Anterix Inc.

Good day and thank you for standing by. Welcome to the Antarex Third Quarter Fiscal 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you will need to press star 1-1 on your telephone. You will then hear an automated message advising you your hand is raised. To withdraw your question, please press star 1-1 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Natasha Viccarelli. Ma'am, please go ahead.

Thank you, Operator, and good morning, everyone. I'm Natasha Viccarelli, Vice President of Investor Relations and Corporate Communications, and I welcome you to our fiscal 2026 third quarter investor update call. Joining me today are Scott Lang, our President and CEO, Elena Marquez, CFO, Chris Gutman-McCabe, Chief Regulatory and Communications Officer, and Heather Martin, Chief Marketing Officer. Before we begin, please note that our discussion may include forward-looking statements regarding our outlook, operations, and expected performance. We do not undertake any obligation to update these statements. Additionally, these statements are based on current assumptions and are subject to risks and uncertainties. For a detailed discussion, we encourage you to review our FCC filings, which are available on our website. With that, I'll turn the call over to Scott.

Thank you, Natasha, and good morning, everyone. Thank you for joining us. Let me start with this. We are not the same company we were a year ago. We have executed a complete and total refresh of the critical components of this company. We significantly reduced operating expenses while at the same time strengthening our balance sheet. We successfully launched the Antarex accelerator program. We introduced new products to remove barriers to deployment and also create the opportunity for annual recurring revenue. We have put in place the senior leadership team to execute on the opportunity in front of us. And our recent brand refresh just unveiled last week at Distributech reflects this evolution, clearly signaling who we are today and where we are headed. As a result of our efforts, our 900 megahertz broadband spectrum is increasingly viewed not as optional, but as foundational. This is evident in how utilities are planning their networks. In one active deployment, Evergy is supporting roughly 4,500 connected devices today, and that is growing significantly each year. with a future line of sight to over 1 million connected devices. This is a real-world example of the scale that utilities are deploying to connect and secure their most critical infrastructure assets. Evergy is not alone. We are hearing and seeing the same plans from each one of our existing customers. For example, In our booth at Distributech, San Diego Gas and Electric spoke to the scale and meaningful operational impact that our collaboration has delivered, validating the credibility, momentum, and trust behind the Antarex platform. CPS, our newest customer, had more than 20 members of their team in our booth witnessing this collaboration firsthand and reinforcing their excitement to get started. And with our foundational 900 megahertz spectrum now poised to cover more than 93% of the counties in the great state of Texas, one thing is clear. Antarex is the trusted partner for utility private wireless. with eight flagship customers that represent $400 million in contract value, we are the market leader. We remain in active negotiations with a wide range of utilities from those serving hundreds of thousands of customers and moving at a faster pace to some of the largest utilities in the country serving millions of customers. where the scale and complexity naturally lengthen decision cycles. We look forward to sharing more on these deals with you soon. During our last earnings call, we announced two important products that we launched to address friction points and challenges as utilities move from spectrum decision to an actual deployment. Every utility that I have spoken with is excited about what these products can do for their company and are learning more. With our success, our spectrum still to monetize, and our new solutions, we are making it easier for utilities to move from network design to real deployments, speeding up time to value. To lead this effort, we recently appointed Ross Sparrow as our first Chief Product Officer. Ross is already making an impact, working closely with customers and our ecosystem partners to ensure our product roadmap is grounded in real-world operational needs while increasing the value delivered per megahertz. Equally significant, we are encouraged by the FCC's plan to consider a report in order on February the 18th that would enable broadband deployment across the full 10 megahertz of 900 megahertz band. We appreciate the leadership shown by the FCC and Chairman Carr in advancing policies that recognize the role of private wireless broadband in supporting critical infrastructure and long-term grid modernization. Taken together. These milestones reflect a company that has done the foundational work and is now moving with total focus and intent. Our strategy is clear. Execution is accelerating, and our confidence has never been higher. We are uniquely positioned to deliver durable, long-term value for our customers, our shareholders, and the entire utility ecosystem. With that, I will turn the call over to Elena to discuss our financial performance.