LITTLE ROCK, Ark., Aug. 20, 2025 (GLOBE NEWSWIRE) -- Uniti Group Inc. (“Uniti”) (Nasdaq: UNIT) announced today that its Chief Financial Officer & Treasurer, Paul Bullington, and President of Kinetic, John Harrobin, are scheduled to present at the Citi 2025 Global TMT Conference. The presentation is scheduled for 1:30 PM EDT on September 3, 2025 in New York, NY. You may access a live webcast of the event on Uniti’s Investor Relations website at investor.uniti.com. The webcast will be available for replay for ...

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].

Financial Data and Key Metrics Changes - Revenue for Q2 2025 increased by 7% year over year and 15% compared to the full year 2024, reflecting strong business momentum [5][10] - Adjusted EBITDA for Q2 was $181 million, down 13% year over year, primarily due to the timing of license-based contracts [20] - Recurring revenue grew to $322 million, accelerating to 13% growth compared to last year [20] Business Segment Data and Key Metrics Changes - The biller segment revenue grew by 16% in Q2 and 13% for the first half of 2025, driven by strong performance in government, consumer finance, and utility markets [20][22] - Payment software segment revenue was roughly flat in Q2 but grew by 18% for the first half of 2025, with adjusted EBITDA increasing by 29% [21][22] Market Data and Key Metrics Changes - The company signed notable new contracts, with annual recurring revenue (ARR) bookings in Q2 up 86%, bringing first half 2025 new ARR bookings growth to 71% [6][20] - The estimated sixty-month backlog exceeded $7 billion for the first time, indicating strong future revenue potential [12][73] Company Strategy and Development Direction - The company is focused on enhancing its technology leadership and innovation, particularly with the launch of Kinetic, a next-generation payments hub platform [6][7] - ACI Worldwide is committed to returning capital to shareholders, having repurchased approximately 2.4% of its common shares outstanding [8][24] - The company is well-positioned to benefit from the adoption of stablecoins, which could drive cross-border real-time payments [12][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving upper single-digit revenue growth targets for 2025, supported by a strong pipeline and business momentum [10][26] - The leadership highlighted the importance of early contract signings to improve sales efficiency and revenue recognition [11][19] Other Important Information - ACI Worldwide was recognized as one of CNBC's World's Top Fintech Companies for 2025 and one of Time's America's Best Midsize Companies in 2025 [15] - The company plans to host an event called "Payments Unleashed" in October 2023 to celebrate its 50th anniversary and discuss emerging trends in payments [27] Q&A Session Summary Question: Update on stablecoins and bank customer conversations - Management indicated readiness for stablecoin transactions and emphasized the potential for cross-border real-time payments facilitated by stablecoins [32][34] Question: Acceleration in the Biller segment - Management noted strong performance in the Biller segment, particularly from government contracts, and expects continued strong performance for the rest of the year [38] Question: Areas of strength in ARR bookings - Management reported a diverse mix of deals contributing to ARR growth, with no single deal dominating the performance [43][44] Question: Trends in government investment and backlog strength - Management stated that there hasn't been a fundamental change in customer investment strategies, but ACI is better positioned to capitalize on existing demand [68][69] Question: Capital allocation strategy and buybacks - Management confirmed a flexible capital allocation strategy, focusing on growth investments and share buybacks, while remaining open to M&A opportunities [78][80] Question: Unit economics of stablecoin transactions - Management explained that real-time payments generate significantly more revenue than debit transactions, with stablecoin transactions expected to follow a similar trend [88][90] Question: Q3 EBITDA guidance - Management provided insights into the factors influencing Q3 EBITDA guidance, including expected revenue growth from payment software and the timing of new deals [92][96]

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]

Core Points - Uniti Group Inc. has successfully completed the merger with Windstream, resulting in both Legacy Uniti and Windstream becoming wholly owned subsidiaries of Uniti [1][2] - Following the merger, Legacy Uniti stockholders received 0.6029 shares of Uniti common stock for each share held, leading to them owning approximately 62% of the combined company's outstanding common stock [2] - Uniti plans to combine the indebtedness of Legacy Uniti and Windstream into a single organizational silo, expected to be completed around August 4, 2025 [3] Company Overview - Uniti is a leading fiber provider in the U.S., focused on delivering fast and reliable communication services to over a million consumers and businesses [4]

