U.S. Telecom Sector Analysis

Sector Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 13 May 2026	US$8.3t	US$1.7t	US$308.8b	16.1x	27x	4.8x
Fri, 10 Apr 2026	US$7.6t	US$1.7t	US$272.5b	15.4x	28x	4.5x
Sun, 08 Mar 2026	US$7.6t	US$1.7t	US$272.1b	17.9x	27.8x	4.5x
Tue, 03 Feb 2026	US$8.1t	US$1.7t	US$279.1b	16.5x	29.1x	4.9x
Thu, 01 Jan 2026	US$7.8t	US$1.6t	US$282.6b	16.2x	27.7x	4.7x
Sat, 29 Nov 2025	US$7.8t	US$1.6t	US$282.5b	17.1x	27.6x	4.8x
Mon, 27 Oct 2025	US$7.4t	US$1.6t	US$295.3b	17.4x	25.1x	4.6x
Wed, 24 Sep 2025	US$7.6t	US$1.6t	US$286.1b	20.5x	26.5x	4.7x
Fri, 22 Aug 2025	US$6.9t	US$1.6t	US$286.7b	18.7x	24.2x	4.3x
Sun, 20 Jul 2025	US$6.6t	US$1.6t	US$250.6b	17.7x	26.3x	4.1x
Tue, 17 Jun 2025	US$6.4t	US$1.6t	US$250.1b	17.2x	25.5x	4x
Thu, 15 May 2025	US$6.0t	US$1.6t	US$248.1b	17.7x	24.4x	3.8x
Sat, 12 Apr 2025	US$5.5t	US$1.6t	US$227.2b	15.5x	24.2x	3.5x
Mon, 10 Mar 2025	US$6.1t	US$1.6t	US$228.0b	16.3x	26.6x	3.8x
Wed, 05 Feb 2025	US$6.6t	US$1.6t	US$210.1b	18.1x	31.3x	4.2x
Fri, 03 Jan 2025	US$6.0t	US$1.6t	US$189.8b	18.7x	31.8x	3.8x
Sun, 01 Dec 2024	US$5.9t	US$1.6t	US$189.7b	20.2x	31x	3.7x
Tue, 29 Oct 2024	US$5.6t	US$1.5t	US$180.7b	18.4x	31x	3.6x
Thu, 26 Sep 2024	US$5.5t	US$1.5t	US$188.2b	17.9x	29.4x	3.6x
Sat, 24 Aug 2024	US$5.4t	US$1.6t	US$189.3b	19.7x	28.4x	3.5x
Mon, 22 Jul 2024	US$5.4t	US$1.5t	US$191.7b	17x	28x	3.5x
Wed, 19 Jun 2024	US$5.4t	US$1.5t	US$191.0b	16.4x	28.4x	3.6x
Fri, 17 May 2024	US$5.3t	US$1.5t	US$193.9b	19.5x	27.2x	3.5x
Sun, 14 Apr 2024	US$5.2t	US$1.5t	US$176.0b	18.4x	29.6x	3.5x
Tue, 12 Mar 2024	US$4.8t	US$1.5t	US$173.8b	17x	27.9x	3.2x
Thu, 08 Feb 2024	US$4.8t	US$1.5t	US$170.2b	13.9x	28.5x	3.2x
Sat, 06 Jan 2024	US$4.6t	US$1.5t	US$128.1b	16.3x	35.6x	3x
Mon, 04 Dec 2023	US$4.4t	US$1.5t	US$128.1b	16.4x	34.5x	2.9x
Wed, 01 Nov 2023	US$4.1t	US$1.5t	US$126.1b	12.6x	32.6x	2.7x
Fri, 29 Sep 2023	US$4.2t	US$1.5t	US$104.7b	14.2x	40.4x	2.8x
Sun, 27 Aug 2023	US$4.2t	US$1.5t	US$104.0b	13.6x	40.1x	2.8x
Tue, 25 Jul 2023	US$4.2t	US$1.5t	US$107.2b	15.2x	39x	2.8x
Thu, 22 Jun 2023	US$4.1t	US$1.5t	US$107.1b	17x	38.1x	2.7x
Sat, 20 May 2023	US$4.0t	US$1.5t	US$106.1b	17.1x	37.6x	2.7x

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 27.0x which is lower than its 3-year average PE of 30.2x.

The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.8x.

