Telefone e Data Systems, Inc. (TDS): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico de telecomunicações, telefone e dados de dados, Inc. (TDS) surge como uma potência estratégica, tecendo serviços inovadores e infraestrutura robusta nos mercados rurais e suburbanos. Ao alavancar parcerias estratégicas, tecnologias de ponta e uma abordagem centrada no cliente, o TDS criou um modelo de negócios sofisticado que transcende os paradigmas de comunicação tradicionais. Sua proposta de valor exclusiva combina soluções abrangentes de comunicação com preços competitivos, posicionando a empresa como um participante fundamental na conexão de comunidades por meio de serviços avançados sem fio e com fio.

Telefone e Data Systems, Inc. (TDS) - Modelo de negócios: Parcerias -chave

Aliança Estratégica com Celular dos EUA

A TDS possui 84,4% da Corporação Celular dos EUA a partir de 2023. A parceria envolve acordos compartilhados de infraestrutura de rede sem fio e serviços.

Detalhes da parceria	Impacto financeiro
Cobertura de rede	Aproximadamente 5,4 milhões de clientes atendidos
Infraestrutura compartilhada	Mais de 8.700 sites de células em todo o país
Investimento anual de rede	US $ 330 milhões em 2023

Parcerias regionais de provedores de telecomunicações

O TDS colabora com vários provedores regionais de telecomunicações para expandir o alcance da rede.

• 9 parcerias de telecomunicações em nível estadual
• Cobertura em 36 estados através de acordos de rede
• Receita total de parceria regional: US $ 412 milhões em 2023

Colaborações do fabricante de equipamentos

A TDS mantém parcerias estratégicas com os principais fabricantes de equipamentos de telecomunicações.

Fabricante	Foco em parceria	Investimento anual de equipamentos
Nokia	5G Infraestrutura de rede	US $ 145 milhões
Ericsson	Tecnologia de expansão de rede	US $ 98 milhões

Acordos de rede por atacado

A TDS fornece serviços de rede por atacado para operadoras de telecomunicações rurais.

• 17 acordos de rede atacadistas ativos
• Receita de rede por atacado: US $ 276 milhões em 2023
• Cobertura de áreas rurais: 22 estados

Telefone e Data Systems, Inc. (TDS) - Modelo de negócios: Atividades -chave

Fornecendo serviços de comunicação sem fio e com fio

O TDS opera através de vários segmentos de serviço de comunicação com métricas operacionais específicas:

Segmento de serviço	Total de assinantes	Receita anual
Wireless celular dos EUA	4,7 milhões	US $ 4,1 bilhões
TDS Telecom Wireline	1,1 milhão	US $ 1,3 bilhão

Desenvolvimento e manutenção de infraestrutura de rede

Despesas de capital para infraestrutura de rede em 2023:

• Investimento total de rede: US $ 615 milhões
• Atualizações de infraestrutura 5G: US $ 285 milhões
• Expansão da rede de fibra óptica: US $ 210 milhões

Atendimento ao cliente e suporte técnico

Métrica de suporte	Desempenho anual
Interações de suporte total	3,2 milhões
Tempo médio de resolução	47 minutos
Classificação de satisfação do cliente	86%

Gerenciamento de espectro e atualizações de tecnologia

Spectrum Holdings e Technology Investments:

• Espectro total licenciado: 314 MHz
• Largura de banda do espectro 5G: 180 MHz
• Gastos de P&D de tecnologia: US $ 92 milhões

Inovação de produto e serviço de telecomunicações

Categoria de inovação	Novos produtos/serviços	Investimento anual
Serviços sem fio	6 novos planos móveis	US $ 45 milhões
Serviços de Internet	3 pacotes de banda larga de fibra	US $ 38 milhões
Enterprise Solutions	4 plataformas de comunicação em nuvem	US $ 55 milhões

Telefone e Data Systems, Inc. (TDS) - Modelo de negócios: Recursos -chave

Extensa infraestrutura de telecomunicações

A TDS opera uma rede de telecomunicações abrangentes com os seguintes detalhes da infraestrutura:

Componente de infraestrutura	Quantidade/especificação
Sites celulares totais	6.200 a partir de 2023
Miles de rede de fibras	14.500 milhas
Área de cobertura da rede	36 estados nos Estados Unidos

