Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Communication Services

64 communication services companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

Companies

  1. Alphabet276 letters
  2. Meta Platforms145 letters
  3. Netflix81 letters
  4. Tencent31 letters
  5. Disney28 letters
  6. Verizon25 letters
  7. ByteDance24 letters
  8. AT&T23 letters
  9. Roku21 letters
  10. Electronic Arts21 letters
  11. Baidu20 letters
  12. Nintendo18 letters
  13. Thryv17 letters
  14. Snap13 letters
  15. Yellow Pages12 letters
  16. Spotify11 letters
  17. Vodafone10 letters
  18. Telefónica10 letters
  19. Gaia8 letters
  20. Omnicom8 letters
  21. Comcast8 letters
  22. IDT7 letters
  23. Liberty Global7 letters
  24. Zegona6 letters
  25. Libsyn6 letters
  26. The Trade Desk6 letters
  27. Telefônica Brasil6 letters
  28. Reddit6 letters
  29. Vivendi5 letters
  30. EchoStar5 letters
  31. Yelp4 letters
  32. Sonaecom4 letters
  33. T-Mobile4 letters
  34. MarketWise3 letters
  35. Daily Journal3 letters
  36. SoftBank3 letters
  37. Thunderbird Entertainment3 letters
  38. Havas3 letters
  39. Paramount3 letters
  40. Pinterest3 letters
  41. Publicis3 letters
  42. WPP3 letters
  43. IAC2 letters
  44. Angi2 letters
  45. Rightmove2 letters
  46. AST SpaceMobile2 letters
  47. Liberty Media2 letters
  48. Match Group2 letters
  49. SeatGeek2 letters
  50. Square Enix2 letters
  51. Liberty Broadband2 letters
  52. Universal Music2 letters
  53. Glassdoor2 letters
  54. Take-Two2 letters
  55. Vivid Seats1 letter
  56. StubHub1 letter
  57. Gogo1 letter
  58. Krafton1 letter
  59. Lionsgate1 letter
  60. WildBrain1 letter
  61. ITV1 letter
  62. Sphere Entertainment1 letter
  63. Altice1 letter
  64. Roblox1 letter

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.