Téléphone et Data Systems, Inc. (TDS): Canvas du modèle commercial [Jan-2025 Mis à jour]

Dans le paysage dynamique des télécommunications, Telephone and Data Systems, Inc. (TDS) émerge comme une puissance stratégique, tissant ensemble des services innovants et des infrastructures robustes sur les marchés ruraux et suburbains. En tirant parti des partenariats stratégiques, des technologies de pointe et une approche centrée sur le client, TDS a conçu un modèle commercial sophistiqué qui transcende les paradigmes de communication traditionnels. Leur proposition de valeur unique mélange des solutions de communication complètes avec des prix compétitifs, positionnant l'entreprise en tant qu'acteur pivot dans la connexion des communautés via des services avancés sans fil et filaire.

Téléphone et Data Systems, Inc. (TDS) - Modèle d'entreprise: partenariats clés

Alliance stratégique avec les cellules américaines

TDS détient 84,4% de l'US Cellary Corporation à partir de 2023. Le partenariat implique des accords d'infrastructure et de service de réseau sans fil partagé.

Détails du partenariat	Impact financier
Couverture réseau	Environ 5,4 millions de clients ont servi
Infrastructure partagée	Plus de 8 700 sites cellulaires à l'échelle nationale
Investissement annuel du réseau	330 millions de dollars en 2023

Partenariats régionaux des fournisseurs de télécommunications

TDS collabore avec plusieurs fournisseurs régionaux de télécommunications pour étendre la portée du réseau.

• 9 partenariats de télécommunications au niveau de l'État
• Couverture dans 36 États via les accords de réseau
• Revenus de partenariat régional total: 412 millions de dollars en 2023

Collaborations du fabricant d'équipements

TDS maintient des partenariats stratégiques avec les principaux fabricants d'équipements de télécommunications.

Fabricant	Focus de partenariat	Investissement annuel sur l'équipement
Nokia	Infrastructure réseau 5G	145 millions de dollars
Éricson	Technologie d'extension du réseau	98 millions de dollars

Accords de réseaux en gros

TDS fournit des services de réseau en gros aux opérateurs de télécommunications rurales.

• 17 accords de réseau en gros actifs
• Revenus de réseau en gros: 276 millions de dollars en 2023
• Couverture des zones rurales: 22 États

Téléphone et Data Systems, Inc. (TDS) - Modèle d'entreprise: activités clés

Fournir des services de communication sans fil et filaire

TDS fonctionne via plusieurs segments de services de communication avec des mesures opérationnelles spécifiques:

Segment de service	Abonnés totaux	Revenus annuels
Sans fil cellulaire américain	4,7 millions	4,1 milliards de dollars
TDS TELOME	1,1 million	1,3 milliard de dollars

Développement et maintenance des infrastructures réseau

Dépenses en capital pour l'infrastructure du réseau en 2023:

• Investissement total du réseau: 615 millions de dollars
• Mises à niveau des infrastructures 5G: 285 millions de dollars
• Expansion du réseau de fibres optiques: 210 millions de dollars

Service client et support technique

Métrique de soutien	Performance annuelle
Interactions totales de soutien	3,2 millions
Temps de résolution moyen	47 minutes
Évaluation de satisfaction du client	86%

Gestion du spectre et mises à niveau technologique

Holdings Spectrum et investissements technologiques:

• Spectre total sous licence: 314 MHz
• Bande passante du spectre 5G: 180 MHz
• Dépenses de la R&D technologique: 92 millions de dollars

Innovation de produit et de service de télécommunications

Catégorie d'innovation	Nouveaux produits / services	Investissement annuel
Services sans fil	6 nouveaux plans mobiles	45 millions de dollars
Services Internet	3 packages à large bande en fibre	38 millions de dollars
Solutions d'entreprise	4 plateformes de communication cloud	55 millions de dollars

Téléphone et Data Systems, Inc. (TDS) - Modèle d'entreprise: Ressources clés

Infrastructure de télécommunications approfondie

TDS exploite un réseau complet de télécommunications avec les détails d'infrastructure suivants:

Composant d'infrastructure	Quantité / spécification
Sites cellulaires totaux	6 200 en 2023
Miles du réseau de fibres	14 500 miles
Zone de couverture du réseau	36 États aux États-Unis