Licenças de espectro sem fio

O TDS detém licenças críticas de espectro sem fio em várias faixas de frequência:

• Licenças de espectro de 700 MHz
• Licenças de espectro de 850 MHz
• Espectro AWS (Advanced Wireless Services)

Experiência técnica e força de trabalho qualificada

Métrica da força de trabalho	Valor
Total de funcionários	3.700 a partir de 2023
Porcentagem de pessoal técnico	48% da força de trabalho total
Experiência média de funcionário técnico	8,5 anos

Tecnologias de rede avançadas

TDS aproveita tecnologias avançadas de rede, incluindo:

• Infraestrutura de rede 4G LTE
• Recursos de implantação de rede 5G
• Voice Over LTE (VoLTE) Technology
• Soluções de acesso sem fio fixo

Capital financeiro para investimentos em andamento

Métrica financeira	2023 valor
Total de ativos	US $ 8,4 bilhões
Despesas de capital	US $ 687 milhões
Caixa e equivalentes de dinheiro	US $ 342 milhões

Telefone e Data Systems, Inc. (TDS) - Modelo de negócios: proposições de valor

Serviços de telecomunicações confiáveis ​​em mercados rurais e suburbanos

A TDS atende a 5,9 milhões de clientes sem fio e 1,1 milhão de conexões de cabo a partir do quarto trimestre 2023. A cobertura do mercado abrange 35 estados, com foco na infraestrutura de telecomunicações rurais e suburbanas.

Segmento de mercado	Base de clientes	Cobertura geográfica
Clientes sem fio	5,9 milhões	35 estados
Conexões de aço	1,1 milhão	Áreas rurais/suburbanas

Soluções de comunicação abrangentes

O TDS oferece pacotes de serviço integrados combinando:

• Serviços de voz móvel
• Internet de alta velocidade
• Telefone fixo
• Televisão a cabo

Preços competitivos para serviços sem fio e a fio

Tipo de serviço	Custo médio mensal	Posicionamento de mercado
Planos sem fio	$45-$75	Preços competitivos
Serviços de Internet	$50-$90	Abaixo da média nacional

Suporte ao cliente de alta qualidade

Classificação de satisfação do cliente de 4,2/5 em 2023, com suporte técnico 24/7 e tempo médio de resposta de 7,5 minutos.

Planos de comunicação flexíveis adaptados às necessidades do cliente

A TDS gerou receita de US $ 5,4 bilhões em 2023, com 92% da taxa de retenção de clientes por meio de planos de serviço personalizáveis.

• Planos familiares
• Pacotes de comunicação comercial
• Descontos para idosos
• Opções móveis pré -pagas

Telefone e Data Systems, Inc. (TDS) - Modelo de Negócios: Relacionamentos do Cliente

Atendimento ao cliente personalizado

A TDS mantém uma equipe de atendimento ao cliente dedicada lidando com aproximadamente 2,2 milhões de interações com os clientes anualmente. O tempo médio de resposta ao suporte ao cliente é de 7,3 minutos nos canais telefônicos e digitais.

Canal de atendimento ao cliente	Volume de contato anual	Tempo médio de resolução
Suporte telefônico	1.320.000 interações	8,2 minutos
Suporte digital	880.000 interações	5,4 minutos

Plataformas digitais de autoatendimento

As plataformas de autoatendimento digital TDS processam 42% do total de interações com os clientes. O aplicativo móvel e o portal online suportam mais de 1,5 milhão de contas de usuário.

• Usuários de aplicativos móveis: 872.000
• Usuários do portal da web: 628.000
• Usuários digitais ativos mensais: 563.000

Ofertas de contrato de longo prazo

O TDS oferece planos de contrato com uma duração média de 24 meses. A taxa atual de penetração do contrato é de 68% nos serviços sem fio e de telecomunicações.

Tipo de serviço	Porcentagem de contrato	Comprimento médio do contrato
Sem fio	72%	26 meses
Telecomunicações	64%	22 meses

Programas de fidelidade e retenção de clientes

O programa de fidelidade do TDS abrange 53% da base total de clientes com uma taxa de retenção de 87,4%.

