1 paragraph of its Risk Factors mention Inflation, against 1 the year before.
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.
- Sales growth
- +6.8%
- Gross margin
- 61%
- Operating margin
- 18%
- Net margin
- 9.2%
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.
4 paragraphs of its Risk Factors mention Inflation, against 5 the year before.
5 paragraphs of its Risk Factors mention Inflation, against 7 the year before.
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 |
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.
Inflation: paragraphs that mention it
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.
What the companies wrote
T AT&T INC.
13 paragraphsInflationary pressures on costs, such as inputs for devices we sell and network components, labor and distribution costs, may impact our network construction, our financial condition or results of operations.
Item 1A, Risk Factors, 10-K Feb 9, 2026
Adverse changes in the U.S. securities markets, a higher interest rate environment, rising inflation and medical costs could materially increase our benefit plan costs and future funding requirements.
Item 1A, Risk Factors, 10-K Feb 9, 2026
NWSA NEWS CORP
11 paragraphs… However, the conflict has disrupted energy supplies and led to increases in global fuel prices, which has heightened inflationary pressures, disrupted global supply chains and adversely impacted consumer spending. The Company will continue to evaluate the evolving macroeconomic environment and …
Item 7, MD&A, 10-K Aug 7, 2026
… terms in connection with new collective bargaining agreements and have an adverse effect on the Company’s business, results of operations and reputation, and these risks may be exacerbated by labor constraints and inflationary pressures on employee wages and benefits.
Item 1A, Risk Factors, 10-K Aug 7, 2026
DIS Walt Disney Co
10 paragraphsCost of products for fiscal 2025 decreased 2%, or $0.1 billion to $6.1 billion, due to a shift to licensing of physical home entertainment distribution, partially offset by the impact of inflation at our theme parks and resorts.
Item 7, MD&A, 10-K Nov 13, 2025
Declines in U.S., global and regional economic conditions, such as recessions, other less severe slowdowns in economic activity and/or inflationary conditions typically adversely affect demand for our products and services and/or costs to operate our businesses, reducing …
Item 1A, Risk Factors, 10-K Nov 13, 2025
OMC OMNICOM GROUP INC.
8 paragraphs… Inflationary pressures typically result in increases to our operating expenses. In cases of sustained inflation across several of our major markets, it may become increasingly difficult to effectively control increases to our costs. In addition, the effects of inflation on …
Item 1A, Risk Factors, 10-K Feb 20, 2026
A period of sustained inflation across our major markets could result in higher operating costs.
Item 1A, Risk Factors, 10-K Feb 20, 2026
TMUS T-Mobile US, Inc.
8 paragraphs… Further, employee compensation and benefit costs may increase due to inflationary pressures, and if our compensation does not keep up with inflation or with that of our competitors, we may see increased employee dissatisfaction and departures or difficulty in recruiting …
Item 1A, Risk Factors, 10-K Feb 11, 2026
… Rising prices for goods, services, and labor due to inflation, including inflation resulting from higher tariffs, restrictions, and other economic disincentives to trade, could adversely impact our margins and growth.
Item 1A, Risk Factors, 10-K Feb 11, 2026
TTWO TAKE TWO INTERACTIVE SOFTWARE INC
6 paragraphs… Further, events, such as the Russia-Ukraine war and the war in the Middle East, and the adverse impacts of implemented tariffs and trade wars, could affect inflationary trends. As a result of inflation, we have experienced and may continue …
Item 1A, Risk Factors, 10-K May 22, 2026
The Inflation Reduction Act of 2022 (the “Inflation Reduction Act”) includes a corporate alternative minimum tax ("CAMT") of 15% on the adjusted financial statement income ("AFSI") of corporations with an average AFSI exceeding $1.0 billion over a consecutive three …
Item 7, MD&A, 10-K May 22, 2026
Show all 20 companies' quotes
ECHO EchoStar CORP
5 paragraphsWe are also subject to inflationary cost pressures, and if inflation continues or worsens, it could negatively impact us by increasing, among other things, our operating expenses. Inflation may lead to cost increases in multiple areas across our business, for …
Item 1A, Risk Factors, 10-K Mar 2, 2026
During 2024 and 2025, we experienced inflationary pressures in our commodity and labor costs resulting from the macroeconomic environment in the United States, which has impacted our overall operating results. In addition, changes in trade policies, including, but not limited to, tariffs and other restrictions, could increase, among other things, our costs, disrupt our supply chain and negatively affect our business, operations and financial condition.
Item 7, MD&A, 10-K Mar 2, 2026
VZ VERIZON COMMUNICATIONS INC
5 paragraphs… The rates are subject to uncertainty for a number of reasons including corporate performance, credit ratings, monetary policy, inflation, exchange rates, investor behavior and general market volatility.
Item 7, MD&A, 10-K Feb 17, 2026
… 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 not able to respond successfully to these competitive challenges, our results of operations and …
Item 1A, Risk Factors, 10-K Feb 17, 2026
META Meta Platforms, Inc.
