Filing Flows › Industries › Communication Services › Radiotelephone Communications
Radiotelephone Communications SIC 4812
5 companies filing with the SEC under SIC 4812. Median revenue growth +7% year on year in Q3 2026 (middle half +2% to +11%, 3 companies). The growth model expects the industry's combined revenue to grow +4% in Q3 2026. 6 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- SBAC → TMUS 78% of the supplier's revenue, $2.2B
- AMT → TMUS 18% of the supplier's revenue, $1.9B
- CCI → TMUS 40% of the supplier's revenue, $1.7B
- INSG → TMUS 89% of the supplier's revenue, $148M
- TMUS → ECHO
- StratCap Digital Infrastructure REIT, Inc. → TMUS
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +3.5% | $22.8B | $19.0B – $26.6B |
| Q4 2026 | +3.4% | $25.3B | $20.1B – $30.4B |
| Q1 2027 | +3.4% | $24.0B | $18.6B – $29.4B |
| Q2 2027 | +3.6% | $23.7B | $18.2B – $29.2B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| TMUS T-Mobile US | $23.6B | +7% | mature |
| AD Array Digital Infrastructure | $53.9M | +14% | reacceleration |
| SPOK Spok Holdings | $33.0M | -3% | mature |
| CLRI Cleartronic | $1.2M | — | deceleration |
| SIDU Sidus Space | $583K | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.