Sales growth
+15%
Operating margin
33%
FCF margin
4.2%
54 paragraphs of its Risk Factors mention AI, against 54 the year before.
19companies in Communication
Latest 10-K, 10-Q, Form 4 and 13F of each
Compare
Compare companies, side by side
The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.
Group median · 19 companies
- Sales growth
- +6.8%
- Gross margin
- 61%
- Operating margin
- 18%
- Net margin
- 9.2%
Where each stands
The 3 largest, ranked among the group
Each corner is the share of Communication companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.
Sales growth
+22%
Operating margin
33%
FCF margin
12%
76 paragraphs of its Risk Factors mention AI, against 51 the year before.
Sales growth
+2.5%
Operating margin
21%
FCF margin
-
12 paragraphs of its Risk Factors mention AI, against 6 the year before.
From the filings
Communication: the same facts for each company
| Company | Revenue, 12 months | Sales growth | Gross / operating margin | Net margin | Debt / equity | Accounting items | Insider buys | Investors | Open |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. (Class A) | $471.1B
|
+15% |
GM 61%OM 33%
|
50% | 0.19 | 0 of 5to read | 0 | 0 | 10-K |
| META Meta Platforms | $241.6B
|
+22% |
GM 81%OM 33%
|
31% | 0.31 | 1 of 5to read | 0 | 0 | 10-K |
| VZ Verizon | $139.4B
|
+2.5% |
GM -OM 21%
|
12% | 1.55 | 0 of 6to read | 0 | 0 | 10-K |
| T AT&T | $128.9B
|
+2.7% |
GM -OM 18%
|
10% | 1.30 | 0 of 5to read | 0 | 0 | 10-K |
| CMCSA Comcast | $123.0B
|
0.0% |
GM -OM 15%
|
9.2% | 0.94 | 0 of 4to read | 0 | 0 | 10-K |
| DIS Walt Disney | $98.9B
|
+3.4% |
GM -OM 18%
|
8.7% | 0.42 | 1 of 6to read | 0 | 0 | 10-K |
| TMUS T-Mobile US | $93.8B
|
+8.5% |
GM -OM 21%
|
12% | 1.62 | 1 of 6to read | 0 | 0 | 10-K |
| CHTR Charter Communications | $55.6B
|
-0.6% |
GM -OM 11%
|
2.5% | 9.75 | 1 of 5to read | 0 | 0 | 10-K |
| NFLX Netflix | $49.7B
|
+16% |
GM 51%OM 31%
|
30% | 0.52 | 1 of 4to read | 0 | 0 | 10-K |
| SKYD Skydance Corporation | $29.2B
|
-1.5% |
GM -OM -18%
|
-21% | 1.26 | 0 of 2to read | 0 | 0 | 10-K |
| LYV Live Nation Entertainment | $27.9B
|
+8.8% |
GM -OM 3.2%
|
0.5% | - | 1 of 6to read | 0 | 0 | 10-K |
| OMC Omnicom Group | $24.8B
|
+10% |
GM 13%OM 6.4%
|
2.8% | 1.01 | 2 of 5to read | 0 | 0 | 10-K |
| FOXA Fox Corporation (Class A) | $18.0B
|
+5.1% |
GM -OM -
|
11% | 0.53 | 1 of 6to read | 1 | 0 | 10-K |
| ECHO EchoStar | $12.2B
|
-5.2% |
GM -OM 2.3%
|
8.8% | 0.57 | 4 of 6to read | 1 | 0 | 10-K |
| NWSA News Corp (Class A) | $9.2B
|
+6.8% |
GM -OM -
|
6.8% | 0.24 | 1 of 6to read | 0 | 0 | 10-K |
| APP AppLovin | $7.6B
|
+70% |
GM 89%OM 78%
|
66% | 1.07 | 0 of 5to read | 0 | 0 | 10-K |
| TTWO Take-Two Interactive | $6.4B
|
+18% |
GM 57%OM -2.8%
|
-3.8% | 0.69 | 1 of 5to read | 0 | 0 | 10-K |
| TKO TKO Group Holdings | $5.5B
|
-3.1% |
GM -OM 22%
|
5.2% | 1.37 | 2 of 5to read | 0 | 0 | 10-K |
| RDDT Reddit | $3.1B
|
+69% |
GM 92%OM 29%
|
32% | - | 1 of 5to read | 0 | 0 | 10-K |
Sales growth is the last fiscal year against the one before; margins are over the last twelve months. Where each comes from
Growth against cash margin
The 14 largest by revenue. A bigger bubble is more revenue; the dashed lines are the median of these companies.
