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Sep 30, 2023

TDS Q3 2023 Earnings Report

TDS reported mixed results for Q3 2023, with revenue declining year-over-year but profitability increasing in key areas.

Key Takeaways

TDS reported a decrease in total operating revenues to $1,278 million compared to $1,392 million in the same period last year. Net loss attributable to TDS common shareholders was $(17) million, an improvement from $(25) million year-over-year. UScellular saw growth in postpaid ARPU and fixed wireless customers, while TDS Telecom increased its fiber address goal due to better-than-expected delivery results.

UScellular's postpaid ARPU increased by 2%.

UScellular's fixed wireless customers grew by 57%, reaching 106,000.

TDS Telecom increased its full-year 2023 fiber address goal to 200,000.

TDS Telecom's residential broadband connections grew by 5%.

Total Revenue
$1.28B
Previous year: $1.39B
-8.2%
EPS
-$0.16
Previous year: -$0.22
-27.3%
Wireline Broadband Connections
532.6K
Previous year: 506.5K
+5.2%
Total residential revenue per connection
$62.2
Previous year: $60.3
+3.0%
Gross Profit
$486M
Previous year: $1.39B
-65.1%
Cash and Equivalents
$293M
Previous year: $442M
-33.7%
Free Cash Flow
$132M
Previous year: -$101M
-230.7%
Total Assets
$14.4B
Previous year: $14.5B
-0.4%

TDS

TDS

TDS Revenue by Segment

Forward Guidance

TDS provided estimates for full-year 2023 results for UScellular and TDS Telecom, representing management's view as of November 3, 2023. These estimates do not reflect any anticipated costs, expenses, or results of the strategic alternatives review for UScellular.

Revenue & Expenses

Visualization of income flow from segment revenue to net income