Telephone and Data Systems, Inc. TDS

Gabelli Investment Management Firm recently released its “Value 25 Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund navigated a strong but increasingly AI-driven equity market in the second quarter of 2026, with its emphasis on live, in-person experiences, defense and aerospace, and businesses benefiting from improving efficiency […]

While telecommunications providers often navigate capital-intensive balance sheets, Telephone and Data Systems Inc. (NYSE:TDS) maintains steady foundational metrics, including a multi-year revenue growth trajectory featuring a 3-year CAGR of 1.2% with $5.08 billion in TTM revenue, annual operating cash flow generation of $1.12 billion, and a free cash flow conversion rate of 38.5%. Despite a […]

T-Mobile US (TMUS) stock fell 5.6% on 17 September to about $166, the lowest it has traded in a year. One session is not the problem: over the past twelve months the stock returned -28.5% while the S&P 500 returned 17.0%, and the year is what matters. A rising market did not do that. What changed is inside the business, and part of it is deliberate.

Telephone and Data Systems, Inc. (NYSE: TDS) (the "Company" or "TDS") today announced that it is no longer pursuing the acquisition of the Common Shares of Array Digital Infrastructure, Inc. (NYSE: AD) ("Array") that it does not already own and has withdrawn its previously announced proposal. Under the terms of the proposal, each Array Common Share not owned by TDS would have been exchanged for 0.86 of a TDS Common Share, subject to the assumptions set forth in the proposal. TDS will continue to

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

The board of directors of Telephone and Data Systems, Inc. (NYSE: TDS) has declared third quarter 2026 dividends on its Common Shares, Series A Common Shares, Series UU Preferred Shares and Series VV Preferred Shares.

The market may be overlooking a portfolio of valuable digital assets, but a strategic buyer likely sees a bargain waiting to be claimed.

On August 7, Telephone and Data Systems (NYSE:TDS) held its second-quarter earnings call alongside its tower subsidiary, Array Digital Infrastructure, and the two businesses told very different stories. Fiber is expanding faster than at any point in company history, even as legacy copper and cable lines keep bleeding revenue. Layered on top is an unresolved […]

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 21.8% gain for the industry over the past six months - 8.6 percentage points higher than the S&P 500.

Telephone and Data Systems has almost doubled shareholders' money over the past five years, yet its valuation checks and recent share price weakness suggest the stock is not screening as a clear bargain right now. The stock has returned 96.3% over five years, which places more focus on whether the current price still offers a comfortable entry point for new investors. Record fiber build and customer growth can support long term earnings potential, while pressure on legacy copper and cable...

Telephone and Data Systems (TDS) has drawn fresh attention after reporting Q2 2026 results on 7 August, with revenue of US$309.28 million and net income of US$298.37 million from continuing operations. See our latest analysis for Telephone and Data Systems. Despite the stronger Q2 earnings profile and spectrum transactions with Verizon and T-Mobile, Telephone and Data Systems’ recent share price return has softened, with the stock at US$33.17 and share price performance weakening over the...

Moby summary of Telephone and Data Systems, Inc.'s Q2 2026 earnings call