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Uniti Group (UNIT) investor relations material

Uniti Group BofA Securities Leveraged Finance Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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BofA Securities Leveraged Finance Conference 2025 summary2 Dec, 2025

Integration and Segment Strategy

  • Merger with Windstream completed, with leadership integration progressing well and new talent added, especially in Kinetic.

  • Business structured into three segments: Kinetic (broadband/heritage phone), fiber infrastructure, and Uniti Solutions (managed services).

  • Segments remain modular for strategic flexibility, with integration focused on corporate functions like finance, HR, and IT.

  • Kinetic operates independently, while fiber infrastructure is integrating legacy and Windstream assets.

  • Uniti Solutions remains modular and is considered non-core but cash-generative.

Strategic Priorities and Market Positioning

  • Focus on expanding fiber infrastructure, operational excellence, and customer-centric initiatives to strengthen competitive advantage in Tier II and III markets.

  • Leadership team and board bring over 25 years of telecom experience, covering M&A, digital infrastructure, and fiber conversions.

Financial and Operational Performance

  • Achieved 13% year-over-year fiber revenue growth and record Kinetic consumer fiber gross adds of 36K in Q3 2025.

  • Kinetic consumer fiber net adds reached 24K, the highest in two years, with ARPU up 10% year-over-year.

  • 85% of Kinetic fiber footprint is now multi-gig capable, up from less than 20% at the start of the year.

  • Fiber revenue mix increased from 31% to 37% of total revenue year-over-year, with a plan to reach ~75% by 2029.

  • Kinetic consumer fiber revenue grew 26% YoY, with 1.8 million homes passed and 507K fiber subscribers as of Q3 2025.

Kinetic FTTH build ramp-up timing and peak?
Hyperscaler IRU deals: cash flow impact?
Kinetic ABS: timing and near-term capacity?
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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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