$AD

ARRAY DIGITAL INFRASTRUCTURE, INC.

Array Digital Infrastructure owns and operates communications towers, leasing tower space to wireless carriers and other tenants that install network equipment, and providing ancillary services. As of December 31, 2025, it owns 4,450 towers in 19 states. Its largest tenants include T-Mobile, AT&T and Verizon. Array earns money from tower leases, with terms and pricing influenced by factors such as the equipment installed and tower location. It also holds noncontrolling interests in primarily wireless operating companies and certain wireless spectrum licenses. Array’s operations are headquartered in Chicago, IL. It sold its wireless operations and select spectrum assets to T-Mobile on August 1, 2025, and now focuses on its tower portfolio and colocation. It also has separate agreements to sell certain spectrum licenses to Verizon, AT&T and T-Mobile.

AlphAI earnings readQ3 FY2026 · NOV 6Array reports Q3 2026 total operating revenues of $53.9 million, up 14% year over year, and reaffirms 2026 guidanceVerdict: mixed

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What Array Digital Infrastructure (AD) Said on Its Q3 Earnings Call

Array Digital Infrastructure (AD) kept its 2026 outlook unchanged, projecting $205M-$215M in revenue and $220M-$235M in EBITDA. It expects to close a spectrum sale by year-end. TDS Telecom, which had pursued a deal with Array, reported Q3 fiber growth but cut its 2026 revenue and EBITDA forecasts, raising capex expectations.

Array’s (NYSE:AD) Q3 2026: beats on revenue

Array (AD) reported Q3 2026 revenue of $53.87M, up 14.3% YoY, beating estimates. EPS of $0.80 exceeded expectations by 96.4%. Adjusted EBITDA was $63.74M, a 14.6% beat. CEO highlighted progress in strategic priorities and long-term value creation. Despite recent growth, analysts expect a 6.9% revenue decline over the next 12 months.

Key facts: Ahold Delhaize Cyberattacks Hit Sales, Stores; Q3 Call Opens

Ahold Delhaize (AD) reported two cyberattacks in October. One disrupted websites and apps for a week, costing over €200 million in lost sales and revenue, leading to a profit warning. Another attack affected refrigeration systems in Belgium and Luxembourg, causing food spoilage. AD began its Q3 2026 earnings call.

AD sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 3 news stories mentioning AD (ARRAY DIGITAL INFRASTRUCTURE, INC.). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.

Recent AD coverage spans earnings, financial news and mergers & acquisitions.

What's driving AD

AlphAI scores every news story that mentions AD with an AI model for sentiment and relevance, and aggregates insider trades from ARRAY DIGITAL INFRASTRUCTURE, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $AD

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Array’s (NYSE:AD) Q3 2026: beats on revenue

Array (AD) reported Q3 2026 revenue of $53.87M, up 14.3% YoY, beating estimates. EPS of $0.80 exceeded expectations by 96.4%. Adjusted EBITDA was $63.74M, a 14.6% beat. CEO highlighted progress in strategic priorities and long-term value creation. Despite recent growth, analysts expect a 6.9% revenue decline over the next 12 months.

$ADHighAI 8/10

Why is Ahold Delhaize stock climbing today?

Ahold Delhaize stock rose 2.7% to €33.02 after Q3 2026 results beat expectations, with sales of €23.089B, operating income of €946M, and EPS of €0.69. The company announced a €1B share buyback program but lowered full-year guidance. The AEX index and positive global equity sentiment supported the stock's performance.

$ADHighAI 8/10

Ahold Delhaize lowers full-year guidance after cyberattack

Ahold Delhaize (AS:AD) reported Q3 sales of €23.1B, operating income of €946M, and EPS of €0.69, beating estimates. The company lowered full-year guidance due to a cyberattack, now expecting operating income margin near 4% and EPS growth in low single digits, down from prior forecasts. Free cash flow is projected at around €2.1B, reduced from at least €2.3B.

$TSCOHighAI 9/10

Tesco to sell Czech and Slovak operations to Ahold Delhaize

Tesco (TSCO.L) will sell its Czech and Slovak operations to Ahold Delhaize (AD.AS) for €1.7B. Tesco expects €1.2B net proceeds, to be returned to shareholders via buybacks. The deal, pending regulatory approval, is expected to close in H2 2027 and have a neutral impact on earnings per share. The sold businesses generated £2.9B in sales and £115M in operating profit in the prior year.

Array Digital earnings on deck as tower model faces test

Array Digital Infrastructure Inc. reports Q3 earnings on Thursday, with analysts expecting $0.31 EPS on $53.1M revenue, down sequentially but up 12.7% YoY. Shares near 52-week lows but analysts maintain Buy ratings with $43.33 avg. price target. Investors focus on tower business sustainability, colocation agreements, and DISH Wireless tenancy replacement.

ADUSA parts ways with chief tech executive

Ahold Delhaize USA (ADUSA) confirmed the departure of Chief Commercial and Digital Officer Keith Nicks, ending his 36-year career with the company. Nicks' successor has not been named. This follows the recent appointment of Claire Peters as ADUSA's CEO. Nicks' role included overseeing commercial operations and digital functions.

Can Telephone and Data Systems (TDS) Deliver Value Without Array?

Telephone and Data Systems Inc. (TDS) reported steady financials, including $5.08B TTM revenue and $1.12B annual operating cash flow. It withdrew an acquisition offer for Array Digital Infrastructure, opting for share buybacks and spectrum asset sales. TDS has $523.9M authorized for buybacks and plans to monetize Array's spectrum to fund fiber expansion. Institutional interest grew, with low short interest. Investors will watch execution of buybacks and asset sales.

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