/cloudfront-us-east-1.images.arcpublishing.com/morningstar/D2LN64PPEJFUFPSWUNYVGCCDLA.png)
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
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/D2LN64PPEJFUFPSWUNYVGCCDLA.png)
Communication Services: Surge In Digital Advertising Impressive, but Expect Moderation In 2024
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/AET2BGC3RFCFRD4YOXDBBVVYS4.jpg)
Netflix Earnings: Stellar Results Show Durable Strengths but Also Some Tailwinds That Should Subside
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/M267L4XZSNBZNOJBDII3YOFPSQ.png)
Communication Services: Media and Telecoms Down, but We See Better Times Ahead
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/HQCYMFFAGRA5HG5EIXT4LM3MBI.png)
Communication Services Stock Outlook: As Meta and Alphabet Soar, Traditional Telecom Comes Under Renewed Pressure
Latest Company Reports
- TEFTelefonica SA ADR
Digi Keeps Gaining Share in Spanish Market; Trimming Telefonica Fair Value to EUR 4.60
- Rating
- Price
- $4.21
- Fair Value
- $4.00
- Uncertainty
- High
- Economic Moat
- Spcks
- Capital Allocation
- Pcnhzrrz
- TIIAYTelecom Italia SpA ADR
Telecom Italia's Era as a Service Provider Begins This Summer; Maintaining EUR 0.25 Fair Value
- Rating
- Price
- $2.35
- Fair Value
- $4.80
- Uncertainty
- Very High
- Economic Moat
- Gtzgr
- Capital Allocation
- Ysx
- BILIBilibili Inc ADR
Bilibili's Video Platform Experiences Rapid User Growth, but Monetization Key to Long-Term Success
/s3.amazonaws.com/arc-authors/morningstar/925a9b01-72f3-4bbe-aa37-353c8ae0a0bd.jpg)
- Rating
- Price
- $15.44
- Fair Value
- $47.00
- Uncertainty
- Very High
- Economic Moat
- Tklg
- Capital Allocation
- Bxlbhcldm
- SKMSK Telecom Co Ltd ADR
SK Telecom Aiming to Become a Global AI Company
/s3.amazonaws.com/arc-authors/morningstar/718d975f-36e5-4414-9eb3-dfafd5628fa6.jpg)
- Rating
- Price
- $20.93
- Fair Value
- $71.00
- Uncertainty
- Medium
- Economic Moat
- Wjkt
- Capital Allocation
- Xvbkdywm
- KTKT Corp ADR
KT's Core Telecom Business Is Solid With Growth From Cloud Services
- Rating
- Price
- $13.67
- Fair Value
- $91.40
- Uncertainty
- Medium
- Economic Moat
- Rhjm
- Capital Allocation
- Xsggspjrn
- TWLOTwilio Inc Class A
Twilio’s Poor Returns Indicate a Moat Erosion for a Business in Transition
- Rating
- Price
- $56.81
- Fair Value
- $69.00
- Uncertainty
- Very High
- Economic Moat
- Mmps
- Capital Allocation
- Ftclwwqqc
- TMUST-Mobile US Inc
T-Mobile's Planned US Cellular Acquisition Should Add Value
/s3.amazonaws.com/arc-authors/morningstar/12c6871b-2322-44d8-bd98-0437fa1a0a07.jpg)
- Rating
- Price
- $176.18
- Fair Value
- $167.00
- Uncertainty
- Medium
- Economic Moat
- Qcjnsym
- Capital Allocation
- Bjknsddj
- USMUnited States Cellular Corp
Sale of US Cellular’s Wireless Business Is in Shareholders’ Best Interests
/s3.amazonaws.com/arc-authors/morningstar/83fcd1d4-0576-422a-a260-91e1689417ed.jpg)
- Rating
- Price
- $55.82
- Fair Value
- $99.00
- Uncertainty
- Very High
- Economic Moat
- Mlpzp
- Capital Allocation
- Srxrl
- TCEHYTencent Holdings Ltd ADR
Tencent Leverages Unrivaled Network Effects to Fuel Growth on Multiple Fronts
- Rating
- Price
- $47.36
- Fair Value
- $32.00
- Uncertainty
- High
- Economic Moat
- Pyqg
- Capital Allocation
- Lrnbnckw
- NTESNetEase Inc ADR
NetEase’s R&D Strengths Are Key to Developing Next-Generation Blockbuster Games
- Rating
- Price
- $95.58
- Fair Value
- $253.00
- Uncertainty
- High
- Economic Moat
- Xvdnf
- Capital Allocation
- Ptcxjnp
- LYVLive Nation Entertainment Inc
Live Nation Is Well Positioned Despite the Looming Antitrust Lawsuit
