Anterix (ATEX) Opens Its 900 MHz Private LTE Networks To New Smartphones

• Anterix (NasdaqCM: ATEX) reported that Apple’s new iPhone 18 Pro and iPhone Duo can connect to its licensed 900 MHz private LTE networks.
• The new device compatibility gives utilities and other critical infrastructure operators another option for accessing Anterix-supported private wireless systems.
• This is the first time Apple smartphones are specified to work over Anterix 900 MHz spectrum for dedicated private LTE connectivity.
• Anterix’s story extends beyond iPhone 18 Pro and iPhone Duo private LTE access, and that broader picture matters for investors. Take a look at 3 warning signs (2 major) we have identified for Anterix.

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Anterix operates in telecom as a spectrum holder rather than a traditional mobile carrier, with 900 MHz licenses covering much of the US that it leases to utilities and other critical infrastructure operators for dedicated private LTE connectivity.

1 thing going right for Anterix that this headline doesn't cover.

How does iPhone support expand Anterix’s market opportunity?

Having iPhone 18 Pro and iPhone Duo work on Anterix 900 MHz private LTE networks gives utilities and other critical infrastructure operators a familiar device for field staff and operational apps. That can make private broadband rollouts easier to adopt, since employees can use a single handheld for voice, video and data on the dedicated grid network.

Does this change the Anterix Narrative?

The update aligns with the existing Narrative that utility broadband adoption and broader device ecosystems, including CatalyX driven SIM and device management, can deepen customer usage of Anterix spectrum. It supports the idea of more recurring service potential, while the earlier risks around FCC decisions and slow contract conversion remain in place.

See how these catalysts shape Anterix's path to a $55.33 fair value.

What should investors watch next to gauge the impact?

The key test now is whether utilities sign new or expanded 900 MHz agreements that explicitly include iPhone support, and whether existing partners move pilots into full deployments using these devices. Updates in upcoming contract disclosures and customer deployment milestones will show if this compatibility translates into more spectrum leasing and service usage.

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