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U.S. Telecom Sector Analysis

UpdatedJul 30, 2026
DataAggregated Company Financials
Companies477
  • 7D-2.0%
  • 3M-9.3%
  • 1Y15.7%
  • YTD-7.8%

Over the last 7 days, the Telecom industry has dropped 2.0%, driven by Meta Platforms declining 6.6%. Meanwhile, Netflix actually outperformed within the industry, gaining 7.4% in the last week. In the past year, the industry has gained 16%. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Jul 2026US$9.1tUS$1.8tUS$379.1b18.4x24x5.1x
Sat, 27 Jun 2026US$9.5tUS$1.7tUS$300.7b18.8x31.7x5.5x
Mon, 25 May 2026US$8.3tUS$1.7tUS$310.8b17.1x26.8x4.8x
Wed, 22 Apr 2026US$8.0tUS$1.7tUS$274.7b17x29.2x4.8x
Fri, 20 Mar 2026US$7.5tUS$1.7tUS$271.8b18.8x27.5x4.5x
Sun, 15 Feb 2026US$7.5tUS$1.7tUS$282.6b16.3x26.6x4.5x
Tue, 13 Jan 2026US$8.0tUS$1.6tUS$282.3b16.4x28.2x4.8x
Thu, 11 Dec 2025US$7.8tUS$1.6tUS$281.1b16.3x27.8x4.8x
Sat, 08 Nov 2025US$7.3tUS$1.6tUS$285.5b17.6x25.5x4.4x
Mon, 06 Oct 2025US$7.3tUS$1.6tUS$286.1b18.9x25.5x4.5x
Wed, 03 Sep 2025US$7.0tUS$1.6tUS$286.1b21.8x24.4x4.3x
Fri, 01 Aug 2025US$6.7tUS$1.6tUS$261.2b19.1x25.6x4.1x
Sun, 29 Jun 2025US$6.6tUS$1.6tUS$250.2b17.5x26.5x4.1x
Tue, 27 May 2025US$6.1tUS$1.6tUS$248.0b16.9x24.6x3.8x
Thu, 24 Apr 2025US$5.5tUS$1.6tUS$229.1b16.2x24x3.5x
Sat, 22 Mar 2025US$5.8tUS$1.6tUS$228.1b17.6x25.5x3.7x
Mon, 17 Feb 2025US$6.6tUS$1.6tUS$218.0b19.9x30.3x4.2x
Wed, 15 Jan 2025US$6.0tUS$1.6tUS$189.6b19.6x31.7x3.8x
Fri, 13 Dec 2024US$6.4tUS$1.6tUS$189.5b18.7x33.6x4x
Sun, 10 Nov 2024US$5.9tUS$1.6tUS$188.8b18.9x31.2x3.8x
Tue, 08 Oct 2024US$5.7tUS$1.5tUS$188.2b18.3x30.2x3.7x
Thu, 05 Sep 2024US$5.2tUS$1.6tUS$189.1b18.8x27.7x3.4x
Sat, 03 Aug 2024US$5.3tUS$1.5tUS$202.5b19.4x26.4x3.5x
Mon, 01 Jul 2024US$5.5tUS$1.5tUS$191.3b16x28.8x3.6x
Wed, 29 May 2024US$5.3tUS$1.5tUS$191.0b16.8x27.8x3.5x
Fri, 26 Apr 2024US$4.9tUS$1.5tUS$183.4b17.8x26.8x3.2x
Sun, 24 Mar 2024US$5.1tUS$1.5tUS$175.9b18x28.9x3.4x
Tue, 20 Feb 2024US$4.8tUS$1.5tUS$174.0b16x27.7x3.2x
Thu, 18 Jan 2024US$4.6tUS$1.5tUS$128.1b15.1x36.2x3.1x
Sat, 16 Dec 2023US$4.6tUS$1.5tUS$128.0b16.7x35.8x3x
Mon, 13 Nov 2023US$4.4tUS$1.5tUS$125.7b13.1x34.6x2.9x
Wed, 11 Oct 2023US$4.4tUS$1.5tUS$104.7b14.3x42x2.9x
Fri, 08 Sep 2023US$4.3tUS$1.5tUS$104.4b14.7x41.1x2.9x
Sun, 06 Aug 2023US$4.3tUS$1.5tUS$103.2b14.9x41.5x2.9x
Price to Earnings Ratio

41.5x


Total Market Cap: US$4.3tTotal Earnings: US$103.2bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.6x202420252026
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 24.0x which is lower than its 3-year average PE of 29.6x.
  • The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 5.1x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 54% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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-2.63%
Telecom-1.99%
Entertainment5.05%
Media3.75%
Telecom Services and Carriers-2.83%
Interactive Media and Services-2.86%
Wireless Telecom-4.44%
Industry PE
  • Investors are most optimistic about the Telecom Services and Carriers industry which is trading above its 3-year average PE ratio of 1.4x.
    • Analysts are expecting annual earnings growth of 47.4%, which is higher than its past year's earnings decline of 14.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 47% over the next 5 years.
  • This is better than its past earnings decline of 15% per year.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings grow by 3.9% 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$73.637.4%
+US$21.2b		-37.8%PE22.5x
VZ Verizon CommunicationsUS$47.226.6%
+US$11.3b		10.8%PE12.1x
SPOT Spotify TechnologyUS$524.0110.5%
+US$10.3b		-19.4%PE34.7x
T AT&TUS$23.943.9%
+US$6.2b		-12.9%PE7.6x
DIS Walt DisneyUS$98.482.7%
+US$4.5b		-17.6%PE15.2x

Latest News

ECHO
US$83.89
EchoStar
7D
-9.1%
1Y
155.6%
GOOGL
US$336.71
Alphabet
7D
-1.6%
1Y
71.3%
ASTS
US$53.03
AST SpaceMobile
7D
-14.4%
1Y
-2.3%
META
US$585.61
Meta Platforms
7D
-6.6%
1Y
-15.8%
PSKY
US$7.95
Paramount Skydance
7D
-9.5%
1Y
-40.2%
BAND
US$36.95
Bandwidth
7D
-42.6%
1Y
166.6%
VZ
US$47.22
Verizon Communications
7D
6.6%
1Y
10.8%
TMUS
US$181.52
T-Mobile US
7D
-4.9%
1Y
-24.9%
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CMCSA
US$24.61
Comcast
7D
4.6%
1Y
-24.3%
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T
US$23.94
AT&T
7D
3.9%
1Y
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NFLX
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Netflix
7D
7.4%
1Y
-37.8%
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Summary Netflix remains a buy despite recent stock weakness and a failed Warner Bros. Discovery deal. Q2 showed slowing revenue growth and margin contraction, but engagement remained resilient and full-year guidance was largely reaffirmed. The strategic pivot to live sports streaming aims to reaccelerate growth and strengthen competitive positioning. Valuation is at multiyear lows, with a forward P/E of 19.61 and a forward PEG below 1.0, suggesting undervaluation for long-term investors. Read the full article on Seeking Alpha
DIS
US$98.48
Walt Disney
7D
2.7%
1Y
-17.6%
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SPOT
US$524.01
Spotify Technology
7D
10.5%
1Y
-19.4%
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TTWO
US$246.43
Take-Two Interactive Software
7D
7.0%
1Y
10.6%
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SPCX
US$112.55
Space Exploration Technologies
7D
-4.8%
1Y
n/a
LYV
US$184.43
Live Nation Entertainment
7D
3.7%
1Y
21.2%
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