Teléfono y Sistemas de Datos, Inc. (TDS): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama dinámico de las telecomunicaciones, Telephone and Data Systems, Inc. (TDS) surge como una potencia estratégica, entrelazando servicios innovadores e infraestructura robusta en los mercados rurales y suburbanos. Al aprovechar las asociaciones estratégicas, las tecnologías de vanguardia y un enfoque centrado en el cliente, TDS ha creado un modelo de negocio sofisticado que trasciende los paradigmas de comunicación tradicionales. Su propuesta de valor única combina soluciones de comunicación integrales con precios competitivos, posicionando a la compañía como un jugador fundamental en la conexión de las comunidades a través de servicios inalámbricos avanzados y de línea web.

Teléfono y Data Systems, Inc. (TDS) - Modelo de negocio: asociaciones clave

Alianza estratégica con celular de EE. UU.

TDS posee el 84.4% de la Corporación Celular de EE. UU. A partir de 2023. La asociación involucra acuerdos de servicio y servicio de redes inalámbricas compartidas.

Detalles de la asociación	Impacto financiero
Cobertura de red	Aproximadamente 5.4 millones de clientes atendidos
Infraestructura compartida	Más de 8.700 sitios celulares en todo el país
Inversión de red anual	$ 330 millones en 2023

Asociaciones regionales de proveedores de telecomunicaciones

TDS colabora con múltiples proveedores de telecomunicaciones regionales para expandir el alcance de la red.

• 9 asociaciones de telecomunicaciones a nivel estatal
• Cobertura en 36 estados a través de acuerdos de red
• Ingresos totales de asociación regional: $ 412 millones en 2023

Colaboraciones del fabricante de equipos

TDS mantiene asociaciones estratégicas con los principales fabricantes de equipos de telecomunicaciones.

Fabricante	Enfoque de asociación	Inversión de equipos anuales
Nokia	Infraestructura de red 5G	$ 145 millones
Ericsson	Tecnología de expansión de la red	$ 98 millones

Acuerdos de red al por mayor

TDS proporciona servicios de red mayoristas a los transportistas de telecomunicaciones rurales.

• 17 acuerdos de red mayorista activo
• Ingresos de la red mayorista: $ 276 millones en 2023
• Cobertura de las áreas rurales: 22 estados

Telephone and Data Systems, Inc. (TDS) - Modelo de negocio: actividades clave

Proporcionar servicios de comunicación inalámbrica y de línea

TDS opera a través de segmentos de servicios de comunicación múltiple con métricas operativas específicas:

Segmento de servicio	Suscriptores totales	Ingresos anuales
Inalámbrica celular de EE. UU.	4.7 millones	$ 4.1 mil millones
TDS Telecom Wireline	1.1 millones	$ 1.3 mil millones

Desarrollo y mantenimiento de la infraestructura de red

Gasto de capital para infraestructura de red en 2023:

• Inversión total de red: $ 615 millones
• Actualizaciones de infraestructura 5G: $ 285 millones
• Expansión de la red de fibra óptica: $ 210 millones

Servicio al cliente y soporte técnico

Métrico de soporte	Rendimiento anual
Interacciones de soporte total	3.2 millones
Tiempo de resolución promedio	47 minutos
Calificación de satisfacción del cliente	86%

Actualizaciones de gestión y tecnología del espectro

Spectrum Holdings and Technology Investments:

• Spectrum total con licencia: 314 MHz
• Ancho de banda de 5G Spectrum: 180 MHz
• Gasto de I + D de tecnología: $ 92 millones

Innovación de productos y servicios de telecomunicaciones

Categoría de innovación	Nuevos productos/servicios	Inversión anual
Servicios inalámbricos	6 nuevos planes móviles	$ 45 millones
Servicios de internet	3 paquetes de banda ancha de fibra	$ 38 millones
Soluciones empresariales	4 plataformas de comunicación en la nube	$ 55 millones

Telephone and Data Systems, Inc. (TDS) - Modelo de negocio: recursos clave

Infraestructura de telecomunicaciones extensa

TDS opera una red integral de telecomunicaciones con los siguientes detalles de la infraestructura:

Componente de infraestructura	Cantidad/especificación
Sitios celulares totales	6.200 a partir de 2023
Millas de red de fibra	14,500 millas
Área de cobertura de red	36 estados en los Estados Unidos

Licencias de espectro inalámbrico

TDS posee licencias críticas de espectro inalámbrico en múltiples bandas de frecuencia:

• Licencias de espectro de 700 MHz
• Licencias de espectro de 850 MHz
• AWS (Servicios inalámbricos avanzados) Spectrum

