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TDS

Telephone And Data Systems·NYSE
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TDS fundamentals

Telephone And Data Systems (TDS) released its earnings on Feb 20, 2026: revenue was 330.71M (YoY -73.33%), beat estimates; EPS was 0.33 (YoY +430.00%), beat estimates.
Revenue / YoY
330.71M
-73.33%
EPS / YoY
0.33
+430.00%
Report date
Feb 20, 2026
TDS Earnings Call Summary for Q4,2025
  • Transformative Year: 2025 capped with $1.018B spectrum sale and $726M dividend, enabling $724M fiber investment.
  • Fiber Growth: 2026 targets 200,000-250,000 new addresses, 45,000+ net adds, and 300,000 edge-out opportunities for mid-teens returns.
  • Array Momentum: $200M-$215M 2026 revenue driven by T-Mobile MLA and 47% YoY colocation pipeline growth, despite DISH uncertainty.
  • Shareholder Returns: $2.8M buybacks in 2025, with $500M remaining, prioritizing TDS over Array shares.
  • Video Strategy: Bundled video retains 20%+ ARPU premium, with mobile product integration to enhance quad-play value.
EPS
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.590.560.660.120.480.170.240.110.370.15-0.22-0.38-0.08-0.17-0.16-4.640.1-0.13-0.73-0.1-0.09-0.05-0.840.33
Forecast
0.38760.21210.2270.03990.35980.23010.270.03990.26090.09750.0337-0.36470.0441-0.0399-0.0405-0.1199-0.0506-0.1296-0.15-0.3375-0.00570.0332-0.11880.0724
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+52.22%
+164.03%
+190.75%
+200.75%
+33.41%
-26.12%
-11.11%
+175.69%
+41.82%
+53.85%
-752.82%
-4.20%
-281.41%
-326.07%
-295.06%
-3769.89%
+297.63%
-0.31%
-386.67%
+70.37%
-1478.95%
-250.60%
-607.07%
+355.80%
Revenue
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------1.26B1.26B1.32B1.38B1.32B1.31B1.33B1.37B1.31B1.35B1.39B1.36B1.30B1.27B1.28B1.31B1.26B1.24B1.22B1.24B1.15B1.19B308.52M330.71M
Forecast
--------------------1.24B1.20B1.29B1.36B1.28B1.31B1.34B1.36B1.34B1.32B1.35B1.40B1.33B1.29B1.28B1.28B1.26B1.24B1.24B1.23B1.19B1.18B309.65M322.16M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+1.43%
+4.92%
+2.29%
+1.26%
+2.89%
+0.36%
-0.95%
+0.99%
-1.79%
+2.22%
+3.19%
-2.96%
-2.08%
-2.16%
+0.09%
+2.24%
+0.49%
-0.20%
-1.49%
+0.99%
-3.27%
+0.10%
-0.37%
+2.65%

Earnings Call