Company: UZF
Filing Date: 2025-08-11
Form Type: 10-Q
Source: 0000821130-25-000051
Chunk: 8

Company: ARRAY DIGITAL INFRASTRUCTURE, INC.
Filing Date: 2025-08-11
Form: 10-Q
Item: Item 2
Chunk 8
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 enacted into law. The OBBBA makes several impactful changes, including 100% bonus depreciation for qualifying assets, domestic research cost expensing, and increasing the business interest expense limitation threshold. Array expects these changes to result in favorable deferral of cash taxes in future periods. 

6

Wireless Operations

As of June 30,20252024Retail Connections – End of PeriodPostpaid3,904,000 4,027,000Prepaid429,000 439,000Total4,333,000 4,466,000

Q2 2025Q2 2024Q2 2025 vs. Q2 2024YTD 2025YTD 2024YTD 2025 vs. YTD 2024Postpaid Activity and ChurnGross AdditionsHandsets70,000 73,000 (4)%138,000 136,000 1 %Connected Devices39,000 44,000 (11)%76,000 87,000 (13)%Total Gross Additions109,000 117,000 (7)%214,000 223,000 (4)%Net Additions (Losses)Handsets(44,000)(29,000)(52)%(82,000)(76,000)(8)%Connected Devices2,000 5,000 (60)%1,000 9,000 (89)%Total Net Additions (Losses)(42,000)(24,000)(75)%(81,000)(67,000)(21)%ChurnHandsets1.12 %0.97 %1.08 %1.00 %Connected Devices2.36 %2.47 %2.38 %2.50 %Total Churn1.29 %1.16 %1.25 %1.19 %

N/M - Percentage change not meaningful

Total postpaid handset net losses increased for the three and six months ended June 30, 2025, when compared to the same period last year due to higher defections as a result of elevated churn and aggressive industry-wide competition.

Total postpaid connected device net additions decreased for the three and six months ended June 30, 2025 when compared to the same period last year due to lower gross additions for home internet and connected watches, partially offset by higher gross additions for tablets and a decrease in mobile hotspot defections. 

Postpaid Revenue