Core Insights - Kinetic has successfully passed 25,000 homes with high-speed multi-gigabit fiber internet in the greater Broken Arrow area, with plans for continued construction to meet local demand [1][3][12] Company Developments - The build is fully funded by Kinetic, enhancing the company's ability to provide next-generation internet services to residents and businesses in Broken Arrow and nearby communities [2] - Kinetic has upgraded its network to expand multi-gig capability to 85% of its fiber footprint, preparing customers for future applications requiring high bandwidth and low latency [7] - The company has a strong local presence, actively participating in community initiatives and supporting local organizations [5][6] Market Position - Kinetic's fiber internet service offers significant advantages over traditional copper and cable, including lower latency, higher reliability, and symmetrical speeds, which are essential for modern digital needs [10][12] - Research indicates that communities with fiber internet experience 213% higher business growth, 10% higher self-employment rates, and a 14-17% increase in home values [8] Community Engagement - Kinetic recently held a "Light it Up" community celebration in Broken Arrow, showcasing its commitment to local engagement and investment in the community [9][11] - The company emphasizes its dedication to local challenges and the well-being of residents, with local technicians addressing community needs [6] Future Outlook - Kinetic's ongoing expansion in Broken Arrow is seen as a step towards building a "city of the future," with the potential to connect tens of thousands of families to advanced fiber internet [12] - The company encourages residents to upgrade to fiber service, highlighting the competitive edge of its gigabit offerings compared to local competitors [11][12]

Core Insights - Uniti Group Inc. announced that its CFO Paul Bullington and SVP Bill DiTullio will present at the BofA Securities 2025 Leveraged Finance Conference on December 2, 2025 [1] - The presentation will be accessible via a live webcast on Uniti's Investor Relations website, with a replay available for a limited time [2] Company Overview - Uniti is a leading fiber provider in the United States, focused on delivering mission-critical connectivity [3] - The company serves over a million consumers and businesses, offering a wide range of fast and reliable communication services through various brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [3]

Summary of Uniti Group FY Conference Call Company Overview - **Company**: Uniti Group (NasdaqGS: UNIT) - **Event**: 9th Annual Wells Fargo TMT Summit - **Date**: November 18, 2025 Key Points Merger with Windstream - The merger with Windstream has been completed, and the integration is progressing well, with new leadership being brought in to enhance operations [6][8][11] - The previous landlord-tenant structure was seen as a burden, and the merger allows for better alignment in capital allocation and investment strategies [7][8] - Cost of capital has improved significantly post-merger, unlocking additional financing opportunities, particularly asset-backed securities (ABS) [8][9] Fiber-to-the-Home Build Plan - Uniti Group has set a target of 3.5 million passings by the end of 2029, with a focus on ramping up construction through external contractors [15][17] - The cost per passing is projected to be between $850 and $950, which is below industry benchmarks [18][22] - Kinetic's internal crew capabilities have contributed to lower costs, and previous investments in fiber infrastructure provide a competitive advantage [19][21] Strategic Shift in Build Funding - The company is pivoting from subsidized builds to more strategic builds, with subsidized projects expected to account for only 10-15% of the overall plan [26][30] - The focus is on markets with higher density and lower costs to pass, which are more economically viable [27][28] Penetration Rates and Market Strategy - Target penetration rates are set at a blended 40%, with expectations of achieving 25% in year one and 30% in year two [40][41] - The marketing strategy is shifting to a more tailored approach, allowing for better pricing and customer retention [46][50] Financial Projections and Growth - The company expects fiber revenue to surpass copper DSL revenue in the first half of next year, with a significant inflection point for revenue and EBITDA growth anticipated in 2027 [54][62] - A target of $100 million in annual run rate synergies from the merger is expected, primarily from operational efficiencies [63][64] Funding Mechanisms - Uniti Group has successfully executed two ABS financings totaling $840 million, with plans to increase the role of ABS in their funding strategy [57][58] - The company is exploring various funding mechanisms, including potential asset divestitures and joint ventures to support fiber build initiatives [59][60] Hyperscale Opportunities - The demand for hyperscale services is growing, with a significant increase in the sales funnel, expected to impact the P&L starting in 2026 [66][68] - Initial returns from hyperscale deals are projected to exceed traditional anchor deals, providing a strong revenue model [70] Market Perception - There is a need for the equity market to better understand the potential of the Windstream business and the strategic direction of Uniti Group [71][72] - The company is focused on executing its plans to build confidence among investors and demonstrate growth potential [73] Additional Insights - The leadership team is blending experience from both traditional and competitive fiber markets, which is expected to enhance operational effectiveness [11][12] - The company is optimistic about achieving sustainable ARPU growth, although it may stabilize at a lower rate compared to recent spikes [47][50]

