Anterix Inc. (ATEX)
NASDAQ:ATEX
Want to see ATEX full AI Analyst Report?
Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
1.35Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum and a materially improved financial position (significantly higher-than-expected cash collections, no debt, successful license conversions and gains, new utility wins, doubled interest in CatalyX, and successful initial satellite D2D testing). However, near-term GAAP recurring revenue remains modest and FY26 results relied heavily on noncash and one-time gains; there is also modeling uncertainty around clearing costs, timing of license deliveries, and the impact of the prospective ASC 606 change. On balance, the positives (cash generation, customer momentum, product traction, and a scarce, high-value spectrum asset with substantial uncontracted inventory) outweigh the near-term challenges and uncertainties.Company Guidance
Strong cash collection and balance sheet
Collected $127 million in cash receipts in fiscal 26 versus an initial plan of $80 million (≈+58.8%), ended the year with no debt and ~$98 million in cash (ex-escrow), and ~ $50 million still to be collected from signed contracts.
Positive operating cash flow and expense reduction
Generated positive cash flows in fiscal 26 and materially reduced operating expenses from a ~ $45 million run rate in H1 FY25 to ~ $37–38 million (~16% reduction); FY27 OpEx expected to be approximately $40 million (all-in, incl. one-time items).
Monetization events driving FY26 results
Converted narrowband to broadband licenses across 219 counties generating $105 million in noncash exchange gains and sold broadband licenses covering 155 counties recording $34.8 million in gains on sale—these transaction gains materially contributed to FY26 net income and EPS positivity.
Increase in GAAP revenue and upcoming contract recognition
Quarterly GAAP revenue rose to ≈$2.0 million from $1.6 million in prior quarters (+25%), driven by license deliveries; management expects an additional ~$13 million revenue recognition tied to the CPS Energy contract in Q4 FY27 upon license delivery.
Customer wins and migration to 10 MHz
Signed four new utility customers within a 3-month period (CPS Energy, Texas New Mexico Power, Benton PUD, Northwestern Energy); two of these moved directly to 10 MHz agreements shortly after the FCC ruling, signaling faster adoption of broader bandwidth configurations.
Product traction — CatalyX momentum
Interest in the CatalyX offering has more than doubled since the February earnings call (≈+100%), aiding device SIM management and recurring revenue pipeline expansion; CatalyX is being integrated into master service agreements and accelerating deployments.
Initial technical validation for satellite direct-to-device
Completed initial tests with Link Global for enterprise-grade satellite integration (direct-to-device) and reported early technical validation success, supporting potential product extensions that could increase spectrum value and resilience features.
Large untapped, high-value spectrum position
Only ~15% of nationwide spectrum (MHz-POP) has been contracted to date, leaving a significant uncontracted inventory concentrated in many of the top 20 metropolitan areas where scarcity and pricing dynamics are strongest.
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 |
|---|---|---|---|
Jun 10, 2026 | $64.78 | $81.44 | +25.72% |
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% |
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 11, 2026, Before Open (Confirmed).
What is Anterix Inc. (ATEX) earnings time?
Anterix Inc. (ATEX) earnings time is at Aug 11, 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 2027 (Q1) is 0.03.