Experiencia técnica y fuerza laboral calificada

Métrica de la fuerza laboral	Valor
Total de empleados	3.700 a partir de 2023
Porcentaje de personal técnico	48% de la fuerza laboral total
Experiencia técnica promedio de empleados	8.5 años

Tecnologías de red avanzadas

TDS aprovecha las tecnologías de red avanzadas que incluyen:

• Infraestructura de red 4G LTE
• Capacidades de implementación de red 5G
• Tecnología de Voice Over LTE (Volte)
• Soluciones de acceso inalámbrico fijo

Capital financiero para inversiones en curso

Métrica financiera	Valor 2023
Activos totales	$ 8.4 mil millones
Gastos de capital	$ 687 millones
Equivalentes de efectivo y efectivo	$ 342 millones

Telephone and Data Systems, Inc. (TDS) - Modelo de negocio: propuestas de valor

Servicios de telecomunicaciones confiables en los mercados rurales y suburbanos

TDS atiende a 5.9 millones de clientes inalámbricos y 1.1 millones de conexiones de línea de línea a partir del cuarto trimestre de 2023. La cobertura del mercado abarca 35 estados con enfoque en la infraestructura de telecomunicaciones rural y suburbana.

Segmento de mercado	Base de clientes	Cobertura geográfica
Clientes inalámbricos	5.9 millones	35 estados
Conexiones de la línea de altura	1.1 millones	Áreas rurales/suburbanas

Soluciones de comunicación complementarias completas

TDS ofrece paquetes de servicios integrados que combinan:

• Servicios de voz móvil
• Internet de alta velocidad
• Teléfono fijo
• Televisión por cable

Precios competitivos para servicios inalámbricos y de cable

Tipo de servicio	Costo mensual promedio	Posicionamiento del mercado
Planes inalámbricos	$45-$75	Fijación de precios competitivos
Servicios de internet	$50-$90	Por debajo del promedio nacional

Atención al cliente de alta calidad

Calificación de satisfacción del cliente de 4.2/5 en 2023, con soporte técnico las 24 horas, los 7 días de la semana y el tiempo de respuesta promedio de 7.5 minutos.

Planes de comunicación flexibles adaptados a las necesidades del cliente

TDS generó ingresos de $ 5.4 mil millones en 2023, con una tasa de retención de clientes del 92% a través de planes de servicio personalizables.

• Planes familiares
• Paquetes de comunicación empresarial
• Descuentos para personas mayores
• Opciones de móvil prepago

Teléfono y Data Systems, Inc. (TDS) - Modelo de negocio: relaciones con los clientes

Servicio al cliente personalizado

TDS mantiene un equipo de servicio al cliente dedicado que maneja aproximadamente 2.2 millones de interacciones con el cliente anualmente. El tiempo de respuesta promedio de atención al cliente es de 7.3 minutos en los canales de teléfono y digital.

Canal de servicio al cliente	Volumen de contacto anual	Tiempo de resolución promedio
Soporte telefónico	1,320,000 interacciones	8.2 minutos
Soporte digital	880,000 interacciones	5.4 minutos

Plataformas digitales de autoservicio

Las plataformas de autoservicio digital TDS procesan el 42% de las interacciones totales del cliente. La aplicación móvil y el portal en línea admiten más de 1,5 millones de cuentas de usuario.

• Usuarios de aplicaciones móviles: 872,000
• Usuarios del portal web: 628,000
• Usuarios digitales activos mensuales: 563,000

Ofertas de contrato a largo plazo

TDS ofrece planes de contrato con una duración promedio de 24 meses. La tasa actual de penetración del contrato es del 68% en los servicios inalámbricos y de telecomunicaciones.

Tipo de servicio	Porcentaje de contrato	Longitud promedio del contrato
Inalámbrico	72%	26 meses
Telecomunicaciones	64%	22 meses

Programas de fidelización y retención de clientes

El programa de fidelización de TDS abarca el 53% de la base total de clientes con una tasa de retención del 87.4%.

• Miembros del programa de fidelización total: 1,164,000
• Tasa anual de retención de clientes: 87.4%
• Valor promedio de por vida del cliente: $ 2,340

Soporte técnico y servicios de solución de problemas

El soporte técnico maneja 1.1 millones de solicitudes de servicio anualmente con una tasa de resolución de primera llamada del 76%.

Categoría de apoyo	Solicitudes anuales	Resolución de primera llamada
Problemas de red	412,000	68%
Soporte del dispositivo	336,000	82%
Consultas de facturación	352,000	79%

Teléfono y Data Systems, Inc. (TDS) - Modelo de negocio: canales

Sitio web en línea y aplicaciones móviles

TDS opera plataformas digitales primarias en TDS.com y uscellualar.com. A partir del cuarto trimestre de 2023, la compañía reportó 3.4 millones de usuarios digitales activos en sus canales en línea.

