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
Actual | 0.59 | 0.56 | 0.66 | 0.12 | 0.48 | 0.17 | 0.24 | 0.11 | 0.37 | 0.15 | -0.22 | -0.38 | -0.08 | -0.17 | -0.16 | -4.64 | 0.1 | -0.13 | -0.73 | -0.1 | -0.09 | -0.05 | -0.84 | 0.33 | ||||||||||
Forecast | 0.3876 | 0.2121 | 0.227 | 0.0399 | 0.3598 | 0.2301 | 0.27 | 0.0399 | 0.2609 | 0.0975 | 0.0337 | -0.3647 | 0.0441 | -0.0399 | -0.0405 | -0.1199 | -0.0506 | -0.1296 | -0.15 | -0.3375 | -0.0057 | 0.0332 | -0.1188 | 0.0724 | ||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.26B | 1.26B | 1.32B | 1.38B | 1.32B | 1.31B | 1.33B | 1.37B | 1.31B | 1.35B | 1.39B | 1.36B | 1.30B | 1.27B | 1.28B | 1.31B | 1.26B | 1.24B | 1.22B | 1.24B | 1.15B | 1.19B | 308.52M | 330.71M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.24B | 1.20B | 1.29B | 1.36B | 1.28B | 1.31B | 1.34B | 1.36B | 1.34B | 1.32B | 1.35B | 1.40B | 1.33B | 1.29B | 1.28B | 1.28B | 1.26B | 1.24B | 1.24B | 1.23B | 1.19B | 1.18B | 309.65M | 322.16M |
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
You can ask Aime
What were the key takeaways from Telephone And Data Systems’s earnings call?Did Telephone And Data Systems beat or miss consensus estimates last quarter?What guidance did Telephone And Data Systems's management provide for the next earnings period?What does Telephone And Data Systems do and what are its main business segments?What is the market's earnings forecast for Telephone And Data Systems next quarter?What is the revenue and EPS growth rate for Telephone And Data Systems year over year?What is Telephone And Data Systems's latest dividend and current dividend yield?What factors drove the changes in Telephone And Data Systems's revenue and profit?
