📈 Price History

Ratio Health

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— Good

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By Category

📊 Peer Medians

About

Uniti Group Inc. is a premier insurgent fiber provider dedicated to enabling mission-critical connectivity across the United States. The firm build, operate, and deliver fast and reliable communications services, empowering more than a million consumers and businesses in the digital economy. The firm broad portfolio of services is offered through a suite of brands: Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions. Uniti Group Inc. was incorporated 2015 and is based in Little Rock, Arkansas.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding UNIT

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Manager	Shares	Value	% of Fund	Period
Steve Cohen Point72 Asset Management	5.00M	$5.8M	0.01%	Mar 2026
Steve Cohen Point72 Asset Management	292.2K	$2.7M	0.00%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q2 2025

Confident Specific

Management uses phrases like 'very pleased,' 'terrific potential,' 'strong core fiber revenue and EBITDA growth,' and repeatedly expresses high confidence in the merger benefits and fiber build plan, with specific numbers and timelines.

Q3 2025

Confident Specific

Management uses specific metrics (fiber revenue +13%, net adds highest in 2 years, 115 active third-party crews scaling to 400) and concrete milestones (consumer fiber revenue to exceed DSL by Q2 2026, consolidated fiber >50% by end 2026) to convey clear positive momentum. Language like 'we fully expect to get caught up' and 'we are an insurgent share taker' reinforces conviction.

Q4 2025

Confident Specific

Management repeatedly uses precise metrics ('13% revenue growth', '38,000 gross adds', '28,000 net adds', 'record quarter for bookings') and quantifies forward targets (450-500K homes, 700K subs, 2.3-2.35M homes passed). Language like 'terrific year-over-year growth', 'highest ever', 'inflection year' conveys assuredness supported by data.

Q1 2026 latest

Confident Specific

Management used language like 'great start', 'strong results', 'record', 'best quarter ever', and 'more optimistic', providing specific metrics on fiber growth, churn improvement, and hyperscaler revenue. The tone was consistently upbeat and detailed.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears stronger after this call. Management delivered its first quarter of consolidated revenue and EBITDA growth since the merger, with fiber growth across segments and record operational metrics at Kinetic. The hyperscaler opportunity is exceeding expectations, with a large pipeline and 30% IRRs. The maintained guidance likely reflects conservatism given lumpy deal timing, and the tone suggests upside potential. Key next-quarter watch items include conversion of the hyperscaler funnel, further churn reduction, and progress on asset sales. The trajectory towards 2027 consolidated growth milestones seems increasingly credible.

AI-generated concall tone analysis · Updated 2026-06-09 · Not investment advice

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3-Statement Financial Model

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🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Uniti Group Q1: total fiber revenue +15%, Kinetic fiber subs +22%, Fiber Infrastructure bookings near-record.

Revenue & Profitability

In Q1 2026, consolidated pro forma revenue grew 1% year-over-year and adjusted EBITDA grew 10%. Kinetic consumer fiber revenue grew 26% year-over-year, and Fiber Infrastructure revenue grew 13%. Total fiber revenue grew 15% year-over-year. For full-year 2026, the company expects consolidated revenue of $3.63 billion and adjusted EBITDA of $1.45 billion at the midpoint.

Outlook

Management believes there has never been a better time to be a wholesale fiber provider, citing generational demand from hyperscaler and generative AI. They expect the inference phase to fully ramp, driving traffic onto wholesale networks and making fiber mission-critical. The WAVES market is projected to grow near 10% annually, which management sees as potentially conservative.

Growth Drivers

Key growth drivers include the Kinetic fiber-to-home build targeting 450,000-500,000 new homes in 2026 and the hyperscaler AI build at Fiber Infrastructure. Kinetic saw record gross adds and its best quarter of consumer fiber churn ever. Fiber Infrastructure had its third highest quarter of bookings ever and expects up to $500 million of recurring annual cash revenue from hyperscaler builds.

Balance Sheet & CapEx

Kinetic is expected to deploy approximately $1.2 billion of net CapEx at the midpoint in 2026 to accelerate its fiber build. Fiber Infrastructure net CapEx is $140 million (capital intensity ~14%). Consolidated net CapEx for the company is about $1.4 billion. Upfront payments from IRU arrangements offset a significant portion of gross CapEx for sales-type lease hyperscaler deals.

Margins

Full-year 2026 contribution margin guidance: Kinetic $905 million on $2.15 billion revenue (~42% margin), Fiber Infrastructure $560 million on $975 million revenue (~57% margin), Uniti Solutions $310 million on $700 million revenue (~44% margin). The company is driving operational efficiencies through lower churn, reduced trouble tickets and truck rolls, and higher install completion rates.

Key Risks

Risks flagged include continued decline of Uniti Solutions legacy services at a mid-teens pace year-over-year, lumpiness in hyperscaler sales-type lease revenue, and potential timing shifts of large deals. Competitive threats from LEO and fixed wireless are meaningful in copper markets. Equipment and conduit costs are rising but were baked into guidance.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-07-30

Record fiber revenue growth and subscriber additions drove strong Q2 2026 results, with robust demand from hyperscalers and neoclouds. Guidance was raised for fiber builds and revenue, while ARPU is expected to stabilize and return to growth.

Q1 2026 Q1 2026 2026-05-11

Q1 2026 saw strong fiber revenue growth, record Kinetic performance, and improved EBITDA, driven by AI and hyperscaler demand. Guidance remains unchanged due to revenue timing variability, but optimism is high for continued growth and operational milestones.

Q4 2025 Q4 2025 2026-03-02

Record fiber subscriber and revenue growth, driven by the Windstream merger and aggressive fiber buildout, positions the company for continued expansion. Strategic capital actions lowered debt costs, while non-core asset monetization and disciplined investment support long-term value creation.

Q3 2025 Q3 2025 2025-11-04

Closed Windstream merger, accelerating fiber build and integration with strong operational improvements. Fiber revenue and subscribers grew double digits, with robust bookings from hyperscalers and a positive outlook for 2025 and beyond. Leverage remains elevated as investment continues.

Q2 2025 Q2 2025 2025-08-05

Closed Windstream merger, accelerating fiber build to 3.5M homes by 2029 and targeting 75% fiber revenue. Q2 saw strong fiber growth, improved margins, and a $1.5B hyperscaler sales funnel, with favorable regulatory and market trends supporting outlook.

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