Anterix Q1 Earnings Call Highlights

"The cardinal constituent is this: we are not managing to 1 outcome. We person optionality," Lang said, citing Anterix's nationwide 10 MHz spectrum footprint and increasing designation of the scarcity of licensed low-band spectrum.

SpaceX Filing Adds to Spectrum Discussion

Management pointed to a SpaceX ex parte filing submitted to the Federal Communications Commission crossed 3 dockets, including Anterix's proceeding. SpaceX advocated for a outer build-out deployment option, according to Lang. Anterix filed a missive supporting the proposal, saying it could grow options for usage of the company's spectrum.

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Chris Guttman-McCabe, Anterix's main regulatory and communications officer, said the company's existing licensees person 2 ways to conscionable build-out requirements and that a satellite-based enactment could supply a third. He said the institution viewed the SpaceX connection arsenic supportive of greater flexibility successful gathering those requirements.

Anterix has besides conducted direct-to-device investigating with Lynk. Lang described the archetypal circular of tests arsenic successful, portion Guttman-McCabe said the companies were discussing however to germinate the work. Management said it had not heard concerns from inferior customers that a outer furniture would struggle with the information oregon exclusivity of their private-network deployments.

Clearing Progress and Utility Pipeline

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The institution said it has cleared 40% of U.S. counties for the afloat 10 MHz broadband configuration pursuing the FCC's enlargement of the band. Guttman-McCabe said Anterix tin prosecute clearing connected a market-specific, determination oregon nationwide ground depending connected lawsuit requirements and commercialized opportunities.