Q 2023). Profit margin: 79% (down from 103% in 2Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €59.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 60% over the past three years.
お知らせ • Jul 12Liberty Broadband Corporation to Report Q2, 2024 Results on Aug 08, 2024Liberty Broadband Corporation announced that they will report Q2, 2024 results Pre-Market on Aug 08, 2024
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€1.2m sold).
お知らせ • Jun 24Liberty Broadband Corporation announced that it expects to receive $500 million in fundingLiberty Broadband Corporation announced that it will raise $500 million in a round of funding on June 24, 2024. The company will issue senior debentures in the transaction. The debentures will became due in 2025. The Debentures will be exchangeable at the option of holders during specified periods. Upon an exchange of Debentures, the company, at its option, may deliver shares of Charter Class A common stock or the value thereof in cash or any combination of shares of Charter Class A common stock and cash.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$1.69 (vs US$0.47 in 1Q 2023)First quarter 2024 results: EPS: US$1.69 (up from US$0.47 in 1Q 2023). Revenue: US$245.0m (flat on 1Q 2023). Net income: US$241.0m (up 249% from 1Q 2023). Profit margin: 98% (up from 28% in 1Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Apr 27Liberty Broadband Corporation, Annual General Meeting, Jun 10, 2024Liberty Broadband Corporation, Annual General Meeting, Jun 10, 2024, at 08:15 US Mountain Standard Time. Agenda: To elect Julie D. Frist and J. David Wargo to continue serving as Class I members of our Board until the 2027 annual meeting of stockholders or their earlier resignation or removal; to ratify the selection of KPMG LLP as our independent auditors for the fiscal year ending December 31, 2024; to adopt the Liberty Broadband Corporation 2024 Omnibus Incentive Plan; and to approve, on an advisory basis, the compensation of our named executive officers as described in this proxy statement under the heading Executive Compensation.
お知らせ • Apr 11Liberty Broadband Corporation to Report Q1, 2024 Results on May 08, 2024Liberty Broadband Corporation announced that they will report Q1, 2024 results Pre-Market on May 08, 2024
New Risk • Apr 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (70% net profit margin). Significant insider selling over the past 3 months (€2.2m sold).
Recent Insider Transactions • Apr 10Independent Director recently sold €1.2m worth of stockOn the 8th of April, J. Wargo sold around 25k shares on-market at roughly €47.68 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 08Independent Director recently sold €1.0m worth of stockOn the 7th of March, J. Wargo sold around 20k shares on-market at roughly €52.24 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
Reported Earnings • Feb 18Full year 2023 earnings released: EPS: US$4.71 (vs US$8.01 in FY 2022)Full year 2023 results: EPS: US$4.71 (down from US$8.01 in FY 2022). Revenue: US$981.0m (flat on FY 2022). Net income: US$688.0m (down 45% from FY 2022). Profit margin: 70% (down from 129% in FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 4.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €61.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Media industry in Europe. Total loss to shareholders of 50% over the past three years.
お知らせ • Jan 20Liberty Broadband Corporation to Report Q4, 2023 Results on Feb 16, 2024Liberty Broadband Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 16, 2024
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director Greg Engles was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2023 earnings released: EPS: US$1.11 (vs US$2.07 in 3Q 2022)Third quarter 2023 results: EPS: US$1.11 (down from US$2.07 in 3Q 2022). Revenue: US$240.0m (down 3.2% from 3Q 2022). Net income: US$162.0m (down 49% from 3Q 2022). Profit margin: 68% (down from 127% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28Liberty Broadband Corporation Announces Retirement of Albert E. Rosenthaler as Chief Corporate Development Officer, Effective January 1, 2024On October 20, 2023, Liberty Broadband Corporation announced Albert E. Rosenthaler notified of his intention to retire from his position as Chief Corporate Development Officer of the Company, effective January 1, 2024.
お知らせ • Oct 07Liberty Broadband Corporation to Report Q3, 2023 Results on Nov 03, 2023Liberty Broadband Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 03, 2023
New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 82% Last year net profit margin: 142% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.3x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (82% net profit margin).
