US Cellular reported Q2 CY2025 revenue of $916 million, beating analyst estimates of $902.6 million, despite a 1.2% year-on-year decline. The company's GAAP profit of $0.36 per share was 7.7% above consensus estimates. U.S. Cellular's adjusted EBITDA was $254 million, a 27.7% margin and 5% beat.
Array Digital Infrastructure (NYSE: USM), formerly known as United States Cellular Corporation, reported its Q2 2025 financial results, marking a significant transformation in its business model. The company completed the sale of its wireless operations to T-Mobile for $4.3 billion on August 1, 2025, and announced a special dividend of $23.00 per share, payable on August 19, 2025 [1].
The Q2 2025 financial highlights include total operating revenues of $916 million, a 1.2% year-on-year (YoY) decline from $927 million. Net income increased to $31 million, or $0.36 per share, up 80% from $17 million ($0.20 per share) YoY. The company reported a 12% growth in third-party tower revenues, demonstrating the strength of its infrastructure business [1].
Array's transformation into a tower company has positioned it in the higher-margin sector. With 4,400 towers and a new Master License Agreement with T-Mobile, the company has shifted to an asset-light business model with predictable revenue streams. The pending spectrum sales to AT&T and Verizon, expected to close in the second half of 2025 and Q3 2026, represent additional monetization opportunities [1].
Insulet Corporation, a medical device company, reported Q2 2025 revenue of $649 million, a 31% YoY increase driven by the adoption of Omnipod 5 and U.S. market expansion. The company's gross margin reached 69.7% due to operational efficiencies and supply chain improvements [2].
References:
[1] https://www.stocktitan.net/news/USM/array-reports-second-quarter-2025-sqq5y9hliw1p.html
[2] https://www.ainvest.com/news/insulet-q2-2025-navigating-contradictions-growth-type-2-diabetes-expectations-global-strategy-2508/
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