Telephone and Data Systems Management
Management Kriterienprüfungen 3/4
Telephone and Data Systems CEO ist Walter Carlson , ernannt in Feb 2025, hat eine Amtszeit von 1.58 Jahren. Die jährliche Gesamtvergütung beträgt $8.01M , bestehend aus 9.2% Gehalt und 90.8% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 3.88% der Aktien des Unternehmens, im Wert von $160.54M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.6 Jahre bzw. 13.8 Jahre.
Wichtige Informationen
Walter Carlson
Geschäftsführender
US$8.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 9.18% |
| Amtszeit als Geschäftsführer | 1.6yrs |
| Eigentum des Geschäftsführers | 3.9% |
| Durchschnittliche Amtszeit des Managements | 1.6yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 13.8yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Sep 09
Telephone and Data Systems: Asset Value Supports The Stock, But Upside Remains Limited
Summary Telephone and Data Systems is rated Hold at $37.83, reflecting improved balance sheet strength post-UScellular sale but unproven fiber returns and weak free cash flow. TDS Telecom's aggressive fiber buildout drives high capex, yet EBITDA and revenue continue to decline as legacy service losses outpace fiber adoption gains. Array's tower business offers growth potential via T-Mobile agreements, but temporary sites and tenant concentration pose revenue and credit risks. The current valuation leaves a modest 12% upside to base fair value, with insufficient margin of safety for a buy; key metrics to monitor are fiber net additions, churn, and free cash flow. Read the full article on Seeking Alpha
Narrative-Update • Aug 13
TDS: Fiber Expansion And Tower Contracts Will Shape 2026 Upside Potential
Analysts trimmed their fair value estimate for Telephone and Data Systems to $49.00 from $52.33 after updating sector models post Q2 results, while recent Street research pointed to a reduced price target of $47 from $50 as part of the broader telecommunications coverage reset. What's in the News Telephone and Data Systems reported Q2 2026 diluted earnings per share of US$2.42 compared with analyst expectations of US$0.08, with revenue of US$309.3 million, according to the company’s August 7, 2026 earnings release and conference call.Narrative-Update • Apr 27
TDS: Q4 Execution And 2026 Outlook Will Drive Future Upside
Analysts recently lifted their price target on Telephone and Data Systems to $56 from $51, citing updated models following the latest Q4 results and the company's 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$56 price target as reflecting updated forecasts that they view as better aligned with the latest Q4 results and 2026 outlook.Narrative-Update • Apr 13
TDS: Future Upside Will Rely On Executing Q4-Informed 2026 Outlook
Analysts have raised their price target on Telephone and Data Systems to $56 from $51, citing updated models that factor in the latest Q4 results and the company’s 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$56 price target as reflecting updated assumptions after the Q4 report and the 2026 outlook, suggesting they view current execution as supportive of that valuation framework.Narrative-Update • Mar 29
TDS: Future Upside Will Depend On Executing Tower-Focused 2026 Outlook
Narrative update on Telephone and Data Systems Analysts have lifted their price target on Telephone and Data Systems to $56 from $45, citing updated models after the Q4 report, a refreshed 2026 outlook, and a more positive view of the tower business. Analyst Commentary Recent research updates give you a clearer sense of how analysts are thinking about Telephone and Data Systems after the Q4 report and refreshed 2026 outlook.Narrative-Update • Mar 11
TDS: Future Upside Will Hinge On Executing Tower-Led 2026 Outlook
Analysts increased their price target on Telephone and Data Systems by $5 to $56 after the Q4 report, citing updated models and a more optimistic view of the tower business and the 2026 outlook. Analyst Commentary Recent research updates focus on how the Q4 report and the 2026 outlook feed into valuation and execution for Telephone and Data Systems, with particular attention on the tower business and long term growth assumptions.Narrative-Update • Feb 25
TDS: Future Upside Will Rely On Executing Refreshed 2026 Outlook
Analysts have lifted their price target on Telephone and Data Systems by $3.67 to $52.33, citing refreshed models after the Q4 report, an updated 2026 outlook, and a more upbeat view on the tower business. Analyst Commentary Bullish Takeaways Bullish analysts are lifting targets into the low to mid US$50s, which signals greater confidence in how the updated Q4 figures and 2026 outlook feed into their valuation work.Narrative-Update • Dec 27