Core Viewpoint - Uniti Group Inc. is scheduled to present at the Wells Fargo 9th Annual TMT Summit, highlighting its commitment to mission-critical connectivity in the digital economy [1]. Company Overview - Uniti Group Inc. (NASDAQ: UNIT) is a leading fiber provider in the United States, focusing on delivering fast and reliable communications services to over a million consumers and businesses [3]. - The company operates through various brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions, showcasing a broad portfolio of services [3]. Event Details - The presentation will take place on November 18, 2025, at 9:30 AM PST / 12:30 PM EST in Rancho Palos Verdes, CA [1]. - A live webcast of the event will be available on Uniti's Investor Relations website, with a replay option for a limited time after the presentation [2].

Core Insights - Uniti has been recognized by the Military Friendly® program for its commitment to recruiting, employing, and retaining military veterans [1][2] - The company ranked second on the Military Friendly® Employer list and first on the Military Spouse Friendly list for companies with annual revenue between $1 billion and $5 billion [2] - Over 2,900 organizations compete annually for the Military Friendly® designation, which evaluates institutions based on public data and proprietary survey responses [3] Methodology and Evaluation - The Military Friendly® Employers designation is determined by VIQTORY with input from the Military Friendly® Advisory Council, focusing on recruitment, retention, turnover, and advancement of veterans [4] - Final ratings combine an organization's survey score with its ability to meet specific thresholds in various categories [4] Company Overview - Uniti is a premier insurgent fiber provider in the U.S., offering fast and reliable communications services to over a million consumers and businesses [6] - The company operates under several brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [6] - Uniti will be featured in the 2026 Military Friendly® Employers Guide in the Winter issue of G.I. Jobs® magazine and on MilitaryFriendly.com [5]

Core Insights - Kinetic celebrates the second anniversary of its Digital Literacy Program, which is a free online resource aimed at enhancing digital skills for users of all ages [1][2] - The program has expanded to include local in-person presentations and new digital content to address the technological needs of communities [1][3] Program Overview - The Digital Literacy Program is part of Kinetic's broader mission to provide not only high-speed internet but also the necessary tools and knowledge for safe online engagement [2][3] - Over the past two years, Kinetic has conducted more than 150 local hands-on community presentations across its 18-state service area, benefiting hundreds of residents [3] Target Audience and Impact - The program particularly focuses on senior citizens, who are often targeted by cyber scammers, providing them with education and awareness to prevent scams [5] - More than 3,000 online customers have accessed the free program, which includes on-demand courses suitable for all ages and technical abilities [5][7] Educational Content - The program features 13 educational modules covering topics such as Internet Safety & Privacy, Streaming Services & Smart Devices, Social Media Basics, Microsoft Office Tools, and Career Search & Everyday Tech Skills [8][7]

Core Insights - Kinetic Business has launched the inaugural 2025 Kinetic Business Awards: Community Champions to recognize small and mid-sized businesses (SMBs) for their contributions to local communities through innovation and service [1][2] - The awards provide grants of up to $10,000 for winners to donate to a local nonprofit of their choice, with first place receiving $10,000, second place $7,500, and third place $5,000 [2][6] - The program aims to celebrate SMBs that drive positive social, economic, and environmental change, as well as digital transformation in their communities [2][3] Award Winners - First place: R.K. Adams Law of Dahlonega, Ga., recognized for its dedication to serving marginalized communities, with founder Robyn Adams actively volunteering for various boards and working with foster children and individuals with disabilities [7] - Second place: Anaheim Jack's of Ruidoso, N.M., honored for providing free meals to first responders and utility workers during the 2024 wildfires [7] - Third place: Dixie Collision, Inc. of Lafayette, Ga., acknowledged for exceptional customer care and support in navigating insurance processes [7] Company Overview - Kinetic Business, a unit of Uniti (NASDAQ: UNIT), provides business-grade fiber internet, WiFi, voice services, and managed connectivity solutions, serving over 200,000 business locations across 1,400 markets in 18 states [5]

