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U.S. Telecom Sector Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies494
  • 7D-0.8%
  • 3M4.5%
  • 1Y26.7%
  • YTD22.1%

Last week, the Telecom industry hasn't moved much but Netflix is up 5.2% in that time. As for the the longer term, the industry is up 27% over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 14 Nov 2025US$7.4tUS$1.6tUS$285.3b17.1x26x4.5x
Sun, 12 Oct 2025US$7.1tUS$1.6tUS$286.1b17.6x24.9x4.4x
Tue, 09 Sep 2025US$7.3tUS$1.6tUS$286.2b20.4x25.6x4.5x
Thu, 07 Aug 2025US$6.8tUS$1.6tUS$273.3b18.2x25x4.2x
Sat, 05 Jul 2025US$6.6tUS$1.6tUS$250.2b18.1x26.6x4.1x
Mon, 02 Jun 2025US$6.2tUS$1.6tUS$249.8b17.8x24.9x3.9x
Wed, 30 Apr 2025US$5.7tUS$1.6tUS$240.0b17x23.6x3.6x
Fri, 28 Mar 2025US$5.9tUS$1.6tUS$227.8b17.9x26.1x3.8x
Sun, 23 Feb 2025US$6.4tUS$1.6tUS$225.2b20.4x28.2x4x
Tue, 21 Jan 2025US$6.2tUS$1.6tUS$189.6b19x32.6x3.9x
Thu, 19 Dec 2024US$6.3tUS$1.6tUS$189.7b18.2x33.1x4x
Sat, 16 Nov 2024US$5.9tUS$1.6tUS$189.6b19.3x31x3.7x
Mon, 14 Oct 2024US$5.6tUS$1.5tUS$188.2b18.6x30x3.7x
Wed, 11 Sep 2024US$5.1tUS$1.6tUS$189.1b18.8x27x3.3x
Fri, 09 Aug 2024US$5.1tUS$1.5tUS$196.0b19.7x26.1x3.3x
Sun, 07 Jul 2024US$5.7tUS$1.5tUS$191.3b16.5x29.8x3.7x
Tue, 04 Jun 2024US$5.3tUS$1.5tUS$191.0b16x27.6x3.5x
Thu, 02 May 2024US$5.0tUS$1.5tUS$193.5b18.1x25.8x3.3x
Sat, 30 Mar 2024US$5.1tUS$1.5tUS$175.8b18.9x28.8x3.4x
Mon, 26 Feb 2024US$4.9tUS$1.5tUS$174.7b18.3x28x3.3x
Wed, 24 Jan 2024US$4.8tUS$1.5tUS$118.8b15.2x40.2x3.1x
Fri, 22 Dec 2023US$4.6tUS$1.5tUS$127.9b16.4x35.9x3x
Sun, 19 Nov 2023US$4.5tUS$1.5tUS$127.2b15.4x35.2x2.9x
Tue, 17 Oct 2023US$4.4tUS$1.5tUS$104.7b15.2x41.9x2.9x
Thu, 14 Sep 2023US$4.3tUS$1.5tUS$104.4b13.4x41.5x2.9x
Sat, 12 Aug 2023US$4.3tUS$1.5tUS$102.5b14.9x41.7x2.9x
Mon, 10 Jul 2023US$4.1tUS$1.5tUS$106.8b17.2x38.6x2.8x
Wed, 07 Jun 2023US$4.1tUS$1.5tUS$107.1b15.9x38.4x2.8x
Fri, 05 May 2023US$3.7tUS$1.5tUS$109.1b16.5x34x2.5x
Sun, 02 Apr 2023US$3.8tUS$1.5tUS$115.4b17.5x32.7x2.5x
Tue, 28 Feb 2023US$3.4tUS$1.5tUS$115.4b18.2x29.8x2.3x
Thu, 26 Jan 2023US$3.6tUS$1.5tUS$167.8b18.5x21.2x2.4x
Sat, 24 Dec 2022US$3.2tUS$1.5tUS$166.4b16.1x19x2.1x
Mon, 21 Nov 2022US$3.3tUS$1.5tUS$163.4b17.4x20.2x2.2x
Price to Earnings Ratio

