Communication Services: which companies drove growth

Weight is each company's share of the 20 companies' combined market cap. Contribution is the change in its owners' profit divided by their combined base profit, in percentage points, so the column adds up to the sector's earnings growth. EPS cannot be added across companies, which is why contributions use profit.

#	Company	Weight	EPS $, base → now	EPS growth	Contribution	Price
1	GOAlphabet Inc.GOOGL	37.1%	2.15 → 2.81	+31%	+10.8 pp	−18%
2	MEMeta Platforms, Inc.META	28.4%	8.02 → 6.43	−20%	−5.7 pp	−1%
3	NFNetflix, Inc.NFLX	7.8%	0.43 → 0.66	+53%	+1.4 pp	+4%
4	TMT-Mobile US, Inc.TMUS	5.9%	2.56 → 2.58	+1%	0.0 pp	+23%
5	TAT&T Inc.T	4.0%	0.56 → 0.61	+9%	+0.4 pp	+24%
6	VZVerizon Communications Inc.VZ	3.8%	1.18 → 1.15	−3%	−0.2 pp	+13%
7	DIThe Walt Disney CompanyDIS	3.5%	1.40 → 1.81	+29%	+1.0 pp	−12%
8	CMComcast CorporationCMCSA	2.7%	1.24 → 0.89	−28%	−1.9 pp	0%
9	DADoorDash, Inc.DASH	1.5%	0.33 → 0.44	+35%	+0.1 pp	+5%
10	CHCharter Communications, Inc.CHTR	1.0%	10.09 → 8.42	−17%	−0.3 pp	+6%
11	LYLive Nation Entertainment, Inc.LYV	0.6%	0.56 → −0.32	to loss	−0.2 pp	+4%
12	TTThe Trade Desk, Inc.TTD	0.5%	0.36 → 0.10	−72%	−0.2 pp	−53%
13	WBWarner Bros. Discovery, Inc.WBD	0.5%	−0.20 → −0.18	loss, smaller	+0.1 pp	+2%
14	FOFox CorporationFOXA	0.5%	0.81 → 0.75	−7%	0.0 pp	+18%
15	FWLiberty Media CorporationFWONK	0.4%	— → 0.02	sources disagree	—	−5%
16	PIPinterest, Inc.PINS	0.4%	2.68 → 0.01	−100%	−2.5 pp	+7%
17	RDReddit, Inc.RDDT	0.4%	0.36 → 0.13	−64%	−0.1 pp	−36%
18	ZZillow Group, Inc. Class CZ	0.3%	−0.22 → 0.03	turned profitable	+0.1 pp	−15%
19	WMWarner Music Group Corp.WMG	0.3%	0.45 → 0.07	−85%	−0.3 pp	+1%
20	OMOmnicom Group Inc.OMC	0.3%	2.26 → 1.45	−36%	−0.2 pp	−4%
	Sector earnings growth	100%			+2.1 pp