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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Uniti Group
Uniti Group (UNIT) investor relations material
Uniti Group Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary11 May, 2026
Executive summary
Strong start to 2026 with robust execution on fiber expansion, record Kinetic Consumer Fiber gross adds (~39,000), and lowest churn on record, driven by customer-centric strategies and aggressive fiber buildout in tier 2 and 3 markets.
Twin growth engines: Kinetic's fiber-to-the-home build and hyperscaler AI-driven expansion in Fiber Infrastructure.
Over 50% of Kinetic subscribers and consumer revenue now on fiber; consolidated fiber revenue exceeds 50% of total revenue.
Record performance in Kinetic gross adds, homes constructed (88,000 in Q1), and best fiber churn quarter on record.
Achieved year-over-year growth in consolidated revenue and Adjusted EBITDA for the first time as a combined company.
Financial highlights
Q1 2026 consolidated revenue: $987.5 million (up from $977 million pro forma in Q1 2025); Adjusted EBITDA: $441.6 million (45% margin); net loss: $70.3 million.
Total fiber revenue grew 15% year-over-year; Fiber Infrastructure revenue up 13%; Kinetic Consumer Fiber revenue up 26% year-over-year.
Kinetic fiber-based revenue (consumer, business, wholesale) grew 16% year-over-year.
Fiber Infrastructure consolidated bookings MRR reached ~$1.6 million.
$70 million in one-time dark fiber sales-type lease revenue recognized in Q1.
Outlook and guidance
2026 full-year revenue guidance: $3.605–$3.655 billion; Adjusted EBITDA: $1.425–$1.475 billion; net loss: $(450)–$(400) million.
Kinetic: 2026 revenue and contribution margin targeted at $2.15 billion and $905 million; 2.3–2.35 million homes passed with fiber by year-end.
Fiber Infrastructure: 2026 revenue and contribution margin expected at $975 million and $560 million; net CapEx $140 million.
Consumer fiber revenue projected to rise 25–30% year-over-year in 2026; targeting 10–15% fiber revenue growth and 675,000–700,000 consumer fiber subscribers by year-end.
Guidance remains unchanged despite Q1 beat due to revenue lumpiness from large hyperscaler deals.
Path to achieving full year growth by 2027
Outlook for 2026 asset securitization deals
Execution plan for 3.5 million homes by 2029
Inference phase impact on WAVES demand
Progress on $1B non-core asset monetization
LEO satellite impact on copper market churn
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Latest events from Uniti Group
- Expanding fiber footprint and leveraging dense networks to drive growth in residential and AI markets.UNIT
47th Annual Raymond James Institutional Investor Conference4 Mar 2026 - Record fiber growth, major merger, and strong 2026 outlook drive performance.UNITQ4 20252 Mar 2026
- Accelerated fiber buildout and merger integration target 80% fiber revenue in 3 years.UNITGlobal Communications Infrastructure Conference3 Feb 2026
- Q2 2024 delivered strong fiber growth, high margins, and progress on the Windstream merger.UNITQ2 20242 Feb 2026
- A leading fiber merger leverages hyperscaler demand and rural expansion for rapid growth.UNITTD Cowen 10th Annual Communications Infrastructure Summit2 Feb 2026
- Merger creates a top fiber provider with $4B revenue, growth focus, and strong synergy targets.UNITNareit REIT Week: 2024 Investor Conference1 Feb 2026
- Merger forms a top fiber provider with national reach, cost efficiency, and strong growth prospects.UNITBofA Securities 2024 Media, Communications and Entertainment Conference22 Jan 2026
- Q3 2024 saw $12.2M net income, strong fiber demand, and Windstream merger progress.UNITQ3 202417 Jan 2026
- Merger to form leading fiber provider, accelerate growth, and unlock significant synergies.UNITBank of America Securities 2024 Leveraged Finance Conference12 Jan 2026
Next Uniti Group earnings date
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference18 May, 2026
Uniti Group
Next Uniti Group earnings date
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference18 May, 2026
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