Anterix Investor Call: FCC Expands 900 MHz to 10 MHz, Boosting Spectrum Value and Utility Deals

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MarketBeat

Thu, April 9, 2026 astatine 9:05 AM CDT 7 min read

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FCC expanded the 900 MHz set to 10 MHz, expanding capableness for backstage broadband networks and absorption says this “dramatically” boosts the spectrum’s worth and monetization imaginable crossed utilities and captious infrastructure.
Commercial momentum is accelerating: Anterix reports 10 customers serving much than 53 cardinal radical and implicit $400 cardinal successful contracted spectrum proceeds, citing caller deals with Texas-New Mexico Power and NorthWestern Energy and a notably stronger pipeline.
Economic and strategical impacts: CFO estimates the 10 MHz model implies astir $2.5 cardinal to implicit $7 billion successful spectrum worth (up from ~$1.5B–$4B for 6 MHz), the institution volition driblet its “demonstrated intent” disclosure successful Q4, and a passive strategical reappraisal remains ongoing.
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Anterix (NASDAQ:ATEX) utilized its April 2026 capitalist update telephone to item what President and CEO Scott Lang called a “powerful milestone” for the company: the Federal Communications Commission’s determination to grow the 900 MHz band’s broadband configuration from 6 MHz to 10 MHz. Management said the alteration increases capableness for backstage wireless broadband networks and strengthens the company’s quality to monetize its nationwide spectrum presumption crossed utilities and perchance different captious infrastructure markets.

Lang said the FCC connected Feb. 18 adopted a Report and Order that expands Anterix’s “900 MHz spectrum modernization accidental from 6 MHz to 10 MHz,” which helium said the institution believes represents “a melodramatic summation successful the worth of our plus for our shareholders and our customers.” Lang framed the FCC enactment arsenic “not the starting point” but “the accelerant,” adding that Anterix is “executing from a presumption of greater focus, stronger fundamentals, and a level already delivering existent results successful the field.”

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Chief Regulatory and Communications Officer Chris Guttman-McCabe said the determination followed astir 2 years of efforts to grow the band. He noted that successful aboriginal 2024 a conjugation of utilities and manufacture associations joined Anterix successful petitioning the FCC, and helium characterized the timeline from petition to announcement of projected rulemaking to last bid arsenic unusually fast. Guttman-McCabe said the bid “reflect[s] astir precisely what we had primitively proposed” and enables a “full 10 MHz of broadband configuration,” which helium described arsenic “a ace tube for mission-critical communications.”

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