Wireless and wireline telecommunications carriers that monetize recurring connectivity subscriptions over owned or leased network infrastructure. The economic model is driven by postpaid phone subscriber growth, ARPU / ARPA, churn, wireless service revenue, broadband subscriber growth, and very large recurring capital intensity for spectrum, 5G radio access networks, towers, transport, and fiber.
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| OPTU | Optimum Communications, Inc. | Optimum Mobile net additions | FY2026-Q2 | +31.6% | +15.2% |
| T | AT&T Inc. | Mobility Postpaid Phone Net Adds | FY2026-Q2 | +7.7% | -4.3% |
| AMCX | AMC Networks Inc. | Streaming Subscribers | FY2026-Q1 | -1.0% | -11.3% |
| TDS | Telephone and Data Systems, Inc. | Marketable fiber service addresses | FY2026-Q2 | +20.9% | +13.3% |
| CCOI | Cogent Communications Holdings, Inc. | Total customer connections | FY2026-Q2 | -2.4% | -7.8% |
| IRDM | Iridium Communications Inc. | Total Billable Subscribers | FY2026-Q2 | +5.8% | +2.9% |
| KORE | KORE Group Holdings, Inc. | Period-End Connections | FY2026-Q1 | +10.6% | +8.2% |
| ATNI | ATN International, Inc. | International Mobile Subscribers | FY2026-Q1 | -1.5% | -3.0% |
| SHEN | Shenandoah Telecommunications Company | Incumbent Broadband Markets Residential and Small-to-Medium Business Average Revenue Generating Units | FY2026-Q2 | -0.9% | +0.1% |
| IDT | IDT Corporation | Net2phone Seats Served | FY2026-Q3 | +6.3% | +8.1% |
| BZFD | BuzzFeed, Inc. | United States Audience Time Spent | FY2026-Q2 | -10.9% | -1.5% |
| GOGO | Gogo Inc. | Total Air-to-Ground Aircraft Online | FY2026-Q2 | -14.8% | -4.3% |
| VZ | Verizon Communications Inc. | Consumer wireless retail postpaid phone gross additions | FY2025-Q3 | +0.0% | +11.1% |
| SPOK | Spok Holdings, Inc. | Software Backlog | FY2026-Q2 | -12.4% | +18.5% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.