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U.S. Telecom Sector Analysis

UpdatedNov 09, 2025
DataAggregated Company Financials
Companies493
  • 7D-2.1%
  • 3M6.5%
  • 1Y26.3%
  • YTD22.1%

Over the last 7 days, the Telecom industry has dropped 2.1%, driven by a pullback from Meta Platforms of 4.1%. Over the past 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

Has the U.S. Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Nov 2025US$7.3tUS$1.6tUS$285.7b18x25.5x4.4x
Tue, 07 Oct 2025US$7.3tUS$1.6tUS$286.1b19.1x25.5x4.5x
Thu, 04 Sep 2025US$7.0tUS$1.6tUS$286.2b21.2x24.3x4.3x
Sat, 02 Aug 2025US$6.8tUS$1.6tUS$273.9b18.5x24.9x4.2x
Mon, 30 Jun 2025US$6.6tUS$1.6tUS$250.2b17.5x26.5x4.1x
Wed, 28 May 2025US$6.1tUS$1.6tUS$248.0b17.4x24.7x3.8x
Fri, 25 Apr 2025US$5.6tUS$1.6tUS$229.1b16.6x24.2x3.5x
Sun, 23 Mar 2025US$5.9tUS$1.6tUS$228.2b17.6x25.7x3.7x
Tue, 18 Feb 2025US$6.6tUS$1.6tUS$218.0b19.9x30.3x4.2x
Thu, 16 Jan 2025US$6.0tUS$1.6tUS$189.6b19.3x31.7x3.8x
Sat, 14 Dec 2024US$6.3tUS$1.6tUS$189.5b18.7x33.3x4x
Mon, 11 Nov 2024US$5.9tUS$1.6tUS$188.8b18.9x31.1x3.7x
Wed, 09 Oct 2024US$5.6tUS$1.5tUS$188.2b18.4x29.8x3.6x
Fri, 06 Sep 2024US$5.2tUS$1.6tUS$189.2b18.8x27.6x3.4x
Sun, 04 Aug 2024US$5.2tUS$1.5tUS$202.5b19.9x25.9x3.4x
Tue, 02 Jul 2024US$5.5tUS$1.5tUS$191.3b18x28.8x3.6x
Thu, 30 May 2024US$5.3tUS$1.5tUS$191.0b16.4x27.9x3.5x
Sat, 27 Apr 2024US$5.1tUS$1.5tUS$192.7b17.9x26.5x3.4x
Mon, 25 Mar 2024US$5.1tUS$1.5tUS$175.7b18x28.9x3.4x
Wed, 21 Feb 2024US$4.8tUS$1.5tUS$174.0b15.9x27.7x3.2x
Fri, 19 Jan 2024US$4.7tUS$1.5tUS$128.1b15.3x36.7x3.1x
Sun, 17 Dec 2023US$4.6tUS$1.5tUS$128.0b16.7x35.8x3x
Tue, 14 Nov 2023US$4.3tUS$1.5tUS$125.7b13.7x34.6x2.9x
Thu, 12 Oct 2023US$4.4tUS$1.5tUS$104.7b14.7x42.4x3x
Sat, 09 Sep 2023US$4.3tUS$1.5tUS$104.3b14.1x41.2x2.9x
Mon, 07 Aug 2023US$4.3tUS$1.5tUS$103.2b14.9x41.5x2.9x
Wed, 05 Jul 2023US$4.1tUS$1.5tUS$107.0b17.2x38.8x2.8x
Fri, 02 Jun 2023US$4.1tUS$1.5tUS$107.4b14.1x37.8x2.7x
Sun, 30 Apr 2023US$3.8tUS$1.5tUS$113.1b16.4x33.9x2.6x
Tue, 28 Mar 2023US$3.7tUS$1.5tUS$115.3b16.9x31.9x2.5x
Thu, 23 Feb 2023US$3.5tUS$1.5tUS$121.9b19.7x28.7x2.4x
Sat, 21 Jan 2023US$3.5tUS$1.5tUS$165.9b17.8x21.3x2.3x
Mon, 19 Dec 2022US$3.2tUS$1.5tUS$166.5b15.4x19.1x2.1x
Wed, 16 Nov 2022US$3.4tUS$1.5tUS$163.1b17.7x20.6x2.2x
Price to Earnings Ratio

20.6x


Total Market Cap: US$3.4tTotal Earnings: US$163.1bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30x202320242025
Current Industry PE
  • Investors are pessimistic on the American Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 25.5x which is lower than its 3-year average PE of 30.0x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 21% per year over the last three years.
  • Revenues for these companies have grown 3.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Telecom sector?

