Core Viewpoint - Anterix is set to discuss the implications of the FCC's ruling on the 900 MHz broadband spectrum, which is expected to unlock significant opportunities for the company and its partners in the broadband deployment space [1][2]. Group 1: FCC Ruling Impact - The FCC's decision allows for broadband deployment across the full 10 MHz of the 900 MHz band, which is anticipated to enhance connectivity for various devices requiring secure communications [2]. - Anterix's President & CEO Scott Lang emphasized that this expansion marks a new era for the 900 MHz band, traditionally used by utilities, now becoming a foundational layer for critical connectivity across industries [2]. Group 2: Investor Engagement - Anterix will hold an investor call on April 9, 2026, at 9:00 a.m. ET to discuss the FCC ruling and its implications for the company [1]. - Interested participants can pre-register for the call, which will also be available as a live webcast and later as a replay on Anterix's website [2]. Group 3: Company Overview - Anterix is a leader in providing mission-critical private wireless broadband spectrum, focusing on enhancing efficiency and resilience in critical infrastructure [4]. - The company aims to support digital transformation through its advanced infrastructure solutions and a growing ecosystem of industry partners [4].

Core Insights - The FCC has unanimously adopted a Report and Order to expand the 900 MHz band for broadband deployment from 6 MHz to 10 MHz, which is expected to unlock significant opportunities for Anterix and its partners [1][2][3] Group 1: FCC Decision and Implications - The decision is a result of a joint petition by Anterix and a coalition of energy and technology organizations, aiming to enhance the 900 MHz broadband segment [2] - The FCC's action is anticipated to stimulate the American economy by fostering innovation in utilities and critical infrastructure sectors [3] - Anterix's Chief Regulatory and Corporate Communications Officer emphasized the importance of modern private broadband communications and the finite nature of high-quality, low-band spectrum [3] Group 2: Future Opportunities and Industry Impact - The expansion to 10 MHz is viewed as a significant advancement for mission-critical communications across various sectors, positioning the 900 MHz band as a gold standard for private connectivity [4] - Anterix's President & CEO highlighted that this spectrum expansion marks a new era for critical connectivity, enhancing operational sovereignty for industries that require reliable communications [4] - The company is focused on leveraging this unique spectrum to support digital transformation and resilience in critical infrastructure [6]

Core Insights - Anterix reported its third quarter fiscal 2026 results, highlighting financial performance and operational updates [1] Financial and Operational Highlights - Spectrum revenue for the three months ended December 31, 2025, was $1.573 million, slightly up from $1.566 million in the same period of 2024 [12] - For the nine months ended December 31, 2025, spectrum revenue totaled $4.543 million, down from $4.642 million in the prior year [12] - Operating expenses for the third quarter were $11.768 million, a decrease from $15.287 million year-over-year [12] - The net loss for the third quarter was $6.601 million, compared to a net income of $7.710 million in the same quarter of 2024 [12] Liquidity and Balance Sheet - As of December 31, 2025, Anterix had no debt and cash and cash equivalents of $29.5 million, with an additional restricted cash balance of $8.4 million [3] - The company has a share repurchase program authorized for up to $250 million, with $226.7 million remaining as of December 31, 2025 [3][19] Strategic Developments - Anterix has approximately $123 million of contracted proceeds outstanding, with over $80 million expected to be received in the fourth quarter of fiscal 2026 [6] - The company has a pipeline of approximately $3 billion in prospective contract opportunities across more than 60 potential customers [6] - On January 27, 2026, the FCC announced a vote to expand the 900 MHz broadband allocation from 6 MHz to 10 MHz, which is expected to enhance private wireless broadband capabilities for utilities [6] Conference Call Information - Anterix's senior management will hold a conference call on February 12, 2026, to provide a business update [4]

Company Announcement - Anterix will hold a conference call on February 12, 2026, at 9:00 a.m. ET to discuss its third quarter fiscal 2026 results [1] - A press release regarding the results will be issued after the market closes on February 11, 2026 [1] Participation Details - Participants interested in the live Q&A session must pre-register to obtain a dial-in number and unique PIN [2] - It is recommended to join the call at least 10 minutes early, and the call will also be webcast live on Anterix's Investor Relations website [2] Company Overview - Anterix is a leader in mission-critical private wireless broadband spectrum for the utility sector, providing secure, private 900 MHz licensed spectrum and advanced infrastructure solutions [3] - The company aims to enhance efficiency, strengthen resilience, and accelerate digital transformation in critical infrastructure [3] - Anterix is supported by a growing ecosystem of industry-leading partners, contributing to a more resourceful and resilient future [3]