Plataforma digital	Usuarios activos mensuales	Descargas de aplicaciones móviles
Sitio web de TDS	1.2 millones	475,000
Sitio web celular de EE. UU.	1.6 millones	692,000
Aplicaciones móviles	1.9 millones	1.1 millones

Ubicaciones de tiendas minoristas

TDS mantiene una red de ubicaciones minoristas principalmente a través de la marca celular de EE. UU.

Tipo de tienda	Ubicaciones totales	Cobertura geográfica
Tiendas propiedad de la compañía	354	23 estados de EE. UU.
Tiendas de distribuidores autorizadas	1,200	Cobertura nacional

Representantes de ventas directas

TDS emplea una fuerza de ventas dedicada en múltiples canales.

• Representantes de ventas totales: 1.850
• Equipo de ventas empresarial directo: 275
• Representantes de ventas minoristas: 1,575

Redes de distribuidores autorizadas

TDS aprovecha las extensas asociaciones autorizadas del concesionario.

Categoría de distribuidor	Número de socios	Volumen de ventas anual
Distribuidores regionales	620	$ 124 millones
Distribuidores nacionales	180	$ 276 millones

Centros de llamadas de atención al cliente

TDS opera infraestructura integral de atención al cliente.

Canal de soporte	Volumen de contacto anual	Tiempo de respuesta promedio
Soporte telefónico	4.2 millones de llamadas	3.7 minutos
Chat en línea	1,6 millones de interacciones	2.9 minutos
Soporte por correo electrónico	840,000 boletos	6.2 horas

Telephone and Data Systems, Inc. (TDS) - Modelo de negocio: segmentos de clientes

Clientes residenciales rurales y suburbanos

A partir de 2023, TDS atiende a aproximadamente 1.3 millones de clientes residenciales en 30 estados en los Estados Unidos. La base de clientes residenciales de la compañía consiste principalmente en mercados rurales y suburbanos con infraestructura de telecomunicaciones limitada.

Segmento de clientes	Número de clientes	Penetración del mercado
Residencial rural	850,000	65.4%
Residencial suburbano	450,000	34.6%

Pequeñas y medianas empresas

TDS proporciona telecomunicaciones y servicios de red a aproximadamente 85,000 pequeños y medianos clientes comerciales.

• Ingresos promedio por cliente comercial: $ 3,200 anualmente
• Las ofertas de servicios incluyen soluciones de Internet, Voice y Cloud
• Centrado en mercados con menos de 500 empleados

Clientes corporativos empresariales

TDS atiende a 1,200 clientes corporativos empresariales con ingresos anuales que van desde $ 50 millones a $ 500 millones.

Sector industrial	Número de clientes	Valor de contrato promedio
Cuidado de la salud	350	$125,000
Servicios financieros	250	$145,000
Fabricación	200	$110,000
Tecnología	150	$135,000
Otras industrias	250	$95,000

Clientes gubernamentales e institucionales

TDS brinda servicios de telecomunicaciones a 450 clientes gubernamentales e institucionales en múltiples estados.

• Clientes del gobierno estatal y local: 275
• Instituciones educativas: 125
• Contratos del gobierno federal: 50
• Valor promedio del contrato anual: $ 220,000

Mercado mayorista de telecomunicaciones

TDS opera en el mercado mayorista de telecomunicaciones, atendiendo a 75 proveedores de telecomunicaciones regionales.

Servicio al por mayor	Número de proveedores	Ingresos anuales
Infraestructura de red	45	$ 78 millones
Arrendamiento de ancho de banda	20	$ 42 millones
Servicios de roaming	10	$ 25 millones

Teléfono y Data Systems, Inc. (TDS) - Modelo de negocio: Estructura de costos

Mantenimiento de infraestructura de red

A partir de 2024, TDS informó costos de mantenimiento de infraestructura de red de $ 287.4 millones anuales. Esto incluye:

Categoría de costos	Gasto anual
Mantenimiento de la torre celular	$ 92.6 millones
Actualizaciones de equipos de red	$ 64.3 millones
Reparación de infraestructura física	$ 130.5 millones

Inversiones de actualización de tecnología

TDS asignado $ 412.7 millones para inversiones en tecnología En 2024, desglosado de la siguiente manera:

• Expansión de la red 5G: $ 178.3 millones
• Infraestructura de fibra óptica: $ 134.6 millones
• Mejoras de ciberseguridad: $ 99.8 millones

Salarios y capacitación de los empleados

Los gastos totales relacionados con el personal para 2024 alcanzaron $ 356.2 millones:

