Sales growth
+15%
Operating margin
33%
FCF margin
4.2%
7 paragraphs of its Risk Factors mention Supply chain, against 7 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%
8 paragraphs of its Risk Factors mention Supply chain, against 8 the year before.
Sales growth
+2.5%
Operating margin
21%
FCF margin
-
5 paragraphs of its Risk Factors mention Supply chain, against 5 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
Supply chain: paragraphs that mention it
ECHO
8 vs 2
META
8 vs 8
NWSA
8 vs 8
TMUS
8 vs 5
GOOGL
7 vs 7
TTWO
6 vs 4
OMC
5 vs 5
VZ
5 vs 5
CHTR
3 vs 4
T
3 vs 2
CMCSA
2 vs 2
DIS
2 vs 3
RDDT
2 vs 2
FOXA
1 vs 1
APP
0 vs 1
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
ECHO EchoStar CORP
8 paragraphsChanges in trade policies, including, but not limited to, tariffs and other restrictions, could, among other things, increase our costs, disrupt our supply chain and negatively affect our business, operations and financial condition.
Item 1A, Risk Factors, 10-K Mar 2, 2026
Changes in trade policies, including, but not limited to, tariffs and other restrictions, could, among other things, increase our costs, disrupt our supply chain and negatively affect our business, operations and financial condition.
Item 1A, Risk Factors, 10-K Mar 2, 2026
META Meta Platforms, Inc.
8 paragraphsWe face design, manufacturing, and supply chain risks with respect to our consumer hardware products that, if not properly managed, could adversely impact our financial results.
Item 1A, Risk Factors, 10-K Jan 29, 2026
• risks related to legal, regulatory, and other government scrutiny applicable to U.S. companies with sales and operations in foreign jurisdictions, including with respect to privacy, tax, law enforcement, content, trade compliance, supply chain, competition, consumer protection, intellectual property, environmental, health and safety, accessibility, licensing, and infrastructure matters;
Item 1A, Risk Factors, 10-K Jan 29, 2026
NWSA NEWS CORP
8 paragraphsAny Significant Increase in the Cost to Print and Distribute the Company’s Books and Newspapers or Disruption in the Company’s Supply Chain or Printing and Distribution Channels May Adversely Affect the Company’s Business, Results of Operations and Financial Condition.
Item 1A, Risk Factors, 10-K Aug 7, 2026
… Factors such as inflationary pressures, higher transportation costs and delays and other supply chain issues, financial pressures, industry trends or economics (including the closure or conversion of newsprint mills and consolidation among suppliers and partners), changes in laws and regulations …
Item 1A, Risk Factors, 10-K Aug 7, 2026
TMUS T-Mobile US, Inc.
8 paragraphsChanges to trade policies, including higher tariffs, restrictions, and other economic disincentives to trade, may lead to operational delays, higher procurement and operational costs, and increased regulatory and compliance complexities, resulting in supply chain disruptions and higher prices, and lower demand for devices and services we sell.
Item 1A, Risk Factors, 10-K Feb 11, 2026
… tariffs and trade restrictions, fluctuations in global currencies, immigration policies, energy costs, rates of inflation (or concerns about deflation), supply chain disruptions, impacts of current geopolitical conflict or instability, such as the Ukraine-Russia and Israel-Hamas wars and any …
Item 1A, Risk Factors, 10-K Feb 11, 2026
GOOGL Alphabet Inc.
7 paragraphsWe face a number of manufacturing and supply chain risks that could affect our ability to supply our products and services and harm our business, financial condition, and operating results.
Item 1A, Risk Factors, 10-K Feb 5, 2026
We may experience increases in the costs associated with our purchase commitments and other contractual obligations as a result of ongoing developments surrounding international trade. For details on risks related to our manufacturing and supply chain and other risks, refer to Part 1, Item 1A, "Risk Factors" of this Annual Report on Form 10-K.
Item 7, MD&A, 10-K Feb 5, 2026
TTWO TAKE TWO INTERACTIVE SOFTWARE INC
6 paragraphsOur vendors, service providers, business partners, and software supply chain may also experience disruptions, be subject to attacks, or have compromised security, which may result in future security incidents and breaches, and otherwise adversely impact our ability to provide our products and services.
Item 1A, Risk Factors, 10-K May 22, 2026
… The supply chain of hardware needed to maintain this technological infrastructure has been disrupted in the past, and geopolitical events, including the Russia-Ukraine war and the war in the Middle East, and any indirect effects of such events may …
Item 1A, Risk Factors, 10-K May 22, 2026
Show all 20 companies' quotes
OMC OMNICOM GROUP INC.
