Filing Flows › Industries › Communication Services › Communications Services, NEC
Communications Services, NEC SIC 4899
15 companies filing with the SEC under SIC 4899. Median revenue growth -4% year on year in Q3 2026 (middle half -5% to +8%, 9 companies). The growth model expects the industry's combined revenue to grow +4% in Q3 2026. 7 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.
- VSAT → U.S. government 16% of the supplier's revenue, $742M
- IRDM → U.S. government 29% of the supplier's revenue, $253M
- BZFD → AMZN 28% of the supplier's revenue, $51.9M
- T → ECHO
- ANET → CCOI
- CSCO → CCOI
- TMUS → ECHO
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 | +4.5% | $6.2B | $4.7B – $7.6B |
| Q4 2026 | +8.1% | $6.6B | $5.0B – $8.3B |
| Q1 2027 | +9.3% | $6.5B | $4.9B – $8.2B |
| Q2 2027 | +9.3% | $6.4B | $4.8B – $8.1B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| VSAT Viasat | $1.2B | +3% | mature |
| ECHO EchoStar | $1.1B | -69% | contraction |
| CALX Calix | $302M | +14% | deceleration |
| IRDM Iridium Communications | $246M | +8% | mature |
| CCOI Cogent Communications Holdings | $231M | -4% | mature |
| GOGO Gogo | $213M | -5% | mature |
| GSAT Globalstar | $70.9M | -4% | mature |
| KVHI KVH Industries | $38.4M | +35% | expansion |
| ASTS AST SpaceMobile | $31.5M | — | expansion |
| BZFD BuzzFeed | $26.0M | -44% | contraction |
| SPIR Spire Global | $18.0M | — | mature |
| ELWT Elauwit Connection | $2.9M | — | contraction |
| OBAI Our Bond | $2.1M | — | contraction |
| KTEL KonaTel | $1.9M | — | contraction |
| Aerkomm | $28K | — | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.