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Uniti(UNIT) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:30
Financial Highlights - Total Fiber Year-over-Year Revenue Growth of 13%[6] - Kinetic Consumer Fiber Gross Adds of 36K Were Highest Ever[6] - Kinetic Consumer Fiber Net Adds of 24K Were Highest in 2 Years[6] - Fiber Infrastructure New Bookings MRR of $1.6 Million Were Highest in Over 2 Years[6] - Strong Fiber Infrastructure Adjusted EBITDA YoY Growth of ~11%[47] Kinetic Fiber Performance - Kinetic Consumer Fiber Revenue grew ~26% YoY in 3Q25[38] - Consumer Fiber ARPU of $75.81 up 10% YoY in 3Q25[38] - Fiber penetration of 28.6% in 3Q25, ~50 Bps Improvement Sequentially[38] Future Growth and Targets - The company aims to shift fiber mix to ~75% of total revenue by 2029[51] - Hyperscalers are a Growing Contributor to Uniti's Sales Funnel with a ~5x Increase from 3Q24 Levels[25] - Total Standalone Uniti Sales Funnel MRR is up ~45% YoY in 3Q25[25]