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Communication Services Stocks — Earnings Quality & Moat Analysis
15 companies · Peer comparison
Communication-services earnings quality varies sharply by sub-segment. Telecom carriers face commodity-pricing pressure with subscriber-churn the leading indicator. Streaming and content businesses have content-amortization choices that materially shape reported margins. Watch SBC, content-spend ratios, and ARPU trajectories. Moats range from regulatory-licensed infrastructure (wireless carriers) to brand-and-IP catalogs (entertainment).
| Company | Score | GM | ROE | CF/NI | FCF | GW/A |
|---|---|---|---|---|---|---|
| GOOGALPHABET INC.2025 | B86 | 59.7% | 31.8% | 1.25x | $73.3B | 5.6% |
| NFLXNETFLIX INC2025 | B83 | 48.5% | 41.3% | 0.92x | $9.5B | — |
| METAMeta Platforms, Inc.2025 | B81 | 82.0% | 27.8% | 1.92x | $46.1B | 6.7% |
| TMUST-MOBILE US INC2025 | C77 | — | 18.6% | 2.54x | $18.0B | 6.2% |
| CMCSAComcast Corporation2025 | C73 | — | 20.6% | 1.68x | $21.9B | 22.6% |
| VZVerizon Communications Inc.2025 | D69 | — | 16.2% | 2.16x | $37.1B | 5.7% |
| APPAppLovin2025 | D68 | 87.9% | 156.2% | 1.19x | $4.0B | 21.2% |
| TAT&T INC.2025 | D67 | — | 17.4% | 1.84x | $19.4B | 15.1% |
| DISWALT DISNEY CO/2025 | D66 | — | 11.3% | 1.46x | $10.1B | 37.1% |
| EAElectronic Arts2025 | D66 | 79.3% | 17.6% | 1.85x | $2.1B | 43.5% |
| TTDThe Trade Desk2025 | D65 | 78.6% | 17.8% | 2.24x | $796M | — |
| CHTRCharter Communications2025 | D60 | — | 31.1% | 3.22x | $4.4B | 19.3% |
| TTWOTake-Two Interactive2025 | F59 | 54.4% | -209.5% | 0.01x | $-215M | 11.5% |
| WBDWarner Bros. Discovery2025 | F33 | — | 2.0% | 5.94x | $3.1B | 25.9% |
| MSTRMicroStrategy2025 | F19 | 68.7% | -8.7% | 0.02x | $-75M | — |
Strong Moderate WeakGM = Gross Margin · ROE = Return on Equity · CF/NI = Cash Flow/Net Income · FCF = Free Cash Flow · GW/A = Goodwill/Assets