Communication Services

WEBTOON Entertainment runs a global mobile-first comics and webnovel platform built around creators, readers, and adaptable intellectual property. Its appeal comes from audience scale, strong brand recognition, and the chance to turn digital hits into broader media franchises.

Taboola runs a large open-web advertising platform that helps publishers monetize audiences and advertisers drive results. Revenue growth has resumed, free cash flow has climbed sharply, and low leverage gives the company more flexibility as it expands beyond content recommendations.

Stagwell is a digital-first marketing network serving brands across media, creative, analytics, and performance advertising. Recent revenue momentum and much stronger cash flow make the company worth a closer look, especially as it expands in AI, retail media, and live events.

Gannett, owner of USA TODAY, combines national reach with a wide local media network. The key point is its shift toward digital subscriptions and marketing services while still producing cash flow, making the long-term outlook hinge on execution of the turnaround.

Rumble runs a video platform and is expanding into cloud infrastructure, aiming to pair audience growth with its own technology stack. The appeal lies in that broader model, revenue expansion, and a very low-debt balance sheet that gives it room to execute.

Playtika runs a large portfolio of mobile live-service games and still generates substantial cash despite recent profit pressure. The key question is whether improving revenue trends and tighter execution can restore the earnings profile that the market once rewarded.