10-K · February 20, 2026
Array repositioned into a pure-play tower company after selling its wireless operations and select spectrum assets to T‑Mobile, receiving total consideration of $4,293.8 million (including $2,628.8 million cash and…
Earnings analysis · 10-Q
AD earnings analysis
Filed May 8, 2026 · Our reading of the company's report
The latest report
Array Digital Infrastructure, Inc. reported Q1 2026 results with total revenue of $52.0 million, missing consensus estimates of $54.4 million, but saw a significant improvement in EPS at $2.08, compared to a net income…
Read full summary
Array Digital Infrastructure, Inc. reported Q1 2026 results with total revenue of $52.0 million, missing consensus estimates of $54.4 million, but saw a significant improvement in EPS at $2.08, compared to a net income of $4.7 million a year ago. The company reaffirms its full-year revenue guidance, but the sentiment remains cautious due to recent risks highlighted in the filing.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $2.08
What stood out
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Revenue Performance
Total revenue was $52.0 million, indicating a sequential increase from $60 million in Q4 2025 but a drop from estimates的一51 million.
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EPS Increase
Earnings per share reached $2.08, a substantial increase from a loss of $0.44 in 2025Q3.
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Full-Year Guidance Reaffirmed
Management reaffirmed full-year revenue guidance of $200.0-$215.0 million.
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Comparative Net Income Improvement
Significant increase in net income from $4.7 million a year ago, reflecting operational efficiency.
What to watch
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Uncertain Acquisition Proposal
Risks related to an acquisition proposal remain a concern and may impact future operations.
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DISH Wireless Payment Disputes
Pending disputes over payments with DISH Wireless could affect revenue stability.
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High Dependence on Major Tenants
The company's reliance on a few major tenants may pose risks to its revenue base.
Management's outlook
Full-year revenue guidance remains unchanged at $200.0-$215.0 million.
Earlier filings 4
10-Q · May 2, 2025
UScellular reported Q1 2025 operating revenues of $891 million, down $59 million (‑6.2%) versus Q1 2024, with operating income falling to $41 million (from $51 million). Net income attributable to UScellular…
10-Q · November 1, 2024
UScellular reported 3Q24 operating revenues of $922 million, down $41 million (-4.3%) versus 3Q23. Gross margin improved to ~58.4% from 57.1%, but operating income swung to a loss of $90 million (operating margin -9.8%)…
10-K · February 16, 2024
UScellular (as of Dec 31, 2023) operates a regional U.S. wireless business with 4.6 million retail connections across portions of 21 states (population ~32 million) and emphasizes network quality, customer service and…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.