Core Viewpoint - Uniti Group Inc. is set to report its first quarter 2025 financial results on May 6, 2025, prior to the market opening, with a conference call scheduled for the same day at 8:30 AM Eastern Time [1]. Company Overview - Uniti is an internally managed real estate investment trust focused on acquiring and constructing mission-critical communications infrastructure, providing fiber and wireless solutions for the communications industry [3]. - As of December 31, 2024, Uniti owns approximately 145,000 fiber route miles and 8.8 million fiber strand miles across the United States [3]. Investor Relations - The conference call discussing the earnings will be available via live webcast on Uniti's Investor Relations website, with options for telephone participation [2]. - A replay of the conference call will also be accessible on the Investor Relations website [2].

Core Viewpoint - Uniti Group Inc. announced that its stockholders approved the merger with an affiliate of Windstream Holdings II, LLC, with over 90% of shares voting in favor of the merger [1][3]. Merger Details - The merger will result in Uniti becoming an indirect, wholly owned subsidiary of Windstream Parent, Inc., which will be renamed "Uniti Group Inc." [3] - Uniti stockholders will receive approximately 62% of the outstanding common stock of the combined company, while Windstream shareholders will receive $425 million in cash, $575 million in preferred stock, and approximately 38% of the outstanding common stock of the combined company [3]. - Windstream shareholders will also receive non-voting warrants to acquire up to 6.9% of the common stock of the combined company [3]. Timeline and Regulatory Approvals - The transaction is expected to close in the second half of 2025, pending certain regulatory approvals [4]. Company Background - Uniti is an internally managed real estate investment trust focused on acquiring and constructing mission-critical communications infrastructure, owning approximately 145,000 fiber route miles and 8.8 million fiber strand miles across the United States as of December 31, 2024 [5].

Core Points - Uniti Group Inc. will participate in the Deutsche Bank 33rd Annual Media, Internet & Telecom Conference on March 11, 2025 [1] - Investor materials will be available on Uniti's Investor Relations website [2] Company Overview - Uniti is an internally managed real estate investment trust focused on acquiring and constructing mission-critical communications infrastructure [3] - As of December 31, 2024, Uniti owns approximately 145,000 fiber route miles and 8.8 million fiber strand miles across the United States [3]

Core Insights - Uniti Group Inc. will participate in the Deutsche Bank 33rd Annual Media, Internet & Telecom Conference on March 11, 2025 [1] - Investor materials will be available on Uniti's Investor Relations website [2] Company Overview - Uniti is an internally managed real estate investment trust focused on acquiring and constructing mission-critical communications infrastructure [3] - As of December 31, 2024, Uniti owns approximately 145,000 fiber route miles and 8.8 million fiber strand miles across the United States [3]

Core Viewpoint - Uniti Group (UNIT) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive shift in earnings estimates which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, making it a valuable tool for investors [2][3]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to price movements based on their buying or selling actions [3]. Business Improvement Indicators - The upgrade in Uniti's rating reflects an improvement in the company's underlying business, which is expected to drive the stock price higher as investors recognize this trend [4]. Earnings Estimate Revisions - Uniti is projected to earn $1.44 per share for the fiscal year ending December 2025, representing a year-over-year increase of 6.7% [7]. - Over the past three months, the Zacks Consensus Estimate for Uniti has surged by 127.4%, indicating strong upward revisions in earnings estimates [7]. Zacks Rank System Overview - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks yielding an average annual return of +25% since 1988 [6]. - The upgrade of Uniti to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [9].

Core Points - Uniti Group Inc. is scheduled to present at the Morgan Stanley 2025 Technology, Media & Telecom Conference on March 4, 2025 [1] - The presentation will be led by President and CEO Kenny Gunderman at 8:30 AM PST / 11:30 AM EST in San Francisco, CA [1] Company Overview - Uniti is an internally managed real estate investment trust focused on acquiring and constructing mission-critical communications infrastructure [3] - The company is a leading provider of fiber and wireless solutions for the communications industry [3] - As of December 31, 2024, Uniti owns approximately 145,000 fiber route miles and 8.8 million fiber strand miles across the United States [3]

February 21st ended up being a really exciting day for shareholders of Uniti Group Inc. (NASDAQ: UNIT ). At one point, shares of the company were up as much as 10.3%. This came afterCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussio ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________________ FORM 10-K ________________________________________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ ...