5 paragraphs… Adverse economic conditions, including geopolitical events, international hostilities, acts of terrorism, public health crises, inflation or stagflation, tariffs and other trade barriers, central bank interest rate policies in countries that comprise our major markets, and labor and supply chain issues …
Item 1A, Risk Factors, 10-K Feb 20, 2026
Global economic disruptions, including geopolitical events, international hostilities, acts of terrorism, public health crises, inflation or stagflation, tariffs and other trade barriers, central bank interest rate policies in our major markets, and labor or supply chain challenges, could contribute to …
Item 7, MD&A, 10-K Feb 20, 2026
VZ VERIZON COMMUNICATIONS INC
5 paragraphs… An escalation of trade tensions, additional tariffs or prolonged uncertainty in trade relationships could also lead to supply chain disruptions or adverse economic impacts, which could adversely affect our results of operations and financial condition.
Item 1A, Risk Factors, 10-K Feb 17, 2026
Our suppliers or vendors could fail to provide equipment or service on a timely basis, or fail to meet our performance expectations, for a number of reasons, including, for example, disruption to the global supply chain as a result of …
Item 1A, Risk Factors, 10-K Feb 17, 2026
CHTR CHARTER COMMUNICATIONS, INC. /MO/
3 paragraphsWe currently expect full year 2026 capital expenditures to total approximately $11.4 billion. The actual amount of capital expenditures in 2026 will depend on a number of factors including, but not limited to, the pace of our network evolution and expansion initiatives, supply chain timing and residential and business growth rates.
Item 7, MD&A, 10-K Jan 30, 2026
Under a supply chain finance (“SCF”) program, the Company has agreements with third parties that allow its participating vendors to finance payment obligations from the Company with designated third-party financial institutions who act as its paying agent. The Company …
10-K, 10-K Jan 30, 2026
T AT&T INC.
3 paragraphs• Disruptions in our supply chain that have a material impact on our ability to acquire needed goods and services.
Item 1A, Risk Factors, 10-K Feb 9, 2026
Customer adoption of new software-based technologies may require higher-quality services from us, and meeting these demands could create supply chain issues and could increase capital costs.
Item 1A, Risk Factors, 10-K Feb 9, 2026
CMCSA COMCAST CORP
2 paragraphs… If any of these vendors experience operating or financial difficulties, including as a result of cybersecurity vulnerabilities or incidents, faulty software updates, or any other supply chain compliance-related issues, if our demand exceeds their capacity or if they breach …
Item 1A, Risk Factors, 10-K Feb 3, 2026
… broadcasting, sponsorship identification, Emergency Alert System, equal employment opportunity and other employment-related practices, environmental-related matters, our equipment supply chain, and technical standards relating to the operation of cable systems and television stations. In addition, our international businesses are …
10-K, 10-K Feb 3, 2026
DIS Walt Disney Co
2 paragraphs• Regulation of the safety and supply chain of consumer products and theme park operations, including regulation regarding the sourcing, importation and the sale of goods.
Item 1A, Risk Factors, 10-K Nov 13, 2025
… These events and others, such as fluctuations in travel and energy costs, supply chain disruptions and malware and other cyber-related attacks or intrusions or other widespread computing, telecommunications or payment processing failures, from time to time disrupt our ability …
Item 1A, Risk Factors, 10-K Nov 13, 2025
RDDT Reddit, Inc.
2 paragraphsMoreover, according to U.S. government sources and others, the conflict involving Russia and Ukraine has resulted in a heightened risk of cyberattacks against companies like ours that have operations, vendors, and/or supply chain providers located in or around the region of conflict or that are otherwise related to the conflict.
Item 1A, Risk Factors, 10-K Feb 6, 2026
… We rely on third-party providers to host or otherwise process some of our data and that of our users and advertisers, and any failure by such third party, or any other entity in our collective supply chain, to prevent …
Item 1A, Risk Factors, 10-K Feb 6, 2026
FOXA Fox Corp
1 paragraph… disruption of services, improper disclosure of personal data or other confidential information, or otherwise negatively impact the Systems (including supply chain disruption and attacks). The Company’s high-profile sports and entertainment programming and its extensive news coverage of elections …
Item 1A, Risk Factors, 10-K Aug 6, 2026
APP AppLovin Corp
0 paragraphsNot mentioned in the latest 10-K.
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.
NFLX NETFLIX INC
0 paragraphsNot mentioned in the latest 10-K.
SKYD Skydance Corp
0 paragraphsNot mentioned in the latest 10-K.
TKO TKO Group Holdings, Inc.
0 paragraphsNot mentioned in the latest 10-K.