Array Digital Infrastructure (AD) Q4 Earnings and Revenues Beat Estimates

Company Performance - Array Digital Infrastructure (AD) reported quarterly earnings of $0.48 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, and significantly up from $0.05 per share a year ago, indicating strong growth [1] - The earnings surprise for this quarter was +52.38%, and the company had a remarkable surprise of +288% in the previous quarter, showcasing its ability to outperform expectations [2] - The company posted revenues of $60.33 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.52%, although this is a decline from year-ago revenues of $970 million [3] Stock Performance and Outlook - Array Digital shares have declined approximately 6.1% since the beginning of the year, contrasting with the S&P 500's gain of 0.2%, indicating underperformance relative to the broader market [4] - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $58.05 million, and for the current fiscal year, it is $0.70 on revenues of $215.45 million, suggesting cautious optimism for future performance [8] Industry Context - Array Digital operates within the Zacks Wireless National industry, which is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable industry outlook [9] - The performance of Array Digital's stock may be influenced by the overall industry trends, as empirical research shows a strong correlation between stock movements and earnings estimate revisions [6]