Communication Services stocks

Advantage Solutions Inc. (ADV) · over 200% above model fair value

Q2 2026, 2026-08-05: The company expects divestitures to represent a year-over-year headwind of approximately $20 million to revenues and over $10 million to adjusted…

AppLovin (APP) · 2% above model fair value

Q2 2026, 2026-08-05: AppLovin expects adjusted EBITDA between $1.71 billion and $1.74 billion, representing 48% to 50% year-over-year growth and an adjusted EBITDA margin of approximately 83%.

Digital Network SA (DIG) · 5% below model fair value

Q2 2026, 2026-09-15: In Q2 2026, Digital Network SA reported revenue of PLN 103.7 million, operating income of PLN 38.5 million, and net income of PLN 20.6 million.

Digitree Group SA (DTR)

H1 2026, 2026-09-15: Digitree Group SA's first half of 2025 results were significantly impacted by costs related to the resource optimization process.

IMS SA (IMS)

Q1 2026, 2026-05-28: Epidemic Sound was valued at 1.4 billion dollars in the latest funding round in 2021 and raised 450 million dollars.

Larq SA (LRQ)

Q1 2026, 2026-05-27

Omnicom Group (OMC) · 56% below model fair value

Q3 2026, 2026-10-22: Omnicom Group updated its guidance to estimate that full year 2026 organic core revenue growth will be approximately 5% based on strong year-to-date results.

The Trade Desk (TTD) · 85% below model fair value

Q2 2026, 2026-08-06: Participating retailers on The Trade Desk platform now represent more than 80% of U.S. retail sales.

WP Holding SA (WPL)

Q2 2026, 2026-09-08: WP Holding SA recognized a profit of 27.6 million PLN from the sale of its subsidiary, Invia Flights Germany GmbH, in the second quarter of 2026.

Kino Polska TV SA (KPL) · 68% below model fair value

Q1 2026, 2026-05-28: In Q1 2026, Kino Polska TV SA's revenues from international markets reached 24.4 million PLN, representing a 5.4% increase and accounting for 31% of total revenues.

Nexstar Media Group (NXST) · over 200% above model fair value

Q2 2026, 2026-08-06: Paramount, the parent company of CBS, is working to finalize its $100 billion-plus acquisition of Warner Bros.

11 bit studios SA (11B)

Q2 2026, 2026-08-26: 11 bit studios SA's revenue was supplemented by the sale of games created by third-party developers for which the Company provided publishing services.

7levels SA (7LV)

Q2 2026, 2026-08-14: In the revenue structure from game sales on the Nintendo Switch platform in Q2 2026, among Uphill Rush Waterpark Racing and Operate Now: Hospital…

All in! Games SA (ALG.WA)

Q2 2025, 2025-09-30

ART Games Studio SA (ARG)

Q2 2026, 2026-08-13: The company sells products globally via digital distribution, primarily through Steam, which is the largest PC game distributor in the world.

Artifex Mundi SA (ART)

Q2 2026, 2026-09-02: Artifex Mundi's lower operating costs were impacted by reduced spending on player acquisition for the Unsolved app included in selling costs.

Atomic Jelly SA (ATJ)

Q2 2026, 2026-08-20: Atomic Jelly SA plans to expand its production scope by developing several smaller-scale computer game projects simultaneously using small internal teams or external partners.

BAKED Games SA (BKD)

Q4 2025, 2026-05-27: The company released Prison Simulator on PlayStation on February 3, 2023, and on Nintendo Switch on June 2, 2023.

BLACK Rose Projects SA (BRP)

Q2 2026, 2026-08-11

Bloober Team SA (BLO)

Q1 2026, 2026-05-26

BoomBit SA (BBT) · 9% below model fair value

Q1 2026, 2026-05-26: BoomLand is developing mobile versions of Hunters on Chain for Android and iOS and began partnering with external providers for TON-integrated mini-games on Telegram.

BTC Studios SA (BTC)

Q2 2026, 2026-08-13: The company achieved most business and production goals in Q2 2023 and began building a product series through a partnership with BoomBit S.A.

CD Projekt SA (CDR) · over 200% above model fair value

H1 2026, 2026-09-02: CD PROJEKT RED intends to recommend a dividend of at least 25% of net profit starting from the 2025 financial year as part of its Dividend Policy.