Licences de spectre sans fil

TDS détient des licences de spectre sans fil critiques sur plusieurs bandes de fréquences:

• Licences de spectre de 700 MHz
• Licences de spectre 850 MHz
• Spectre AWS (services sans fil avancés)

Expertise technique et main-d'œuvre qualifiée

Métrique de la main-d'œuvre	Valeur
Total des employés	3 700 en 2023
Pourcentage de personnel technique	48% de la main-d'œuvre totale
Expérience technique moyenne des employés	8,5 ans

Technologies de réseau avancées

TDS exploite les technologies de réseau avancées, notamment:

• Infrastructure réseau 4G LTE
• Capacités de déploiement du réseau 5G
• Technologie de voix sur LTE (VoLTE)
• Solutions d'accès sans fil fixe

Capital financier pour les investissements en cours

Métrique financière	Valeur 2023
Actif total	8,4 milliards de dollars
Dépenses en capital	687 millions de dollars
Equivalents en espèces et en espèces	342 millions de dollars

Téléphone et Data Systems, Inc. (TDS) - Modèle d'entreprise: propositions de valeur

Services de télécommunications fiables sur les marchés ruraux et suburbains

TDS dessert 5,9 millions de clients sans fil et 1,1 million de connexions filaires au quatrième trimestre 2023. La couverture du marché s'étend sur 35 États en mettant l'accent sur l'infrastructure de télécommunications rurales et suburbaines.

Segment de marché	Clientèle	Couverture géographique
Clients sans fil	5,9 millions	35 États
Connexions filaires	1,1 million	Zones rurales / suburbaines

Solutions de communication groupées complètes

TDS propose des packages de services intégrés combinant:

• Services vocaux mobiles
• Internet à grande vitesse
• Téléphone fixe
• Télévision par câble

Prix ​​compétitif pour les services sans fil et filaire

Type de service	Coût mensuel moyen	Positionnement du marché
Plans sans fil	$45-$75	Prix ​​compétitifs
Services Internet	$50-$90	En dessous de la moyenne nationale

Support client de haute qualité

Évaluation de satisfaction du client de 4,2 / 5 en 2023, avec support technique 24/7 et temps de réponse moyen de 7,5 minutes.

Plans de communication flexibles adaptés aux besoins des clients

TDS a généré un chiffre d'affaires de 5,4 milliards de dollars en 2023, avec un taux de rétention de clientèle de 92% grâce à des plans de services personnalisables.

• Plans familiaux
• Packages de communication d'entreprise
• Remises pour personnes âgées
• Options mobiles prépayés

Téléphone et Data Systems, Inc. (TDS) - Modèle d'entreprise: relations avec les clients

Service client personnalisé

TDS maintient une équipe de service client dédiée gantant environ 2,2 millions d'interactions client par an. Le temps de réponse moyen du support client est de 7,3 minutes entre les canaux téléphoniques et numériques.

Canal de service client	Volume de contact annuel	Temps de résolution moyen
Support téléphonique	1 320 000 interactions	8,2 minutes
Support numérique	880 000 interactions	5,4 minutes

Plates-formes numériques en libre-service

TDS Digital Out-Service Plateformes traite 42% des interactions totales du client. L'application mobile et le portail en ligne prennent en charge plus de 1,5 million de comptes d'utilisateurs.

• Utilisateurs d'applications mobiles: 872 000
• Utilisateurs du portail Web: 628 000
• Utilisateurs numériques actifs mensuels: 563 000

Offres de contrats à long terme

TDS propose des plans contractuels avec une durée moyenne de 24 mois. Le taux actuel de pénétration du contrat est de 68% entre les services sans fil et de télécommunications.

Type de service	Pourcentage de contrat	Durée moyenne du contrat
Sans fil	72%	26 mois
Télécommunications	64%	22 mois

Programmes de fidélité et rétention de la clientèle

Le programme de fidélité TDS englobe 53% de la clientèle totale avec un taux de rétention de 87,4%.

• Membres du programme de fidélité totale: 1 164 000
• Taux de rétention de la clientèle annuelle: 87,4%
• Valeur à vie moyenne du client: 2 340 $

Services techniques de support et de dépannage

Le support technique gère 1,1 million de demandes de service par an avec un taux de résolution de premier appel de 76%.