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: US$1.73 (vs US$2.89 in 2Q 2022)Second quarter 2023 results: EPS: US$1.73 (down from US$2.89 in 2Q 2022). Revenue: US$245.0m (up 2.5% from 2Q 2022). Net income: US$252.0m (down 46% from 2Q 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jul 12Liberty Broadband Corporation to Report Q2, 2023 Results on Aug 04, 2023Liberty Broadband Corporation announced that they will report Q2, 2023 results Pre-Market on Aug 04, 2023
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.47 (vs US$1.79 in 1Q 2022)First quarter 2023 results: EPS: US$0.47 (down from US$1.79 in 1Q 2022). Revenue: US$246.0m (up 3.4% from 1Q 2022). Net income: US$69.0m (down 77% from 1Q 2022). Profit margin: 28% (down from 126% in 1Q 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 20Full year 2022 earnings released: EPS: US$8.01 (vs US$3.96 in FY 2021)Full year 2022 results: EPS: US$8.01 (up from US$3.96 in FY 2021). Revenue: US$975.0m (down 1.3% from FY 2021). Net income: US$1.26b (up 72% from FY 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jan 26Liberty Broadband Corporation to Report Q4, 2022 Results on Feb 17, 2023Liberty Broadband Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 17, 2023
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €68.02, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 38% over the past three years.
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: US$2.07 (vs US$1.31 in 3Q 2021)Third quarter 2022 results: EPS: US$2.07 (up from US$1.31 in 3Q 2021). Revenue: US$248.0m (flat on 3Q 2021). Net income: US$315.0m (up 33% from 3Q 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: US$2.98 (vs US$0.30 in 2Q 2021)Second quarter 2022 results: EPS: US$2.98 (up from US$0.30 in 2Q 2021). Revenue: US$239.0m (down 1.4% from 2Q 2021). Net income: US$465.0m (up US$408.7m from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 07First quarter 2022 earnings released: EPS: US$1.79 (vs US$0.27 in 1Q 2021)First quarter 2022 results: EPS: US$1.79 (up from US$0.27 in 1Q 2021). Revenue: US$238.0m (down 3.5% from 1Q 2021). Net income: US$299.0m (up 473% from 1Q 2021). Over the next year, revenue is forecast to grow 2.4%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.97 (up from US$2.18 in FY 2020). Revenue: US$988.0m (up US$937.3m from FY 2020). Net income: US$732.0m (up 84% from FY 2020). Profit margin: 74% (down from 784% in FY 2020). The decrease in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.1%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$1.33 (vs US$0.38 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$250.2m (up US$246.0m from 3Q 2020). Net income: US$236.9m (up 244% from 3Q 2020). Profit margin: 95% (down from 1,635% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS US$0.30 (vs US$0.40 in 2Q 2020)The company reported a decent second quarter result with improved revenues, although earnings and profit margins were weaker. Second quarter 2021 results: Revenue: US$242.3m (up US$238.2m from 2Q 2020). Net income: US$56.3m (down 22% from 2Q 2020). Profit margin: 23% (down from 1,755% in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 08First quarter 2021 earnings released: EPS US$0.27 (vs US$0.043 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$246.5m (up US$242.4m from 1Q 2020). Net income: US$52.2m (up US$60.1m from 1Q 2020). Profit margin: 21% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 01Full year 2020 earnings released: EPS US$2.18 (vs US$0.65 in FY 2019)Full year 2020 results: Revenue: US$50.7m (up 241% from FY 2019). Net income: US$397.6m (up 239% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 30New 90-day low: €118The company is down 2.0% from its price of €121 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 37% over the same period.
Is New 90 Day High Low • Nov 19New 90-day high: €132The company is up 13% from its price of €117 on 20 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 20% while the growth in Media industry in Germany is expected to stay flat.
Is New 90 Day High Low • Oct 06New 90-day high: €124The company is up 11% from its price of €112 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
