Communication Services
Companies that provide communication services using fixed-line networks or those that provide wireless access and services. This sector also includes companies that provide internet services such as access, navigation, and internet-related software and services.
Featured
Alphabet: Gemini 4 Argon Launch Brings Alphabet Back to the Frontier Model Race
Meta: Meta Launches Enterprise Offering to Open Up Another Way to Monetize AI Investments
Tencent: Shares Look Cheap as Meta’s AI Agent Success Boosts the Bull Case
An Undervalued Stock to Buy That Even Warren Buffett Likes
Latest Company Reports
- 3659NEXON Co Ltd
Nexon's Margins Compressed by Higher New Titles' Mix but Long-Term Outlook Intact
- Rating
- Price
- ¥2,685.00
- Fair Value
- LOCK|tVD
- Uncertainty
- LOCK|s<?
- Economic Moat
- LOCK|<q$m#
- Capital Allocation
- LOCK|FqPVP$@
- 9684Square Enix Holdings Co Ltd
Square Enix: Efficiency Gains Set the Stage for Long-Term Growth
- Rating
- Price
- ¥2,884.00
- Fair Value
- LOCK|!%%
- Uncertainty
- LOCK|j<
- Economic Moat
- LOCK|L#
- Capital Allocation
- LOCK|C$
- KTKT Corp ADR
KT Corp Investing in AI to Augment Solid Telecom Business
- Rating
- Price
- $18.71
- Fair Value
- Z@
- Uncertainty
- LOCK|%Fvk
- Economic Moat
- LOCK|bN^
- Capital Allocation
- LOCK|Q$b#zph
- SKMSK Telecom Co Ltd ADR
SK Telecom Complimenting Telecom Business With Internet and AI Investments
- Rating
- Price
- $35.59
- Fair Value
- j$
- Uncertainty
- LOCK|RT&j
- Economic Moat
- LOCK|wJ
- Capital Allocation
- LOCK|#R$n$FB
- KPNKoninklijke KPN NV
KPN's 2026 and 2027 EBITDAaL Targets Depend on Mobile Holding Up
- Rating
- Price
- €3.92
- Fair Value
- LOCK|x>
- Uncertainty
- LOCK|ql$zJ
- Economic Moat
- LOCK|^<!mN
- Capital Allocation
- LOCK|>H%?KMg#
- Z74Singapore Telecommunications Ltd
Singtel Is Investing in the Fast-Growing Data Center Space
- Rating
- Price
- SGD 4.25
- Fair Value
- LOCK|Lpl
- Uncertainty
- dng
- Economic Moat
- LOCK|L@$
- Capital Allocation
- LOCK|#F#X#j
- 9984SoftBank Group Corp
SoftBank Group Provides Diversified AI Investment Opportunity
- Rating
- Price
- ¥6,310.00
- Fair Value
- LOCK|$^
- Uncertainty
- LOCK|!V #g^b
- Economic Moat
- LOCK|^y!
- Capital Allocation
- LOCK|k&g#?d
- 9433KDDI Corp
KDDI Benefiting From Recent Mobile Price Increases
- Rating
- Price
- ¥2,896.50
- Fair Value
- LOCK|hy@
- Uncertainty
- LOCK|n<
- Economic Moat
- LOCK|>C%V
- Capital Allocation
- LOCK|^Tn^z@
- 00941China Mobile Ltd
China Mobile Investing in Computing Power to Offset Slowing Telecom Business
- Rating
- Price
- HK$78.85
- Fair Value
- x#
- Uncertainty
- LOCK|hx
- Economic Moat
- LOCK|md&p>
- Capital Allocation
- LOCK|>N
- NXSTNexstar Media Group Inc
Nexstar Faces Secular TV Headwinds That Acquiring Tegna Can't Fix
- Rating
- Price
- $158.61
- Fair Value
- LOCK|$^
- Uncertainty
- LOCK|^H
- Economic Moat
- LOCK|!<f
- Capital Allocation
- LOCK|W?c@@V
- TELFYTelefonica SA ADR
Telefónica 2026 Guidance Is Within Reach As Germany EBITDA Bottoms
- Rating
- Price
- $3.63
- Fair Value
- LOCK|wb
- Uncertainty
- LOCK|T^s@n
- Economic Moat
- LOCK|QV
- Capital Allocation
- LOCK|y#lkF&
- TEL2 BTele2 AB Class B
More Competitive Mobile Market in Sweden Remains a Risk for Tele2's Premium Valuation
- Rating
- Price
- SEK 158.00
- Fair Value
- LOCK|%Y
- Uncertainty
- LOCK|$Ns>
- Economic Moat
- LOCK|%d%
- Capital Allocation
- LOCK|>h<GzW!<
- TELIATelia Company AB
Telia Delivers in Sweden While Norway and Finland Show Early Signs of Repair
- Rating
- Price
- SEK 43.34
- Fair Value
- PVM
- Uncertainty
- LOCK|j!Lft
- Economic Moat
- LOCK|%w
- Capital Allocation
- LOCK|msT>?&
- WBDWarner Bros. Discovery Inc Ordinary Shares - Class A
With Paramount Settlement in Place, Warner Bros. Discovery Should Be Acquired Imminently
- Rating
- Price
- $30.95
- Fair Value
- <%
- Uncertainty
- LOCK|Cg @J$g
- Economic Moat
- LOCK|>@b
- Capital Allocation
- LOCK|nkc#b!
