Array Digital Infrastructure, Inc. (AD) Q2 2026 Earnings Call

Concluded Aug 7, 2026

Aug 7, 2026 0 turns

Period: FY2026 Q2
Runtime: —
Sources: 2 artifacts

8-K 10-Q

Executive readout · one minute

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Fiber network expansion 95 Guidance increase and capital flexibility 47 Array / TDS minority-interest offer 25 Spectrum monetization and C-band 17 Tower tenancy growth 12 M&A and consolidation 11

Management tone

Confident

Net tone +55 · low hedging

Grounding quotes

“I continue to be pleased with the progress each business unit is making and by the work underway to strengthen our culture during this period of transformation”
“Our build teams are delivering at a record pace. This gives us confidence to increase our 2026 guidance for fiber service address delivery to $250,000 to $300,000, increasing our range by $50,000.”
“We ended the quarter with approximately 15,000 fiber net adds, up 47% year over year.”
“Our fiber network continues to perform well with consumers both financially and operationally, and our transition to be fully fiber is the right strategic imperative and one that we believe will provide sustained value to TDS.”

Research coverage

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Revenue $54.07M +89.5% YoY

Diluted EPS $4.15 +1052.8% YoY

Net income $358.70M +1038.9% YoY

Research materials

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8-K earnings release Filed Aug 7, 2026 10-Q report Filed Aug 7, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Revenue · products & services

Product$53.17M +95.3% YoY

Service$895,000 -31.1% YoY

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