Core Points - Telephone and Data Systems, Inc. (TDS) has declared dividends for the fourth quarter of 2025 on its Common Shares, Series A Common Shares, Series UU Preferred Shares, and Series VV Preferred Shares [1][5]. Company Overview - TDS was founded in 1969 and provides broadband services and wireless infrastructure through its subsidiaries, TDS Telecom and Array Digital Infrastructure, Inc. [2][3]. Dividend Details - TDS will pay a quarterly dividend of $0.04 per Common Share and Series A Common Share, payable on December 30, 2025, to holders of record on December 15, 2025 [5]. - The company will also pay a quarterly dividend of $414.0625 per share on its 6.625% Series UU Preferred shares, with holders of depositary shares receiving $0.4140625 per depositary share, also payable on December 30, 2025 [5]. - Additionally, TDS will pay a quarterly dividend of $375.0000 per share on its 6.000% Series VV Preferred shares, with holders of depositary shares receiving $0.3750000 per depositary share, payable on the same date [5].

Core Viewpoint - Charter Communications (CHTR) shares have significantly underperformed over the past year, losing approximately 50% of their value due to increasing competition for broadband subscribers, leading to widespread pessimism in the cable stock sector [1] Company Summary - Charter Communications has faced a challenging year with its stock price halving, indicating severe market pressures [1] - The company is experiencing heightened competition in the broadband market, which is impacting its subscriber growth and overall market sentiment [1] Industry Summary - The cable industry is currently grappling with intense competition for broadband subscribers, contributing to a negative outlook for cable stocks [1] - The overall market sentiment surrounding cable stocks has shifted towards pessimism, influenced by the competitive landscape [1]

Q3 2025 Financial Results November 13, 2025 1 SAFE HARBOR STATEMENT UNDER THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995 This presentation by Boston Omaha Corporation contains "forward-looking statements," as defined in the Private Securities Litigation Reform Act of 1995. These statements, which express management's current views concerning future events, trends, contingencies or results, appear at various places in this presentation and use words like "anticipate," "assume," "believe," "continue," " ...

Company Performance - Cable One's shares fell 6.2% after the third-quarter report revealed a significant loss of broadband subscribers and revenue that missed Wall Street expectations, despite a large earnings beat [1][2] - The company's revenue for the quarter was $376 million, representing a 4.5% decline from the previous year and falling short of analyst forecasts [2] - Cable One lost 149,100 residential data subscribers year-over-year, indicating underlying weakness in demand [2] Market Reaction - The stock market's reaction suggests that the news is considered meaningful but not fundamentally altering the perception of Cable One's business [4] - Cable One's shares have shown extreme volatility, with 35 moves greater than 5% over the last year, indicating a sensitive market environment [4] Broader Market Context - Recent comments from President Trump regarding trade relations with China have injected volatility into the broader markets, particularly affecting sectors sensitive to economic sentiment [5] - China's announcement of new export controls on critical minerals has raised concerns about economic headwinds and potential impacts on consumer spending, which could affect revenues in various sectors [6]

Financial Performance - Altice USA reported total revenue of $2.11 billion for Q3 2025, representing a 5.4% decrease year-over-year and slightly below forecasts [1] - The company posted a GAAP loss per share of $3.47, a significant decline from a loss of $0.09 in the same quarter last year, and worse than the consensus estimate of a $0.05 loss [1] - Free cash flow was negative $178.1 million, a sharp reversal from a positive $76.87 million in the same quarter of the previous year [1] Subscriber Trends - The broadband subscriber count for Altice USA fell by 167,300 year-over-year, indicating ongoing operational challenges [1] Market Reaction - Shares of Altice USA fell 5.5% in the morning session following the disappointing financial results, reflecting the market's perception of the news as significant but not fundamentally altering its view of the business [3] - The stock has shown extreme volatility, with 41 moves greater than 5% over the last year, suggesting a pattern of overreaction to news [3]

Core Viewpoint - Chunghwa Telecom reported strong financial results for the third quarter of 2025, with total revenue reaching NT$ 57.92 billion, marking a 4.2% increase year-over-year, driven by growth in its core telecom and ICT services [2][4]. Financial Highlights - Total revenue increased by 4.2% to NT$ 57.92 billion [2][6]. - Consumer Business Group revenue rose by 2.2% to NT$ 35.18 billion [2][7]. - Enterprise Business Group revenue grew by 7.4% to NT$ 18.91 billion [2][8]. - International Business Group revenue decreased by 1.9% to NT$ 2.33 billion [2][9]. - Total operating costs and expenses increased by 3.6% to NT$ 45.82 billion [2][10]. - Operating income increased by 6.4% to NT$ 12.10 billion, with an operating margin of 20.9% [3][11]. - EBITDA rose by 4.0% to NT$ 22.11 billion, with an EBITDA margin of 38.17% [3][12]. - Net income attributable to stockholders increased by 4.8% to NT$ 9.44 billion, with basic earnings per share (EPS) at NT$ 1.22 [3][11]. Business Performance - The core telecom business showed strong performance, with a 5G subscriber share of 38.8% and 5G penetration among smartphone users at 44.7% [4]. - The Consumer Business Group experienced a 2.2% increase in revenue and an 11.4% rise in income before tax [4][7]. - The Enterprise Business Group achieved a 14.5% growth in ICT revenue, driven by IDC, cloud, and cybersecurity services [4][8]. - The US subsidiary reported a remarkable 70% revenue growth, attributed to AI supply chain projects [4]. Strategic Initiatives - Chunghwa Telecom holds Taiwan's largest portfolio of AI-related patents and recently established the InventAI subsidiary to monetize AI innovations [5]. - The cybersecurity subsidiary, CHT Security, completed its public listing, with plans for an upcoming IPO for International Integrated Systems [5]. - The company issued NT$ 3.5 billion in sustainability bonds to support biodiversity and electric vehicle initiatives, reflecting its commitment to ESG goals [5].

