As of April 2026, communication services—which encompass most entertainment and media—remain a top-performing sector.
The entertainment and media sector, as analyzed through Fidelity’s latest 2026 outlooks and portfolio positioning, is currently defined by a shift from "subscriber growth" to "profitability" and the heavy integration of artificial intelligence into content production.
The global market is valued at $277.25 billion in 2026 and is expected to grow at a 12.3% CAGR through 2036.
Fidelity’s Select Communication Services Portfolio (FBMPX) saw a 31.36% return over the past year (ending March 31, 2026), significantly outperforming its category average.
Global advertising revenue is on track to become the first entertainment category to reach $1 trillion annually by 2027, increasingly driven by AI-targeted digital ads. Core Investment & Content Trends Fidelity® Select Communication Services Portfolio FBMPX
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As of April 2026, communication services—which encompass most entertainment and media—remain a top-performing sector.
The entertainment and media sector, as analyzed through Fidelity’s latest 2026 outlooks and portfolio positioning, is currently defined by a shift from "subscriber growth" to "profitability" and the heavy integration of artificial intelligence into content production. porn fidility
The global market is valued at $277.25 billion in 2026 and is expected to grow at a 12.3% CAGR through 2036. As of April 2026
Fidelity’s Select Communication Services Portfolio (FBMPX) saw a 31.36% return over the past year (ending March 31, 2026), significantly outperforming its category average. porn fidility
Global advertising revenue is on track to become the first entertainment category to reach $1 trillion annually by 2027, increasingly driven by AI-targeted digital ads. Core Investment & Content Trends Fidelity® Select Communication Services Portfolio FBMPX