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SECTOR PILLAR

Communication Services Stocks 2026

Communication Services merges legacy telecom with the ad-driven internet giants — a barbell of slow-growth dividend payers and high-margin platforms like Meta and Alphabet. The sector's character has shifted: it's no longer a defensive utility-proxy but rather a concentration bet on digital advertising and streaming economics. ARPU, daily active users and ad-load efficiency are the three metrics that matter most for platform names.

Stocks tracked
67
Avg P/E
20.7
Avg div yield
2.33%
Largest by mcap
Alphabet (Google)
GOOGL

Top 10 by market cap

Company Ticker Market Cap P/E Div Yield
Alphabet (Google) GOOGL $4.15T 17.0 0.26%
Alphabet Inc. GOOG $4.1T 16.8 0.26%
Meta Platforms META $1.46T 21.6 0.37%
Netflix NFLX $337.5B 25.5
Verizon VZ $207.8B 13.0 5.66%
T-Mobile US, Inc. TMUS $193.6B 18.9 2.26%
Walt Disney DIS $185.7B 22.2 1.39%
AT&T T $177.4B 8.5 4.29%
Deutsche Telekom DTE.DE $135.7B 16.1 3.52%
Applovin Corporation APP $104.8B 24.0
What moves this sector
Telecom, social media, streaming, advertising

All 67 Communication Services stocks

Click any name for the full stock page with valuation, smart-money positions and our investment thesis.

A

C

D

E

F

G

  • Gogo Inc. (GOGO)

I

  • Iridium Communications Inc (IRDM)

J

  • John Wiley & Sons, Inc. (WLY)

L

  • Live Nation Entertainment, Inc. (LYV)
  • Lumen Technologies, Inc. (LUMN)

M

N

O

P

Q

  • QuinStreet, Inc. (QNST)

S

T

  • T-Mobile US, Inc. (TMUS)
  • Take-Two Interactive Software, (TTWO)
  • Telekom Austria (TKA.VI)
  • Telephone and Data Systems, Inc (TDS)
  • The Trade Desk, Inc. (TTD)
  • TKO Group Holdings, Inc. (TKO)

V

W

  • Walt Disney (DIS)
  • Warner Bros. Discovery, Inc. - (WBD)
  • Warner Music Group Corp. (WMG)

Y

  • Yelp Inc. (YELP)

Z

  • Ziff Davis, Inc. (ZD)

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