CI Games SE (CIG)

Q1 2026, 2026-05-28

Console Labs SA (CLA)

Q2 2026, 2026-08-14

Consoleway SA (CWA)

Q2 2026, 2026-08-07: CWA entered into a framework agreement to port and release the game pt. on Xbox Series X and PlayStation 5 consoles.

Creepy Jar SA (CRJ)

Q1 2026, 2026-05-27

DARK Point Games SA (DPG)

Q1 2026, 2026-05-13

Drageus Games SA (DRG)

Q2 2026, 2026-08-14: Drageus Games SA is recognizing impairment charges due to the loss of value of financial assets and investments in real estate.

DRAW Distance SA (DDI)

Q2 2026, 2026-08-13: The company is working to reach an agreement to sell "Serial Cleaner" and "Serial Cleaners" sets on other platforms.

Duality SA (DUA)

Q2 2026, 2026-08-14: Duality SA management maintains that developing Barn Finders 2, a sequel to a brand with proven sales potential, is a rational direction for the company's business.

ECC Games SA (ECC)

Q2 2026, 2026-08-14: In Q2 2026, ECC Games SA reported revenue of PLN 227.0K, down 24.7% year over year, and net income of PLN 28.0K, down 35.0% year over year.

Examobile SA (EXA)

Q2 2026, 2026-08-13: The company generated positive cash flows from operating activities for another consecutive quarter.

Forever Entertainment SA (FOR)

Q2 2026, 2026-08-14: In Q2 2026, Forever Entertainment SA reported revenue of PLN 7.7M, up 25.2% year over year, and net income of PLN 607.6K, down 75.0% year over year.

Freemind SA (FRM)

Q2 2026, 2026-08-13

Gamehunters SA (GHT)

Q2 2026, 2026-08-12: The company released the Heavy Metal DLC for Gunsmith Simulator on May 28, which includes machine guns as a key theme for the quarter.

Gaming Factory SA (GIF)

Q1 2026, 2026-05-22: The value of the right to return shares of Black Rose Project S.A. decreased by 444 thousand PLN due to the valuation of those shares.

Gamivo SA (GMV)

Q2 2026, 2026-08-14: In Q2 2026, Gamivo SA reported revenue of PLN 3.9 million, operating income of PLN 1.5 million, and net income of PLN 1.2 million.

Huuuge SA (HUG)

Q2 2026, 2026-09-16: In Q2 2026, Huuuge SA reported revenue of USD 50.9 million, operating income of USD 16.7 million, and net income of USD 14.1 million.

ICE Code Games SA (ICG)

FY 2024, 2025-03-21: The company intends to apply for the admission of Series J shares to trading on the NewConnect market.

IMAGE Power SA (IPW)

Q1 2026, 2026-05-13: The system includes free additional components Kasiarz GT for external device handling and mikroGratyfikant GT for enterprise payroll handling.

Incuvo SA (IVO)

Q2 2026, 2026-08-05: The company continued developing the "Green Hell VR" game to create updates containing additional content and new features outside of the PCF capital group cooperation model.

Jujubee SA (JJB)

Q2 2026, 2026-08-14: Jujubee and Iron Lung agreed to a merger plan to be completed by August 31, 2026, involving the issuance of new shares to Iron Lung shareholders.

Movie Games SA (MOV)

Q1 2026, 2026-05-29

Niewiadów - Pgm SA (GNS)

Q1 2026, 2026-05-20: The selling price equals the nominal value of the shares sold and is 67,000 zł.

PCF Group SA (PCF)

Q1 2026, 2026-05-29: The company reported a reduction in the workforce during the reporting period following actions taken in 2025.

PlayWay SA (PLW) · 1% below model fair value

Q1 2026, 2026-05-29: The profit share from game sales for the dominant unit 465 decreased compared to the previous quarter as PlayWay S.A. and Gameparic segments were reported.

Render Cube SA (RND)

Q1 2026, 2026-05-29: Sales of the main product, the game Medieval Dynasty, increased in Q1 2026 compared to Q1 2025.

Roblox Corporation (RBLX) · 55% below model fair value

Q2 2026, 2026-07-30: Roblox forecasts Q3 bookings between $1.58 billion and $1.65 billion, representing a year-over-year decline of 14% to 18% due to tough comparisons.