Categoría de gastos	Costo anual
Salarios base	$ 276.4 millones
Programas de capacitación de empleados	$ 45.3 millones
Beneficios y compensación	$ 34.5 millones

Gastos de marketing y adquisición de clientes

Los gastos de marketing totalizaron $ 124.6 millones en 2024:

• Campañas de marketing digital: $ 47.2 millones
• Publicidad tradicional: $ 38.9 millones
• Programas de retención de clientes: $ 38.5 millones

Costos de licencia de espectro y cumplimiento regulatorio

Los gastos regulatorios y relacionados con el espectro para 2024 ascendieron a $ 215.3 millones:

Categoría de cumplimiento	Gasto anual
Tarifas de licencia de espectro	$ 156.7 millones
Cumplimiento regulatorio	$ 58.6 millones

Telephone and Data Systems, Inc. (TDS) - Modelo de negocio: flujos de ingresos

Tarifas de suscripción de servicio inalámbrico

A partir del cuarto trimestre de 2023, TDS reportó ingresos de servicios inalámbricos de $ 1.28 mil millones. Los ingresos del servicio inalámbrico de la compañía incluyen:

• Cargos de plan de servicio mensual
• Tarifas de servicio móvil pospago y prepago
• Cargos de uso de datos

Categoría de ingresos	Cantidad (2023)	Porcentaje de ingresos inalámbricos
Tarifas de servicio pospago	$ 892 millones	69.7%
Tarifas de servicio prepago	$ 276 millones	21.6%
Cargos de uso de datos	$ 112 millones	8.7%

Servicios de comunicación de cable

TDS Wireline Communication Services generó $ 456 millones en ingresos para 2023, que incluyen:

• Servicios de Internet de banda ancha
• Servicios de comunicación de voz
• Servicios de red de fibra óptica

Tipo de servicio de cable	Ingresos anuales	Base de clientes
Internet de banda ancha	$ 276 millones	348,000 suscriptores
Servicios de voz	$ 124 millones	221,000 líneas
Servicios de red de fibra	$ 56 millones	87,000 conexiones

Ventas de equipos y financiamiento de dispositivos

Las ventas y el financiamiento de dispositivos generaron $ 412 millones en 2023, con el siguiente desglose:

• Venta de teléfonos inteligentes
• Venta de tabletas y dispositivos móviles
• Planes de financiamiento de dispositivos

Categoría de equipo	Ganancia	Precio de venta promedio
Teléfonos inteligentes	$ 276 millones	$ 482 por dispositivo
Tabletas	$ 84 millones	$ 312 por dispositivo
Financiación de dispositivos	$ 52 millones	N / A

Cargos de acceso a la red al por mayor

El acceso al por mayor de la red generó $ 187 millones en ingresos para 2023.

Tipo de servicio al por mayor	Ingresos anuales	Número de clientes mayoristas
Arrendamiento de redes	$ 124 millones	37 portadores regionales
Acuerdos de roaming	$ 63 millones	52 operadores de red virtual móvil

Servicios de telecomunicaciones de valor agregado

Los servicios de valor agregado contribuyeron con $ 96 millones a los ingresos de TDS en 2023.

Tipo de servicio	Ingresos anuales	Penetración de suscriptores
Servicios en la nube	$ 42 millones	18,000 clientes comerciales
Servicios de seguridad	$ 31 millones	12,500 suscriptores
Soluciones IoT	$ 23 millones	8.700 clientes empresariales

Telephone and Data Systems, Inc. (TDS) - Canvas Business Model: Value Propositions

You're looking at the core value Telephone and Data Systems, Inc. (TDS) delivers across its segments as of late 2025. It's a dual focus: building out next-generation fixed broadband and monetizing existing infrastructure assets.

High-speed, future-proof fiber broadband services (up to 8 Gig residential)

TDS Telecom is heavily invested in its fiber transformation. Residential customers can access services as fast as 8 Gbps over the fiber network. The long-term goal for marketable fiber service addresses is now set at 1.8 million locations, with an aim for 95% of that footprint to offer speeds of at least 1 Gig. In the third quarter of 2025 alone, TDS Telecom delivered 42,000 marketable fiber services addresses, contributing to 11,200 residential fiber net additions for the quarter. This brought the total fiber addresses crossed to just over 1 million in Q3 2025.