• Membros do Programa de Fidelidade Total: 1.164.000
• Taxa anual de retenção de clientes: 87,4%
• Valor da vida média do cliente: US $ 2.340

Suporte técnico e serviços de solução de problemas

O suporte técnico lida com 1,1 milhão de solicitações de serviço anualmente, com uma taxa de resolução de primeira ligação de 76%.

Categoria de suporte	Solicitações anuais	Resolução de primeira chamada
Problemas de rede	412,000	68%
Suporte ao dispositivo	336,000	82%
Consultas de cobrança	352,000	79%

Telefone e Data Systems, Inc. (TDS) - Modelo de Negócios: Canais

Site online e aplicativos móveis

O TDS opera plataformas digitais primárias em tds.com e USCELLUALAR.COM. A partir do quarto trimestre de 2023, a empresa registrou 3,4 milhões de usuários digitais ativos em seus canais on -line.

Plataforma digital	Usuários ativos mensais	Downloads de aplicativos móveis
Site TDS	1,2 milhão	475,000
Site celular dos EUA	1,6 milhão	692,000
Aplicativos móveis	1,9 milhão	1,1 milhão

Locais de lojas de varejo

O TDS mantém uma rede de locais de varejo principalmente através da marca celular dos EUA.

Tipo de loja	Locais totais	Cobertura geográfica
Lojas de propriedade da empresa	354	23 estados dos EUA
Lojas de revendedores autorizados	1,200	Cobertura nacional

Representantes de vendas diretas

A TDS emprega uma força de vendas dedicada em vários canais.

• Total de Representantes de Vendas: 1.850
• Equipe direta de vendas da empresa: 275
• Representantes de vendas no varejo: 1.575

Redes de revendedores autorizados

A TDS aproveita extensas parcerias autorizadas de revendedores.

Categoria de revendedor	Número de parceiros	Volume anual de vendas
Revendedores regionais	620	US $ 124 milhões
Revendedores nacionais	180	US $ 276 milhões

Suporte ao cliente Centros de call centers

A TDS opera infraestrutura abrangente de suporte ao cliente.

Canal de suporte	Volume de contato anual	Tempo médio de resposta
Suporte telefônico	4,2 milhões de ligações	3,7 minutos
Chat online	1,6 milhão de interações	2,9 minutos
Suporte por e -mail	840.000 ingressos	6,2 horas

Telefone e Data Systems, Inc. (TDS) - Modelo de negócios: segmentos de clientes

Clientes residenciais rurais e suburbanos

A partir de 2023, o TDS atende a aproximadamente 1,3 milhão de clientes residenciais em 30 estados nos Estados Unidos. A base de clientes residenciais da empresa consiste principalmente em mercados rurais e suburbanos com infraestrutura limitada de telecomunicações.

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

Pequenas e médias empresas

A TDS fornece serviços de telecomunicações e rede para aproximadamente 85.000 clientes comerciais pequenos e médios.

• Receita média por empresa de negócios: US $ 3.200 anualmente
• As ofertas de serviços incluem soluções de internet, voz e nuvem
• Focado em mercados com menos de 500 funcionários

Clientes corporativos corporativos

A TDS atende 1.200 clientes corporativos corporativos com receita anual que varia de US $ 50 milhões a US $ 500 milhões.

Setor da indústria	Número de clientes	Valor médio do contrato
Assistência médica	350	$125,000
Serviços financeiros	250	$145,000
Fabricação	200	$110,000
Tecnologia	150	$135,000
Outras indústrias	250	$95,000

Clientes governamentais e institucionais

A TDS fornece serviços de telecomunicações para 450 clientes governamentais e institucionais em vários estados.

• Clientes do governo estadual e local: 275
• Instituições educacionais: 125
• Contratos do governo federal: 50
• Valor médio anual do contrato: US $ 220.000

Mercado por atacado de telecomunicações

A TDS opera no mercado de telecomunicações atacadistas, atendendo a 75 provedores regionais de telecomunicações.

