• Anterix discussed its Q4 FY2026 investor update call attended by CEO Scott Lang, CFO Elena Marquez, Chief Regulatory and Communications Officer Christopher Guttman-McCabe, and VP IR Natasha Vecchiarelli.
• Management cited a sharp rise in utility engagement over the past 60 days, shifting talks to deployment, pricing, and time-to-value.
• Marquez reported FY2026 positive cash flow with USD 127 million collected, USD 98 million cash, no debt, and about USD 50 million remaining receivable.
• FY2026 included USD 34.8 million gains on spectrum sales across 155 counties, USD 105 million non-cash exchange gains from 119 county broadband conversions.
• Revenue policy will shift prospectively: spectrum sale agreements recognized gross under ASC 606; no restatement; USD 13 million CPS Energy revenue slated for Q4 FY2027 on license delivery.
• Lang said the Accelerator pricing program is closed; current pricing is customized by utility and market, with strong demand for 5x5 configurations.
• Guttman-McCabe said early direct-to-device satellite testing with Lynk Global was successful; Anterix is evaluating productization across devices and geographies.
• Marquez guided FY2027 operating expenses at roughly USD 40 million at most; about USD 25 million cash expected from signed contracts.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Anterix Inc. published the original content used to generate this news brief on June 11, 2026, and is solely responsible for the information contained therein.