MarketBeat
12 Aug 2026, 05:02 UTC · 2h ago
Array Digital Infrastructure Q2 Earnings Call Highlights
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
MarketBeat
12 Aug 2026, 05:02 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Array Digital Infrastructure completed a $1 billion spectrum transaction with Verizon and a $168 million sale to T-Mobile. — Massive immediate cash infusions from tier-1 carriers significantly strengthen the balance sheet and realize high value for assets.
+0.80TDS Telecom lowered its 2026 total revenue outlook to between $1 billion and $1.025 billion due to legacy copper and cable headwinds. — Revenue guidance cuts signal that fiber growth is not yet fast enough to offset the accelerating decline of legacy business segments.
-0.50TDS Telecom raised its 2026 fiber service address delivery outlook by 50,000 to a range of 250,000 to 300,000. — Accelerated infrastructure deployment increases the long-term competitive moat and potential for future subscriber growth.
+0.40Continue reading
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Array ceased recognizing revenue from DISH and has fully reserved all outstanding 2025 DISH balances. — Confirms the total loss of a significant customer relationship and the associated financial write-down.
-0.30TDS Telecom increased its 2026 capital expenditure guidance to a range of $625 million to $675 million. — Higher CapEx increases short-term cash burn and financial risk, despite the goal of supporting growth.
-0.20Which stocks this story touches
Positive results from tower tenancy growth and significant spectrum monetization transactions with Verizon and T-Mobile.
Engaged in a $1 billion spectrum transaction, though the impact on VZ is not explicitly detailed as a gain or loss.
Mentioned as a customer and partner in site revenue and spectrum acquisitions, though interim revenue is declining.
Mentioned only in a passing headline query with no context in the body of the article.
[a_to_b] TDS has a pending proposal to acquire shares of Array Digital Infrastructure that it does not already own.
[a_to_b] Array provides tower site leasing and sold spectrum licenses to T-Mobile.
[a_to_b] Array completed a $1 billion spectrum transaction with Verizon.
[a_to_b] Array provided tower co-locations to DISH, though DISH has stopped making payments.
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WSJ
1h ago
