Telephone and Data Systems, Inc. (TDS)
NYSE NYSE Primary 
Telephone and Data Systems, Inc. (TDS) Shareholder/Analyst Call Prepared Remarks Transcript
Telephone and Data Systems, Inc. (TDS) Shareholder/Analyst Call Prepared Remarks Transcript
Telephone and Data Systems Q1 Earnings Call Highlights
Telephone and Data Systems NYSE: TDS said it is continuing to push ahead with its fiber expansion strategy while also moving to simplify its corporate structure through a proposed all-stock acquisition of the remaining public shares of Array Digital Infrastructure.
TDS Q1 Earnings Surpass Estimates on Spectrum Sale Gains
TDS swings to a Q1 profit on spectrum sale gains as fiber expansion and tower growth help offset legacy telecom declines.
Telephone and Data Systems, Inc. (TDS) Q1 2026 Earnings Call Transcript
Telephone and Data Systems, Inc. (TDS) Q1 2026 Earnings Call Transcript
Compared to Estimates, TDS (TDS) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for TDS (TDS) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Insights Into TDS (TDS) Q1: Wall Street Projections for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for TDS (TDS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
Telephone And Data Systems: Preferreds Remain The Best Income Play Post Deleveraging
Telephone and Data Systems, Inc. has significantly deleveraged by monetizing mobile assets, notably through US Cellular and spectrum sales. TDS.PR.U Preferred shares, yielding close to 8%, remain the most attractive income play versus the common stock's 0.35% yield. With net debt projected below $600 million by Q1 2026 and stable wireline/tower operations, TDS boasts a strong balance sheet and financial flexibility.
Telecom Stock Up 25% Over the Past Year Draws $21 Million Bet From Hedge Fund
Kerrisdale Advisers bought 506,067 shares of TDS in the fourth quarter. The fund's quarter-end stake in TDS increased by $20.75 million as a result of the new purchase.
Telephone and Data Systems Preferreds: Tax-Advantaged Yield, Discount To Redemption Value, And Rate Optionality
Telephone & Data Systems, VV series preference shares offer a 7.41% yield, trading at a 20% discount to par, with an improved risk profile post-asset sale. TDS preferreds remain attractive for fixed-income portfolios, particularly as a duration play if interest rates decline or credit spreads compress further. Potential for capital gains exists if TDS redeems the preferreds or if market reprices risk, but upside is capped near the $25 call price.
TDS Q4 Earnings Beat Estimates on Strong Revenue Growth
TDS tops Q4 estimates as revenues climb to $330.7M on Array strength, while earnings surge and cash flow improves in 2025.
The New Telephone and Data Systems
Telecom and Data Systems is now a focused fiber and tower platform post-US Cellular sale, with a clean balance sheet and disciplined capital allocation. TDS Telecom is accelerating fiber builds in underserved Tier-2/3 markets and leveraging FCC E-ACAM subsidies to convert rural copper to high-penetration fiber. Array Digital is transforming into a standalone tower business, with tenancy and margin expansion, and $1.8B in special dividends imminent from spectrum monetization.
TDS takes another swing at shorting silver, looking for a drop to $40 in the next three months
Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