- Rating
- Price
- $93.74
- Fair Value
- $491.00
- Uncertainty
- High
- Economic Moat
- Lskchgy
- Capital Allocation
- Symxntbld
- IQiQIYI Inc ADR
Membership Churn Is a Long-Term Concern for Iqiyi in an Increasingly Competitive Industry
- Rating
- Price
- $3.67
- Fair Value
- $4.10
- Uncertainty
- Very High
- Economic Moat
- Pfwd
- Capital Allocation
- Cvywrqvym
- TTWOTake-Two Interactive Software Inc
Take-Two Must Get GTA 6 Right, Which Creates Uncertainty as Delays Mount
- Rating
- Price
- $155.49
- Fair Value
- $779.00
- Uncertainty
- High
- Economic Moat
- Qmndqzs
- Capital Allocation
- Qxqvcxct
- KDDIYKDDI Corp ADR
KDDI Is Looking to Digital Transformation, Energy, and Lawsons to Provide Growth
- Rating
- Price
- $13.21
- Fair Value
- $38.00
- Uncertainty
- Low
- Economic Moat
- Vzdpd
- Capital Allocation
- Bpnxwytl
- TMETencent Music Entertainment Group ADR
Tencent Music Gains From China's Music Streaming Duopoly
- Rating
- Price
- $14.05
- Fair Value
- $42.90
- Uncertainty
- High
- Economic Moat
- Fjnyqwl
- Capital Allocation
- Cshmmhtb
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 C
GOOG
| Internet Content & Information | Dwngyhymds | Vnpk | $2.3 Tril | |||
| Meta Platforms Inc Class A
META
| Internet Content & Information | Yzxfnqnws | Mnqq | $1.3 Tril | |||
| Netflix Inc
NFLX
| Entertainment | Xkfywtysk | Thczxv | $290.8 Bil | |||
| T-Mobile US Inc
TMUS
| Telecom Services | Rtqmvvbl | Dnwmwv | $207.0 Bil | |||
| The Walt Disney Co
DIS
| Entertainment | Bpbgttr | Cxhry | $181.0 Bil | |||
| Verizon Communications Inc
VZ
| Telecom Services | Jhprwfrn | Kbdmnh | $173.6 Bil | |||
| Comcast Corp Class A
CMCSA
| Telecom Services | Zcbfnsb | Rmqv | $153.6 Bil | |||
| AT&T Inc
T
| Telecom Services | Mtby | Hqyfttr | $137.0 Bil | |||
| Spotify Technology SA
SPOT
| Internet Content & Information | Fmtlyplm | Kbpj | $62.2 Bil | |||
| NetEase Inc ADR
NTES
| Electronic Gaming & Multimedia | Dlqshsbt | Vgptfpc | $61.5 Bil |
More in Communication Services
Communication Services Stock Outlook: Financial Turmoil Has Brought Some Discipline to Sector
Disney, Comcast, and Alphabet still lead pack as borrowing costs have jump, but some firms poised for short-term gains even amid recent pain.
Advertising Uncertainty Is Weighing Heavily on the Communication Services Sector
However, opportunities abound.
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/YDAFRB2BEJEBDK4MGF64375RQA.png)
2 Sectors With the Largest Fair Value Estimate Cuts After Third-Quarter Earnings
Software, semiconductors, and television network stocks such as AMC, Altice and Twilio saw significant downward revisions.
In Communication Services, Negative Messages Abound
Amid heavy pessimism in the sector, our top picks are Disney and Comcast.
Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in consumer cyclical, communication services, and technology.
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/Q5FC3XVQBRGIZIZOZWUEGSMRYI.png)
Stocks Have Bounced Back, but the Market Remains Significantly Undervalued
Both value and growth stocks look cheap, and the communication services sector is the biggest bargain.
Selloff Leaves Strong Companies Looking Cheap in Communication Services
The increasingly negative sentiment around online advertising, and Meta in particular, remains unwarranted.
Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in industrials, communication services, and consumer cyclical.
Meta, Netflix Drag Down Communication Services
Investors can find undervalued stocks in every subsegment.
Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in communication services and technology.