4 paragraphs… In particular, we believe advertising budgets have been pressured from time to time by factors such as inflation, economic policies and international trade, high interest rates, and related market uncertainty, which has led to reduced marketer spending. We are currently …
Item 7, MD&A, 10-K Jan 29, 2026
… in September 2021; the disclosure of our earnings results for the fourth quarter of 2021; and allegations that we inflated our estimates of the potential audience size for advertisements, resulting in artificially increased demand and higher prices. We are also …
Item 1A, Risk Factors, 10-K Jan 29, 2026
NFLX NETFLIX INC
4 paragraphs… Adverse macroeconomic conditions, including as a result of inflation, may also adversely impact our ability to attract and retain members. If we do not grow as expected, given, in particular, that our content costs are largely fixed in nature, we …
Item 1A, Risk Factors, 10-K Jan 23, 2026
… In the fiscal year ended December 31, 2025, the Company repurchased 86,536,215 shares of common stock for an aggregate amount of $9.1 billion (excluding the 1% excise tax on stock repurchases as a result of the Inflation …
Item 7, MD&A, 10-K Jan 23, 2026
SKYD Skydance Corp
4 paragraphs… The global financial markets have experienced significant recent volatility, marked by declining economic growth, diminished liquidity and availability of credit, declines in consumer confidence, significant concerns about persistently high inflation and uncertainty about economic stability. The global financial markets have …
Item 1A, Risk Factors, 10-K Feb 25, 2026
… The discount rate was determined based on the industry and market-based risk of achieving the projected cash flows, and the residual value was calculated using a long-term growth rate, which was based on projected long-range inflation and …
Item 7, MD&A, 10-K Feb 25, 2026
TKO TKO Group Holdings, Inc.
4 paragraphs… The Federal Reserve from time to time raises interest rates to combat the effects of recent high inflation. Increases in these rates may increase our interest expense. Further increases in interest rates and interest expense could impact the Company’s …
Item 1A, Risk Factors, 10-K Feb 25, 2026
… Many factors related to corporate spending and discretionary consumer spending, including economic conditions affecting disposable consumer income such as unemployment levels, fuel prices, interest rates, changes in tax rates, tax laws that impact companies or individuals, and inflation, can significantly …
Item 1A, Risk Factors, 10-K Feb 25, 2026
APP AppLovin Corp
3 paragraphs• changes in regional or global business or macroeconomic conditions, including as a result of political uncertainty and international conflicts around the world, inflation, and high interest rates, which may impact the other factors described above.
Item 1A, Risk Factors, 10-K Feb 19, 2026
• the impact of macroeconomic conditions, including tariffs, trade wars, inflation, and high interest rates, political uncertainty and international conflicts around the world, such as in Ukraine and the Middle East, as well as friction between the United States and China, and responses thereto, and seasonality, whether in the advertising industry in general, or among specific types of advertisers or within particular geographies.
Item 1A, Risk Factors, 10-K Feb 19, 2026
LYV Live Nation Entertainment, Inc.
3 paragraphs… We operate in certain countries that are hyper-inflationary, however the impact of these currencies did not have a material impact on our statement of operations for the year ended December 31, 2025. Our foreign operations reported an operating income …
Item 7, MD&A, 10-K Feb 19, 2026
… Many factors related to corporate spending and discretionary consumer spending, including economic conditions affecting disposable consumer income such as unemployment levels, fuel prices, interest rates, changes in tax rates and tax laws that impact companies or individuals, and inflation can …
Item 1A, Risk Factors, 10-K Feb 19, 2026
CHTR CHARTER COMMUNICATIONS, INC. /MO/
2 paragraphs… Further, inflationary pressures may impact the ability of vendors and other third parties to satisfy their obligations to us. Any interruption in the services provided by our vendors or by third parties could adversely affect our cash flow, results of …
Item 1A, Risk Factors, 10-K Jan 30, 2026
… programming cost increases, we expect contractual programming rates per service subscriber to continue to increase in excess of customary inflationary and cost-of-living type increases as a result of annual increases pursuant to our programming contracts and contract renewals …
Item 1A, Risk Factors, 10-K Jan 30, 2026
CMCSA COMCAST CORP
2 paragraphs… Further, inflationary pressures in the United States, in Europe and globally may also have negative impacts on our cost structure and pricing models and may impact the ability of third parties (including advertisers, customers, suppliers, wholesale distributors, retailers and content …
Item 1A, Risk Factors, 10-K Feb 3, 2026
… There are risks inherent in doing business internationally, including global financial market turmoil; economic volatility and global economic slowdown; currency exchange rate fluctuations and inflationary pressures; geopolitical risks, including acts of terror and war; requirements of local laws and customs …
Item 1A, Risk Factors, 10-K Feb 3, 2026
FOXA Fox Corp
2 paragraphsuncertainties and conflicts, changes in consumer confidence, recession, high inflation, declining economic growth, diminished availability of credit, higher interest rates, unemployment rates and changes in consumer spending habits. Weak economic conditions have had and may continue to have an adverse …
Item 1A, Risk Factors, 10-K Aug 6, 2026
… Department of the Treasury issued Notice 2026-7 (the “Notice”) which contained additional interim guidance on the application of the Corporate Alternative Minimum Tax (“CAMT”), to which the Company is subject, which was enacted as part of the Inflation Reduction …
Item 8, Financial Statements, 10-K Aug 6, 2026
RDDT Reddit, Inc.
2 paragraphsIn recent years, the global economy and other macroeconomic conditions, including concerns related to inflation and rising interest rates, tariffs, and geopolitical risks, have resulted in uncertainty in the advertising market and have impacted brands’ and agencies’ ability and willingness …
Item 7, MD&A, 10-K Feb 6, 2026
… For example, on August 16, 2022, the Inflation Reduction Act (the “IRA”) was signed into law in the United States. Among other changes, the IRA introduced a corporate minimum tax on certain corporations with average annual adjusted financial statement income …
Item 1A, Risk Factors, 10-K Feb 6, 2026
GOOGL Alphabet Inc.
1 paragraphWe have experienced and may in the future experience supply shortages, price increases, quality issues, or longer lead times that could harm our operations, driven by raw material or component availability, manufacturing capacity, labor shortages, industry allocations, logistics capacity, inflation …
Item 1A, Risk Factors, 10-K Feb 5, 2026
ASTS AST SpaceMobile, Inc.
0 paragraphsNot mentioned in the latest 10-K.