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$MBGAF · Formula 1: Fast cars, celebrities, and B2B software (Audio)
now playing · $MBGAF
$MBGAF···bullish· mediumben gilbert
Mercedes F1 team generates $200M operating income plus $1B advertising equivalent value
Under Toto Wolff, the Mercedes team turned a £1 purchase into a $6B valuation, earning ~$200M operating income on $800M revenue (25% margin) while delivering over $1B in advertisi…
$CRWD···bullish· lowben gilbert
CrowdStrike CEO invests in Toto Wolff's Mercedes F1 holding company
George Kurtz bought into Toto Wolff's personal holding company that owns ~33% of the Mercedes F1 team, signaling sophisticated tech executives view F1 team equity as a compelling…
$NFLX···bullish· mediumdavid rosenthal
Drive to Survive doubled US F1 viewership and shifted fan base to 40% female
Netflix's Drive to Survive series grew US race viewership from 500k to over 1M in three years (80% attributable) and expanded the female audience from 7% to ~40%. The show created…
$TEAM···bullish· lowben gilbert
Atlassian uses Williams F1 sponsorship as a mobile executive briefing center
CEO Mike Cannon-Brooks revealed Atlassian views its Williams title sponsorship not as brand advertising but as a global hospitality platform to host customers at 22 races per year…
$ORCL···bullish· lowben gilbert
Oracle cites Drive to Survive as catalyst for $100M/yr Red Bull title sponsorship
Oracle's CMO stated on an earnings call that watching Drive to Survive led directly to their $500M/5-year title sponsorship of Red Bull Racing, demonstrating the show's power to c…
$RACE···neutral· mediumdavid rosenthal
Ferrari commands 30% of global F1 fan affinity, valuing the team at $6.5B
Ferrari is the only team that has raced every season since 1950 and still captures 30% of all F1 fans as their favorite team. The team receives a historical premium in prize money…
$FWONK···bullish· highben gilbert
Liberty Media compounds F1 equity at 22% CAGR via cost cap and media rights growth
Liberty acquired F1 for $4.4B equity in 2017; nine years later the Formula 1 Group trades at a $22B market cap ($25B EV) EV) driven by the cost cap turning teams profitable, US ex…
$AAPL···bullish· mediumben gilbert
Apple secures F1 US rights at $150M/yr and can leverage Vision Pro to transform broadcast
Apple outbid ESPN for a five-year US media rights deal at ~$150M/year after the Brad Pitt F1 movie grossed $630M globally. The hosts see a bull case for Apple to integrate Vision…