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Anterix Inc. 8-K Filings

ATEX NASDAQ

Every 8-K that Anterix Inc. (ATEX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ATEX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ATEX filings page.

Rhea-AI Summary

Anterix Inc. (ATEX) announced that its Board of Directors authorized a new share repurchase program effective September 22, 2026, following the expiration of its prior program on September 21, 2026. Under this program, the company may repurchase up to $250,000,000 of its common stock on or before September 22, 2029.

The company may buy back shares on the open market and through privately negotiated transactions, potentially using Rule 10b5-1 trading plans. The timing and amount of repurchases will depend on business and market conditions and other strategic factors, and the program can be suspended, discontinued, or modified at any time.

Rhea-AI Summary

Anterix Inc. reported first quarter fiscal 2027 results for the three months ended June 30, 2026 and filed its Form 10-Q. Spectrum revenue was $1.96 million, up from $1.42 million a year earlier. Net income was $0.24 million, compared with $25.18 million in the prior-year quarter, when results included much larger gains on exchanges and sales of intangible assets.

The company highlighted approximately $33.1 million of contracted proceeds outstanding, with more than $15.7 million received in the quarter and about $9.6 million expected during the remainder of fiscal 2027. Anterix recorded a $10.7 million gain on exchange of broadband licenses and invested $6.7 million in spectrum clearing costs. At June 30, 2026, Anterix had no debt, cash and cash equivalents of $116.0 million, and restricted cash of $3.9 million.

The company maintained an authorized share repurchase program of up to $250.0 million through September 21, 2026, with $226.7 million still available and no repurchases in the quarter. Management scheduled an investor conference call on August 12, 2026 to discuss the business update.

Rhea-AI Summary

Anterix Inc. held its 2026 Annual Meeting of Stockholders virtually on August 4, 2026, with a quorum of 17,347,869 shares of common stock represented, or 90.06% of the 19,261,270 shares issued, outstanding and eligible to vote as of the June 11, 2026 record date.

Stockholders approved Amendment No. 2 to the Anterix Inc. 2023 Stock Plan, increasing the shares of common stock available for issuance under the plan by 1.0 million shares. All seven director nominees were elected. On a non-binding, advisory basis, stockholders approved executive compensation and supported holding future say-on-pay votes every one year. Stockholders also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending March 31, 2027.

Rhea-AI Summary

Anterix Inc. reported a strong turnaround for fiscal 2026, posting net income of $90.6 million for the year ended March 31, 2026, compared with a prior-year loss. Full-year spectrum revenue was $6.5 million, while results were heavily supported by gains on spectrum-related intangible assets.

The company recorded a $105.4 million gain on exchange of intangible assets and a $34.8 million gain on sale of intangible assets for the year. At March 31, 2026, Anterix held $98.5 million in cash and cash equivalents, no debt, and total assets of $465.2 million.

Deferred revenue reached $161.2 million combined current and noncurrent, reflecting contracted future performance obligations. Anterix expects contracted customer cash proceeds of $25.3 million in fiscal 2027 and $23.4 million thereafter, and it has $226.7 million remaining under its share repurchase program.

Rhea-AI Summary

Anterix Inc. filed an amended current report to correct a fact sheet about its spectrum sale to Public Utility District No. 1 of Benton County. The incorrect $13 million contract bullet was removed and replaced with the actual $771,000 total payment under the Benton Agreement.

Through its PDV subsidiary, Anterix agreed to sell Benton PUD a 10 MHz 900 MHz spectrum license covering Benton County, Washington. The deal supports a private wireless broadband network for a 927-square-mile service area serving more than 58,000 customers, with spectrum delivery contemplated within 18 months of contract execution.

Rhea-AI Summary

Anterix Inc. entered into a spectrum license sale agreement with Public Utility District No. 1 of Benton County in Washington. Through its subsidiary PDV Spectrum Holding Company, Anterix will sell a 10 MHz, 900 MHz broadband spectrum license covering Benton County for total payments of $771,000.

The utility-owned, utility-controlled private wireless network will support Benton PUD’s 927-square-mile service territory and more than 58,000 customers, enabling advanced grid automation, field workforce connectivity, and improved outage detection and restoration. Delivery of the broadband spectrum is contemplated to occur within 18 months of contract execution.

Rhea-AI Summary

Anterix Inc. disclosed that its wholly owned subsidiary, PDV Spectrum Holding Company, LLC, entered into a 900 MHz spectrum license sale agreement with NorthWestern Energy. The deal supports deployment of a mission-critical private wireless broadband network across portions of Montana, South Dakota, and Wyoming.

The agreement includes a total contract price of $7.7 million, with an initial payment at signing and final payments as the FCC grants broadband licenses and spectrum is assigned between 2026 and 2033. Anterix will clear existing incumbents from the 900 MHz band and work with NorthWestern Energy to secure the required broadband licenses, with customary remedies and termination rights if either party fails to perform.

Rhea-AI Summary

Anterix Inc. entered into a 900 MHz spectrum license sale agreement with Texas-New Mexico Power, enabling TNMP to deploy a mission-critical private wireless network to bolster grid reliability and resiliency in parts of Brazoria and Galveston counties in Texas.

The agreement assigns 6 MHz of broadband spectrum for a total contract price of $3.2 million, with a phased delivery starting in 2027 and full delivery targeted by December 31, 2028. Payments are tied to milestones, including FCC broadband license grants and spectrum delivery, and include customary remedies and termination rights.