Essential, reliable digital infrastructure leasing for major wireless carriers

The value proposition here is centered on Array Digital, TDS's tower company, which became a standalone entity after the sale of wireless operations to T-Mobile on August 1, 2025. Commencing the T-Mobile Master Lease Agreement (MLA) immediately helped drive a 68% increase in Site rental revenues (excluding non-cash amortization) in Q3 2025. Furthermore, Array entered into additional spectrum sales expected to bring in aggregate proceeds of $178 million. The segment's financial strength is clear:

Metric	Q3 2025 Value	Q3 2024 Value
Array Digital Adjusted EBITDA (in thousands)	$85,100	$34,200
TDS Telecom Residential Fiber Net Additions	11,200	(Not directly comparable from search)
TDS Telecom Marketable Fiber Addresses Delivered (Q3 2025)	42,000	(Not directly comparable from search)

Connectivity in underserved rural and suburban US markets

TDS Telecom's fiber build-out is explicitly targeting areas needing connectivity. The company is active across 31 states, with ongoing expansion projects in nearly 100 communities nationwide. A significant portion of this build is funded by participation in the federal Enhanced Alternative Connect America Cost Model (E-ACAM) program, from which TDS is set to receive about $90 million per year for 15 years. This support helps fund fiber expansions in their rural copper footprint.

Simplified mobile service via the new TDS Mobile MVNO offering

TDS Mobile, operating as a mobile virtual network operator (MVNO) through NCTC, announced its widespread availability this week in November 2025, leveraging a reliable, nationwide 5G network. The pricing structure is designed for flexibility. Prices start at $13.95 per month by-the-gig and $29.95 per month for unlimited plans. The plan was to fully launch the MVNO throughout the footprint in 2025.

Superior customer experience, a core value of the TDS Way

The TDS companies share a strong commitment to customer satisfaction, aiming to satisfy customers by offering the highest-quality services and products and excellent customer support. Management has also focused on streamlining operations to enhance elements of the customer experience as part of its business transformation plan. The company is focused on improving CX elements, though specific 2025 Net Promoter Score or Customer Satisfaction Score data isn't publicly detailed in the latest reports.

• TDS Telecom's goal is for 95% of its fiber footprint to have speeds of at least 1 Gig.
• TDS Telecom is targeting a long-term footprint of 1.8 million marketable fiber service addresses.
• TDS Mobile unlimited plan starts at $29.95 per month.
• The T-Mobile MLA commencement drove a 68% increase in Array's site rental revenues (Q3 2025 vs. prior year).
• Array expects additional spectrum sales to yield proceeds of $178 million.

Finance: draft 13-week cash view by Friday.

Telephone and Data Systems, Inc. (TDS) - Canvas Business Model: Customer Relationships

You're looking at Telephone and Data Systems, Inc. (TDS) post-wireless divestiture, so the customer relationships are now sharply focused on two distinct areas: the business-to-business (B2B) tower leasing with major carriers and the direct-to-consumer/business wireline services from TDS Telecom.

Dedicated account management for tower co-location tenants (Array)

For Array Digital Infrastructure, Inc., customer relationships are formalized through Master License Agreements (MLAs) with major mobile network operators (MNOs). This structure emphasizes ease of doing business and long-term contracted revenue streams. The focus here is on operational excellence and maximizing tenancy across the tower portfolio.

The relationship with T-Mobile US, Inc. is significant following the August 1, 2025, transaction. T-Mobile entered into a 15-year MLA to be a long-term tenant on a minimum of 2,015 incremental towers and extend the lease term for approximately 600 existing towers. This created a long-term contracted revenue stream from a strong anchor tenant. The success of this relationship focus is visible in the results: Array's colo applications in the first half of 2025 were up over 100% year-over-year. Furthermore, Array's Site rental revenues increased by a massive 68% in the third quarter of 2025, excluding non-cash amortization, directly attributable to the new MLA.

Here's a quick look at the scale of the tower relationships as of mid-2025:

Metric	Value (as of late 2025 data)
Total Owned Cell Towers (Array)	Over 4,400
TDS Ownership Stake in Array	Approximately 82%
Q2 2025 Third-Party Colocations	2,527
Q2 2025 Third-Party Tower Revenue Growth (YoY)	12%
Q2 2025 Tower Tenancy Rate (Pre-Transaction Impact)	1.57

The relationship management for these large carriers is streamlined, as Array maintains MLAs with all three major U.S. MNOs, which helps facilitate competitive pricing and process efficiency.

High-touch, local service model for wireline customers in smaller communities

TDS Telecom serves a mix of small to mid-sized urban, suburban, and rural communities, where a local, high-touch approach is essential for customer retention, especially as the company aggressively converts its footprint to fiber. The company employed 3,400 people as of August 2025, many of whom support these local service delivery and support functions. The focus on fiber expansion is a direct investment in the customer experience in these areas.

