Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| And so really just gives us a strong confidence that we'll be able to utilize that program in the near future |
| Our Anterix Active Ecosystem members were very well represented showcasing 900 megahertz enabled devices and solutions |
| The totality of this activity and the indicators recorded on our scorecard underpin our confidence in continuing to deliver scale value to our shareholders |
| We continue to see growth in those as we say above that threshold where they're showing enough elements to show that they're showing significant intent that we have confidence about them contracting |
| Again, we have a strong influence on these opportunities |
| Our confidence in what we see in our near-term opportunities is really what gives us the confidence to put out that $250 million buyback program |
| To give you a sense of the scale and intensity of the movement in the last three quarters since we've introduced this measurement, we've recorded positive movement by customers on more than 60 new measurable indicators of intent throughout our DI scorecard |
| One way that we're marking our confidence in our future is through the robust share repurchase program, we launched in September |
| We're always excited to see potential spectrum opportunities as Rob referenced whether it's or other bands that we think can be accretive and valuable and beneficial to our shareholders and additive like CBRS can be complementary to our 900 |
| Currently, 16 utilities representing approximately $900 million in potential contract proceeds have crossed the demonstrated intent threshold a point at which we believe indicates a high-degree of confidence that a customer has clearly demonstrated their intent to move forward with Anterix on a 900-megahertz contract |
| As we continue to execute on our vision of an industry-wide movement centered on 900 megahertz, I'm pleased to share that there has been significant progress made this past quarter across a number of key initiatives |
| I'll close with a summary of why I remain highly confident in our ability to continue delivering value to our shareholders |
| So we are seeing incredible third-party investment in this opportunity and platform that we're creating |
| SDG&E is shared their updated experience, on the deployment and successful operation of their wildfire mitigation solution |
| In the Anterix Booth, we offered a live demonstration of CatalyX, our turnkey subscriber management and roaming solution that helps utilities realize even greater benefits from Private Broadband Networks |
| We expect these solutions to produce value across the industry for utilities, ecosystem members and Anterix shareholders |
| Today, I'll focus my brief comments on three areas that emphasize our confidence in continuing to deliver value to our shareholders |
| We've got great visibility of all the activities spending time with these utilities both at UBBA and EEI |
| We believe the growth of this forum directly correlates to our growing market and the opportunities we are driving and experiencing |
| An Itron and Anterix's Active Ecosystem member and one of the industry's most respected technology and solutions providers announced during the show, that it now offers several 900 megahertz compatible devices, giving utilities and cities the flexibility to deploy and operate Itron Solutions across Anterix supported private LTE networks |
| So when you see the movement that we've had just in the few quarters that we've been reporting that continues to expand even as we've had entities like LCRA signed and they obviously fall out of that in a good way |
| The clear demonstrations of utility progress through our demonstrated intent scorecard; and finally, our confidence shown through our share repurchase program and based on our visibility of the near-term opportunities in excess of $250 million |
| Executive acknowledgment throughout the event that Private Wireless broadband is a critical asset underpinning most, if not all, of their primary utility objectives strongly aligns with our effort to move the entire sector forward |
| And so -- but what we're putting in place now and it was a great form at the Utility Broadband Alliance where we along with Ericsson, Nokia and Qualcomm talked about the future of 5G on 900 megahertz of which all of them stated their high confidence of that migration path |
| Through our ongoing collaboration with our customers and a host of solutions providers, Anterix is enabling a nationwide platform for utilities that will support a resilient, secure and clean energy future |
| With our current visibility, we see near-term opportunities in excess of this $250 million |
| And so the level of focus and investment as a result Ryan who can add some comments who was on this -- I mentioned in my comments on this foundation EEI foundation call last week with the SDG&E wildfire leader where they really had a chance to talk specifically about the application of private LTE 900 megahertz on their wildfire mitigation plan which they've now deployed on numerous circuits and actually seen positive results from it already |
| And you have a specific topics that we were talking about with San Diego and one of the benefits of the falling conductor protection solution it's one of those technological solutions |
| We also are pleased to have a group of investors and an equity analyst attend to witness this event directly, my thanks to those who participated |
| And so over that life span that we will continue to be their trusted adviser and helping them figure out that path of evolution |
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| I think -- who was it I guess, I'm blanking on his name not -- Carr [ph] had some negative -- Commissioner Carr had some perhaps negative things to say basically just saying it was kind of bullshitting that that spectrum was going to hit the market anytime soon |
| It is really a topic of the event is to continue to manage risk and wildfire mitigation being one of those existential ones that are just impossible to ignore given the both impact on human lives and the potential impact to drive utilities into bankruptcy |
| Now it's a financial liability issue obviously with what we've seen |
| So I'm curious separately if we could talk about the unfortunate situation in Hawaii and what happened there |
| There's a lot of hurdles that would have to go through in order to get there |
| And as Ryan and Rob referenced the risk issues and the impact the potential for bankruptcy the existential elements of its payouts things like that |
| But I think Dish had said recently that there probability been able to buy that spectrum from T-Mobile has dropped |
| I agree with you first off devastating to see the impact in Hawaii and the theme of the conversation as Rob said it's kind of not unique to Hawaii anymore unfortunately |
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