8 segments · 20 companies
Communications & Media
+2.5%chain · 1M
Towers and networks are the base, carriers grow on subscribers and pricing, and content owners fight for subscriptions and ads in streaming; viewers' time and budgets are the end.
- The Communications & Media covers 8 segments and 20 companies, 0 of them chokepoints.
- Over the past month the chain's median listed company returned +2.5%, against 0.0% for the S&P 500.
- The strongest segment is Studios & games (+7.7%) and the weakest Wireless carriers (−6.2%), a 13.9-point spread.
The chain, stage by stage
Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.
Telecom & broadbandContent & media
Network infrastructure
Cell towers+2.5%
AMT+2.5%
Operators & studios
Cable broadband & media−5.0%
Broadcasting, news & publishing+4.6%
Distribution
Streaming platforms−4.7%
Advertising & marketing services+6.8%
Which segments are leading
Median price return of the listed companies in each segment.
Key numbers
Netflix Q2 revenue growth+13%Netflix · 2026 Q2 财报（SEC 8-K 附件）
T-Mobile Q2 service revenue growth+9%T-Mobile US · 2026 Q2 财报（SEC 8-K 附件）
Comcast Q2 residential broadband net adds-167KComcast · 2026 Q2 财报（SEC 8-K 附件）
American Tower Q2 property revenue growth+6.3%American Tower · 2026 Q2 财报（SEC 8-K 附件）
Sources
- Netflix · 2026 Q2 财报（SEC 8-K 附件） 2026-07-16
- T-Mobile US · 2026 Q2 财报（SEC 8-K 附件） 2026-07-23
- Comcast · 2026 Q2 财报（SEC 8-K 附件） 2026-07-23
- American Tower · 2026 Q2 财报（SEC 8-K 附件） 2026-07-28
- Fox Corporation · All Businesses 2026-10-07（查阅）
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