SimFabric SA (SIM)

Q1 2026, 2026-05-29

T-Bull SA (TBL)

Q1 2026, 2026-06-11: The company stated that the ongoing conflict's impact on financial results is considered insignificant due to high geographical diversification of…

Take-Two Interactive (TTWO) · over 200% above model fair value

Q2 2026, 2026-08-07: The company forecasts operating cash flow in excess of $1 billion, indicating it remains on track to be in a net position.

Ten Square Games SA (TEN) · 6% below model fair value

Q2 2026, 2026-08-24: In June 2026, the D2C platform's share of Group payments reached 24%.

Ultimate Games SA (ULG)

Q1 2026, 2026-05-15: Sales of console games, specifically "House Flipper," "Cooking Simulator," and "Thief Simulator," drove revenue in the first quarter of 2025.

Vivid Games SA (VVD)

Q1 2026, 2026-05-13

Alliance Entertainment Holding Corp. (AENT) · over 200% above model fair value

Q2 2026, 2026-09-10: Alliance Entertainment Holding Corp. reported that Collectibles revenue increased 45% to $32 million.

ATM Grupa SA (ATG) · 35% above model fair value

Q1 2026, 2026-05-28: ATM Group's actions reached a total audience of 28.9 million viewers, representing a reach of 86.42%.

Cyfrowy Polsat SA (CPS) · 52% below model fair value

Q2 2026, 2026-08-19: Cyfrowy Polsat SA's revenue from own energy production rose by 33.7 million PLN (11.5%) year-on-year to 327.6 million PLN due to higher wind production volumes following the Drzeżewo farm launch.

Fox Corporation (Class A) (FOXA) · 39% above model fair value

Q2 2026, 2026-08-06: Digital investment numbers fell from just under $300 million in fiscal '25 to less than $200 million in the current period.

Fox Corporation (Class B) (FOX) · 24% above model fair value

Q2 2026, 2026-08-06: Digital investments fell from just under $300 million in fiscal 2025 to less than $200 million this year.

GKS Gieksa Katowice SA (GKS)

Q2 2026, 2026-07-29

Live Nation Entertainment (LYV) · 197% above model fair value

Q2 2026, 2026-07-30: Live Nation Entertainment expects to build or buy capacity for approximately 15 million fans between 2026 and 2027 by adding four or five more locations.

Madison Square Garden Sports (MSGS) · over 200% above model fair value

Q4 2026, 2026-08-13: Combined season ticket renewals are expected to reach levels above 90%.

Netflix (NFLX) · 3% below model fair value

Q3 2026, 2026-10-20: Netflix reported that view hours in India grew 24% on an absolute basis in Q3.

News Corp (Class A) (NWSA) · 32% above model fair value

Q2 2026, 2026-08-05: News Corp's free cash flow improved in fiscal 2026 to $811 million, a 42% year-over-year increase, representing approximately a 50% conversion from EBITDA.

News Corp (Class B) (NWS) · 45% above model fair value

Q2 2026, 2026-08-05: News Corp reported free cash flow of $811 million for fiscal 2026, a 42% year-over-year increase, representing approximately a 50% conversion from EBITDA.

Roku, Inc. (ROKU) · 23% above model fair value

Q1 2026, 2026-04-30: A redesigned home screen is rolling out to all users, representing a major change aimed at satisfying nearly all customers.

SiriusXM (SIRI) · over 200% above model fair value

Q2 2026, 2026-07-30: The company will continue to invest in areas with the highest long-term returns while maintaining a strong balance sheet to keep capital allocation…

The Walt Disney Company (DIS) · 65% above model fair value

Q2 2026, 2026-08-05: The Walt Disney Company expects the Experiences segment to deliver operating income growth at the high end of its previously provided high-single-digit growth guidance for the fiscal year.

TKO Group Holdings (TKO) · over 200% above model fair value

Q2 2026, 2026-08-03: The event generated more than $1 billion in earned media value, providing exposure that only a handful of others achieve.

Alphabet Inc. (Class A) (GOOGL) · 16% above model fair value

Alphabet Inc. (Class C) (GOOG) · 16% above model fair value

Q2 2026, 2026-07-22: Alphabet Inc. Cloud revenue grew 82% due to demand for AI infrastructure and solutions, while the Cloud backlog reached $514 billion.

