Demand And Market OpportunityManagement is seeing upsized bullish AI fiber demand, increasing its total addressable market opportunity, and expects record deal sizes in the coming quarters.
Leadership And Strategy ExecutionUniti hired senior leadership from Frontier and looks to execute a similar copper-to-fiber playbook for a similar successful outcome.
Merger And Strategic FocusWith 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.