Sales growth
+15%
Operating margin
33%
FCF margin
4.2%
3 paragraphs of its Risk Factors mention Tariffs, against 1 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%
6 paragraphs of its Risk Factors mention Tariffs, against 6 the year before.
Sales growth
+2.5%
Operating margin
21%
FCF margin
-
4 paragraphs of its Risk Factors mention Tariffs, against 0 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
Tariffs: paragraphs that mention it
TTWO
10 vs 10
ECHO
6 vs 1
META
6 vs 6
TMUS
6 vs 0
APP
5 vs 0
NWSA
5 vs 6
DIS
4 vs 0
OMC
4 vs 4
VZ
4 vs 0
GOOGL
3 vs 1
RDDT
3 vs 0
SKYD
3
T
3 vs 1
TKO
2 vs 2
CHTR
1 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
TTWO TAKE TWO INTERACTIVE SOFTWARE INC
10 paragraphs… Significant uncertainty remains regarding the status of existing and newly announced tariffs, potential changes or pauses to such tariffs, tariff levels, and whether further additional tariffs or other retaliatory actions may be imposed, modified, or suspended. These developments, or the …
Item 1A, Risk Factors, 10-K May 22, 2026
… We continue to monitor various macroeconomic and geopolitical factors, such as global tariff policies, that may affect our business in several areas, including consumer demand, inflation, pricing pressure on our products and third party hardware platforms, credit quality of our …
Item 7, MD&A, 10-K May 22, 2026
ECHO EchoStar CORP
6 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.
6 paragraphs… in Europe and other regions, and advertiser spending also is subject to adverse effects from conflicts in the Middle East and the implementation of tariffs or other existing or future trade policies by the United States, China, and other governments).
Item 1A, Risk Factors, 10-K Jan 29, 2026
… our China-based advertising revenue, whether as a result of the trade dispute with the United States, including any tariffs implemented by the United States or China, in response to content issues or information requests in Hong Kong or elsewhere …
Item 1A, Risk Factors, 10-K Jan 29, 2026
TMUS T-Mobile US, Inc.
6 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
… 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
APP AppLovin Corp
5 paragraphs• the impact of tariffs recently imposed by the U.S. government and its trading partners in response, other possible tariffs or trade protection measures, import or export licensing requirements, new or different customs duties, trade embargoes and sanctions and other trade barriers;
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
NWSA NEWS CORP
5 paragraphs… of paper and other factors that may affect paper prices, including, among other things, inflation, supply chain disruptions, industry trends or economics (including the closure or conversion of newsprint mills and consolidation among suppliers) and tariffs or other trade restrictions.
Item 7, MD&A, 10-K Aug 7, 2026
… This business is affected by the cyclical changes in the price of paper and other factors that may affect paper prices, including, among other things, inflation, supply chain disruptions, industry trends or economics and tariffs or other trade restrictions. In …
Item 7, MD&A, 10-K Aug 7, 2026
Show all 20 companies' quotes
DIS Walt Disney Co
4 paragraphs• U.S. and international anti-corruption laws, sanction programs, trade restrictions, tariffs, anti-money laundering laws or currency controls.
Item 1A, Risk Factors, 10-K Nov 13, 2025
… In 2025, tariffs were announced with respect to and by certain U.S. trading partners, which could, depending on how these or future tariffs or other regulations with respect to trade are implemented, have a significant impact on our results …
Item 1A, Risk Factors, 10-K Nov 13, 2025
OMC OMNICOM GROUP INC.
4 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
4 paragraphs… government announced tariffs on goods imported from various countries to the U.S. Countries subject to such tariffs have imposed or may in the future impose reciprocal or retaliatory tariffs and other trade measures. New or increased tariffs and other …
Item 1A, Risk Factors, 10-K Feb 17, 2026
Adverse conditions in the U.S. and international economies, changes to international trade and tariff policies and related economic and geopolitical factors could impact our results of operations and financial condition.
