TDS (TDS) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Telephone & Data Systems (TDS) reported a revenue of $1.24 billion for the quarter ended December 2024, reflecting a 5.6% decrease year-over-year, while EPS improved to -$0.09 from -$0.11 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.23 billion by 1.12%, and the EPS surpassed the consensus estimate of -$0.32 by 71.88% [1] Financial Performance Metrics - US Cellular Postpaid ARPU was reported at $51.73, below the average estimate of $52.46 [4] - US Cellular Retail Connections Prepaid experienced a net loss of 4 thousand, worse than the estimated loss of 1 thousand [4] - The Postpaid churn rate remained stable at 1.3%, matching analyst estimates [4] - Total Postpaid connections at the end of the period reached 3.99 million, slightly above the estimate of 3.97 million [4] - Operating Revenues for U.S. Cellular were $970 million, exceeding the average estimate of $937.45 million, but showing a year-over-year decline of 3% [4] - TDS Telecom's Operating Revenues were reported at $264 million, close to the average estimate of $264.60 million, with a year-over-year increase of 1% [4] - TDS Telecom's Wholesale Service revenues were $44 million, slightly above the estimate of $40.96 million, but down 1.3% year-over-year [4] - Other Operating Revenues were significantly lower at $6 million compared to the estimated $36.33 million, marking an 88.2% decline year-over-year [4] - Residential Wireline Service revenues were $86 million, below the estimate of $89.17 million, reflecting a 2.4% decrease year-over-year [4] - Residential Wireline Expansion revenues increased by 37.5% year-over-year to $31 million, surpassing the estimate of $29.88 million [4] - Cable Service revenues were $65 million, below the estimate of $67.76 million, indicating a 5.1% decline year-over-year [4] - Commercial Service revenues were reported at $37 million, exceeding the average estimate of $34.13 million, with a year-over-year decline of 1.1% [4] Stock Performance - TDS shares have returned +10.3% over the past month, outperforming the Zacks S&P 500 composite's +2.2% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for outperformance in the near term [3]