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Core Viewpoint - Uniti Group reported quarterly earnings of $0.16 per share, surpassing the Zacks Consensus Estimate of a loss of $0.18 per share, marking an earnings surprise of +188.89% [1] - The company posted revenues of $722.6 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 17.78% [2] Financial Performance - The earnings of $0.16 per share compare to earnings of $0.08 per share a year ago, indicating growth [1] - Uniti has surpassed consensus EPS estimates only once in the last four quarters [2] - The company has not been able to beat consensus revenue estimates over the last four quarters [2] Stock Performance - Uniti shares have declined approximately 32.8% since the beginning of the year, while the S&P 500 has gained 16.5% [3] - The current Zacks Rank for Uniti is 3 (Hold), suggesting the shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.19 on revenues of $864.06 million, and for the current fiscal year, it is -$0.36 on revenues of $2.34 billion [7] - The outlook for the industry, specifically the Wireless National sector, is currently in the bottom 30% of Zacks industries, which may impact stock performance [8] Industry Context - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - Another company in the same industry, Cogent Communications, is expected to report a quarterly loss of $1.15 per share, with revenues projected to be $245.64 million, down 4.5% from the year-ago quarter [9][10]

Financial Data and Key Metrics Changes - Uniti reported a consolidated pro forma revenue decline of approximately 6% year over year, primarily due to the continued decline in legacy TDM services and Uniti Solutions [20] - Fiber infrastructure revenue grew 3% year over year, while Kinetic fiber-based revenue, including consumer, business, and wholesale services, grew 17% year over year [20][21] - The company expects consolidated revenue and adjusted EBITDA of $2.2 billion and $1.1 billion, respectively, at the midpoint of their 2025 outlook [25] Business Line Data and Key Metrics Changes - Kinetic expanded its fiber network to pass an additional 56,000 homes, ending the quarter with 1.8 million homes passed, and added 24,000 net new fiber subscribers, marking a 17% year-over-year growth [16] - Kinetic consumer fiber revenue grew 26% year over year, driven by strong adoption of the fiber-to-the-home product [16] - Fiber penetration at Kinetic reached almost 29%, up 50 basis points sequentially and 130 basis points year over year [18] Market Data and Key Metrics Changes - The company reported strong fiber revenue growth of 13%, with the highest number of fiber gross adds ever and the highest net adds in two years at Kinetic [9] - The hyperscaler funnel grew approximately 13% since the second quarter, with hyperscaler activity now representing around 30% of the total monthly recurring revenue (MRR) funnel [13] - The total addressable market for AI and hyperscalers for fiber providers is now estimated to be approximately 50% higher than originally estimated at the beginning of the year [14] Company Strategy and Development Direction - Uniti's strategy focuses on building fiber into unique locations, providing operational excellence, and maintaining a customer-centric approach, which has led to industry-leading churn and net promoter scores [6] - The company aims to transition from legacy services to fiber revenue, expecting fiber to overtake legacy services as the majority of revenue by 2026 [22] - Uniti is also focused on cross-selling Unity Solutions products into its enterprise base and capturing a larger share of the wavelength market [28][55] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of the fiber business, emphasizing the importance of transitioning out of legacy networks and services [70] - The company anticipates that the next few quarters will bring the largest deals seen to date, with clear visibility into at least three years of strong value-accretive deal flow [14] - Management acknowledged the challenges posed by legacy services but emphasized the strong cash flow generated from the core fiber business [73] Other Important Information - The company has improved its cost of capital significantly over the past two years, with debt yielding around 8% on a blended basis [26] - Uniti is working to establish a separate ABS program with fiber assets at Kinetic, which is expected to play a growing role in its capital structure [27] - The integration of Uniti and Windstream is progressing smoothly, with no significant disruptions reported [28] Q&A Session Summary Question: What is the outlook for the hyperscale opportunity and deal mechanics? - Management noted that the total addressable market for fiber is booming, with demand outpacing supply, and they expect to see larger deals in the coming quarters [32][36] Question: What is the plan for Kinetic's ABS and funding for fiber builds? - Management indicated that they expect to raise additional capital for Kinetic's fiber build plan and that ABS will play a role in financing due to its cost advantages [43][46] Question: How does the company plan to take more share in the wavelength market? - Management highlighted the importance of unique routes and reliability over price competition, and they believe they can capture more share in less trafficked markets [50][55] Question: What is the strategy to reduce churn in Kinetic's fiber business? - Management outlined a multi-faceted approach to reduce churn, including targeted pricing strategies, improved customer service, and fixing broken customer experiences [87][95]