The earnings call reflects a positive outlook with significant growth in fiber revenue and strategic advancements following the merger with Windstream. While some challenges remain with legacy services and Uniti Solutions, the strong performance and strategic positioning in the fiber market, along with improved capital structure, suggest an optimistic future.

Company Guidance -

Q3 2025

In the recent earnings call, Uniti provided guidance on several key metrics and strategic directions. By the end of 2029, Uniti aims to pass 3.5 million homes with fiber within the Kinetic footprint, increasing the percentage of total revenue derived from fiber from around 40% today to approximately 75%. The company's goal is to achieve long-term blended penetration of 40% in its markets. Currently, Uniti passes 1.7 million homes with fiber, expecting this to reach 2 million by the end of the year. The fiber-based revenue percentage from Uniti's core business is anticipated to grow from 80% to 90%. Additionally, the company reported consolidated bookings of $1.2 million in MRR for the quarter, with expectations that fiber will soon overtake legacy services as the majority of revenue and EBITDA. The call highlighted strategic investments in fiber infrastructure, aiming for stable consolidated revenue and adjusted EBITDA growth, alongside maintaining strong NPS scores and customer satisfaction.

Merger with Windstream

Successfully closed the merger with Windstream, creating a premier fiber provider. The merger strategically positions Uniti with a substantial fiber-to-the-home platform and enhances capabilities as a national wholesale provider.

Fiber Expansion and Revenue Growth

Uniti expects to pass 3.5 million homes with fiber by 2029, and approximately 75% of total revenue is expected to be fiber-based by then. Currently, fiber represents 40% of total revenue, and this is expected to increase significantly.

Strong Growth in Fiber Revenue

Total fiber revenue increased by 10% year-over-year, with Kinetic consumer fiber revenue alone growing 27%. Fiber penetration was up 120 basis points year-over-year.

Hyperscaler Deals and Revenue

Secured a 20-year IRU deal with a major hyperscaler, valued at approximately $100 million. The hyperscaler funnel now represents about $1.5 billion of total contract value, with hyperscalers making up 40% of the total funnel.

Cost of Capital Improvement

Uniti's cost of capital has improved significantly, with debt yielding around 7% compared to over 12% two years ago, marking a 550 basis point improvement.

Uniti Group (UNIT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

UNIT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	-0.19 / -	0.083	―	―	―
Aug 05, 2025	2025 (Q2)	0.20 / -0.04	0.116	-134.48% (-0.16)
May 06, 2025	2025 (Q1)	0.15 / 0.08	0.265	-68.68% (-0.18)
Feb 21, 2025	2024 (Q4)	0.16 / 0.15	0.216	-31.02% (-0.07)
Oct 31, 2024	2024 (Q3)	0.15 / 0.08	-0.564	114.72% (+0.65)
Aug 01, 2024	2024 (Q2)	0.17 / 0.12	0.182	-36.26% (-0.07)
May 03, 2024	2024 (Q1)	0.19 / 0.27	-0.133	299.25% (+0.40)
Feb 29, 2024	2023 (Q4)	0.16 / 0.22	0.216	0.00% (0.00)
Nov 02, 2023	2023 (Q3)	0.19 / -0.56	-1.095	48.49% (+0.53)
Aug 03, 2023	2023 (Q2)	0.19 / 0.18	0.348	-47.70% (-0.17)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

UNIT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$8.09	$7.25	-10.38%
May 06, 2025	$8.29	$7.50	-9.53%
Feb 21, 2025	$8.99	$9.32	+3.67%
Oct 31, 2024	$9.27	$8.41	-9.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Uniti Group (UNIT) report earnings?

Uniti Group (UNIT) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Uniti Group (UNIT) earnings time?

Uniti Group (UNIT) earnings time is at Oct 30, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is UNIT EPS forecast?

UNIT EPS forecast for the fiscal quarter 2025 (Q3) is -0.19.

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