Anterix (ATEX) Investor presentation summary

Strategic vision and mission

• Aims to empower utilities with 900 MHz private broadband for a cleaner, safer, and more resilient energy future.

• Focuses on enabling the modern grid through private wireless broadband communications.

Market opportunity and industry drivers

• Addresses a large and growing total addressable market, with $3B+ in pipeline and $400M in contracted proceeds.

• Utility industry capital expenditures projected to reach $220.7B by 2026, supporting grid modernization.

• Investor-owned utilities are key targets due to strong credit and large coverage.

Technology and value proposition

• Holds the largest licensed 900 MHz spectrum in the U.S., enabling secure, resilient private LTE networks.

• 6 MHz of low-band spectrum offers better coverage, reliability, and reduced infrastructure costs.

• Flexible lease contracts and pre-payment model generate strong near-term cash flow.