How to read this page
- A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
- A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
- A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
- A bar is paragraphs that mention the topic this year, and the mark on it is last year.
Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.
By topic · 10-K Item 1A
AI: paragraphs that mention it
META
76 vs 51
GOOGL
54 vs 54
NWSA
37 vs 26
APP
36 vs 31
RDDT
26 vs 20
OMC
17 vs 5
TTWO
15 vs 6
FOXA
14 vs 9
VZ
12 vs 6
T
11 vs 6
TMUS
11 vs 13
CMCSA
8 vs 6
NFLX
7 vs 4
DIS
6 vs 6
SKYD
6
Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year. 16 companies have no 10-K downloaded yet.
In their words
What the companies wrote
META Meta Platforms, Inc.
76 paragraphsWe have made significant investments in AI initiatives, including generative AI and superintelligence, to, among other things, recommend relevant content across our products, enhance our advertising tools, develop new products, and develop new features for existing products, and expect to …
Item 1A, Risk Factors, 10-K Jan 29, 2026
… Across all of these efforts, we are making significant investments in artificial intelligence (AI), including generative AI, to improve our delivery, targeting, and measurement capabilities. Further, we are focused on driving onsite conversions in our business messaging ad products by …
Item 7, MD&A, 10-K Jan 29, 2026
GOOGL Alphabet Inc.
54 paragraphsWe are developing frontier generative AI models and building AI capabilities into products and services across the company, tailoring them to the evolving preferences of our users and customers. AI technology and services are highly competitive, rapidly evolving, and require …
Item 1A, Risk Factors, 10-K Feb 5, 2026
… For instance, in 2025, California and New York passed the Transparency in Frontier Artificial Intelligence Act and the Responsible AI Safety and Education Act, respectively, each of which imposes safety and reporting obligations on developers of frontier models. At the …
Item 1A, Risk Factors, 10-K Feb 5, 2026
NWSA NEWS CORP
37 paragraphsDevelopments in AI, Including the Company’s Use of AI, May Expose it to Certain Risks, Which Could Adversely Affect its Business, Reputation or Financial Results.
Item 1A, Risk Factors, 10-K Aug 7, 2026
The Company is incorporating AI into its business, including developing products and services that integrate AI solutions and for internal productivity purposes. The development of AI-based products and services can be complex and costly, the technology is evolving rapidly …
Item 1A, Risk Factors, 10-K Aug 7, 2026
APP AppLovin Corp
36 paragraphs… to invest in the expansion of our AI capabilities, including possibly generative AI. These technologies are complex and rapidly evolving, and the development of AI technologies can require significant investment. Expanding our AI capabilities subjects us to many of the …
Item 1A, Risk Factors, 10-K Feb 19, 2026
… AI technologies, including generative AI, may create content that is, or is perceived to be, deficient, inaccurate, biased, offensive, unethical, or otherwise flawed. Our customers or others may rely on or use this content to their detriment, which may expose …
Item 1A, Risk Factors, 10-K Feb 19, 2026
RDDT Reddit, Inc.
26 paragraphs• we fail to effectively adopt new technologies, such as machine learning and artificial intelligence (“AI”), that our competitors may have more experience utilizing and leveraging in their products and services;
Item 1A, Risk Factors, 10-K Feb 6, 2026
We have explored, and will continue to explore, business opportunities in content licensing for purposes including machine learning, business analysis, display, and training generative AI models. We are in the early stages of our content licensing efforts, and the market for content is new and evolving rapidly. There is no assurance that we will be able to sustain revenues from these efforts.
