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U.S. Telecom Sector Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies506
  • 7D3.7%
  • 3M4.8%
  • 1Y27.4%
  • YTD30.1%

Over the last 7 days, the Telecom industry has risen 3.5%, driven by gains from Alphabet of 5.9%. This means that the industry has gained 27% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025US$7.8tUS$1.6tUS$280.9b16.2x27.9x4.8x
Sat, 22 Nov 2025US$7.3tUS$1.6tUS$283.1b16.6x25.6x4.4x
Mon, 20 Oct 2025US$7.4tUS$1.6tUS$286.1b17.6x25.7x4.6x
Wed, 17 Sep 2025US$7.6tUS$1.6tUS$285.9b20.1x26.5x4.7x
Fri, 15 Aug 2025US$7.0tUS$1.6tUS$286.6b18.9x24.6x4.3x
Sun, 13 Jul 2025US$6.5tUS$1.6tUS$250.2b17.8x26.2x4.1x
Tue, 10 Jun 2025US$6.5tUS$1.6tUS$250.0b17.2x25.8x4x
Thu, 08 May 2025US$5.9tUS$1.6tUS$246.9b17x23.8x3.7x
Sat, 05 Apr 2025US$5.5tUS$1.6tUS$227.3b15.2x24x3.5x
Mon, 03 Mar 2025US$6.2tUS$1.6tUS$227.8b16.8x27.2x3.9x
Wed, 29 Jan 2025US$6.4tUS$1.6tUS$200.0b17.2x31.8x4.1x
Fri, 27 Dec 2024US$6.2tUS$1.6tUS$189.6b18.6x32.9x4x
Sun, 24 Nov 2024US$5.8tUS$1.6tUS$189.7b20.1x30.4x3.7x
Tue, 22 Oct 2024US$5.7tUS$1.6tUS$189.2b17.8x29.9x3.6x
Thu, 19 Sep 2024US$5.4tUS$1.5tUS$188.2b18.8x28.6x3.5x
Sat, 17 Aug 2024US$5.3tUS$1.6tUS$189.1b19.3x28.2x3.4x
Mon, 15 Jul 2024US$5.5tUS$1.5tUS$191.2b17.3x28.9x3.6x
Wed, 12 Jun 2024US$5.4tUS$1.5tUS$191.0b16.6x28.2x3.5x
Fri, 10 May 2024US$5.2tUS$1.5tUS$193.5b18.3x26.8x3.4x
Sun, 07 Apr 2024US$5.2tUS$1.5tUS$176.0b19.4x29.3x3.4x
Tue, 05 Mar 2024US$4.8tUS$1.5tUS$173.8b17.7x27.7x3.2x
Thu, 01 Feb 2024US$5.0tUS$1.5tUS$152.7b15.3x32.6x3.2x
Sat, 30 Dec 2023US$4.7tUS$1.5tUS$128.0b15.7x36.4x3.1x
Mon, 27 Nov 2023US$4.5tUS$1.5tUS$128.3b16x35.2x3x
Wed, 25 Oct 2023US$4.3tUS$1.5tUS$102.5b14x42x2.9x
Fri, 22 Sep 2023US$4.2tUS$1.5tUS$104.7b14.4x40.1x2.8x
Sun, 20 Aug 2023US$4.1tUS$1.5tUS$102.8b14.5x40.3x2.8x
Tue, 18 Jul 2023US$4.3tUS$1.5tUS$106.8b16.9x40.1x2.9x
Thu, 15 Jun 2023US$4.1tUS$1.5tUS$107.1b17.1x38.5x2.8x
Sat, 13 May 2023US$3.9tUS$1.5tUS$105.2b17.1x36.9x2.6x
Mon, 10 Apr 2023US$3.8tUS$1.5tUS$115.4b16.6x33.3x2.6x
Wed, 08 Mar 2023US$3.5tUS$1.5tUS$113.7b18.6x30.9x2.4x
Fri, 03 Feb 2023US$3.9tUS$1.5tUS$140.9b19.8x27.8x2.7x
Sun, 01 Jan 2023US$3.2tUS$1.5tUS$166.4b15.2x19.1x2.1x
Price to Earnings Ratio