TDS: Future Upside Will Depend On Completing Pending Spectrum Divestitures
Analysts modestly raised their price target on Telephone and Data Systems to about $48.67, citing the company’s ongoing transformation efforts, including the sale of its wireless operations and spectrum divestitures, as key drivers of potential additional shareholder value. Analyst Commentary Analysts highlight that the renewed coverage and updated price target reflect growing confidence in Telephone and Data Systems’ ability to execute its strategic transformation, while also underscoring several execution and valuation risks that could limit upside if not addressed.Narrative-Update • Dec 13
TDS: Future Gains Will Hinge On Completing Pending Spectrum Sales
Analysts increased their price target on Telephone and Data Systems to $48.67 per share from $45.00, citing the company’s strategic transformation through the sale of its wireless operations and spectrum assets, as well as the potential for further value creation once pending spectrum transactions are completed. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the completed sale of wireless operations to T Mobile simplifies the business model and allows management to focus capital on higher return segments, supporting a higher valuation multiple.Narrative-Update • Nov 28
TDS: Future Value Will Depend On Completion Of Pending Spectrum Sales
Analysts have lowered their price target for Telephone and Data Systems from $52 to approximately $48.67. They cite the company's strategic asset sales and potential for further value creation as key factors behind the updated outlook.Analyseartikel • Nov 14
Telephone and Data Systems' (NYSE:TDS) Earnings Are Weaker Than They Seem
Despite posting some strong earnings, the market for Telephone and Data Systems, Inc.'s ( NYSE:TDS ) stock hasn't moved...Analyseartikel • Oct 06
Returns On Capital Signal Tricky Times Ahead For Telephone and Data Systems (NYSE:TDS)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analyseartikel • Jul 24
These 4 Measures Indicate That Telephone and Data Systems (NYSE:TDS) Is Using Debt In A Risky Way
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyseartikel • Jun 27
Some Shareholders Feeling Restless Over Telephone and Data Systems, Inc.'s (NYSE:TDS) P/S Ratio
It's not a stretch to say that Telephone and Data Systems, Inc.'s ( NYSE:TDS ) price-to-sales (or "P/S") ratio of 0.8x...Analyseartikel • May 31
Investors Could Be Concerned With Telephone and Data Systems' (NYSE:TDS) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analyseartikel • Apr 19
Does Telephone and Data Systems (NYSE:TDS) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Mar 23
Telephone and Data Systems, Inc.'s (NYSE:TDS) Price Is Out Of Tune With Revenues
There wouldn't be many who think Telephone and Data Systems, Inc.'s ( NYSE:TDS ) price-to-sales (or "P/S") ratio of...
Neues Narrative • Mar 21
Cash From Wireless Sale Will Fund Fiber Expansion And Optimize Capital Structure
Strategic transactions, including selling its wireless business, are expected to inject cash, optimize capital structure, and benefit earnings and cash flow.Seeking Alpha • Mar 20
U.S. Cellular And Telephone and Data Systems: Why The Preferreds Are Still A Buy
Summary Telephone and Data System's asset sales to TMUS, Verizon, and AT&T will transform its balance sheet, with TMUS assuming $2 billion of USM's debt. TDS preferreds, particularly its VV series, offer a significant 28% discount to liquidation value and an 8.3% yield on cost. The company still owns 4,409 towers and 30% of its spectrum assets. The $4.4 billion TMUS deal is set to close in 2025. Read the full article on Seeking AlphaAnalyseartikel • Feb 24
Returns On Capital At Telephone and Data Systems (NYSE:TDS) Paint A Concerning Picture
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Seeking Alpha • Feb 04
Telephone and Data Systems Q4 Earnings Preview: Not Expecting Any Surprises
Summary I am lowering my rating for Telephone and Data Systems stock from buy to hold, as the stock is now fairly valued with balanced upside and downside risk. The primary focus is on the US Cellular sale to T-Mobile, which could significantly impact TDS's valuation and shareholder returns. TDS's Q4 2024 earnings are expected to show sequentially improved EPS and revenue, with no major surprises anticipated. Regulatory concerns about the US Cellular sale are mitigated by evidence suggesting the deal is not anti-competitive, reducing downside risk. Read the full article on Seeking AlphaAnalyseartikel • Jan 09
Is Telephone and Data Systems (NYSE:TDS) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Dec 22
At US$34.01, Is It Time To Put Telephone and Data Systems, Inc. (NYSE:TDS) On Your Watch List?
