KeyBanc surveyed >2,000 consumers and identified AT&T, Alphabet, Amazon, Netflix, Roku, and T-Mobile as leading media/broadband stocks.
AT&T retained Overweight rating and will acquire Lumen’s fiber‑to‑home business, adding ~4 million fiber passings and 1 million customers.
Alphabet and Amazon received Overweight ratings, with YouTube growth, Gemini AI launch, and expanded AWS‑Oracle partnership and satellite internet initiatives.
Netflix beat Q1 2026 estimates but Q2 guidance cut price targets; Roku surpassed 100 million households and will split reporting into Advertising and Subscriptions.