19.1x


Total Market Cap: US$3.2tTotal Earnings: US$166.4bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 30.3x.
  • The 3-year average PS ratio of 3.4x 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 19% per year over the last three years.
  • Revenues for these companies have grown 2.9% 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 Market3.10%
Telecom3.68%
Interactive Media and Services4.80%
Telecom Services and Carriers1.34%
Entertainment1.09%
Media0.28%
Wireless Telecom-0.032%
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 19.6%, which is higher than its past year's earnings decline of 4.9% 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 2.1x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 4.9% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 8.6% 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
GOOGL AlphabetUS$314.095.9%
+US$209.6b		60.2%PE30.5x
META Meta PlatformsUS$667.552.8%
+US$45.5b		9.8%PE28.7x
DIS Walt DisneyUS$114.483.5%
+US$6.9b		1.7%PE16.5x
SPOT Spotify TechnologyUS$586.573.6%
+US$4.2b		27.1%PE73x
ASTS AST SpaceMobileUS$78.0518.4%
+US$3.4b		216.2%PS1182.8x

Latest News

META
US$667.55
Meta Platforms
7D
2.8%
1Y
9.8%

Meta Stock: When Attention, AI, and Advertising Collide

Meta Platforms (NASDAQ: META) sits at the intersection of three forces shaping the modern internet: human attention, artificial intelligence, and advertising economics. While debates around privacy, content moderation, and platform influence continue, Meta’s core business remains deceptively simple—capturing attention and converting it into measurable outcomes for advertisers.
LYV
US$145.31
Live Nation Entertainment
7D
6.5%
1Y
9.0%

LYV: Secondary Ticketing Reforms Will Support Future Upside Despite Regulatory Overhang

Analysts have modestly trimmed their price target on Live Nation Entertainment to approximately $169 per share. The change reflects slightly higher perceived regulatory risk and timing uncertainty around secondary ticketing and FTC actions, even as they continue to highlight robust demand indicators, strong onsite spending, and expectations for sustained double digit growth and improving profitability.
GOOGL
US$314.09
Alphabet
7D
5.9%
1Y
60.2%
RBLX
US$81.88
Roblox
7D
-4.7%
1Y
37.5%
NFLX
US$93.64
Netflix
7D
-1.2%
1Y
0.5%

NFLX: Future Performance Will Balance Warner Bid Risks And New Revenue Streams

Analysts have modestly reduced their Netflix price target to reflect a lower fair value estimate of about $86.94, driven by slightly slower expected revenue growth and a lower future P/E multiple. These factors are only partly offset by improved long term margin assumptions and a largely stock split adjusted framework.
WBD
US$29.23
Warner Bros. Discovery
7D
3.6%
1Y
177.1%
ASTS
US$78.05
AST SpaceMobile
7D
18.4%
1Y
216.2%
DIS
US$114.48
Walt Disney
7D
3.5%
1Y
1.7%
T
US$24.66
AT&T
7D
1.2%
1Y
7.5%
CMCSA
US$29.78
Comcast
7D
-1.8%
1Y
-22.4%
VZ
US$40.32
Verizon Communications
7D
-1.4%
1Y
1.3%
OMC
US$79.95
Omnicom Group
7D
-3.3%
1Y
-7.5%
KYIV
US$13.49
Kyivstar Group
7D
-9.1%
1Y
34.8%
SPOT
US$586.57
Spotify Technology
7D
3.6%
1Y
27.1%

SPOT: Pricing Power And AI Will Shape Balanced Risk Reward Outlook

Our fair value estimate for Spotify Technology has been raised by about $37 to roughly $569 per share, as analysts grow more confident in accelerating revenue growth, expanding profit margins, and the earnings power implied by recent price target revisions across the Street. Analyst Commentary Recent Street commentary on Spotify highlights a mix of optimism around pricing power, product innovation, and artificial intelligence, alongside a more measured tone on valuation and execution risk.
SIRI
US$20.67
Sirius XM Holdings
7D
-5.0%
1Y
-11.7%

SIRI: Podcast Licensing And Cash Returns Will Shape Balanced Future Outlook

Analysts modestly increased their price target on Sirius XM Holdings to $20 from $19, citing updated company guidance that led to refined modeling assumptions around growth, margins, and valuation multiples. Analyst Commentary Analysts reacted to the updated guidance by refining their models around subscriber trends, margins, and capital allocation, resulting in a modestly higher valuation framework for Sirius XM Holdings.
TMUS
US$199.02
T-Mobile US
7D
-0.2%
1Y
-10.8%