Earnings Call Summary | Anterix(ATEX.US) Q3 2024 Earnings Conference
Earnings Call Summary | Anterix(ATEX.US) Q3 2024 Earnings Conference
The following is a summary of the Anterix Inc. (ATEX) Q3 2024 Earnings Call Transcript:
以下是Anterix Inc.（ATEX）2024年第三季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Anterix reported cash receipts of $190 million out of the $270 million worth of signed contracts, with the remaining $80 million expected to flow in over the next few years.
These cash flows would not significantly increase for the current fiscal year but expect about $15 million for FY 2025 with the rest spanning between FY 2026 and 2028.
The company spent about $8 million in the last quarter and $10.8 million in the previous quarter for share buybacks. There is an anticipation of continued activity under the $250 million program.
Revenue recognition from LCRA and Tego contracts is expected within the next 12 months.
Anterix報告稱，在價值2.7億美元的已籤合同中，現金收入爲1.9億美元，其餘的8000萬美元預計將在未來幾年內流入。
這些現金流在本財年不會顯著增加，但預計2025財年約爲1500萬美元，其餘的將在2026財年至2028財年之間。
該公司在上個季度花費了約800萬美元，在上一季度花費了1,080萬美元進行股票回購。預計這項2.5億美元的計劃將繼續開展活動。
LCRA和Tego合同的收入預計將在未來12個月內得到確認。
Business Progress:
業務進展：
Anterix onboarded Tampa Electric, bringing its total number of utility customers to six and secured 3GPP standards approval to facilitate a 5G shift.
The company is tracking 18 prospective utility customers, representing about $1.1 billion in potential contracts, using a demonstrated intent scorecard.
Secured specifications in 3GPPs release 18, providing a clear migration path to 5G for utilities.
Anterix is backing numerous DOE funding applications under the bipartisan infrastructure law and has partnered with Southern States Energy Board and a national organization for Rural Cooperative Utilities.
Tom Kuhn, the new Vice Chairman of the Board, is providing the company with decades of energy industry experience.
The company plans to showcase the developed capabilities and solutions from its broadband network at DISTRIBUTECH, focusing on advancing cybersecurity for critical infrastructure, improving resiliency, and developing wildfire mitigation technology.
Anterix is also participating indirectly in DOE's PLC funding program alignment and supporting smart metering 2.0, the integration of renewables, residential solar, and enhancing connectivity through its broadband communications investment.
Anterix加入了坦帕電氣公司，使其公用事業客戶總數達到六個，並獲得了3GPP標準的批准，以促進5G的轉變。
該公司正在使用已證明的意向記分卡追蹤18名潛在公用事業客戶，代表約11億美元的潛在合同。
3GPPS 第 18 版中的安全規範，爲公用事業提供了清晰的 5G 遷移路徑。
Anterix正在支持美國能源部根據兩黨基礎設施法提出的衆多資助申請，並與南方各州能源委員會和一個全國性的農村合作公用事業組織合作。
新任董事會副主席湯姆·庫恩爲公司提供了數十年的能源行業經驗。
該公司計劃在DISTRIBUTECH上展示其寬帶網絡開發的功能和解決方案，重點是推進關鍵基礎設施的網絡安全、提高彈性和開發野火緩解技術。
Anterix還間接參與了美國能源部的PLC融資計劃調整，支持智能電錶2.0、可再生能源、住宅太陽能的整合，並通過其寬帶通信投資增強連接。
More details: Anterix IR
更多詳情： Anterix 紅外
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。