Morningstar

Communication Services

Companies that provide communication services using fixed-line networks or those that provide wireless access and services. This sector also includes companies that provide internet services such as access, navigation, and internet-related software and services.

Featured

Nebius Earnings: GPU Spot Prices Triple and Neoclouds Exploit Short-Term Scarcity

Javier Correonero Aug 12, 2026

After Earnings, Is Disney Stock a Buy, a Sell, or Fairly Valued?

Matthew Dolgin, CFA Aug 12, 2026

Trade Desk Earnings: Another Weak Forecast and Poor Execution

Mark Giarelli Aug 7, 2026

US Telecom: SpaceX Mobile Comments Should Be Taken With a Grain of Salt

Michael Hodel, CFA Aug 5, 2026

Disney Earnings: Experiences and Streaming Again Drive Excellent Results

Matthew Dolgin, CFA Aug 5, 2026

Latest Company Reports

Largest Stocks in the Communication Services Sector

Screen With Investor

1-Day Chart	Name	Industry	Price	Morningstar Rating for Stocks	Capital Allocation	Economic Moat	Market Cap
	Alphabet Inc Class A GOOGL	Internet Content & Information			LOCK\|^MgWQ@Dh	LOCK\|$K	$4T
	Meta Platforms Inc Class A META	Internet Content & Information			LOCK\|n$ZPMw	LOCK\|S&t	$2T
	Netflix Inc NFLX	Entertainment			LOCK\|#&fLm^>	LOCK\|T>@t	$311B
	Verizon Communications Inc VZ	Telecom Services			LOCK\|?kSHZf	LOCK\|@h^C	$196B
	T-Mobile US Inc TMUS	Telecom Services			LOCK\|L<r%VFg	LOCK\|Jp&bd	$192B
	The Walt Disney Co DIS	Entertainment			LOCK\|%<$dSy	LOCK\|g$!	$179B
	AT&T Inc T	Telecom Services			LOCK\|Lm@	LOCK\|cTl@	$168B
	AppLovin Corp Ordinary Shares - Class A APP	Advertising Agencies			LOCK\|%$NsX#<	LOCK\|&@x&	$107B
	Spotify Technology SA SPOT	Internet Content & Information			LOCK\|>FZxj<&	LOCK\|SCrn?	$103B
	Comcast Corp Class A CMCSA	Telecom Services			LOCK\|yyQ&dL<	LOCK\|sBFP	$91B

Paramount Earnings: Results Were Good but Weighed Down by the Warner Mess

We’ve lowered our fair value estimate of Paramount stock.

Matthew Dolgin, CFA Aug 5, 2026

After Earnings, Is Meta Stock a Buy, a Sell, or Fairly Valued?

With sales up and adjusted margins down, here’s what we think of Meta stock.

Malik Ahmed Khan, CFA Aug 5, 2026

After Earnings, Is Verizon Stock a Buy, a Sell, or Fairly Valued?

With receding competitive intensity and decelerating customer turnover, here’s what we thought of Verizon’s earnings report.

Michael Hodel, CFA Aug 3, 2026

Roblox Earnings: Results Were Atrocious, and Management Declined to Provide Full-Year Guidance

We anticipate reducing our fair value estimate of Roblox stock.

Matthew Dolgin, CFA Jul 31, 2026

After Earnings, Is Alphabet Stock a Buy, a Sell, or Fairly Valued?

With rising capex and significant returns from AI investments, here’s what we thought of Alphabet’s earnings report.

Malik Ahmed Khan, CFA Jul 30, 2026

Meta Earnings: AI-Driven Improvements in Top Line Fail to Impress Investors

We reiterate our fair value estimate for wide-moat Meta and view the after-market selloff as an overreaction.

Malik Ahmed Khan, CFA Jul 30, 2026

How Alphabet Is Building an End-to-End AI Business

Why the tech giant is well-positioned to benefit from AI adoption, despite the stock’s pullback after its earnings report.

David Sekera, CFA, Susan Dziubinski, and Jess Bebel Jul 29, 2026

After Earnings, Is AT&T Stock a Buy, a Sell, or Fairly Valued?

With telecom companies facing valuation pressures and worries about SpaceX, here’s what we thought of AT&T’s earnings report.

Michael Hodel, CFA Jul 29, 2026

Verizon Earnings: Price Cuts Have Revived Customer Growth Without Igniting a Price War Thus Far

We’ve slightly raised our fair value estimate of Verizon stock.

Michael Hodel, CFA Jul 24, 2026

After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?

With good results but a growing negative narrative around the company’s outlook, here’s what we think of Netflix stock.

Matthew Dolgin, CFA Jul 24, 2026

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