- WPPWPP PLC ADR
WPP Is Making Progress, but It Continues To Lag Rivals
- Rating
- Price
- $25.22
- Fair Value
- LOCK|.W
- Uncertainty
- LOCK|h?
- Economic Moat
- LOCK|vy!
- Capital Allocation
- LOCK|!>PKBT
Largest Stocks in the Communication Services Sector
|
1-Day Chart
|
Name
|
Industry
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|---|
| Alphabet Inc Class A
GOOGL
| Internet Content & Information | LOCK|n$H?JYR | LOCK|&& | $4T | |||
| Meta Platforms Inc Class A
META
| Internet Content & Information | LOCK|@^VT^C | LOCK|jz | $2T | |||
| Netflix Inc
NFLX
| Entertainment | LOCK|p>qZv@P^ | LOCK|<kF#% | $283B | |||
| Verizon Communications Inc
VZ
| Telecom Services | LOCK|B<Mg<$C | LOCK|t#Sth | $191B | |||
| The Walt Disney Co
DIS
| Entertainment | LOCK|BXz!%Pz | LOCK|!pg | $175B | |||
| T-Mobile US Inc
TMUS
| Telecom Services | LOCK|hT@$?t# | LOCK|phm@? | $173B | |||
| AT&T Inc
T
| Telecom Services | LOCK|Vx | LOCK|t?^J | $167B | |||
| Spotify Technology SA
SPOT
| Internet Content & Information | LOCK|hRMvC!yY | LOCK|&>T?J | $101B | |||
| AppLovin Corp Ordinary Shares - Class A
APP
| Advertising Agencies | LOCK|vGd>M#b | LOCK|v@dN | $94B | |||
| NetEase Inc ADR
NTES
| Electronic Gaming & Multimedia | LOCK|dyXM?Zx | LOCK|N<QP | $79B |
More in Communication Services
Meta: With Muse Personal AI Agent, Firm Offers First Glimpse at Revamped AI Products and Fortunes
We like the firm’s current trajectory, with both the Muse Spark model and the Muse agent showing clear, tangible progress.
Should Investors Trade In The Trade Desk?
After a 64% plunge in 2026, the stock could be a candidate for tax-loss harvesting.
Market Wrap: Stocks Edge Higher as Technology and Communication Services Rise
Software companies Salesforce and Okta were among the week’s best-performing stocks.
Meta: Firm Settles Teen Social Media Case for $17 Billion, Lifting Uncertainty
We expect behavioral changes to only marginally trim teen time spent on Meta’s properties.
Nebius Earnings: GPU Spot Prices Triple and Neoclouds Exploit Short-Term Scarcity
We’ve raised our fair value estimate of Nebius stock.
After Earnings, Is Disney Stock a Buy, a Sell, or Fairly Valued?
With its experiences and streaming services driving sales growth, here’s what we thought of Disney’s earnings report.
Trade Desk Earnings: Another Weak Forecast and Poor Execution
We’ve reduced our fair value estimate of Trade Desk stock.
US Telecom: SpaceX Mobile Comments Should Be Taken With a Grain of Salt
We view SpaceX’s comments as part of its battle with the US wireless carriers for network access rather than a credible threat.
Disney Earnings: Experiences and Streaming Again Drive Excellent Results
We believe Disney’s irreplaceable characters will continue to drive a healthy experiences business, which we estimate is worth nearly as much as the market values the whole firm.
Paramount Earnings: Results Were Good but Weighed Down by the Warner Mess
We’ve lowered our fair value estimate of Paramount stock.



