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Anterix Inc. (ATEX)
NASDAQ:ATEX
Earnings Data
Report Date
Jun 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.42Last Year’s EPS
0.49Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial progress — a 20% reduction in operating expenses, improved cash guidance (+20% to $120M), zero debt, significant contract value ($400M across eight flagship customers), and product/regulatory momentum (Anterix Accelerator, new products, FCC consideration for 10 MHz). Management highlighted real-world deployments (Evergy scaling from ~4.5k devices toward 1M+), an improved balance sheet, and positioning for positive GAAP net income. Key risks noted include near-term regulatory uncertainty (pending Feb 18 FCC decision), longer decision cycles for the largest utilities, operational deployment friction at customer sites, and potential incremental spectrum acquisition costs in some markets. Overall, the positives — cost discipline, strengthened balance sheet, commercial wins, product launches, and regulatory progress — outweigh the outlined challenges, though execution and regulatory outcomes remain important near-term catalysts to realize the opportunity.Company Guidance
Operating Expense Reduction
Reduced operating expense run rate by 20%, reflecting a leaner OpEx structure and disciplined spend approach that management says provides flexibility for strategic initiatives.
Balance Sheet Strength and Cash Guidance Raise
Approximately $30,000,000 in cash as of December 31, zero debt, and over $80,000,000 expected to be collected in Q4 (including a $6,500,000 initial CPS Energy payment). Company raised projected cash proceeds for the current fiscal year to $120,000,000 from prior guidance of $100,000,000 (a +20% increase).
Commercial Momentum and Contract Value
Eight flagship customers represent $400,000,000 in contract value. New CPS Energy agreement is a $13,000,000 contract (first commitment under the Anterix Accelerator program) with favorable cash timing: 50% upfront and 50% payable at the end of fiscal 2027.
License Delivery and Profitability Milestone
Accelerated delivery of 900 MHz broadband spectrum resulted in the highest number of licenses delivered in a single year and positioned the company for its first year ever of positive GAAP net income (management attribution).
Product and Commercial Enablement
Successfully launched the Anterix Accelerator program and introduced new products intended to remove deployment barriers and create annual recurring revenue. Appointed Ross Sparrow as first Chief Product Officer to accelerate product roadmap tied to customer operational needs.
Real-World Deployment Scale
Active deployment example: Evergy currently supporting ~4,500 connected devices with a future line of sight to over 1,000,000 devices. Management cites similar scaling plans across other customers and showcased customer endorsements (San Diego Gas & Electric, CPS) at DISTRIBUTECH.
Regulatory Progress Opportunity
Management is encouraged by the FCC's plan to consider a Report and Order (Feb 18) that would enable broadband deployment across the full 10 MHz of the 900 MHz band, which could expand available spectrum capacity and product opportunities.
Geographic Coverage Progress
Management stated the company's foundational 900 MHz spectrum is poised to cover more than 93% of the counties in Texas, positioning it as a significant private wireless partner in that state.
ATEX Earnings History
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 |
|---|---|---|---|
Feb 11, 2026 | $29.70 | $29.27 | -1.45% |
Nov 12, 2025 | $18.35 | $20.86 | +13.68% |
Aug 12, 2025 | $22.40 | $21.41 | -4.42% |
Jun 24, 2025 | $28.78 | $26.79 | -6.91% |
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 Jun 17, 2026, Before Open (Confirmed).
What is Anterix Inc. (ATEX) earnings time?
Anterix Inc. (ATEX) earnings time is at Jun 17, 2026, 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 (Q4) is -0.42.