Management And LeadershipUniti hired senior leadership from Frontier and looks to execute a similar copper-to-fiber playbook for a similar successful outcome.
Market DemandUniti sees strong demand from a multitude of verticals, especially from GenAI, with an increased total GenAI fiber TAM to $75B.
Merger And AcquisitionWith the Windstream merger finally closing, Uniti can focus on execution, looking for core revenue and EBITDA inflections driven by tailwinds for both fiber-to-the-home (FTTH) and Fiber.