Anterix Inc. filings document the company’s 900 MHz private wireless broadband spectrum business, including material-event reports on spectrum license sale agreements, operating and financial results, Regulation FD updates, and capital-structure disclosures. The records include disclosures tied to broadband license sales, narrowband-to-broadband license exchanges, spectrum clearing costs, contracted proceeds, and the Demonstrated Intent key performance indicator.
The company’s SEC filings also cover governance matters, executive compensation and severance arrangements, shareholder voting matters, risk factors, and regulatory developments affecting broadband use of the 900 MHz band. Material agreements involving its wholly owned subsidiary, PDV Spectrum Holding Company, LLC, are documented through Form 8-K exhibits and related event disclosures.
Morgan Stanley Smith Barney LLC Executive Financial Services submitted a Form 144 notice to sell Common stock of ATEX. The filing lists a proposed sale quantity of 28,518 shares and multiple restricted-stock lots with specific lot sizes, including 3,623 and 1,764 shares.
Anterix Inc. reported a sharp swing to profitability for the nine months ended December 31, 2025, driven by large gains on spectrum license exchanges and sales. Net income was $72.1 million, compared with a net loss of $20.6 million a year earlier, even though spectrum revenue was relatively flat at $4.5 million. The company recognized a $94.3 million non‑monetary gain on exchanging narrowband licenses for broadband licenses and a further $12.8 million gain on sales of broadband licenses, while also reducing general and administrative and product development expenses. In the most recent quarter, Anterix posted a net loss of $6.6 million as gains on exchanges were far smaller than in the prior‑year quarter. Cash and cash equivalents were $29.5 million as of December 31, 2025, and management believes current liquidity and contracted customer proceeds can support obligations for at least the next 12 months.
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.
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.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 931,305 shares of Anterix Inc common stock, representing 4.97% of the class as of 12/31/2025. Vanguard reports shared voting power over 121,172 shares and shared dispositive power over all 931,305 shares.
Vanguard states the holdings are kept in the ordinary course of business and not for the purpose of changing or influencing control of Anterix. The filing notes that Vanguard’s clients have rights to dividends or sale proceeds, and no single other person has more than 5% interest in these securities.
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.
Anterix Inc. (ATEX) Chief Legal Officer and Corporate Secretary Gena L. Ashe reported a stock sale in a Form 4 filing. On 11/18/2025, she sold 6,564 shares of Anterix common stock at a price of $21.07 per share. After this transaction, she beneficially owns 13,366 shares of Anterix common stock directly.
Anterix Inc. reported a sharp turnaround to profitability for the quarter ended September 30, 2025. Net income was $53.5 million versus a $12.8 million loss a year ago, driven primarily by a $59.6 million non‑monetary gain from exchanging narrowband spectrum for broadband licenses and an $11.5 million gain on spectrum sales. Spectrum revenue was $1.6 million, essentially flat year over year.
Total assets rose to $420.4 million, including $325.3 million of intangible assets tied to spectrum. Deferred revenue reached $130.4 million, reflecting customer prepayments to be recognized over time, and remaining performance obligations were $178.5 million. Cash and cash equivalents were $39.1 million, with operating cash outflow of $1.7 million in the first half as gains were largely non‑cash.
The company advanced commercial deliveries, including transfers to LCRA and Oncor, and continued spectrum clearing and license exchanges. Operating expenses declined on lower G&A and product development costs, partially offset by severance related to workforce reductions.
Anterix Inc. reported a sharp turnaround to profitability for the quarter ended September 30, 2025. Net income was $53.5 million versus a $12.8 million loss a year ago, driven primarily by a $59.6 million non‑monetary gain from exchanging narrowband spectrum for broadband licenses and an $11.5 million gain on spectrum sales. Spectrum revenue was $1.6 million, essentially flat year over year.
Total assets rose to $420.4 million, including $325.3 million of intangible assets tied to spectrum. Deferred revenue reached $130.4 million, reflecting customer prepayments to be recognized over time, and remaining performance obligations were $178.5 million. Cash and cash equivalents were $39.1 million, with operating cash outflow of $1.7 million in the first half as gains were largely non‑cash.
The company advanced commercial deliveries, including transfers to LCRA and Oncor, and continued spectrum clearing and license exchanges. Operating expenses declined on lower G&A and product development costs, partially offset by severance related to workforce reductions.
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.
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.
Anterix Inc. (ATEX) disclosed insider equity activity by its CFO. On 09/29/2025, the officer received 11,405 restricted stock units. The grant vests 1/3 on September 29, 2026, with the remainder vesting in two equal annual installments thereafter.
On 10/04/2025, 404 shares were withheld at $22.55 to satisfy tax obligations tied to a partial RSU vest and settlement. Following these transactions, the officer directly owned 18,029 common shares.