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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.
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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