9 stocks with full analysis pages and real-time alerts
Communication services combines legacy telecoms (AT&T, Verizon, T-Mobile) with digital media and entertainment giants (Alphabet/Google, Meta, Netflix, Disney). The result: telecoms offer high dividend yields (4-7%) with utility-like stability, while digital platforms offer growth with consumer engagement metrics rivaling tech stocks. The sector was restructured in 2018 when GICS moved internet media companies from technology and consumer discretionary into communication services, reshaping its character. Advertising revenue (Google, Meta) dominates the digital side, making these stocks sensitive to economic conditions that affect ad budgets. Telecom companies are capital-intensive, investing billions in 5G infrastructure with long payback periods. Streaming services (Netflix, Disney+) compete for subscriber attention with content spending that challenges profitability.
Digital platforms track monthly/daily active users, average revenue per user (ARPU), engagement time, and ad revenue growth. Telecoms focus on subscriber additions/churn, average revenue per user, EBITDA margins, capital expenditure levels, and spectrum holdings. Streaming companies monitor subscriber count, content spending, and the path to profitability through advertising tiers and price increases. For all communication services, free cash flow is critical since the sector requires heavy ongoing investment in infrastructure (telecom) or content (streaming).
This sector has both slow-moving telecoms and volatile digital platforms, requiring different alert strategies. Digital platforms can move 10-20% on earnings as ad revenue and user growth data are released. Telecoms move 3-5% on dividend announcements and competitive dynamics. RSI alerts help time entries in volatile digital names, while dividend alerts track the income side. Earnings announcements are crucial since this sector reports user metrics that signal broader consumer internet trends.
For digital platforms (Alphabet, Meta), RSI alerts at 30 and 70 help time entries and exits during momentum swings. Price change alerts at 8%+ catch earnings-driven moves. Forward P/E below alerts at 20-25x flag when growth names reach value territory. For telecoms (AT&T, Verizon), dividend ex-date alerts are essential, and earnings alerts track subscriber trends. Different approaches for the sector's growth and income sides.
Based on active alerts set by the StockAlert.pro community.
Sorted by market capitalization. Only stocks with full analysis pages are shown.
| Symbol | Company | Price | Change | 52W High | 52W Low | Market Cap | Alert |
|---|---|---|---|---|---|---|---|
| APP | Applovin Corp | $390.55 | +6.44% | $745.61 | $200.50 | $132.0B | |
| DIS | Walt Disney Company (The) | $105.44 | +2.99% | $124.69 | $80.10 | $187.0B | |
| DV | DoubleVerify Holdings Inc | $9.33 | +0.00% | $23.08 | $7.64 | $1.5B | |
| FOX | Fox Corporation | $51.56 | +0.33% | $68.17 | $43.18 | $24.1B | |
| GOOG | Alphabet Inc Class C | $308.43 | -0.30% | $350.15 | $142.27 | $3.7T | |
| GOOGL | Alphabet Inc Class A | $307.80 | -0.39% | $349.00 | $140.14 | $3.7T | |
| META | Meta | $639.77 | -1.55% | $796.25 | $479.80 | $1.6T | |
| NFLX | Netflix, Inc. | $76.87 | +1.33% | $134.12 | $75.23 | $326.1B | |
| VZ | Verizon Communications Inc. | $48.99 | -0.95% | $50.24 | $38.39 | $206.7B |
Largely yes. Companies like Alphabet, Meta, and Netflix behave like tech stocks in terms of growth orientation, P/E multiples, and volatility. They were reclassified into communication services for index purposes but retain tech-like characteristics. Set RSI alerts and price change alerts similar to how you would monitor tech growth stocks. The key difference is advertising revenue sensitivity to economic cycles, which adds a cyclical element absent from pure tech.
Generally yes, but with caveats. AT&T and Verizon yield 5-7% with stable cash flows from subscriber bases. However, heavy capital spending on 5G and fiber reduces free cash flow available for dividends. AT&T cut its dividend in 2022 after the WarnerMedia spinoff. Verizon has maintained increases but growth is minimal. T-Mobile prioritizes growth over dividends. Set dividend ex-date alerts and monitor quarterly earnings for free cash flow trends that signal dividend sustainability.
Digital advertising (Google, Meta, YouTube) accounts for 60%+ of communication services revenue. Ad spending correlates with GDP growth and corporate profit margins. During recessions, ad budgets are among the first expenses cut, hitting digital platform revenue. Set earnings alerts to monitor ad revenue growth rates and price change alerts around major economic data releases (GDP, PMI, jobs reports) that influence advertising budgets.
Set up real-time alerts for communication services stocks. Price targets, technical indicators, earnings, and more.