---
title: "How Surging Site Rental Revenue and New Leadership Could Reshape Array Digital Infrastructure (AD)"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/265446781.md"
description: "Array Digital Infrastructure, Inc. reported Q3 2025 revenues of $47.12 million, with reduced net losses year-over-year. The company announced Anthony Carlson as the new President and CEO, effective November 16, 2025. This leadership change coincides with a significant increase in site rental revenue, primarily from new T-Mobile agreements. While the financial results indicate growth potential, ongoing regulatory risks remain a concern for investors. Analysts estimate the fair value of the stock between $59.32 and $68.80, highlighting the need for caution amid regulatory uncertainties."
datetime: "2025-11-12T06:00:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265446781.md)
  - [en](https://longbridge.com/en/news/265446781.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265446781.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/265446781.md) | [繁體中文](https://longbridge.com/zh-HK/news/265446781.md)


# How Surging Site Rental Revenue and New Leadership Could Reshape Array Digital Infrastructure (AD)

-   Array Digital Infrastructure, Inc. recently reported third quarter 2025 results, revealing revenues of US$47.12 million and a reduction in net losses compared to the same period last year, alongside announcing the upcoming appointment of Anthony Carlson as President and CEO on November 16, 2025.
-   This transition marks Array's first full quarter after its transformation into a standalone tower company, highlighted by a very large year-over-year increase in site rental revenue driven by new agreements with T-Mobile.
-   Next, we'll examine how the sharp increase in site rental revenue alters Array Digital Infrastructure’s overall investment narrative.

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## Array Digital Infrastructure Investment Narrative Recap

To be a shareholder in Array Digital Infrastructure, I believe you need conviction in the long-term demand for communications infrastructure, especially tower assets leased to major carriers. The strong year-over-year spike in site rental revenue, primarily from new T-Mobile agreements, directly supports the near-term growth catalyst, but ongoing regulatory and tenant risks, particularly from disputes and approvals, mean the recent financial results only partially address the most pressing uncertainties.

The appointment of Anthony Carlson as President and CEO stands out this quarter, as this leadership transition coincides with the company’s repositioning as a tower-focused business. With Carlson taking the helm, there is heightened attention on how management execution could shape progress on new tower agreements and the integration of fresh revenue streams, both central to the current investment thesis.

Yet, despite strong recent gains, investors should be aware that regulatory hurdles around spectrum transactions continue to pose a significant risk to...

Read the full narrative on Array Digital Infrastructure (it's free!)

United States Cellular's narrative projects $3.6 billion revenue and $173.7 million earnings by 2028. This requires a yearly revenue decline of 0.8% and an earnings increase of $212.7 million from the current earnings of $-39.0 million.

Uncover how Array Digital Infrastructure's forecasts yield a $68.80 fair value, a 47% upside to its current price.

## Exploring Other Perspectives

AD Earnings & Revenue Growth as at Nov 2025

Simply Wall St Community users estimate Array Digital Infrastructure’s fair value in a wide range from US$59.32 to US$68.80, across two distinct analyses. However, persistent uncertainty tied to regulatory approvals is still shaping outlooks for future proceeds and business stability, offering several perspectives worth comparing.

Explore 2 other fair value estimates on Array Digital Infrastructure - why the stock might be worth just $59.32!

## Build Your Own Array Digital Infrastructure Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

-   A great starting point for your Array Digital Infrastructure research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
-   Our free Array Digital Infrastructure research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Array Digital Infrastructure's overall financial health at a glance.

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_This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

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