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Theme · 14 companies

Telecommunications

The pipes that the internet flows through.

11
pure play
2
major beneficiary
1
indirect exposure

Who's connected.
And how.

18 / 44 themes
Pure Play
Core business is this trend
TMUSTMUS
TMUS
T-Mobile
Pure Play

The fastest-growing major US carrier after its Sprint merger. Leads the industry in 5G coverage and customer satisfaction. Has taken subscribers from AT&T and Verizon by offering better value. The most dynamic of the three major US carriers.

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VZVZ
VZ
Verizon
Pure Play

One of the two legacy US telecom giants. Owns the most reliable network in the US and serves 150M+ wireless subscribers. Pays one of the highest dividends in the S&P 500. Slow growth but highly predictable cash flows.

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TT
T
AT&T
Pure Play

The other legacy US telecom giant. Shed its media assets (Warner Bros.) to focus purely on connectivity. Now investing heavily in fibre broadband. Carries significant debt but generates substantial free cash flow to pay dividends and reduce it.

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QCOMQCOM
QCOM
Qualcomm
Pure Play

Linked to 5G. Customers include Apple. Competes with Broadcom and NVIDIA.

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NETNET
NET
Cloudflare
Pure Play

Linked to Edge Computing. Competes with Zscaler and Akamai.

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CMCSACMCSA
CMCSA
Comcast
Pure Play

Linked to Broadband Internet and 5G Networks. Relies on Cisco and Amazon. Competes with Charter Communications and AT&T.

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SWKSSWKS
SWKS
Skyworks
Pure Play

Linked to 5G Networks. Customers include Apple and Samsung. Competes with Qualcomm and Broadcom.

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CHTRCHTR
CHTR
Charter Communications
Pure Play

Linked to Broadband Internet and 5G Networks. Relies on Cisco and Amazon. Competes with Comcast and AT&T.

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CCICCI
CCI
Crown Castle
Pure Play

Linked to 5G Networks and Wireless Infrastructure. Customers include AT&T, Verizon and T-Mobile. Competes with American Tower and SBA Communications.

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KEYSKEYS
KEYS
Keysight Technologies
Pure Play

Linked to 5G Networks. Customers include Qualcomm and Apple. Competes with Teradyne and Cognex.

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NOKNOK
NOK
Nokia
Pure Play

Linked to 5G Networks. Customers include AT&T, Verizon and T-Mobile. Competes with Ericsson and Cisco.

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