20.2x


Total Market Cap: US$3.3tTotal Earnings: US$163.4bTotal 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 26.0x 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 4.5x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 20% 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-0.23%
Telecom-0.81%
Wireless Telecom6.10%
Telecom Services and Carriers3.22%
Entertainment1.17%
Media-0.18%
Interactive Media and Services-1.93%
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 17.2%, 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 5.0% 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
NFLX NetflixUS$1.15k5.2%
+US$24.2b		37.9%PE46.9x
TMUS T-Mobile USUS$214.576.7%
+US$15.2b		-9.7%PE20.2x
T AT&TUS$25.754.1%
+US$7.2b		15.7%PE8.2x
SPOT Spotify TechnologyUS$645.334.4%
+US$5.6b		35.1%PE81.3x
VZ Verizon CommunicationsUS$41.113.2%
+US$5.4b		0.6%PE8.7x

Latest News

NFLX
US$1,154.23
Netflix
7D
5.2%
1Y
37.9%
TME
US$18.68
Tencent Music Entertainment Group
7D
-16.3%
1Y
72.8%
TMUS
US$214.57
T-Mobile US
7D
6.7%
1Y
-9.7%
BIDU
US$120.65
Baidu
7D
-5.0%
1Y
43.5%
GOOGL
US$278.57
Alphabet
7D
-2.2%
1Y
58.7%
RDDT
US$189.42
Reddit
7D
3.1%
1Y
43.6%

RDDT: Future Earnings Momentum Will Drive Stronger Advertiser Demand

Reddit’s analyst fair value estimate has increased from $228.50 to $240.27, a $11.77 rise. Analysts highlight strong earnings momentum and broad-based advertiser strength supporting higher price targets.
TTWO
US$237.55
Take-Two Interactive Software
7D
-5.9%
1Y
30.9%

Earnings Update: Take-Two Interactive Software, Inc. (NASDAQ:TTWO) Just Reported And Analysts Are Boosting Their Estimates

Nov 11
Earnings Update: Take-Two Interactive Software, Inc. (NASDAQ:TTWO) Just Reported And Analysts Are Boosting Their Estimates
SPOT
US$645.33
Spotify Technology
7D
4.4%
1Y
35.1%

We Think Spotify Technology's (NYSE:SPOT) Profit Is Only A Baseline For What They Can Achieve

Nov 11
We Think Spotify Technology's (NYSE:SPOT) Profit Is Only A Baseline For What They Can Achieve
CMCSA
US$27.97
Comcast
7D
2.4%
1Y
-35.7%
GSAT
US$63.18
Globalstar
7D
30.9%
1Y
122.9%

GSAT: Satellite Spectrum Demand Will Drive Increased Acquisition Interest

Analysts have raised their price target for Globalstar from $60.00 to $66.00 per share. They cited confidence in the company's hybrid satellite and terrestrial spectrum business as well as the rapidly growing satellite IoT market.
CHTR
US$204.80
Charter Communications
7D
-6.0%
1Y
-48.1%

CHTR: Future Market Performance Will Hinge On Broadband Subscriber Stabilization

Analysts have lowered their fair value estimate for Charter Communications from approximately $373.60 to $314.94. They cited ongoing broadband subscriber declines and intensifying competitive pressures as key factors behind the revision.
LUMN
US$8.12
Lumen Technologies
7D
-25.8%
1Y
-5.9%
META
US$609.89
Meta Platforms
7D
-1.9%
1Y
10.1%
DIS
US$107.61
Walt Disney
7D
-2.6%
1Y
-1.4%
T
US$25.75
AT&T
7D
4.1%
1Y
15.7%
VZ
US$41.11
Verizon Communications
7D
3.2%
1Y
0.6%

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.