Item 1A, Risk Factors, 10-K Feb 17, 2026
GOOGL Alphabet Inc.
3 paragraphs• sanctions, tariffs, import and export controls, other market access barriers, political unrest, geopolitical tensions, changes in regimes, or armed conflict (such as ongoing conflicts in the Middle East and Ukraine), any of which may affect our business continuity, increase our …
Item 1A, Risk Factors, 10-K Feb 5, 2026
… Our systems are vulnerable to damage, interference, or interruption from modifications or upgrades, terrorist attacks, state-sponsored attacks, natural disasters or pandemics, geopolitical tensions or armed conflicts, export controls and sanctions, tariffs and non-tariff trade barriers, the effects of …
Item 1A, Risk Factors, 10-K Feb 5, 2026
RDDT Reddit, Inc.
3 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
… Furthermore, escalation of geopolitical tensions, including as a result of escalations in the ongoing conflict between Russia and Ukraine, the escalation of conflict in the Middle East, or tariffs or other trade restrictions by the United States and other countries …
Item 1A, Risk Factors, 10-K Feb 6, 2026
SKYD Skydance Corp
3 paragraphsWe are exposed to political risks inherent in conducting a global business such as retaliatory actions by governments reacting to changes in the U.S. and other countries, including in connection with the imposition of tariffs and other changes in trade policies. Growing macroeconomic uncertainty relating to the imposition of tariffs and other changes in trade policies may negatively affect our results, in particular from potential impacts on the advertising market.
Item 7, MD&A, 10-K Feb 25, 2026
… and in the foreign jurisdictions in which we or our partners operate, including laws and regulations relating to intellectual property, advertising and content regulation, consumer protection, privacy, data protection, cybersecurity, anticorruption, repatriation of profits, tax regimes, quotas, tariffs or other …
Item 1A, Risk Factors, 10-K Feb 25, 2026
T AT&T INC.
3 paragraphs• The imposition of tariffs and their duration and uncertainty surrounding further tariffs and congressional action regarding spending and taxation, which may result in changes in government spending and affect business and consumer spending trends.
Item 1A, Risk Factors, 10-K Feb 9, 2026
Market Conditions In recent years, uncertainty surrounding global growth rates, tariffs, inflation and a higher interest rate environment continued to produce volatility in the credit, currency and equity markets. We expect ongoing pressure on pricing during 2026 as we respond to the geopolitical and macroeconomic environment and our competitive marketplace, especially in wireless services.
Item 7, MD&A, 10-K Feb 9, 2026
TKO TKO Group Holdings, Inc.
2 paragraphs… government may also enact significant new changes to trade policies and tariffs with respect to countries where we or our customers operate, which could have a material and adverse effect on our business, results of operations and financial condition.
Item 1A, Risk Factors, 10-K Feb 25, 2026
• imposition by the U.S. or foreign countries of tariffs or trade restrictions, restrictions on the manner in which content is currently licensed and distributed, ownership restrictions, or currency exchange controls;
10-K, 10-K Feb 25, 2026
CHTR CHARTER COMMUNICATIONS, INC. /MO/
1 paragraph• tariffs or component supply conditions impact vendors’ ability to perform their obligations or significantly increase the amount we pay;
Item 1A, Risk Factors, 10-K Jan 30, 2026
CMCSA COMCAST CORP
1 paragraph… the publication and distribution of content and the display and sale of advertising; changes in import or export restrictions, tariffs, sanctions and trade policies and regulations; difficulties in developing, staffing and managing foreign operations; issues related to occupational safety and …
Item 1A, Risk Factors, 10-K Feb 3, 2026
FOXA Fox Corp
1 paragraphPrevailing economic conditions and the state of the financial markets affect various aspects of our business. Factors that have affected and could in the future affect economic and financial conditions include actual or perceived uncertainty about economic stability (including taxes and tariffs) and social and political
Item 1A, Risk Factors, 10-K Aug 6, 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.
NFLX NETFLIX INC
0 paragraphsNot mentioned in the latest 10-K.