Core Insights - The upcoming earnings report for Telephone & Data Systems (TDS) is projected to show quarterly earnings of $0.22 per share, a significant increase of 344.4% year-over-year, while revenues are expected to decline by 74.2% to $320.02 million [1] Revenue Estimates - Analysts estimate 'Operating Revenues- TDS Telecom' to be $257.17 million, reflecting a year-over-year decrease of 2.6% [4] - The forecast for 'Operating Revenues- Array' is $118.26 million, indicating a substantial decline of 87.8% year-over-year [4] - 'Operating Revenues- All other' is expected to reach $5.91 million, suggesting a decrease of 1.5% from the previous year [4] Service Revenue Projections - 'Operating Revenues- TDS Telecom- Service- Residential - Wireline, Expansion' is anticipated to be $37.11 million, showing a year-over-year increase of 19.7% [5] - 'Operating Revenues- TDS Telecom- Service- Residential - Cable' is projected at $60.03 million, indicating a decline of 7.7% from the prior-year quarter [5] - 'Operating Revenues- TDS Telecom- Service' is expected to be $256.05 million, reflecting a decrease of 3% year-over-year [6] - 'Operating Revenues- TDS Telecom- Service- Commercial' is forecasted at $35.04 million, indicating a decline of 5.3% from the previous year [6] - 'Operating Revenues- TDS Telecom- Service- Residential' is estimated to be $178.87 million, suggesting a decrease of 1.7% year-over-year [7] - 'Operating Revenues- TDS Telecom- Service- Residential - Wireline, Incumbent' is expected to reach $81.73 million, indicating a decline of 5% year-over-year [7] Adjusted OIBDA - The average prediction for 'Adjusted OIBDA- TDS Telecom' is $76.78 million, slightly down from $77.00 million in the previous year [8] Stock Performance - TDS shares have shown a return of +7.5% over the past month, contrasting with a -1.3% change in the Zacks S&P 500 composite [8]

Core Viewpoint - Telephone and Data Systems, Inc. (TDS) and Array Digital Infrastructure, Inc. will release their fourth quarter operating results and host a conference call on February 20, 2026, at 9:00 a.m. Central Time [1] Group 1: Company Information - TDS was founded in 1969 and provides broadband services and wireless infrastructure through its subsidiaries, TDS Telecom and Array Digital Infrastructure, Inc. [1] - The financial results will be available on the same day as the conference call, February 20, 2026 [1] Group 2: Conference Call Details - The conference call will be webcast live and available 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]

Core Viewpoint - Telephone and Data Systems, Inc. (TDS) is a $4.8 billion telecom holding company that has faced a complex narrative over the past decade, leading to diminished investor interest in the company [1] Company Summary - TDS has been characterized by a convoluted narrative that has made it challenging for investors to engage with the company [1] - The company currently holds a long position in its shares, indicating a positive outlook on its future performance [1]

Core Viewpoint - Telephone and Data Systems, Inc. (TDS) is a $4.8 billion telecom holding company that has faced a complex narrative over the past decade, leading to diminished investor interest in the company [1] Company Summary - TDS has been characterized by a convoluted narrative that has made it challenging for investors to engage with the company [1]

Group 1 - The company has opened a short position in silver futures with a target price of $40 [1][2] - The timeframe for this position is set at 3 months [1][2]

Group 1 - Telephone and Data Systems (TDS) preferred shares are trading at a double-digit discount to their liquidation value per share, offering a nearly 8% current yield [1] - TDS faces near-term headwinds from long-term Treasury yields [1] - Pacifica Yield focuses on long-term wealth creation by investing in undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Group 1 - The Conservative Income Portfolio focuses on preferred stocks and bonds with high safety margins, indicating a strategic approach to reduce portfolio volatility [1] - The company believes that the next decade will favor fixed income investments, appealing to both conservative and aggressive investors [1] - The recently launched Bond and Preferred Stock Portfolios are positioned as early investment opportunities for potential clients [1] Group 2 - The offerings include undervalued fixed income securities, bond ladders, and high-yield cash parking opportunities, suggesting a diverse range of investment options [2] - Access to an options portfolio is provided as a bonus, enhancing the value proposition for investors [2]

Group 1 - The Conservative Income Portfolio focuses on preferred stocks and bonds with high safety margins, indicating a strategic approach to reduce portfolio volatility [1] - The company believes that the next decade will favor fixed income investments, appealing to both conservative and aggressive investors [1] - The recently launched Bond and Preferred Stock Portfolios are positioned as entry points for investors looking to capitalize on fixed income opportunities [1] Group 2 - The offerings include undervalued fixed income securities, bond ladders, and high-yield cash parking opportunities, suggesting a diverse range of investment options [2] - Access to an options portfolio is provided as a bonus, enhancing the value proposition for potential investors [2]

Core Insights - TDS has transitioned from a significant loss to profitability, indicating operational stabilization after years of volatility [10] - Silver Point Capital has reduced its stake in TDS, selling 1.3 million shares, which reflects a decrease in the fund's exposure to the company [2][11] Company Overview - TDS reported a total revenue of $4.9 billion and a net income of -$143.2 million for the trailing twelve months (TTM) [4] - The company has a dividend yield of 0.4% and its stock price was $39.41 as of the latest report [4] Recent Performance - In the third quarter, TDS generated $308.5 million in revenue, a 6% decrease year-over-year, but achieved a net income of $40.2 million, recovering from a $100.4 million loss in the prior year [12] - The company has initiated a share repurchase program, buying back over 1 million shares and approving a new $500 million buyback authorization, signaling management's confidence in its fiber-first strategy [12] Market Position - TDS operates as a leading U.S. telecommunications provider, offering a diversified portfolio that includes wireless, broadband, and managed services [6][9] - The company serves a wide range of customers, including individual consumers, businesses, and government entities, focusing on integrated connectivity solutions [6][9] Investment Implications - The reduction of Silver Point Capital's stake in TDS, now representing 2.4% of the fund's reportable assets under management (AUM), places TDS outside the fund's top five holdings [3][11] - Despite the recent profitability, TDS's stock remains discounted compared to its mid-2000s highs, which may influence long-term investor sentiment [10]

Group 1 - The preferred stock of Telephone and Data Systems (TDS.PR.V) was recommended for its attractive 13.0% dividend yield two years ago [1] - The investment strategy includes applying both fundamental and technical analysis, with a focus on options as a tool for investing and trading [1] Group 2 - The author has achieved financial independence at the age of 45, indicating a successful investment strategy [1] - The author emphasizes the importance of reading financial statements over other forms of entertainment, reflecting a strong commitment to financial analysis [1]