The scale of the wireline customer base receiving this service model is substantial, with TDS Telecom projecting full-year 2025 total operating revenues between $1.03 billion and $1.05 billion. The commitment to the local footprint is underscored by the fiber buildout goals:

• Targeting 95% of the footprint to offer speeds of at least 1 Gig or higher.
• Long-term goal to reach 1.8 million marketable fiber service addresses.
• Planning to reduce addresses served by copper to just 5%.
• Delivered 42,000 marketable fiber service addresses in Q3 2025 alone.

This transformation is intended to enhance the customer experience by providing superior network quality, which is a key driver for residential revenue growth; Total Wireline expansion residential revenues grew to $114 million in FY 2024, up from $75 million the prior year.

Self-service and digital support channels for residential and business customers

Telephone and Data Systems, Inc. is actively driving digital transformation across its operations to streamline service and enhance the customer experience. This involves moving more interactions to web and digital platforms as part of a broader business transformation program that includes consolidating IT systems. The core value is to maximize value to customers by exceeding expectations.

While specific digital adoption rates for TDS Telecom's customer portals aren't public, the strategic direction points to increased reliance on these channels. The company is focused on enhancing elements of the customer experience and driving more to the web. This aligns with broader industry trends where digital investment is exploding, though only 28% of employees in surveyed organizations know how to effectively use their AI tools, suggesting the need for Telephone and Data Systems, Inc. to ensure its digital tools are highly intuitive for its customers.

Community engagement and local sponsorship programs

Community involvement is a stated core belief, executed through programs like TDS Cares and the "Be Good Citizens" program, which provides associates with 16 hours of paid time off annually for volunteering. This commitment to society and community is a way Telephone and Data Systems, Inc. builds goodwill with its local wireline customer base.

The tangible results of this relationship-building effort are clear:

• The 2025 TDS Open golf event surpassed $1 million in total funds raised.
• The 2025 TDS Open awarded a record $90,000 to two impactful organizations.
• Since 2009, associates have collectively contributed over 22,000 hours of volunteer time.
• In 2024, associates supported 311 organizations with over 1,800 volunteer hours.

The company honors local leaders through its Hometown Hero and Most Valuable Educator programs, reinforcing local ties. Finance: draft 13-week cash view by Friday.

Telephone and Data Systems, Inc. (TDS) - Canvas Business Model: Channels

You're looking at how Telephone and Data Systems, Inc. (TDS) gets its services-primarily through TDS Telecom-into the hands of customers as of late 2025. The channels are a mix of direct interaction, strategic partnerships, and digital self-service, all heavily weighted toward the fiber buildout strategy.

Direct sales force and local retail presence for TDS Telecom services

The direct sales channel is supported by the overall employee base of TDS Telecom, which employs 3,300 people as of September 2025. While the exact number of dedicated direct sales staff isn't public, we can see the cost structure; the average annual pay for a Tds Telecommunications Direct Sales Representative in the United States was $68,150 as of October 2025. For high-value business contracts, roles like Account Executive command an estimated annual salary of $87,261. The effectiveness of this channel, alongside marketing, is measured by the growth in fiber connections across the service footprint, which spans 31 states.

The focus for TDS Telecom is clearly on expanding its physical reach through fiber deployment, which acts as the ultimate channel for service delivery. The company is targeting to deliver approximately 150,000 marketable fiber service addresses in 2025.

Here are the key channel output metrics related to the fiber build, which is the core of TDS Telecom's current sales focus:

Metric	Q3 2025 Actual	2025 Target (Full Year)	Long-Term Goal
Marketable Fiber Service Addresses Delivered (Cumulative)	Over 1 million reached as of September 2025	Approximately 150,000 new addresses planned	1.8 million total addresses
Residential Fiber Net Additions (Q3 2025)	11,200 residential fiber net additions	N/A	N/A
Total Service Addresses (Footprint)	N/A	N/A	1.8 million

Long-term Master License Agreements (MLAs) with major wireless carriers

The channel strategy shifted significantly due to the divestiture of wireless operations. Array, formerly UScellular, closed the sale of its wireless operations and select spectrum assets to T-Mobile on August 1, 2025. This transaction immediately activated a long-term Master License Agreement (MLA) with T-Mobile. This MLA helped drive a 68% increase in Site rental revenues for Array (the tower business), excluding non-cash amortization, in the third quarter of 2025. Furthermore, Array is expecting additional spectrum sales that should yield aggregate proceeds of $178 million. This MLA represents a critical, high-value channel for the Array segment of TDS, leveraging its physical assets.

Online portals and customer service centers for billing and support

For existing TDS Telecom customers, digital channels are key for ongoing service interaction. You can manage billing and support through online portals, though specific adoption rates or call center volumes aren't detailed in the latest reports. However, the company is focused on streamlining operations to enhance the customer experience as part of its business transformation plan. The company's overall estimated full-year 2025 TDS Telecom revenues are projected to be in the range of $1,030-$1,050 million.

