The following is a summary of the Anterix, Inc. (ATEX) Q2 2025 Earnings Call Transcript:

Financial Performance:

• Anterix ended Q2 2025 with more than $43 million in cash and no debt, maintaining a strong balance sheet.

• As for future receivables, the company has more than $168 million in contracted proceeds due over the next few years, with approximately $110 million expected by the end of fiscal 2026.

• Anterix plans to increase cash flows to support additional share buybacks in the near term.

Business Progress:

• Anterix has an expansive $3 billion pipeline of customer opportunities.

• The company has made its spectrum asset 5G capable and is working to expand its offering from 3/3 megahertz to 5/5 megahertz, exemplifying its strategic regulatory advances.

• Anterix is focused on driving spectrum transactions and enhancing sales strategies, including accelerating spectrum delivery to meet customer demands.

• Hosted the UBBA Summit, showcasing strong industry engagement and customer testimonials about their technology.

Opportunities:

• Anterix is positioned to support a wide adoption of smart grid technologies, leveraging artificial intelligence and edge computing to enhance electric grid modernization.

• The company has identified opportunities to leverage customer advocacy and success stories to strengthen sales and market presence.

Risks:

• Financial growth may be overshadowed if anticipated contracted proceeds do not materialize as expected, or if market conditions alter planned buyback expansions.

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