Group 1 - Uniti Group Inc. announced that its President and CEO, Kenny Gunderman, will present at the RBC Capital Markets 2025 Global Communications Infrastructure Conference on September 16, 2025 [1] - The presentation is scheduled for 2:10 PM CDT / 3:10 PM EDT in Chicago, IL [1] - A live webcast of the event will be available on Uniti's Investor Relations website and can be replayed for a limited time after the presentation [2] Group 2 - Uniti is a premier insurgent fiber provider focused on enabling mission-critical connectivity across the United States [3] - The company builds, operates, and delivers fast and reliable communications services, serving over a million consumers and businesses [3] - Uniti's services are offered through various brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [3]

Group 1 - Uniti Group Inc. announced participation in the Goldman Sachs 2025 Communacopia + Technology Conference on September 10, 2025 [1] - The company's Executive Vice President of Strategic Finance and Senior Vice President of Investor Relations will represent Uniti at the conference [1] - Investor materials will be available on Uniti's Investor Relations website under the Events & Presentations tab [2] Group 2 - Uniti is a premier insurgent fiber provider focused on enabling mission-critical connectivity across the United States [3] - The company serves over a million consumers and businesses, offering a broad portfolio of services through various brands [3] - Uniti's brands include Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [3]

Core Insights - The grand opening of Gatton Park in Lexington was celebrated on August 23, 2025, marking a significant milestone for the city [1] - Kinetic has committed $1 million for a 10-year sponsorship to provide complimentary high-speed Wi-Fi throughout Gatton Park [1][6] - The park aims to be a digitally connected outdoor space, enhancing visitor experience with uninterrupted connectivity [2] Company Initiatives - Kinetic's free Wi-Fi service is designed to support various activities in the park, allowing visitors to work, learn, and connect seamlessly [3] - The park is positioned as a cultural hub, integrating community, nature, and technology, appealing to families, students, and professionals [3] - Phase 1 of the Wi-Fi installation is complete, providing connectivity to specific areas, with Phase 2 expected to cover the entire park by the end of 2025 [4] Company Background - Kinetic, a brand of Uniti, provides multi-gigabit fiber internet and related services to approximately 1.7 million households across 18 states in the U.S. [5]

Core Points - Kinetic is offering a $10,000 reward for information leading to the arrest and conviction of individuals involved in the theft or vandalism of its copper and fiber infrastructure in North Carolina [1][8] - Recent incidents of copper and fiber optic cable theft have disrupted services for over 50 customers in Moore County, affecting their ability to access emergency services [2][3] - The company emphasizes the serious implications of these crimes on public safety, as they hinder connectivity for first responders and essential services [4][6] Company Actions - Kinetic is increasing collaboration with local law enforcement and implementing active deterrent measures to combat theft and vandalism [6] - The company is committed to pursuing the strongest legal actions against offenders to protect public safety [6] - Kinetic encourages community vigilance to help reduce the impact of these crimes on residents [6] Company Overview - Kinetic, a brand of Uniti, provides multi-gigabit fiber internet and related services to approximately 1.7 million households across 1,400 markets in 18 states [7]

Core Viewpoint - Uniti Group Inc. is set to present at the Citi 2025 Global TMT Conference, highlighting its leadership in the fiber connectivity sector [1]. Company Overview - Uniti Group Inc. (NASDAQ: UNIT) is a leading fiber provider in the United States, focusing on mission-critical connectivity [3]. - The company serves over a million consumers and businesses, offering a range of fast and reliable communication services [3]. - Uniti operates under several brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [3]. Event Details - The presentation will take place on September 3, 2025, at 1:30 PM EDT in New York, NY [1]. - A live webcast of the event will be available on Uniti's Investor Relations website, with a replay option for a limited time [2].

Core Viewpoint - Uniti has been recognized as the 1 Military Friendly® Company for 2025 in the $1 billion-to-$5 billion annual revenue category, highlighting its commitment to supporting military service members, veterans, and their families [1][2]. Company Recognition - Uniti, which includes segments formerly part of Windstream, has been acknowledged for creating meaningful career paths and community support for military personnel [2]. - The company has achieved a top 10 Military Friendly® Company status for four consecutive years, reflecting its ongoing dedication to hiring and retaining military veterans [3]. Leadership Statement - Jennifer Ragsdale, executive vice president, emphasized the vital role that veterans and their spouses play in Uniti's mission to provide critical communication services to various customer segments [3]. Company Overview - Uniti is a leading fiber provider focused on enabling mission-critical connectivity across the United States, serving over a million consumers and businesses [5]. - The company operates under several brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions, offering a broad portfolio of fast and reliable communication services [5].