Catégorie de support	Demandes annuelles	Résolution de premier appel
Problèmes de réseau	412,000	68%
Prise en charge de l'appareil	336,000	82%
Facturation de renseignements	352,000	79%

Téléphone et Data Systems, Inc. (TDS) - Modèle d'entreprise: canaux

Site Web en ligne et applications mobiles

TDS exploite les principales plateformes numériques sur TDS.com et USCelalar.com. Au quatrième trimestre 2023, la société a signalé 3,4 millions d'utilisateurs numériques actifs sur ses canaux en ligne.

Plate-forme numérique	Utilisateurs actifs mensuels	Téléchargements d'applications mobiles
Site Web TDS	1,2 million	475,000
Site Web de cellule américaine	1,6 million	692,000
Applications mobiles	1,9 million	1,1 million

Emplacements de magasin de détail

TDS maintient un réseau de sites de vente au détail principalement par le biais de la marque cellulaire américaine.

Type de magasin	Total des emplacements	Couverture géographique
Magasins appartenant à l'entreprise	354	23 États américains
Magasins de concessionnaires autorisés	1,200	Couverture nationale

Représentants des ventes directes

TDS utilise une force de vente dédiée sur plusieurs canaux.

• Représentants des ventes totales: 1 850
• Équipe de vente directe de l'entreprise: 275
• Représentants des ventes au détail: 1 575

Réseaux de concessionnaires autorisés

TDS tire parti de vastes partenariats de concessionnaires autorisés.

Catégorie des concessionnaires	Nombre de partenaires	Volume des ventes annuelles
Marchands régionaux	620	124 millions de dollars
Concessionnaires nationaux	180	276 millions de dollars

Centres d'appels de support client

TDS exploite une infrastructure complète de support client.

Canal de support	Volume de contact annuel	Temps de réponse moyen
Support téléphonique	4,2 millions d'appels	3,7 minutes
Chat en ligne	1,6 million d'interactions	2,9 minutes
Assistance par e-mail	840 000 billets	6,2 heures

Telephone and Data Systems, Inc. (TDS) - Modèle d'entreprise: segments de clientèle

Clients résidentiels ruraux et suburbains

En 2023, TDS dessert environ 1,3 million de clients résidentiels dans 30 États aux États-Unis. La clientèle résidentielle de la société est principalement composée de marchés ruraux et suburbains avec une infrastructure de télécommunications limitée.

Segment de clientèle	Nombre de clients	Pénétration du marché
Résidentiel rural	850,000	65.4%
Résidentiel de banlieue	450,000	34.6%

Petites et moyennes entreprises

TDS fournit des télécommunications et des services de réseau à environ 85 000 clients commerciaux de petite et moyenne taille.

• Revenus moyen par client Business Client: 3 200 $ par an
• Les offres de services comprennent des solutions Internet, voix et cloud
• Axé sur les marchés avec moins de 500 employés

Clients d'entreprise d'entreprise

TDS dessert 1 200 clients d'entreprise avec des revenus annuels allant de 50 millions de dollars à 500 millions de dollars.

Secteur de l'industrie	Nombre de clients	Valeur du contrat moyen
Soins de santé	350	$125,000
Services financiers	250	$145,000
Fabrication	200	$110,000
Technologie	150	$135,000
Autres industries	250	$95,000

Clients gouvernementaux et institutionnels

TDS fournit des services de télécommunications à 450 clients gouvernementaux et institutionnels dans plusieurs États.

• Clients gouvernementaux et locaux: 275
• Institutions éducatives: 125
• Contrats du gouvernement fédéral: 50
• Valeur du contrat annuel moyen: 220 000 $

Market de télécommunications en gros

TDS opère sur le marché des télécommunications en gros, desservant 75 fournisseurs régionaux de télécommunications.

