Communications & Media
Telecom carriers, media, broadcasting, social and games.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions −3.0pp, 21 sessions −4.5pp, 63 sessions −14.8pp. Participation 38%; 29 of 38 members eligible.
- 21-session excess -4.5pp
- 63-session excess -16.3pp (robust)
Member companies
- Bumble Inc. (BMBL)
- Ziff Davis, Inc. (ZD)
- Unity Software Inc. (U)
- Snap Inc. (SNAP)
- Liberty Latin America Ltd. (LILAK)
- SiriusXM Holdings Inc. (SIRI)
- Roblox Corporation (RBLX)
- Amdocs Limited (DOX)
- SK Telecom Co., Ltd. (SKM)
- Newsmax, Inc. (NMAX)
- Pinterest, Inc. (PINS)
- Autohome Inc. (ATHM)
- Rogers Communication, Inc. (RCI)
- Full Truck Alliance Co. Ltd. (YMM)
- Array Digital Infrastructure, I (AD)
- BCE, Inc. (BCE)
- Comcast Corporation (CMCSA)
- Take-Two Interactive Software, (TTWO)
- Sinclair, Inc. (SBGI)
- Tencent Music Entertainment Gro (TME)
- AMC Global Media Inc. (AMCX)
- T-Mobile US, Inc. (TMUS)
- Weibo Corporation (WB)
- PT Telekomunikasi Indonesia, Tb (TLK)
- Liberty Global Ltd. (LBTYK)
- fuboTV Inc. (FUBO)
- Charter Communications, Inc. (CHTR)
- Bilibili Inc. (BILI)
- Lumen Technologies, Inc. (LUMN)
- ATN International, Inc. (ATNI)
- Gray Media, Inc. (GTN)
- Liberty Global Ltd. (LBTYB)
- Liberty Latin America Ltd. (LILA)
- Hello Group Inc. (MOMO)
- Playtika Holding Corp. (PLTK)
- Paramount Skydance Corporation (PSKY)
- E.W. Scripps Company (The) (SSP)
- Zhihu Inc. (ZH)
Themes in this family
- China Internet: Lagging — 21-session vs SPY −4.9pp, participation 33%
- Telecom & Cable Carriers: Lagging — 21-session vs SPY −7.7pp, participation 18%
- Video Games: Tracked (too few stocks for a leadership state) — 21-session vs SPY +9.5pp, participation 67%
- Media & Entertainment: Tracked (too few stocks for a leadership state) — 21-session vs SPY −11.7pp, participation 50%
- Social Media & Video Platforms: Tracked (too few stocks for a leadership state) — 21-session vs SPY —, participation —
- TV Broadcasting: Exposure tag
- Telecom Software & Services: Exposure tag