US Market-1.96%
Telecom-2.06%
Telecom Services and Carriers-0.89%
Wireless Telecom-1.81%
Interactive Media and Services-1.98%
Entertainment-2.66%
Media-2.77%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 17.5%, which is higher than its past year's earnings decline of 10.2% per year.
  • Investors are most pessimistic about the Telecom Services and Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 2.0x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 10% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 5.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BIDU BaiduUS$125.964.2%
+US$1.7b		41.6%PE11.3x
VZ Verizon CommunicationsUS$40.030.7%
+US$1.2b		-1.1%PE8.5x
SNAP SnapUS$8.215.3%
+US$935.2m		-31.6%PS2.4x
NYT New York TimesUS$61.357.7%
+US$681.1m		9.0%PE29.5x
WBD Warner Bros. DiscoveryUS$22.671.0%
+US$594.6m		146.9%PE114.9x

Latest News

GOOGL
US$278.83
Alphabet
7D
-0.8%
1Y
56.3%
SNAP
US$8.21
Snap
7D
5.3%
1Y
-31.6%
PINS
US$27.09
Pinterest
7D
-18.2%
1Y
-7.2%
FOXA
US$65.97
Fox
7D
2.0%
1Y
47.9%
TTD
US$43.00
Trade Desk
7D
-14.5%
1Y
-65.6%

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WBD
US$22.67
Warner Bros. Discovery
7D
1.0%
1Y
146.9%

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TTWO
US$232.00
Take-Two Interactive Software
7D
-9.5%
1Y
30.4%
SPOT
US$616.91
Spotify Technology
7D
-5.9%
1Y
54.0%

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Nov 07
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NYT
US$61.35
New York Times
7D
7.7%
1Y
9.0%

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Analysts have raised their fair value estimate for New York Times to $63.50 from $62.25, citing improved financial performance and higher revenue forecasts as key reasons for their increased confidence. Analyst Commentary Following recent updates, analysts have shared a mix of optimistic and cautious viewpoints regarding the New York Times' outlook and valuation.
FWON.K
US$102.00
Formula One Group
7D
2.2%
1Y
25.2%

FWON.K: Strong Live Events and Dorna Integration Will Drive Long-Term Momentum

Analysts have raised their price target for Formula One Group by $1.60 to $117.47. They cite ongoing healthy trends in live events, promotion, and sponsorship, despite softer revenue growth expectations.
BIDU
US$125.96
Baidu
7D
4.2%
1Y
41.6%

BIDU: Future AI Chip Progress Will Drive Upside Despite Advertising Weakness

Baidu's fair value estimate has been raised by approximately $1 to $140.57. Analysts point to a wave of price target upgrades, driven by progress in AI chip development and solid performance in cloud computing, despite ongoing advertising headwinds.
META
US$621.71
Meta Platforms
7D
-4.1%
1Y
5.5%
RBLX
US$106.84
Roblox
7D
-6.0%
1Y
103.9%
T
US$24.83
AT&T
7D
0.3%
1Y
11.1%
NFLX
US$1,103.66
Netflix
7D
-1.4%
1Y
38.8%
VZ
US$40.03
Verizon Communications
7D
0.7%
1Y
-1.1%

VZ: Wireless Spectrum Deal And Incoming CEO Will Drive Future Market Position

Verizon Communications' analyst price target has been reduced from $48.61 to $47.53 per share. Analysts cite ongoing execution risks, leadership transition uncertainty, and modestly lower growth expectations for the company.