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Uniti Group (UNIT) investor relations material

Uniti Group Global Communications Infrastructure Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Global Communications Infrastructure Conference summary16 Sep, 2025

Strategic highlights and merger integration

  • Completed merger with Windstream, creating a leading fiber provider and validating the strategic value of fiber assets amid industry moves by T-Mobile, Verizon, and AT&T.

  • Unified investor messaging and developed integration plan to achieve planned synergies, including a strategic review of the new asset portfolio.

  • Refined strategy to simplify dual silo capital structure and expanded FTTH build plan.

  • Hyperscalers and generative AI are driving unprecedented demand for fiber, supporting the growth thesis.

  • Transitioning away from legacy copper services, aiming for 75–80% fiber revenue within 3–3.5 years.

Fiber buildout acceleration and operational changes

  • Accelerated fiber-to-the-home buildout, targeting 3.5 million homes by 2029, up from 1.7 million currently.

  • Targeting 2 million fiber homes by end of 2025 and 75% of total service revenue from fiber by 2029.

  • Refreshed market prioritization to focus on clustered, high-return, and competitive markets.

  • Deprioritized subsidized builds in favor of denser, higher-return areas; leveraging third-party contractors to speed up deployment.

  • Financing strategy includes tapping ABS and high-yield markets.

Market position and operational highlights

  • Operates ~240K fiber route miles, 1.7M fiber-enabled homes, and 800K connected buildings/data centers across 300+ metro markets.

  • Added 19K Kinetic fiber subscribers in 2Q25, with 27% YoY growth in consumer fiber revenue and 11% ARPU growth.

  • NPS scores for both Uniti and Kinetic compare favorably to cable and fiber overbuilder peers, with a 5-point increase over three years.

  • Fixed wireless is a stronger competitor than anticipated, but fiber is expected to reclaim lost subscribers due to superior performance.

  • Targeting 40% blended penetration across the footprint, with potential to exceed this in less competitive markets.

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Uniti Group Inc is an internally managed real estate investment trust. Uniti Group Inc, trough their real estate, is a leading provider of wireless infrastructure solutions for the communications industry.

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