Nikolas Talaka's questions to United States Cellular Corp (USM) leadership • Q2 2025
Question
Nikolas Talaka from New Street Research inquired about the status of TDS Telecom's mobile MVNO launch, the pricing strategy for its aggressive gigabit offers, and the profile of potential M&A targets for the telecom business.
Answer
Kristina Bothfeld, VP of Finance & CFO at TDS Telecom, confirmed the 'TDS Mobile' MVNO product launched across its full footprint in Q2 2025 and detailed that aggressive promotional pricing typically includes a step-up after two years. Walter Carlson, President & CEO of TDS, added that they are beginning to evaluate M&A, focusing on fiber opportunities synergistic with their existing footprint.