Financial Data and Key Metrics Changes - Uniti reported consolidated revenues of $293 million, consolidated adjusted EBITDA of $239 million, and AFFO attributed to common shareholders of $92 million for Q4 2024 [29] - The company achieved approximately 5% growth in strategic recurring revenue and 8% growth in adjusted EBITDA for the year [7][27] - AFFO per diluted common share was reported at $0.35, with a full-year AFFO expected to range between $1.40 and $1.47 per diluted share for 2025, representing a 6% increase from the prior year [37][39] Business Line Data and Key Metrics Changes - Uniti Leasing reported segment revenues of $222 million and adjusted EBITDA of $214 million, resulting in an adjusted EBITDA margin of 97% for Q4 2024 [30] - Uniti Fiber reported revenues of $72 million and adjusted EBITDA of $31 million, resulting in an adjusted EBITDA margin of 43% [31] - The number of bookings related to fiber to the home carriers increased threefold in 2023 versus 2022, with further growth in 2024 [18] Market Data and Key Metrics Changes - Hyperscaler bookings now represent about 20% of Uniti's full-year bookings, up from a very small percentage in 2023 [19] - The total addressable market (TAM) for digital infrastructure is estimated to be around $40 billion, with roughly $15 billion being spent on fiber and network investments [21] - The company expects the TAM for both digital infrastructure and fiber investments to grow by three to five times in the next five years [22] Company Strategy and Development Direction - Uniti aims to focus on best-in-class execution and disciplined top-line growth of mid-single digits and high single-digit adjusted EBITDA growth [10] - The merger with Windstream is expected to simplify the company's operations and enhance its market position, with a target of reaching 2 million homes passed with fiber by the end of 2025 [12][46] - The company plans to build new fiber, especially in the Connecticut footprint, with Windstream targeting to double the number of homes passed with fiber in 2025 compared to 2024 [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting the increasing demand from generative AI and the strategic value of fiber to home initiatives [10][49] - The company expects to generate positive free cash flow in 2025 and has a fully funded business plan [9][36] - Management noted that the competitive environment has been rational, with a focus on maintaining healthy yields despite market pressures [66] Other Important Information - Uniti's leverage ratio was reported at 5.8 times based on net debt to fourth quarter 2024 annualized adjusted EBITDA [38] - The company successfully completed its inaugural ABS transaction at a blended coupon of less than 6.5%, which will be used to redeem a portion of higher-yielding secured notes [39][40] - The shareholder vote to approve the merger with Windstream is set for April 2, 2025, with expectations to close the transaction in the second half of the year [12][52] Q&A Session Summary Question: What is the timing of the inference phase and opportunities in tier two and three markets? - Management indicated that the inference phase has already started, with expectations that it will grow significantly over time, particularly in tier two and three markets where Uniti is well-positioned [58][60] Question: How rational is the bidding environment with competitors? - Management believes the bidding environment has been rational, with a strong track record of winning deals at favorable economics [66] Question: What is the optimal mix of ABS versus other debt instruments? - Management stated that while they are open to increasing ABS funding, the optimal mix will depend on market conditions and opportunities for lower-cost capital [75] Question: What are the expectations for home builds and subscriber growth in 2025? - Management expects Windstream to build around 325,000 homes in 2025, nearly doubling the previous year's builds, and anticipates a corresponding increase in fiber subscribers [78][82] Question: How have hyperscaler needs changed fiber deployment strategies? - Management noted that hyperscaler needs have led to increased strand counts and capacity requirements, influencing their approach to new builds and maintenance [90][96]

Uniti Group (UNIT) came out with quarterly funds from operations (FFO) of $0.35 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to FFO of $0.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 6.06%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.34 per share when it actually produced FFO of $0.33, delivering a surprise of -2.94%.Over the last four quarter ...