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Anterix
Anterix (ATEX) investor relations material
Anterix Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Feb, 2026
Executive summary
Achieved $72.1 million net income for the nine months ended December 31, 2025, reversing a prior year net loss, primarily due to large non-cash gains on spectrum license exchanges and sales.
Secured $400 million in contract value from 8 flagship utility customers and reported $123 million in contracted proceeds outstanding, with over $80 million expected in Q4 FY2026.
Launched new utility-focused products and services, including the Anterix Accelerator Program, TowerX, and CatalyX, to drive recurring revenue and support broadband deployment.
Entered a $13 million spectrum sale agreement with CPS Energy, with half payable upfront and half at the end of FY2027.
FCC announced a vote to expand 900 MHz broadband allocation from 6 MHz to 10 MHz, expected to enhance private wireless broadband for utilities.
Financial highlights
Operating expenses for the nine months decreased 20% year-over-year to $37.5 million, mainly due to lower headcount and professional services.
Projected cash proceeds for the fiscal year increased to $120 million, with cash and cash equivalents at $29.5 million as of December 31, 2025.
Spectrum revenue was $1.6 million for the quarter and $4.5 million for the nine months, with all revenue from U.S. utility and critical infrastructure customers.
Deferred revenue increased to $132.6 million, reflecting milestone payments from customer contracts.
Over $80 million to be collected in Q4, including a $6.5 million initial payment from CPS Energy.
Outlook and guidance
Management expects cash and equivalents, along with contracted proceeds, to be sufficient for at least 12 months, but may seek additional capital depending on contract timing and spectrum acquisition costs.
Pipeline of prospective contract opportunities remains robust at approximately $3 billion across 60+ potential customers.
Expecting first year of positive GAAP net income and further regulatory support, with the FCC considering a Report and Order to enable broadband deployment across the full 10 MHz of the 900 MHz band.
Ongoing active negotiations with a range of utilities, including some of the largest in the country.
Impact of 10 MHz FCC vote on pipeline conversion
Rationale for Q3 share repurchase program inactivity
How will $80M Q4 proceeds affect cash burn?
Detail the $8-to-$1 product revenue opportunity
What is the regulatory view on private wireless?
Explain path to positive GAAP net income
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Next Anterix earnings date
Q4 202612 Jun, 2026
Anterix
Next Anterix earnings date
Q4 202612 Jun, 2026
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Frequently asked questions
Anterix Inc. provides wireless communications solutions focused on private broadband networks for utilities and critical infrastructure sectors. The company licenses spectrum in the 900 MHz band to enable secure, long-range LTE networks supporting grid modernization and industrial applications. The company is headquartered in Woodland Park, New Jersey, and its shares are listed on the NASDAQ.
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