Sep 30, 2023

U.S. Cellular Q3 2023 Earnings Report

Reported an increase in net income and growth in key areas such as tower portfolio and fixed wireless services.

Key Takeaways

U.S. Cellular reported Q3 2023 results with a total operating revenue of $963 million, compared to $1,083 million in the same period last year. Net income attributable to UScellular shareholders was $23 million, or $0.26 per share, compared to a loss of $(12) million, or $(0.15) per share, in the same period last year.

Postpaid ARPU grew 2%.

Fixed Wireless customers grew 57% to 106,000.

Tower rental revenues grew 8%.

Net income, Adjusted OIBDA, Adjusted EBITDA up significantly.

Total Revenue
$963M
Previous year: $1.08B
-11.1%
EPS
$0.26
Previous year: -$0.15
-273.3%
Postpaid Connections
4.16M
Previous year: 4.26M
-2.5%
Postpaid ARPU
$51.1
Previous year: $50.2
+1.8%
Postpaid Churn Rate
1.3%
Previous year: 1.42%
-8.5%
Gross Profit
$550M
Previous year: $532M
+3.4%
Cash and Equivalents
$153M
Previous year: $254M
-39.8%
Free Cash Flow
$217M
Previous year: -$47M
-561.7%
Total Assets
$10.7B
Previous year: $11.1B
-2.8%

U.S. Cellular

U.S. Cellular

Forward Guidance

UScellular's current estimates of full-year 2023 results are shown below and represent management’s view as of November 3, 2023.