Item 1A, Risk Factors, 10-K Feb 6, 2026
OMC OMNICOM GROUP INC.
17 paragraphsFailure to adapt to technological developments, including emerging technologies such as generative AI and agentic AI, could adversely affect our competitive position, reputation, client relationships, results of operations and financial condition.
Item 1A, Risk Factors, 10-K Feb 20, 2026
We are subject to risks related to our use of generative AI and agentic AI, new and emerging technologies, which are in the early stages of commercial use and subject to evolving legislative and regulatory requirements.
Item 1A, Risk Factors, 10-K Feb 20, 2026
Show all 20 companies' quotes
TTWO TAKE TWO INTERACTIVE SOFTWARE INC
15 paragraphs• The development, use, and incorporation of artificial intelligence ("AI") into our products and within our industry may present operational, reputational, financial, and competition risks
Item 1A, Risk Factors, 10-K May 22, 2026
The development, use, and incorporation of artificial intelligence (“AI”) into our products and within our industry may present operational, reputational, financial, and competition risks.
Item 1A, Risk Factors, 10-K May 22, 2026
FOXA Fox Corp
14 paragraphs… Other new technological developments, such as the development and use of generative AI, including large language model applications, are rapidly evolving and increasingly being incorporated into business operations and content generation, and AI may be used in ways that could …
Item 1A, Risk Factors, 10-K Aug 6, 2026
… Additionally, new technological developments, including the development and use of generative AI technologies, including large language model applications, are rapidly evolving. If our competitors gain an advantage by using such technologies to create, market, target or distribute content more efficiently …
Item 1A, Risk Factors, 10-K Aug 6, 2026
VZ VERIZON COMMUNICATIONS INC
12 paragraphs… There are technological, regulatory, ethical and other risks involved in deploying and using AI, particularly generative AI models. These risks could expose us to liability or adverse legal or regulatory consequences and harm our reputation. In addition, there can be …
Item 1A, Risk Factors, 10-K Feb 17, 2026
… consumer preferences and demand for existing services, new technologies and business models, such as the increasing use of AI and machine learning technologies, demographic and immigration trends, evolving geopolitical and economic conditions, including inflation, and regulatory changes. If we are …
Item 1A, Risk Factors, 10-K Feb 17, 2026
T AT&T INC.
11 paragraphs… Further, the use of artificial intelligence and machine learning by cybercriminals may increase the frequency and severity of cybersecurity attacks against us or our suppliers, vendors and other service providers. In addition, despite our efforts to detect unlawful intrusions, an …
Item 1A, Risk Factors, 10-K Feb 9, 2026
… Further, we are using and intend to further use AI-driven efficiencies in our network design and operations, software development, sales, marketing, customer support services and general and administrative costs. The models used in those products or operations, particularly generative …
Item 1A, Risk Factors, 10-K Feb 9, 2026
TMUS T-Mobile US, Inc.
11 paragraphs… Our obligations to comply with the evolving legal and regulatory landscape may require us to incur significant additional costs or limit our ability to incorporate certain AI capabilities into our business operations or product offerings. As we integrate AI technologies …
Item 1A, Risk Factors, 10-K Feb 11, 2026
… Additionally, as we continue to make significant investments in new technologies and new business areas, we are increasingly dependent on being able to hire and retain technically skilled employees, including those with expertise in AI and machine learning.