Group 1: Dividend Stocks Overview - The article highlights five dividend stocks to watch: Direxion Daily TSLA Bull 2X Shares, United Parcel Service, ProShares UltraPro Short QQQ, AT&T, and Ford Motor [2] - Dividend stocks are shares of companies that regularly return a portion of their earnings to shareholders, typically on a quarterly basis [2] - Investors often evaluate dividend stocks based on metrics like dividend yield and payout ratio, although dividends are not guaranteed and stock prices can fluctuate [2] Group 2: Company Profiles - United Parcel Service (UPS) is a package delivery company that provides transportation, delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services, operating through U.S. Domestic Package and International Package segments [3][4] - AT&T, Inc. is a holding company that provides telecommunications and technology services, operating through Communications and Latin America segments [6] - Ford Motor Company develops and services a range of vehicles, operating through segments including Ford Blue, Ford Model e, Ford Pro, Ford Next, and Ford Credit [6]

Core Viewpoint - Telephone and Data Systems, Inc. (TDS) and Array Digital Infrastructure (Array) will announce their third quarter operating results on November 7, 2025, with a conference call scheduled for 9:00 a.m. Central Time [1]. Group 1 - The financial results will be released on November 7, 2025 [1]. - The conference call will be available via webcast, both live and on-demand [1]. - Participants are advised to register at least 15 minutes prior to the presentation to ensure proper setup of multimedia streaming software [1]. Group 2 - TDS was founded in 1969 and provides broadband services and wireless infrastructure through its subsidiaries, TDS Telecom and Array Digital Infrastructure, Inc. [1].

Company Overview - AT&T Inc. has a market capitalization of $182.5 billion and is a prominent telecommunications and technology services provider, offering wireless, broadband, and entertainment services globally [1] Stock Performance - Over the past 52 weeks, AT&T shares have increased by 16.2%, underperforming the S&P 500 Index, which returned 18.3% during the same period [2] - Year-to-date, AT&T shares are up 12.9%, while the S&P 500 has risen by 17.2% [2] - Compared to the Communication Services Select Sector SPDR ETF Fund, which surged 27.5% over the past 52 weeks, AT&T has lagged behind [3] Recent Financial Results - For Q3 2025, AT&T reported revenue of $30.7 billion and adjusted EPS of $0.54, both below consensus estimates [4] - The revenue shortfall was attributed to lower-than-expected equipment sales in the mobility segment, despite a 6.1% increase in equipment revenue to $4.79 billion [4] - Operating costs rose by 3.8% due to increased marketing and promotion expenses, raising concerns about margin pressure ahead of the high-cost Q4 upgrade cycle [4] Earnings Outlook - Analysts project an 8.9% year-over-year decline in AT&T's adjusted EPS for the current fiscal year, expected to be $2.06 [5] - The company's earnings surprise history is mixed, with two beats and two misses in the last four quarters [5] Analyst Ratings - Among 30 analysts covering AT&T, the consensus rating is a "Moderate Buy," consisting of 15 "Strong Buy" ratings, three "Moderate Buys," 11 "Holds," and one "Strong Sell" [5] - This rating configuration is less bullish than three months ago when there were 17 "Strong Buys" [6] Price Target - Goldman Sachs raised AT&T's price target to $33 with a "Buy" rating [6] - The mean price target of $30.46 indicates an 18.5% premium to AT&T's current price, while the highest price target of $34 suggests a potential upside of 32.3% [6]

Core Insights - America Movil (AMX) is a leading telecommunications company in Mexico, providing a variety of services including wireless, fixed-line, and broadband, primarily in Latin America [1] - Scotiabank has set a new price target of $19.50 for AMX, indicating a potential downside of approximately -12.26% from its current trading price of $22.23 [2][6] - AMX reported a significant increase in net income per ADR to 40 cents, surpassing the Zacks Consensus Estimate of 36 cents, with total revenues rising by 4.2% to Mex$232.9 billion [3][6] - The company experienced subscriber growth in regions such as Colombia, Argentina, and Central America, and its comprehensive financing cost decreased by 54.5% to Mex$12.9 billion [4] - Over the past year, AMX shares have surged by 30.5%, outperforming the Zacks Wireless Non-US industry growth of 22.8%, with a current market cap of approximately $67.57 billion [5][6]