Anterix and TNMP also signed a Memorandum of Understanding to negotiate a master agreement for deployment accelerators, such as device and connectivity management and tower access, supporting TNMP’s 2025-2027 System Resiliency Plan to improve outage response, real-time monitoring, and integration of advanced energy technologies.

Rhea-AI Summary

Anterix Inc. reported third quarter fiscal 2026 results for the period ended December 31, 2025, showing spectrum revenue of $1.573M and a net loss of $6.6M, compared with net income of $7.7M a year earlier. For the nine-month period, net income was $72.1M, largely influenced by gains on exchanges and sales of intangible assets.

The company highlighted approximately $123M of contracted proceeds outstanding, with line of sight to payment of over $80M in the fourth quarter of fiscal 2026, and an estimated $3B pipeline of prospective contract opportunities across more than 60 potential customers. As of December 31, 2025, Anterix had no debt, cash and cash equivalents of $29.5M, restricted cash in escrow deposits of $8.4M, and stockholders’ equity of $236.0M.

During the quarter Anterix exchanged narrowband for broadband licenses in 12 counties, recording a $0.8M gain, and delivered broadband licenses in 10 counties, recording a $0.3M gain. It invested $3M in spectrum clearing costs and entered a new spectrum sale agreement with CPS Energy with a total contract price of $13M, half payable upfront and half at the end of fiscal 2027. Anterix also reported that 17 utilities are above its Demonstrated Intent threshold, representing about $1.1B in potential contracted proceeds, within a broader pipeline that includes approximately $400M of signed contracts.

Rhea-AI Summary

Anterix Inc. reported that its wholly owned subsidiary, PDV Spectrum Holding Company, LLC, has entered into a spectrum license sale agreement with CPS Energy. Under this agreement, CPS purchased a 900 MHz broadband license covering Bexar County, Texas from PDV.

The company also issued a press release and a Fact Sheet describing key terms of this CPS Agreement and made these documents available through its investor relations website. These materials are included as exhibits to the report and incorporated by reference.

Rhea-AI Summary

Anterix Inc. reported a leadership change, announcing that Chief Operating Officer Ryan Gerbrandt will leave the company effective January 9, 2026. His departure is tied to an internal reorganization in which the Chief Operating Officer position is being eliminated.

Subject to his signing a release of claims in favor of the company, Gerbrandt will receive severance benefits applicable to a Legacy Tier 1 Executive under Anterix’s Executive Severance Plan, as previously described in its 2025 proxy statement. This event reflects a structural change in the executive team rather than a disclosed change in the company’s financial outlook.

Rhea-AI Summary

Anterix Inc. furnished an update on its business performance, covering financial results and a key operating metric. The company announced its second quarter fiscal 2026 financial results for the three and six months ended September 30, 2025, and made the full earnings release available as an exhibit.

Anterix also posted an update on its "Demonstrated Intent" key performance indicator on its investor website, with that update likewise attached as an exhibit. Both the earnings release and the KPI update are furnished, not filed, meaning they are not automatically subject to certain Exchange Act liabilities or incorporated into other securities filings unless specifically referenced.

Rhea-AI Summary

Anterix Inc. disclosed that on October 3, 2025 it entered into a bonus agreement with Chief Regulatory and Communications Officer Christopher Guttman-McCabe. The company paid a one-time bonus of $500,000 on October 8, 2025 for his work supporting operations and strategy. The payment is subject to a clawback: if Mr. Guttman-McCabe leaves before October 3, 2027, he must repay the bonus. The agreement includes customary covenants and the company will file the full agreement as an exhibit in its periodic report for the quarter ended December 31, 2025.

Rhea-AI Summary

Anterix, Inc. (ATEX) disclosed a Chief Financial Officer transition: Timothy A. Gray resigned as CFO effective September 19, 2025, and the Board appointed Elena Marquez as CFO effective September 22, 2025. Ms. Marquez, age 39, has served as Vice President of Finance and Controller since September 2021 and previously held senior finance roles at Clinical Genomics and Prudential Financial. In connection with her promotion, she will receive additional restricted stock units with an aggregate grant date fair value of $250,000 vesting in three equal annual installments and will be eligible to participate in the Company’s Executive Severance Plan. The Board designated her as the company’s principal financial officer and principal accounting officer for SEC purposes. The filing notes standard indemnification and states there are no related-party or Item 404 transactions to disclose.

Rhea-AI Summary

Anterix Inc. announced its first quarter fiscal 2026 financial results for the three months ended June 30, 2025 and released an update on its Demonstrated Intent key performance indicator. The company furnished an earnings release and the KPI update as Exhibits 99.1 and 99.2, which are available on its investor website.

The materials were furnished rather than filed, so the 8-K text itself does not include financial figures or operating metrics. Readers must consult the attached exhibits or the investor website for the detailed results and metric values; the 8-K states these exhibits are not incorporated by reference into other filings.

Rhea-AI Summary

Anterix (NASDAQ: ATEX) filed an 8-K report announcing two key disclosures on June 24, 2025:

  • Release of fiscal 2025 fourth quarter and year-end financial results for the period ended March 31, 2025
  • Publication of an update to their Demonstrated Intent key performance indicator on the company's investor relations website

The filing indicates that both the earnings release and Demonstrated Intent Update are furnished as exhibits (99.1 and 99.2) rather than filed, meaning they are being provided for informational purposes but not formally incorporated into SEC filings. The report was signed by Timothy A. Gray, Chief Financial Officer. The company, headquartered in Woodland Park, NJ, trades on the Nasdaq Stock Market with common stock at $0.0001 par value.