Item 1A, Risk Factors, 10-K Feb 11, 2026
CMCSA COMCAST CORP
8 paragraphs… The legal landscape for new technologies, including AI, remains uncertain, and legal developments could impact our ability to protect our intellectual property against uses by unauthorized third parties, including generative AI developers, misappropriation, reproduction or infringement or impact our ability …
Item 1A, Risk Factors, 10-K Feb 3, 2026
… well as from other forms of entertainment, including from social networking and user-generated content or technologies such as AI that can rapidly produce large volumes of content, as well as tourism, recreational activities and lodging. They must compete to …
Item 1A, Risk Factors, 10-K Feb 3, 2026
NFLX NETFLIX INC
7 paragraphs… In addition, new technological developments, including the development and use of generative AI, are rapidly evolving. If our competitors gain an advantage by using such technologies more effectively to satisfy consumer demand, our ability to compete successfully and our results …
Item 1A, Risk Factors, 10-K Jan 23, 2026
… If partners or other providers do a better job of connecting consumers with content they want to watch, for example through multi-service discovery interfaces (including those powered by generative AI), our service may be adversely impacted. We intend to …
Item 1A, Risk Factors, 10-K Jan 23, 2026
DIS Walt Disney Co
6 paragraphsRegulations governing new technological developments, such as developments in artificial intelligence (AI), including generative AI and large language model tools, remain unsettled, and these developments may affect aspects of our existing business models, including revenue streams for the use of …
Item 1A, Risk Factors, 10-K Nov 13, 2025
Technological developments, including developments in generative AI tools that can be used to create competing low-cost content and products, and changes in market structure, including consolidation of suppliers of resources and distribution channels, increase competition in these areas. Increased …
Item 1A, Risk Factors, 10-K Nov 13, 2025
SKYD Skydance Corp
6 paragraphs… In addition, faster or more effective deployment of evolving technologies by our competitors, including generative artificial intelligence and other machine‑learning tools (“AI Technologies”), could put us at a competitive disadvantage. Our
Item 1A, Risk Factors, 10-K Feb 25, 2026
Evolving technologies, including AI Technologies, and distribution models, as well as the overall size of the entertainment and content market, affect demand for our content; how our content is generated, distributed and consumed; the sources and nature of competing offerings …
Item 1A, Risk Factors, 10-K Feb 25, 2026
CHTR CHARTER COMMUNICATIONS, INC. /MO/
5 paragraphsA failure to effectively anticipate or adapt to new technologies (including those that use artificial intelligence (“AI”)) and changes in customer expectations and behavior could significantly adversely affect our competitive position with respect to the leisure time and discretionary spending …
Item 1A, Risk Factors, 10-K Jan 30, 2026
We currently incorporate AI technology in certain parts of our business operations. Our research and development of such technology remains ongoing. AI presents risks, challenges and unintended consequences that could affect our and our customers’ adoption and use of this …
Item 1A, Risk Factors, 10-K Jan 30, 2026
TKO TKO Group Holdings, Inc.
3 paragraphs… Additionally, the use of artificial intelligence (AI) technologies in content creation, marketing, and distribution is evolving, and our ability to successfully utilize such technologies is uncertain. Although we are evaluating the use of AI technologies in our operations, we face …
Item 1A, Risk Factors, 10-K Feb 25, 2026
… and the dilution of the value of our content resulting from the creation of similar or fake content on artificial intelligence applications, our ability to generate revenue from our targeted audiences may decline and could result in an adverse effect …
Item 1A, Risk Factors, 10-K Feb 25, 2026
ECHO EchoStar CORP
2 paragraphsIn order to grow and remain competitive, we will need to adapt to changes in available technology, including, but not limited to, artificial intelligence and machine learning, continually invest in our Hybrid MNO, increase 5G Network capacity, enhance our existing …
Item 1A, Risk Factors, 10-K Mar 2, 2026
… Techniques used in cyber-attacks to obtain unauthorized access to, disable or sabotage information technology systems are increasingly diverse and sophisticated, including as a result of emerging technologies, such as artificial intelligence and machine learning. Data breaches and other cybersecurity …
Item 1A, Risk Factors, 10-K Mar 2, 2026
ASTS AST SpaceMobile, Inc.
0 paragraphsNot mentioned in the latest 10-K.
LYV Live Nation Entertainment, Inc.
0 paragraphsNot mentioned in the latest 10-K.