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	52.9%	2.87 → 2.82	−2%	−0.7 pp	+29%
2	MEMeta Platforms, Inc.META	23.3%	1.05 → 8.87	+745%	+25.7 pp	−10%
3	NFNetflix, Inc.NFLX	5.5%	0.59 → 0.56	−5%	−0.2 pp	−21%
4	TMT-Mobile US, Inc.TMUS	3.1%	2.41 → 1.88	−22%	−0.8 pp	−16%
5	DIThe Walt Disney CompanyDIS	2.8%	0.73 → 1.34	+84%	+1.4 pp	−1%
6	TAT&T Inc.T	2.4%	1.29 → 0.52	−60%	−7.2 pp	−14%
7	VZVerizon Communications Inc.VZ	2.4%	1.17 → 0.55	−53%	−3.3 pp	−8%
8	CMComcast CorporationCMCSA	1.4%	0.90 → 0.60	−33%	−1.5 pp	−9%
9	DADoorDash, Inc.DASH	1.4%	0.55 → 0.48	−13%	0.0 pp	−16%
10	WBWarner Bros. Discovery, Inc.WBD	1.0%	−0.06 → −0.10	loss, bigger	−0.1 pp	+46%
11	RDReddit, Inc.RDDT	0.6%	0.80 → 1.24	+55%	+0.1 pp	+1%
12	LYLive Nation Entertainment, Inc.LYV	0.5%	0.73 → −1.05	to loss	−0.8 pp	−14%
13	ECEchoStar CorporationECHO · since delisted	0.4%	−44.37 → −4.18	loss, smaller	+14.8 pp	+43%
14	FOFox CorporationFOXA	0.4%	1.32 → 0.52	−61%	−0.5 pp	+17%
15	ASAST SpaceMobile, Inc.ASTS	0.4%	−0.45 → −0.28	loss, smaller	+0.1 pp	—
16	CHCharter Communications, Inc.CHTR	0.4%	8.34 → 10.34	+24%	+0.2 pp	−21%
17	FWLiberty Media CorporationFWONK	0.3%	— → 1.33	sources disagree	—	−6%
18	TTThe Trade Desk, Inc.TTD	0.3%	0.23 → 0.40	+74%	+0.1 pp	−22%
19	OMOmnicom Group Inc.OMC	0.2%	1.75 → −4.02	to loss	−1.6 pp	−6%
20	PIPinterest, Inc.PINS	0.2%	0.13 → 0.41	+215%	+0.2 pp	−21%
	Sector earnings growth	100%			+26.0 pp