Communication Services
19 companies side by side, each showing its newest quarter, so you can see who is big in the sector and who turns it into profit. That is 21 minus the 3 whose statement we cannot draw; they are listed at the foot of the page. 1 of the rows above is a company we follow from outside the index, so the sector's own count does not include it.
| Company | Revenue, one quarter | Year over year | Operating margin | Net profit | Net margin |
|---|---|---|---|---|---|
| GOOGL Alphabet Q2 FY26 Year over year +24% Operating margin 34% Net margin 94% | $119.8B | +24% | 34% | $112.2B | 94% |
| META Meta Platforms Q1 FY26 Year over year +33% Operating margin 41% Net margin 48% | $56.3B | +33% | 41% | $26.8B | 48% |
| VZ Verizon Q2 FY26 Year over year −1% Operating margin 21% Net margin 11% | $34.3B | −1% | 21% | $3.8B | 11% |
| T AT&T Q2 FY26 Year over year +2% Operating margin 22% Net margin 15% | $31.6B | +2% | 22% | $4.6B | 15% |
| CMCSA Comcast Q2 FY26 Year over year −1% Operating margin 17% Net margin 12% | $29.9B | −1% | 17% | $3.5B | 12% |
| DIS Walt Disney Q3 FY26 Year over year +7% Operating margin 22% Net margin 10% | $25.2B | +7% | 22% | $2.6B | 10% |
| TMUS T-Mobile US Q2 FY26 Year over year +8% Operating margin 24% Net margin 14% | $22.8B | +8% | 24% | $3.2B | 14% |
| CHTR Charter Communications Q2 FY26 Year over year −2% Operating margin 23% Net margin 10% | $13.5B | −2% | 23% | $1.3B | 10% |
| NFLX Netflix Q2 FY26 Year over year +13% Operating margin 33% Net margin 27% | $12.6B | +13% | 33% | $3.4B | 27% |
| WBD Warner Bros. Discovery Q2 FY26 Year over year −11% Operating margin 3% Net margin 2% | $8.7B | −11% | 3% | $0.1B | 2% |
| LYV Live Nation Entertainment Q2 FY26 Year over year +9% Operating margin 7% Net margin 4% | $7.7B | +9% | 7% | $0.3B | 4% |
| PSKY Paramount Skydance Q2 FY26 Year over year +1% Operating margin 7% Net margin 1% | $6.9B | +1% | 7% | $<0.1B | 1% |
| OMC Omnicom Q1 FY26 Year over year +69% Operating margin 10% Net margin 6% | $6.2B | +69% | 10% | $0.4B | 6% |
| ECHO EchoStar Q2 FY26 Year over year −4% Operating margin 14% Net margin 237% | $3.6B | −4% | 14% | $8.5B | 237% |
| EA Electronic Arts outside the index Q1 FY27 Year over year +19% Operating margin 26% Net margin 20% | $2.0B | +19% | 26% | $0.4B | 20% |
| APP AppLovin Q2 FY26 Year over year +53% Operating margin 78% Net margin 66% | $1.9B | +53% | 78% | $1.3B | 66% |
| TTWO Take-Two Interactive Q4 FY26 Year over year +6% Operating margin 1% Net margin −4% | $1.7B | +6% | 1% | −$0.1B | −4% |
| TKO TKO Q1 FY26 Year over year +26% Operating margin 21% Net margin 6% | $1.6B | +26% | 21% | $0.1B | 6% |
| TTD Trade Desk Q2 FY26 Year over year +3% Operating margin 14% Net margin 9% | $0.7B | +3% | 14% | $0.1B | 9% |
Diagrams
the 9 largestCost of revenue Operating expenses Tax and other Net profit, or operating profit where the bar ends there
In the bar on each card, every block is its share of revenue. Where income from outside revenue lifted profit above what operations earned, the bar ends at that operating profit: revenue cannot account for the rest, and the net margin is on the card.
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AlphabetApr–Jun 2026 · reported Jul 23, 2026Revenue $119.8B +24% Net margin 94% -
Meta PlatformsJan–Mar 2026 · reported Apr 30, 2026Revenue $56.3B +33% Net margin 48% -
VerizonApr–Jun 2026 · reported Jul 31, 2026Revenue $34.3B −1% Net margin 11%
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AT&TApr–Jun 2026 · reported Jul 22, 2026Revenue $31.6B +2% Net margin 15%
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ComcastApr–Jun 2026 · reported Jul 23, 2026Revenue $29.9B −1% Net margin 12%
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Walt DisneyMar–Jun 2026 · reported Aug 5, 2026Revenue $25.2B +7% Net margin 10%
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T-Mobile USApr–Jun 2026 · reported Jul 23, 2026Revenue $22.8B +8% Net margin 14%
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Charter CommunicationsApr–Jun 2026 · reported Jul 24, 2026Revenue $13.5B −2% Net margin 10%
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NetflixApr–Jun 2026 · reported Jul 17, 2026Revenue $12.6B +13% Net margin 27%
The rest of the sector
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