You can reach the wholesale team directly for service inquiries:

• Contact Phone Number: 608-664-6226
• Contact Email: tdscarriersales@tdstelecom.com

Wholesale network agreements with other regional providers

TDS Carrier Wholesale Services offers a suite of solutions, including Ethernet Services, Dark Fiber Services, Optical Wavelength Services, and Private Line Services, to local and long-distance service providers, Internet providers, wireless providers, and cable companies. While the specific revenue contribution from the wholesale segment is not broken out separately from the overall TDS Telecom revenue decline of 3% in Q3 2025 (impacted by divestitures), the focus remains on providing these network capabilities to other carriers.

The wholesale channel supports the broader network strategy, which aims to reduce the number of addresses served by copper to less than 5% over time, with 95% of the footprint targeted for speeds of at least 1 Gig.

Telephone and Data Systems, Inc. (TDS) - Canvas Business Model: Customer Segments

You're looking at Telephone and Data Systems, Inc. (TDS) after the major strategic shift with the T-Mobile transaction closing in mid-2025. The customer base is now clearly defined between the infrastructure/tower leasing business, Array Digital, and the focused fiber broadband provider, TDS Telecom. Here's the breakdown of the key customer groups as of the third quarter of 2025.

Residential Customers in Rural and Suburban Areas Needing High-Speed Internet (TDS Telecom)

This segment is the core focus for TDS Telecom's aggressive fiber buildout. The company is actively migrating customers from legacy copper and cable services to fiber-to-the-premises (FTTP). As of the third quarter of 2025, Telephone and Data Systems, Inc. (TDS) reported that total residential connections stood at 921,100. The push for fiber is evident in the net additions; in Q3 2025, the company added 11,200 residential broadband net additions overall, with 8,300 of those coming specifically from fiber markets. Residential revenues per connection for TDS Telecom reached $65.66 in Q3 2025. The long-term goal for marketable fiber service addresses is now set at 1.8 million, with a target for at least 95% of that footprint to offer gigabit speeds.

The scale of the fiber expansion effort is significant:

• Delivered 42,000 new marketable fiber service addresses in Q3 2025.
• Crossed the 1 million fiber addresses milestone during Q3 2025.
• Targeting to deliver approximately 150,000 more marketable fiber service addresses in the full year 2025.

Major US Wireless Carriers Leasing Tower Space (Array Digital)

Following the sale of wireless operations, the tower leasing segment, now operating under Array Digital Infrastructure, Inc., centers on infrastructure customers. A primary relationship is the Master Lease Agreement (MLA) with T-Mobile, which commenced on August 1, 2025, after the asset sale closed that same day. This relationship is a major revenue driver for the segment. The impact is clear in the reported growth figures:

Metric	Time Period	Value
Third-party tower rental revenues increase	Q1 2025	6%
Third-party tower revenues increase	Q2 2025	12%
Array Digital revenues surge (due to tower rentals)	Q3 2025	83%
Site rental revenues increase (post-T-Mobile MLA)	Q3 2025	68%

This segment is focused on maximizing the value of its tower assets through new colocations and existing lease escalators. It's definitely a capital-light growth story now.

Small to Mid-Sized Businesses Requiring Dedicated Fiber Connections (TDS Telecom)

TDS Telecom serves the business segment with its high-speed fiber network, offering tailored solutions beyond standard residential tiers. For businesses, Telephone and Data Systems, Inc. (TDS) offers dedicated fiber connections with service speeds up to 10 Gbps, which includes a service level agreement. This targets organizations needing guaranteed performance for mission-critical operations.

Other Regional Telecommunications Carriers Utilizing Wholesale Network Services

While specific wholesale revenue or customer counts aren't detailed in the latest reports, the fiber expansion and network buildout inherently support wholesale opportunities. The strategy involves building out a network that can serve both retail residential/business customers and potentially other carriers needing access to the robust, newly deployed fiber infrastructure across the 31 states where TDS Telecom operates.

Finance: draft 13-week cash view by Friday.

Telephone and Data Systems, Inc. (TDS) - Canvas Business Model: Cost Structure

You're looking at the major outlays for Telephone and Data Systems, Inc. (TDS) as they push hard into fiber, so let's break down the cost side of their current strategy. The capital allocation is heavily skewed toward network expansion right now. For the full year 2025, Telephone and Data Systems, Inc. (TDS) has a capital expenditures (CapEx) forecast in the range of $375 million to $425 million.

