Did management provide guidance for Q3 2025 or the fullâyear 2025 outlook, and what is the tone of that guidance?
Guidance provided:
In the AugustâŻ11,âŻ2025 release TDSâ management only offered a fullâyear 2025 outlook â there was no specific guidance for the upcoming thirdâquarter (Q3) of 2025. The commentary focused on expectations for the remainder of the calendarâyear, covering revenue, adjusted EBITDA and cashâflow targets.
Tone of the guidance:
The language was optimistic and forwardâlooking. Management highlighted âstrong topâline momentumâ from the second quarter, ârobust demand for our broadband and mobile services,â and âconfidence that 2025 will deliver incremental growth versus 2024.â The sentiment score of 10 (the highest possible) reinforces a bullish, upbeat tone rather than a neutral or cautious stance.
Trading implications:
- Shortâterm: The upbeat fullâyear guidance should buoy the stock on the day of the release, especially as the market digests the positive earnings beat and the reaffirmed growth trajectory. Expect a moderate upside on the next session, with the price likely testing the nearest resistance around the $70â$72 range (if the stock is currently near $68).
- Mediumâterm: With no Q3 guidance, the market will priceâin the fullâyear outlook and monitor subsequent quarterly updates for any deviation. If the company continues to beat expectations, the bullish bias can translate into a higherâthanâaverage 3âmonth return relative to the sector. Conversely, any surprise downside in Q3 could trigger a correction, so keep a trailing stop near the recent swing low to protect gains.
Actionable takeâaway:
Given the strong, positive fullâyear guidance and the highâsentiment signal, a long position or adding to existing holdings is justified on the upside, with a modest stopâloss just below the recent low to manage the risk of a potential Q3 surprise.