The headline numbers for TDS (TDS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Telephone and Data Systems, Inc. ( TDS ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants John Toomey - VP of Corporate Relations & Treasurer Walter C.D. Carlson - Chairman, President & CEO Vicki Villacrez - Executive VP, CFO & Director Kenneth Dixon - President, CEO & Director Kristina Bothfeld - VP of Finance & CFO Douglas Chambers - Interim CEO, Interim President & Director Conference Call Participants Ric Prentiss - Raymond James & Associates, Inc., Research Division Vikash Harlalka - New Street Research LLP Eric Luebchow - Wells Fargo Securities, LLC, Research Division Sergey Dluzhevskiy - GAMCO Investors, Inc. Presentation Operator Hello, and welcome to the TDS and Array Third Quarter 2025 Operating Results Conference Call.
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Telephone and Data Systems, Inc. (NYSE:TDS ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 7:30 AM EDT Company Participants Douglas Chambers - Interim CEO, Interim President & Director Kristina Bothfeld - VP of Finance & CFO Conference Call Participants Mark Schilsky - Citi Presentation Mark Schilsky Hi, everyone. Good morning.
Telephone and Data Systems posts narrower loss as lower operating expenses, higher broadband connections and tower business growth help counter revenue declines in the second quarter.
Although the revenue and EPS for TDS (TDS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Telephone & Data Systems (TDS) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.13 per share a year ago.
Telephone and Data Systems, Inc. (NYSE:TDS ) Q2 2025 Earnings Conference Call August 11, 2025 10:00 AM ET Company Participants Colleen Thompson - Former Vice President of Corporate Relations Telephone and Data Systems, Inc. Douglas W. Chambers - Interim CEO, Interim President & Director United States Cellular Corporation Kristina Bothfeld - VP of Finance & CFO TDS Vicki L.
Beyond analysts' top-and-bottom-line estimates for TDS (TDS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
Disruption at the FCC has delayed T-Mobile's acquisition of US Cellular's wireless operation, with closure now likely in August or September 2025 after a new commissioner is sworn in. I remain bullish on TDS preferreds, especially Series VV, due to their steep discount to liquidation value and attractive 8.45% yield on cost. The USM sale will reduce TDS's debt and boost its cash position, serving as a catalyst for the preferreds and transforming the company's balance sheet.
Telephone and Data Systems, Inc.'s share price has surged on expectations of major asset sales and a cash infusion, despite ongoing operational declines and weak profitability. The bullish thesis fully hinges on the successful closing of asset sales to T-Mobile, Verizon, and AT&T, which will reduce debt and boost cash reserves. Post-sale, TDS will focus on fiber broadband expansion, aiming for improved margins and profitability through economies of scale and operational streamlining.
TDS witnesses year-over-year top-line contraction in the first quarter of 2025, owing to weak demand in the U.S. Cellular vertical.