Merger Overview - Uniti and Windstream are merging to create a premier fiber provider with approximately $4 billion in revenue and 240,000 fiber route miles across 47 US states[13] - Existing Uniti shareholders will own roughly 62% and Windstream shareholders will own about 38% of the combined company's common equity[13] - The combined company has approximately 44 million residential households, 240,000 fiber route miles, and 150,000 on-net locations[8] Financial Profile & Growth - The combined company anticipates core fiber revenue between $2845 million and $2865 million, and total revenue between $3745 million and $3780 million in 2025[25] - The combined company anticipates total adjusted EBITDA between $1545 million and $1575 million, and total net Capex between $1210 million and $1220 million in 2025[25] - Kinetic consumer revenue is expected to grow approximately 2% in 2025, and strategic fiber infrastructure revenue is expected to grow approximately 5% in 2025[28] - Uniti is targeting strategic recurring revenue growth of approximately 4% to 6% and strategic recurring adjusted EBITDA growth of approximately 8% to 10% in 2025[35] Strategic Priorities - Uniti aims to pass an incremental 325,000 homes with fiber in 2025, reaching approximately 2 million homes in total[35] - Consolidated new sales bookings MRR was $08 million in Q1 2025, up approximately 40% from the prior year period[49] - The company's debt yielded approximately 125% in February 2023, which has improved to approximately 75% currently[52] AI Opportunity - The total AI TAM is projected to be $300 billion by 2030, with digital infrastructure TAM at $40 billion and fiber/network TAM at $15 billion[19]

MoffettNathanson 2025 Media, Internet & Communications Conference May 14, 2025 Together, Building the Future Safe Harbor Statement Forward-Looking Statements Certain statements in this communication may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended from time to time. Those forward-looking statements include all statements that are not historical statements of fact, including, without limitation, statements regarding the anticipat ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $395 million, representing a 25% increase from Q1 2024, while adjusted EBITDA was $94 million, up 95% from the previous year [15][16] - Cash flow from operating activities was $78 million, with a net debt leverage ratio of 1.2x, below the target of 2x [16][19] Business Line Data and Key Metrics Changes - Payment Software segment revenue grew 42% with adjusted EBITDA more than doubling compared to Q1 2024 [15][16] - Biller segment revenue increased by 11%, while adjusted EBITDA rose by 1% from Q1 2024 [15][16] Market Data and Key Metrics Changes - The company reported strong cash flow growth and ended the quarter with $230 million in cash on hand and approximately $853 million in total debt outstanding [16][19] - The company has not seen material impacts from geopolitical uncertainties, including exposure to China, which is considered non-material [14][19] Company Strategy and Development Direction - The company has combined its Bank and Merchant segments into a new business unit called Payments Software, which has generated new pipeline opportunities and improved operational efficiency [7][8] - The launch of the next-generation payments hub solution, named Kinetic, aims to expand the addressable market to include midsize and smaller institutions, as well as non-bank financial institutions [9][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding long-term profitable growth and the ability to deliver significant shareholder value, despite macroeconomic uncertainties [15][19] - The company raised its full-year revenue guidance to a range of $1.69 billion to $1.72 billion, expecting adjusted EBITDA to be between $480 million and $495 million [20][21] Other Important Information - The company sold its non-controlling interest in India-based Mindgate to PayU India, with the gain included in other income [17] - The CFO announced plans for retirement, emphasizing a smooth transition in financial leadership [22][23] Q&A Session Summary Question: Current environment and customer behavior - Management noted no negative impacts on customer decision-making timelines, with some customers pushing to finalize deals sooner due to uncertainty [29][33] Question: Exposure to stablecoins and cross-border payments - The company facilitates cross-border payments and is exploring the potential of stablecoins, although current volumes are small [36][42] Question: Payment Software segment growth expectations - Management expects the Payment Software segment to continue tracking a 7-9% constant currency revenue growth for the year, with variability based on timing of license fees [52][54] Question: Partnership with Ingo Payments and Speedpay - The partnership aims to enhance digital disbursements, expanding the company's capabilities beyond bill payments [55][58] Question: Impact of recent mergers in the industry - Management expressed optimism about potential opportunities arising from the mergers of Global Payments and FIS, emphasizing strong existing relationships [64][66] Question: Kinetic platform milestones - The company has achieved key milestones with the Kinetic platform, including successful demos and plans for beta customers by late this year or early next year [75][76]