Comperia.pl SA (CPL)

Q1 2026, 2026-05-21: The Group did not conduct any transactions with financial instruments, including information regarding fair value, during the period covered by the…

Match Group (MTCH) · 17% below model fair value

Q2 2026, 2026-08-04: Match Group raised its adjusted EBITDA forecast from $330 million to $335 million, representing a 10% increase in adjusted EBITDA margin to 37% at…

Meta Platforms (META) · 31% below model fair value

Q3 2026, 2026-10-21: Meta expects Reality Labs losses to decline compared to 2025 to a range of $18 to $19 billion.

People Inc. (PPLI) · over 200% above model fair value

Q2 2026, 2026-08-04: Q3 corporate costs are expected to remain steady thanks to recent staff departures and cuts to duplicate vendor and technology spending.

Pinterest (PINS) · 67% below model fair value

Q2 2026, 2026-08-04: Pinterest raised its full year 2026 adjusted EBITDA margin outlook from approximately 29% to approximately 30% following first half revenue outperformance.

Reddit (RDDT) · 50% below model fair value

Q2 2026, 2026-07-30: Reddit reported its eighth consecutive quarter of over 60% revenue growth and achieved an adjusted EBITDA margin of 43%.

Spotify (SPOT) · 17% above model fair value

Q2 2026, 2026-08-04: Spotify exceeded its subscriber guidance by crossing 300 million subscribers for the first time while increasing the number of active days for global subscribers.

Advertigo SA (AVE)

Q2 2026, 2026-08-12: The addition of a new shareholder resulted in the signing of a letter of intent to begin negotiations for the acquisition of 100% of the shares of…

Agora SA (AGO.WA)

Q2 2026, 2026-08-13: Revenue from Agora Group's advertising services increased by 12.5% in the April-June 2026 period, driven primarily by citylight, digital, and city…

E-kiosk SA (EKS)

Q2 2026, 2026-08-14

Muza SA (MZA)

Q1 2026, 2026-05-29

New York Times Company (NYT) · 6% above model fair value

Q2 2026, 2026-08-05: Subscriber mix is split between higher-priced bundles and lower-priced single-product plans.

AT&T (T) · 15% above model fair value

Q3 2026, 2026-10-21: AT&T raised its full-year adjusted EPS guidance to the $2.40 range from the previous $2.25 to $2.35 range due to lower depreciation expense related to AT&T Mexico.

Charter Communications (CHTR) · over 200% above model fair value

Q2 2026, 2026-07-24: CHTR expects an estimate to grow to $1 billion, marking a notable milestone.

Comcast (CMCSA) · 48% below model fair value

Q3 2026, 2026-10-22: Peacock delivered its second consecutive quarter of profitability with $261 million of EBITDA, representing a $478 million improvement year-over-year.

EchoStar (ECHO)

Q2 2026, 2026-08-03: ECHO had a $1.5 billion Hughes Corporation bond maturity on August 1, a major debt obligation.

Eurotel SA (ETL) · 28% below model fair value

Q1 2026, 2026-05-22

Globalstar (GSAT) · 65% below model fair value

Q4 2025, 2026-02-27: Globalstar expects total revenue between $280,000,000 and $305,000,000 with an adjusted EBITDA margin of approximately 50% in 2026.

Iridium Communications (IRDM) · 18% above model fair value

Q1 2026, 2026-04-23: IRDM expects to have the capacity to generate at least $1.5 billion to $1.8 billion based on expectations for Iridium's growth.

Millicom (TIGO) · 62% above model fair value

Q2 2026, 2026-08-06: Operating performance drove record equity free cash flow while adjusted EBITDA margin remained solid at 46.3% despite Colombian integration…

Orange Polska SA (OPL) · over 200% above model fair value

Q3 2026, 2026-10-26: In June 2026, Orange Polska SA utilized PLN 2.9 billion from loan agreements with Atlas Services Belgium S.A. to refinance a PLN 2.7 billion loan that expired in June 2026.

T-Mobile US (TMUS) · 2% below model fair value

Q2 2026, 2026-07-23: T-Mobile increased its adjusted free cash flow guidance to between $18.4 billion and $18.8 billion, an increase of $200 million at the midpoint due to lower cash income taxes.

Verizon (VZ) · 147% above model fair value

Q3 2026, 2026-10-26: Verizon's postpaid phone net additions were up 820% year-over-year to 406,000, its strongest Q3 in five years.

Wasko SA (WAS) · 26% above model fair value

Q1 2026, 2026-05-15