Summary of Uniti Group (UNIT) Conference Call - August 12, 2025 Company Overview - **Company**: Uniti Group (UNIT) - **Event**: Eleventh Annual TD Cowen Communication Infrastructure Summit - **Key Speaker**: Kenny Gunderman, President and CEO Key Points Industry Context - The telecommunications industry is experiencing a convergence of fiber to the home and AI-driven demand in commercial fiber business, which are seen as significant growth drivers for Uniti Group [4][5][6] Financial Performance and Guidance - The company reported a weaker-than-expected earnings performance, with a $60 million shortfall compared to models [3] - Guidance was lowered due to several factors, including slower builds and subscriber penetration from the Windstream acquisition, increased costs associated with fiber builds, and competitive pressure on DSL services [10][11][12][14] - The company is transitioning from a REIT to a C Corp, which has implications for its shareholder base and may lead to volatility in stock performance [7][8] Strategic Initiatives - Uniti Group is pivoting to focus on unsubsidized builds to increase home coverage and improve penetration rates [12][13] - The company is onboarding third-party contractors to enhance build predictability and efficiency, which is expected to help catch up on build plans by the end of the year [14][19] - The Fiber Forward initiative aims to optimize market penetration and improve the overall build strategy, focusing on densification and clustering of existing markets [28][31] Legacy Services and Transition - Uniti Group is actively managing out of legacy TDM services, with expectations to be virtually out by the end of 2025, while still generating positive cash flow from these services [23][24][27] Subscriber Growth and Pricing Strategy - The company is optimistic about ARPU growth, citing opportunities for upselling higher-speed plans and the introduction of new pricing strategies tailored to local markets [36][39][40] - The current pricing for fiber services is competitive, and the company believes it can maintain or increase ARPU despite market pressures [38][39] Wireless and Commercial Fiber Business - Wireless bookings have increased by 30% year-over-year, driven by densification efforts and upgrades to rural towers [72] - The commercial fiber business is expected to benefit from new hyperscaler deals, which are anticipated to enhance cash flow and growth potential [64][66][67] M&A Activity and Market Outlook - The company remains open to M&A opportunities, particularly in the commercial fiber space, as the market shows signs of increased activity [79][81] - There is a growing interest in fiber businesses, especially those that own their networks and demonstrate steady growth [83][84] Tax Implications - As a result of the merger, Uniti Group expects to benefit from a step-up in tax basis, reducing the likelihood of becoming a cash taxpayer in the near future [88][89] AI Integration - The company is leveraging AI to improve operational efficiency and customer experience, with a dedicated team focused on AI innovations [94][96][97] Additional Insights - The company is confident in its ability to navigate current challenges and capitalize on future growth opportunities, particularly in the fiber and AI sectors [18][71]

Core Points - Uniti Group Inc. will have its President and CEO, Kenny Gunderman, present at the TD Cowen 11th Annual Communications Infrastructure Summit on August 12, 2025 [1] - The presentation is scheduled for 2:55 PM MDT / 4:55 PM EDT in Boulder, CO [1] - A live webcast of the event will be available on Uniti's Investor Relations website, with a replay option for a limited time [2] Company Overview - Uniti is a leading fiber provider focused on delivering mission-critical connectivity across the United States [3] - The company serves over a million consumers and businesses, offering a wide range of fast and reliable communications services [3] - Uniti's services are provided through various brands, including Uniti Wholesale, Kinetic, Uniti Fiber, and Uniti Solutions [3]

Group 1 - Uniti Group's stock experienced a significant decline of 10.4% following the announcement of its second quarter financial results for the 2025 fiscal year [1] - The company operates in the telecommunications sector, which is currently facing challenges impacting shareholder value [1] Group 2 - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and growth potential [1] - Subscribers to Crude Value Insights gain access to a stock model account, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2]

Financial Performance - Uniti Group reported quarterly funds from operations (FFO) of $0.36 per share, missing the Zacks Consensus Estimate of $0.70 per share, representing an FFO surprise of -48.57% [1] - The company posted revenues of $300.73 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.04%, compared to year-ago revenues of $294.95 million [2] - Over the last four quarters, Uniti has surpassed consensus FFO estimates just once and topped consensus revenue estimates only once [2] Stock Performance - Uniti shares have lost about 11.3% since the beginning of the year, while the S&P 500 has gained 7.6% [3] - The current consensus FFO estimate for the coming quarter is $0.60 on revenues of $935.6 million, and for the current fiscal year, it is $2.49 on revenues of $2.44 billion [7] Industry Outlook - The REIT and Equity Trust - Other industry, to which Uniti belongs, is currently in the top 40% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, suggesting that industry performance can significantly impact stock performance [5][8]