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Sep 30, 2025
TDS Q3 2025 Earnings Report
TDS reported a return to profitability in Q3 2025, driven by improved operational performance and gains from continuing operations.
Key Takeaways
TDS saw net income of $40.2 million in Q3 2025, a significant improvement from a net loss in the prior year. Revenue declined due to divestitures, but fiber broadband additions and increased site rental revenues at Array signaled strategic progress.
TDS reported net income of $40.2 million, reversing a $100.4 million loss a year ago
Revenue declined to $308.5 million, impacted by the sale of non-strategic assets
TDS Telecom added 11,200 residential fiber customers and passed 42,000 new addresses
Array's site rental revenues rose 68% due to the T-Mobile MLA deal
Revenue by Segment
Forward Guidance
TDS reaffirmed 2025 guidance for TDS Telecom with no changes to expected revenue, Adjusted OIBDA, or capital expenditures.
Positive Outlook
- TDS Telecom revenue guidance unchanged at $1.03–$1.05 billion
- Adjusted EBITDA guidance remains $320–$350 million
- Capital expenditure forecast held at $375–$425 million
- Continued growth in fiber network investment and expansion
- Revenue diversification supported by T-Mobile lease agreement at Array
Challenges Ahead
- Guidance excludes income tax impact due to uncertainty
- Pressure from discontinued operations and impairments
- Ongoing churn in non-fiber residential services
- Revenue headwinds from 2024 divestitures
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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