The earnings call highlighted strong program performance, financial strength, and operational efficiency, overshadowing the potential competition from the 800 megahertz spectrum. Anterix's strategic initiatives and market leadership position indicate a positive outlook.

Company Guidance -

Q1 2026

During the Anterix Fiscal Fourth Quarter 2025 Earnings Conference Call, the company provided guidance highlighting several key metrics and strategic initiatives. Anterix is currently oversubscribed with utilities for its AnterixAccelerator program, which offers $250 million of 900 megahertz LTE spectrum, demonstrating strong demand in the industry. The company reported having no debt and nearly $150 million in outstanding contracted proceeds, alongside a $3 billion pipeline and an aggressive strategic review process led by Morgan Stanley. Notably, Anterix closed the fiscal year with over $47 million in cash, contracted proceeds of $116 million, and a $4 million reduction in operating expenses from the first half of fiscal '25. Looking ahead, they expect $80 million in contracted payments during fiscal '26 and aim to surpass last year's best performance of $116 million in contracted proceeds. The company's efforts are supported by a robust partnership ecosystem, including prominent technology companies like Ericsson, GE, and Nokia, and they are also optimistic about the FCC's progress towards a 5 x 5 megahertz opportunity, which would enhance the offerings in the 900 megahertz band.

Successful AnterixAccelerator Program

The AnterixAccelerator program is oversubscribed, with utilities in active discussions for $250 million in spectrum. The demand for 900 megahertz LTE continues to be strong.

Strong Financial Position

Anterix has zero debt and closed the quarter with over $47 million in cash. The company has $150 million in outstanding contracted proceeds with $80 million expected in fiscal '26.

Record Year of Contracted Proceeds

Anterix achieved the best year of contracted proceeds, with deals totaling $116 million, covering 93% of Texas counties and expanding 900 megahertz broadband coverage across Texas.

Cost Optimization Success

Implemented targeted changes to cost structure, resulting in a $4 million reduction in operating expenses without impacting customer service or strategic priorities.

Momentum in FCC Process for 5x5 Megahertz

Positive momentum in the FCC process to allow for a 5x5 megahertz opportunity, with strong support from utilities, technology companies, and industry associations.

Anterix (ATEX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ATEX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2025	2026 (Q1)	-0.57 / -	-0.84	―	―	―
Jun 24, 2025	2025 (Q4)	-0.46 / 0.49	-0.51	196.08% (+1.00)	―
Feb 11, 2025	2025 (Q3)	-0.56 / 0.41	0.02	1950.00% (+0.39)	―
Nov 13, 2024	2025 (Q2)	-0.59 / -0.69	0.11	-727.27% (-0.80)	―
Aug 06, 2024	2025 (Q1)	-0.45 / -0.84	-0.11	-663.64% (-0.73)
Jun 26, 2024	2024 (Q4)	-0.19 / -0.51	0.82	-162.20% (-1.33)	―
Feb 14, 2024	2024 (Q3)	-0.61 / 0.02	-0.42	104.76% (+0.44)
Nov 13, 2023	2024 (Q2)	-0.51 / 0.11	-0.56	119.64% (+0.67)
Aug 02, 2023	2024 (Q1)	-0.47 / -0.11	-0.71	84.51% (+0.60)
Jun 14, 2023	2023 (Q4)	-0.66 / 0.82	-0.6	236.67% (+1.42)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ATEX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 24, 2025	$28.78	$26.79	-6.91%
Feb 11, 2025	$36.16	$35.91	-0.69%
Nov 13, 2024	$33.62	$31.93	-5.03%
Aug 06, 2024	$37.90	$37.03	-2.30%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Anterix Inc. (ATEX) report earnings?

Anterix Inc. (ATEX) is schdueled to report earning on Aug 12, 2025, Before Open (Confirmed).

What is Anterix Inc. (ATEX) earnings time?

Anterix Inc. (ATEX) earnings time is at Aug 12, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ATEX EPS forecast?

ATEX EPS forecast for the fiscal quarter 2026 (Q1) is -0.57.

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