Anterix Inc. Q4 2025 Earnings & Strategic Update | Cash Strength & Growth Initiatives

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Anterix Inc. (NASDAQ: ATEX) reported its Q4 and full-year 2025 results on June 25, 2025, reflecting a mixed quarter marked by earnings and revenue shortfalls but continued strategic progress and a strong financial foundation. Fourth-quarter revenue was $1.39 million, missing the $1.71 million consensus estimate, while EPS of $0.49 was below expectations. Despite these misses, Anterix closed the quarter with over $47 million in cash and no debt, maintaining a robust liquidity position. For the full fiscal year, Anterix executed key spectrum sale agreements totaling $116 million in contracted proceeds, including milestone payments of $44 million from Oncor and $8.5 million from Ameren, and received an additional $34 million from accelerated spectrum delivery. The company reduced its operating expense run rate by $4 million in the second half of the year, enhancing efficiency and cash flow. Anterix also launched the Anterix Accelerator program, which is now oversubscribed, and initiated a strategic review process to explore further growth opportunities. CEO Scott Lang emphasized the company’s leadership in the 900 MHz spectrum market, a $3 billion pipeline of prospective contract opportunities, and ongoing engagement with utilities for private broadband network adoption. While competition from the 800 MHz spectrum and execution risks remain, management remains confident in Anterix’s capital-light model and future cash flow visibility. Looking ahead, Anterix expects to receive approximately $80 million in contracted payments during fiscal 2026 and continues to focus on expanding its customer base, monetizing its pipeline, and driving value through disciplined execution and innovation. Outlook: Fiscal 2026: $80 million in expected contracted payments, ongoing cost discipline, and continued customer expansion Strategic focus on nationwide spectrum deployment and industry partnerships Active exploration of new growth opportunities through the Anterix Accelerator and strategic review About Inside Ticker: For more expert analysis and real-time updates on Anterix Inc. (NASDAQ: ATEX) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #Anterix #ATEX #Q42025 #Earnings #Spectrum #PrivateLTE #Utilities #FinancialResults #Growth #InvestorUpdate #InsideTicker