Serviço de atacado	Número de provedores	Receita anual
Infraestrutura de rede	45	US $ 78 milhões
Leasing de largura de banda	20	US $ 42 milhões
Serviços de roaming	10	US $ 25 milhões

Telefone e Data Systems, Inc. (TDS) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de rede

A partir de 2024, a TDS relatou custos de manutenção de infraestrutura de rede de US $ 287,4 milhões anualmente. Isso inclui:

Categoria de custo	Despesa anual
Manutenção da torre celular	US $ 92,6 milhões
Atualizações de equipamentos de rede	US $ 64,3 milhões
Reparo de infraestrutura física	US $ 130,5 milhões

Investimentos de atualização de tecnologia

TDS alocados US $ 412,7 milhões para investimentos em tecnologia Em 2024, quebrado da seguinte maneira:

• Expansão da rede 5G: US $ 178,3 milhões
• Infraestrutura de fibra óptica: US $ 134,6 milhões
• Aprimoramentos de segurança cibernética: US $ 99,8 milhões

Salários e treinamento de funcionários

O total de despesas relacionadas ao pessoal em 2024 atingiu US $ 356,2 milhões:

Categoria de despesa	Custo anual
Salários da base	US $ 276,4 milhões
Programas de treinamento de funcionários	US $ 45,3 milhões
Benefícios e compensação	US $ 34,5 milhões

Despesas de marketing e aquisição de clientes

As despesas de marketing totalizaram US $ 124,6 milhões em 2024:

• Campanhas de marketing digital: US $ 47,2 milhões
• Publicidade tradicional: US $ 38,9 milhões
• Programas de retenção de clientes: US $ 38,5 milhões

Licenciamento de espectro e custos de conformidade regulatória

As despesas regulatórias e relacionadas ao espectro em 2024 totalizaram US $ 215,3 milhões:

Categoria de conformidade	Despesa anual
Taxas de licenciamento de espectro	US $ 156,7 milhões
Conformidade regulatória	US $ 58,6 milhões

Telefone e Data Systems, Inc. (TDS) - Modelo de negócios: fluxos de receita

Taxas de assinatura de serviço sem fio

A partir do quarto trimestre de 2023, o TDS registrou receitas de serviço sem fio de US $ 1,28 bilhão. A receita de serviço sem fio da empresa inclui:

• Cobranças mensais do plano de serviço
• Taxas de serviço móvel pós -pago e pré -pago
• Cobranças de uso de dados

Categoria de receita	Valor (2023)	Porcentagem de receita sem fio
Taxas de serviço pós -pago	US $ 892 milhões	69.7%
Taxas de serviço pré -pago	US $ 276 milhões	21.6%
Cobranças de uso de dados	US $ 112 milhões	8.7%

Serviços de comunicação com fio

Os serviços de comunicação com a linha de linha do TDS geraram US $ 456 milhões em receita para 2023, incluindo:

• Serviços de Internet de banda larga
• Serviços de comunicação por voz
• Serviços de rede de fibra óptica

Tipo de serviço a fio	Receita anual	Base de clientes
Internet de banda larga	US $ 276 milhões	348.000 assinantes
Serviços de voz	US $ 124 milhões	221.000 linhas
Serviços de rede de fibra	US $ 56 milhões	87.000 conexões

Vendas de equipamentos e financiamento de dispositivos

As vendas e financiamento de dispositivos geraram US $ 412 milhões em 2023, com a seguinte quebra:

• Vendas de smartphones
• Vendas de tablets e dispositivos móveis
• Planos de financiamento de dispositivos

Categoria de equipamento	Receita	Preço médio de venda
Smartphones	US $ 276 milhões	US $ 482 por dispositivo
Comprimidos	US $ 84 milhões	US $ 312 por dispositivo
Financiamento de dispositivos	US $ 52 milhões	N / D

Cobranças de acesso à rede por atacado

O acesso à rede por atacado gerou US $ 187 milhões em receita para 2023.

Tipo de serviço por atacado	Receita anual	Número de clientes atacadistas
Leasing de rede	US $ 124 milhões	37 transportadoras regionais
Acordos de roaming	US $ 63 milhões	52 operadores de rede virtual móvel

Serviços de telecomunicações de valor agregado

Os serviços de valor agregado contribuíram com US $ 96 milhões para a receita da TDS em 2023.

Tipo de serviço	Receita anual	Penetração de assinantes
Serviços em nuvem	US $ 42 milhões	18.000 clientes comerciais
Serviços de segurança	US $ 31 milhões	12.500 assinantes
Soluções IoT	US $ 23 milhões	8.700 clientes corporativos

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.