Anterix releases transcript of Q1 FY2027 earnings conference call

Anterix discussed Q1 FY2027 results on its Aug. 12 investor call attended by CEO Scott Lang, CFO Elena Marquez, the regulatory chief, and analysts.

• Backed SpaceX’s FCC proposal for a satellite build-out option, citing rising demand for its nationwide 10 MHz 900 MHz spectrum.
• Reported nearly a dozen active monetization talks, spanning seven-, eight-, and nine-digit deal sizes; discussions accelerated over the past two months.
• Q1 GAAP revenue was $2 million; operating expenses were $9.5 million; broadband license exchanges produced an about $11 million gain.
• Ended the quarter with about $116 million in cash and no debt; expects about $10 million more contracted proceeds in FY2027; expects single-digit million gains next quarter.