TDS Earnings Prediction
The chart below shows how TDS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TDS sees a +3.18% change in stock price 10 days leading up to the earnings, and a +7.58% change 10 days following the report. On the earnings day itself, the stock moves by +3.13%. This data can give you a slight idea of what to expect for the next quarter's release.
TDS Key Earning Data
TDS Earnings Analysis
Positive
Earnings Surprise Achieved: Telephone and Data Systems, Inc. beats earnings expectations with reported EPS of $-0.09, surpassing expectations of $-0.32.
Cost Reduction Success: In 2024, both businesses maintained rigorous cost reduction programs, resulting in expanded margins and a 7% increase in adjusted EBITDA on a consolidated basis.
Debt Reduction and Cash Flow: U.S. Cellular paid down over $200 million in debt, strengthening its balance sheet and achieving free cash flow positivity.
Fiber Service Expansion: TDS Telecom increased its fiber service addresses by 129,000 in 2024, surpassing its goal of 125,000, and now serves over 50% of its addresses with fiber.
Residential Revenue Increase: Residential revenues at TDS Telecom grew by 6% in 2024, driven by growth in broadband connections and average revenue per connection.
EBITDA Growth Achievement: TDS Telecom achieved a 23% increase in adjusted EBITDA year-over-year, reflecting effective cost management and revenue growth.
Customer Satisfaction Leadership: U.S. Cellular ranked first in the North Central region according to JD Power’s 2025 U.S. Wireless Network Quality Performance Study, indicating strong customer satisfaction.
Fixed Wireless Customer Growth: U.S. Cellular's fixed wireless service surpassed 150,000 customers, showing growth in this segment.
Fiber Network Expansion Plans: TDS Telecom plans to deliver 150,000 fiber service addresses in 2025, indicating a strong commitment to expanding its fiber network.
Speed Expansion Goals: The company is targeting to offer speeds of 1 gig or higher to at least 95% of its footprint, up from a previous goal of 80%.
Negative
Service Revenue Decline: Service revenues declined 2% primarily driven by declines in the average retail subscriber base.
Subscriber Growth Challenges: Net retail subscriber adds were still negative despite improvements in postpaid handset results.
Equipment Sales Loss Increase: Loss on equipment for equipment sales less cost of equipment sold increased $13 million in the fourth quarter due to increased promotional expenses.
Decline in Adjusted EBITDA: Adjusted operating income before depreciation and amortization declined 14%, and adjusted EBITDA declined 11%.
Pending Transaction Uncertainty: The pending transaction related to the sale of wireless operations and select Spectrum to T-Mobile is subject to regulatory approvals and other closing conditions, making the close of this transaction uncertain.
Tax Obligations from Sale: U.S. Cellular expects to incur cash income tax obligations related to the gain on sale in the T-Mobile transaction in the range of $225 to $325 million.
Increased Transaction Costs: U.S. Cellular expects to incur additional legal, advisory, and investment banking fees in 2025 and 2026 related to the T-Mobile and Spectrum transactions.
Spectrum Transaction Uncertainty: The Spectrum transactions with Verizon and AT&T are contingent upon the close of the sales of the wireless business and select Spectrum to T-Mobile, which adds uncertainty to future revenues.
TDS FAQs
How does TDS typically perform around its earnings report dates?
TDS's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +3.18% change leading up to the report and a +7.58% change in the 10 days following the release.
Is Telephone and Data Systems Inc (TDS) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
TDS Earning Call Sentiment
Telephone and Data Systems, Inc. (NYSE:TDS) Q4 2024 Earnings Call Transcript

TDS.N
-5.78%