The commitment to fiber is clear in that spending. Management stated that over 80% of the 2025 capital expenditures will be focused on fiber buildout. This investment is directly tied to expanding their footprint, as seen by the 42,000 marketable fiber services addresses delivered in Q3 2025 alone. This fiber push also involves spending related to the eACAM program.

The major strategic shift-the sale of wireless operations to T-Mobile US, Inc. on August 1, 2025-has a direct cost implication, though it's reflected in revenue changes. TDS Telecom revenues in Q3 2025 were down 3%, impacted by $6 million due to divestitures of non-strategic assets. While specific network operations and maintenance (O&M) costs for fiber and tower assets aren't explicitly itemized in the public summaries, the ongoing fiber deployment and the commencement of the T-Mobile Master Lease Agreement (MLA) suggest variable operational costs tied to these assets.

General and administrative expenses are a focus area for efficiency. Management has emphasized executing a business transformation plan specifically to improve margins and cost structure. The regulatory compliance costs, such as those associated with the EACAM program, are factored into the increased CapEx guidance.

Here's a look at the key financial figures driving the cost structure for Telephone and Data Systems, Inc. (TDS) based on late 2025 reporting:

Cost Component Category	Specific Metric/Period	Reported Financial Number/Range
Total Capital Expenditures (2025 Forecast)	Full Year 2025	$375 million to $425 million
Fiber Buildout CapEx Allocation	Percentage of 2025 CapEx	Over 80%
Regulatory/Program Spending Driver	Mentioned CapEx Driver	eACAM program spending
Divestiture Impact on Revenue	Q3 2025 Impact on TDS Telecom Revenue	$6 million reduction
Fiber Expansion Activity	Marketable Fiber Addresses Added (Q3 2025)	42,000
Fiber Customer Growth	Residential Fiber Net Additions (Q3 2025)	11,200
Tower Asset Revenue Driver (Proxy for O&M/Lease Costs)	Site Rental Revenue Increase (Excl. non-cash amortization)	68% increase

The company is actively managing its operating expenses, which is part of the broader business transformation effort. You can see the focus on efficiency when you look at the targeted outcomes:

• Executing on a business transformation plan to improve margins.
• Delivering 42,000 new marketable fiber service addresses in Q3 2025.
• Aiming for 1.8 million total marketable fiber service addresses long-term.
• Reducing addresses served by copper to just 5% of the footprint.

The costs associated with the wireless divestiture are largely one-time transition items, but the ongoing revenue impact from the asset sale is quantified. The $6 million revenue impact in Q3 2025 is a direct consequence of shedding non-strategic assets. Finance: draft 13-week cash view by Friday.

Telephone and Data Systems, Inc. (TDS) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers for Telephone and Data Systems, Inc. (TDS) revenue streams as of late 2025, post-major portfolio transformation. Here's the breakdown of where the money is coming from now.

The most significant recent shift involves Array Digital Infrastructure, Inc. (formerly UScellular), which closed its sale of wireless operations to T-Mobile US, Inc. on August 1, 2025. This immediately impacted tower-related income.

• Site rental revenue from Array towers saw a 68% increase in Q3 2025, excluding non-cash amortization, directly due to commencing the T-Mobile Master License Agreement (MLA) on August 1, 2025.
• TDS Telecom is executing its fiber-centric strategy, targeting delivery of approximately 42,000 marketable fiber service addresses in Q3 2025.
• TDS Telecom revenues were down 3% in Q3 2025 compared to Q3 2024, impacted by $6 million from divestitures of non-strategic assets, such as the Hosted and Managed Services (HMS) operations sold in September 2024.
• The company launched the new TDS Mobile product, an MVNO service, to limited markets with plans for a full launch throughout its footprint in 2025.

The company is also monetizing its remaining assets, which provides non-recurring, but significant, cash flow.

Revenue Component	Latest Reported/Targeted Value	Context/Period
TDS Telecom 2025 Revenue Target	$1.03B-$1.05B	Full Year 2025 Estimate
Expected Proceeds from Additional Spectrum Sales	$178 million	Aggregate expected proceeds from sales to AT&T and others
Distributions from Noncontrolling Interests (Q3 2025)	$42 million	Received from three entities that sold wireless operations to T-Mobile
Array Site Rental Revenue Growth	68%	Year-over-year increase in Q3 2025, excluding non-cash amortization
TDS Q3 2025 Total Operating Revenues (Continuing Ops)	$308.5 million	Reported for the third quarter of 2025

You'll want to keep an eye on the timing of the remaining spectrum transactions, as those proceeds are earmarked for capital allocation priorities.

• The pending AT&T spectrum transaction is anticipated to close in either Q4 2025 or H1 2026.
• The company expects to use proceeds from additional spectrum sales to further expand its fiber program and support the new $500 million share repurchase program.