Past Earnings Growth

The earnings for companies in the Communication Services industry have grown 43% per year over the last three years.
Revenues for these companies have grown 4.9% 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	1.52%
Telecom	-0.15%
Entertainment	1.48%
Media	0.20%
Interactive Media and Services	-0.36%
Wireless Telecom	-0.55%
Telecom Services and Carriers	-0.63%

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 22.4%, which is higher than its past year's earnings decline of 3.2% per year.

Forecasted Growth

Analysts are most optimistic on the Media industry, expecting annual earnings growth of 33% over the next 5 years.
This is better than its past earnings growth rate of 5.0% per year.

In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

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

Company	Last Price	7D	1Y	Valuation
DIS Walt Disney	US$106.16	5.7% +US$6.3b	-4.7%	PE16.4x
BIDU Baidu	US$139.94	10.9% +US$4.7b	53.6%	PE69.4x
SATS EchoStar	US$129.38	10.3% +US$3.6b	554.1%	PS2.5x
ASTS AST SpaceMobile	US$72.96	14.2% +US$2.7b	174.8%	PS256.6x
SPOT Spotify Technology	US$432.75	3.2% +US$2.7b	-30.2%	PE28x

Santa Clara County Counsel Files Landmark Civil Prosecution Taking on Meta Platforms, Inc.'s Role in Massive Consumer Fraud

Santa Clara County Counsel Tony LoPresti filed a landmark civil prosecution against Meta Platforms, Inc. The action, which is the first brought in California and the first brought by a local civil prosecutor in the nation, alleges that Meta knowingly facilitates and profits from billions of scam advertisements on its popular Facebook and Instagram platforms that defraud seniors and families and squeeze legitimate small businesses out of fair access to consumers. The complaint, filed in Santa Clara County Superior Court, alleges that Meta is deeply aware of the scale of the problem, tracking up to 15 billion scam ads shown to users every day across its platforms and deriving an estimated $7 billion in annual “violating revenue”—Meta’s internal term for revenue resulting from fraudulent or otherwise prohibited advertisements. According to the filing, Meta’s own systems flag ads that are likely scams but, instead of stopping those ads, the company charges scammers a premium price to run them, a practice that both facilitates and monetizes deception. The lawsuit further alleges that Meta’s sophisticated artificial intelligence tools and high-tech programs actively target vulnerable consumers and contribute to creating and refining scam ads. The complaint alleges that Meta has maintained a network of thousands of “Business Partners” that help scammers post their ads. Many of these Business Partners—characterized by Meta as “trusted” experts—openly advertise their ability to post scam ads on Meta’s platforms. The scams themselves run the gamut, including fraudulent financial products, cryptocurrency schemes, purported cures for incurable diseases, ineffective nutritional supplements, and impersonations of celebrities asking for monetary contributions. Meta is accused of knowingly enabling and profiting from a vast ecosystem of scam ads, with internal documents estimating its platforms host a third of all U.S. internet scams and contributing to more than $2.5 billion in losses for Californians in 2024 alone. Seniors are hit hardest—Californians over 60 lost more than $800 million, and nationwide, older adults reported losses more than four times the average. Meta’s practices allegedly flood its ad auctions with fraudulent ads that drive up costs for legitimate small businesses, while its AI tools generate and test thousands of ad variations in ways a Reuters investigation found can make ads significantly more misleading. According to the lawsuit, Meta’s algorithms then steer these deceptive ads toward people most vulnerable to harm, including users who previously clicked on scam ads, compounding losses among those least able to bear them. Meanwhile, the company publicly touts its commitment to safety but internally prioritizes revenue, including imposing “revenue guardrails” that limit enforcement against scam ads. LoPresti is asking the Court to stop Meta’s unlawful practices through injunctive relief; to require restitution for money lost as a result of Meta’s actions; and to impose civil penalties, including enhanced penalties for violations affecting senior citizens and treble remedies available under California law to deter wrongdoing against vulnerable populations. The complaint underscores Meta’s immense scale and capacity to protect the public if it chose to prioritize safety over its own profits and comply with the law: The company reported nearly $201 billion in revenue in 2025, about 98% from advertising, and ad impressions continue to climb. The lawsuit argues that no company that large should be allowed to treat regulatory fines as a mere cost of doing business while Californians bear staggering financial and emotional losses. The action is brought by the People of the State of California, acting by and through Santa Clara County Counsel Tony LoPresti, with the assistance of outside special counsel Bernstein Litowitz Berger & Grossmann LLP (BLB&G), Bishop Partnoy LLP, and Renne Public Law Group LLP.

U.S. Telecom Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

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