Service de gros	Nombre de prestataires	Revenus annuels
Infrastructure réseau	45	78 millions de dollars
Bandpavage de la bande passante	20	42 millions de dollars
Services d'itinérance	10	25 millions de dollars

Téléphone et Data Systems, Inc. (TDS) - Modèle d'entreprise: Structure des coûts

Maintenance d'infrastructure réseau

En 2024, TDS a déclaré des coûts de maintenance des infrastructures de réseau de 287,4 millions de dollars par an. Cela comprend:

Catégorie de coûts	Dépenses annuelles
Entretien de la tour cellulaire	92,6 millions de dollars
Mises à niveau des équipements de réseau	64,3 millions de dollars
Réparation des infrastructures physiques	130,5 millions de dollars

Investissements de mise à niveau technologique

TDS alloués 412,7 millions de dollars pour les investissements technologiques en 2024, ventilé comme suit:

• Extension du réseau 5G: 178,3 millions de dollars
• Infrastructure à fibre optique: 134,6 millions de dollars
• Améliorations de la cybersécurité: 99,8 millions de dollars

Salaires et formation des employés

Les dépenses totales liées au personnel pour 2024 ont atteint 356,2 millions de dollars:

Catégorie de dépenses	Coût annuel
Salaires de base	276,4 millions de dollars
Programmes de formation des employés	45,3 millions de dollars
Avantages et compensation	34,5 millions de dollars

Frais de marketing et d'acquisition des clients

Les dépenses de marketing ont totalisé 124,6 millions de dollars en 2024:

• Campagnes de marketing numérique: 47,2 millions de dollars
• Publicité traditionnelle: 38,9 millions de dollars
• Programmes de rétention de la clientèle: 38,5 millions de dollars

Coûts de licence de spectre et de conformité réglementaire

Les dépenses réglementaires et liées au spectre pour 2024 s'élevaient à 215,3 millions de dollars:

Catégorie de conformité	Dépenses annuelles
Frais de licence de spectre	156,7 millions de dollars
Conformité réglementaire	58,6 millions de dollars

Téléphone et Data Systems, Inc. (TDS) - Modèle d'entreprise: Strots de revenus

Frais d'abonnement de service sans fil

Au quatrième trimestre 2023, TDS a déclaré des revenus de service sans fil de 1,28 milliard de dollars. Les revenus de service sans fil de l'entreprise comprennent:

• Frais de plan de service mensuel
• Frais de service mobile postpayés et prépayés
• Frais d'utilisation des données

Catégorie de revenus	Montant (2023)	Pourcentage de revenus sans fil
Frais de service postpayés	892 millions de dollars	69.7%
Frais de service prépayés	276 millions de dollars	21.6%
Frais d'utilisation des données	112 millions de dollars	8.7%

Services de communication filaire

Les services de communication TDS Wireline ont généré 456 millions de dollars de revenus pour 2023, notamment:

• Services Internet à large bande
• Services de communication vocale
• Services de réseau fibre optique

Type de service filaire	Revenus annuels	Clientèle
Internet à large bande	276 millions de dollars	348 000 abonnés
Services vocaux	124 millions de dollars	221 000 lignes
Services de réseau de fibres	56 millions de dollars	87 000 connexions

Ventes d'équipement et financement des appareils

Les ventes et le financement des appareils ont généré 412 millions de dollars en 2023, avec la ventilation suivante:

• Ventes de smartphones
• Ventes de tablettes et d'appareils mobiles
• Plans de financement des appareils

Catégorie d'équipement	Revenu	Prix ​​de vente moyen
Smartphones	276 millions de dollars	482 $ par appareil
Comprimés	84 millions de dollars	312 $ par appareil
Financement des appareils	52 millions de dollars	N / A

Frais d'accès au réseau en gros

L'accès au réseau de gros a généré 187 millions de dollars de revenus pour 2023.

Type de service en gros	Revenus annuels	Nombre de clients en gros
Location de réseau	124 millions de dollars	37 transporteurs régionaux
Accords d'itinérance	63 millions de dollars	52 opérateurs de réseau virtuel mobile

Services de télécommunications à valeur ajoutée

Les services à valeur ajoutée ont contribué 96 millions de dollars aux revenus du TDS en 2023.

Type de service	Revenus annuels	Pénétration des abonnés
Services cloud	42 millions de dollars	18 000 clients commerciaux
Services de sécurité	31 millions de dollars	12 500 abonnés
Solutions IoT	23 millions de dollars	8 700 clients d'entreprise

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.