Telephone and Data Systems, Inc. ( NYSE:TDS ), is not the largest company out there, but it led the NYSE gainers with a...Analyseartikel • Dec 04
Subdued Growth No Barrier To Telephone and Data Systems, Inc. (NYSE:TDS) With Shares Advancing 25%
Despite an already strong run, Telephone and Data Systems, Inc. ( NYSE:TDS ) shares have been powering on, with a gain...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$467m |
| Mar 31 2026 | n/a | n/a | US$201m |
| Dec 31 2025 | US$8m | US$736k | US$48m |
| Sep 30 2025 | n/a | n/a | US$12m |
| Jun 30 2025 | n/a | n/a | -US$129m |
| Mar 31 2025 | n/a | n/a | -US$177m |
| Dec 31 2024 | US$291k | n/a | -US$141m |
| Sep 30 2024 | n/a | n/a | -US$665m |
| Jun 30 2024 | n/a | n/a | -US$582m |
| Mar 31 2024 | n/a | n/a | -US$548m |
| Dec 31 2023 | US$271k | n/a | -US$620m |
| Sep 30 2023 | n/a | n/a | -US$88m |
| Jun 30 2023 | n/a | n/a | -US$97m |
| Mar 31 2023 | n/a | n/a | -US$60m |
| Dec 31 2022 | US$238k | n/a | -US$7m |
| Sep 30 2022 | n/a | n/a | US$47m |
| Jun 30 2022 | n/a | n/a | US$101m |
| Mar 31 2022 | n/a | n/a | US$104m |
| Dec 31 2021 | US$231k | n/a | US$117m |
| Sep 30 2021 | n/a | n/a | US$119m |
| Jun 30 2021 | n/a | n/a | US$168m |
| Mar 31 2021 | n/a | n/a | US$214m |
| Dec 31 2020 | US$231k | n/a | US$226m |
| Sep 30 2020 | n/a | n/a | US$223m |
| Jun 30 2020 | n/a | n/a | US$164m |
| Mar 31 2020 | n/a | n/a | US$131m |
| Dec 31 2019 | US$228k | n/a | US$121m |
Vergütung im Vergleich zum Markt: WalterDie Gesamtvergütung ($USD8.01M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD7.02M).
Entschädigung vs. Einkommen: WalterDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Walter Carlson (72 yo)
1.6yrs
Amtszeit
US$8,008,859
Vergütung
Mr. Walter Carlson serves as President and Chief Executive Officer of Telephone and Data Systems, Inc. since February 01, 2025. He has been a Non-Independent Director of Array Digital Infrastructure, Inc....
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman | 1.6yrs | US$8.01m | 3.88% $ 160.5m | |
| Executive VP | 4.3yrs | US$3.39m | 0.063% $ 2.6m | |
| President & CEO of UScellular | 6.7yrs | US$9.31m | keine Daten | |
| President of Array & CEO of Array | less than a year | US$2.29m | 0.16% $ 6.6m | |
| Chief Accounting Officer | 9.3yrs | keine Daten | 0.018% $ 737.7k | |
| Corporate Finance & Investor Relations Senior Manager | less than a year | keine Daten | keine Daten | |
| Senior VP & Chief Information Officer | less than a year | keine Daten | keine Daten | |
| General Counsel & Assistant Secretary | no data | keine Daten | keine Daten | |
| Senior VP of Human Resources & Chief Human Resources Officer | 1.4yrs | keine Daten | keine Daten | |
| VP of Corporate Relations & Treasurer | 8.3yrs | keine Daten | keine Daten | |
| VP of Internal Audit & Corporate Secretary | 1.7yrs | keine Daten | keine Daten |
1.6yrs
Durchschnittliche Betriebszugehörigkeit
58.5yo
Durchschnittliches Alter
Erfahrenes Management: TDSDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.6 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman | 45.7yrs | US$8.01m | 3.88% $ 160.5m | |
| Executive VP | 3.1yrs | US$3.39m | 0.063% $ 2.6m | |
| Independent Director | 7.3yrs | US$274.89k | 0.037% $ 1.5m | |
| Independent Lead Director | 20.7yrs | US$312.94k | 0.042% $ 1.7m | |
| Non-Independent Director | 30.7yrs | US$231.14k | 3.69% $ 152.4m | |
| Independent Director | 29.7yrs | US$273.14k | 0.068% $ 2.8m | |
| Vice Chair | 58.7yrs | US$15.64m | 4.5% $ 186.1m | |
| Director | 1.3yrs | US$4.42m | 0.0027% $ 113.6k | |
| Non-Independent Director | 18.3yrs | US$231.14k | 3.57% $ 147.6m | |
| Independent Director | 9.3yrs | US$282.74k | 0.040% $ 1.6m | |
| Independent Director | 1.8yrs | US$190.93k | 0.0040% $ 164.5k | |
| Independent Director | 4.3yrs | US$251.64k | 0.013% $ 547.2k |
13.8yrs
Durchschnittliche Betriebszugehörigkeit
65yo
Durchschnittliches Alter
Erfahrener Vorstand: TDSDie Vorstandsmitglieder sind sehr erfahren ( 13.8 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/21 09:19 |
| Aktienkurs zum Tagesende | 2026/09/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Telephone and Data Systems, Inc. wird von 9 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Power | Baird |
| Zachary Silver | B. Riley Securities, Inc. |
| Michael Rollins | Citigroup Inc |