Inferra AI / Company / UNIT

Uniti Group Inc.

UNIT · Real Estate

Last earnings Jul 30, 2026

Key results

Consolidated Fiber revenuequarter

15%

Consolidated Fiber Revenue Grew 15% Year-over-Year in the First Quarter

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Fiber Infrastructure Fiber revenuequarter

13%

Fiber Infrastructure Fiber Revenue Grew 13%Year-over-Year in the First Quarter

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Kinetic Consumer Fiber revenuequarter

26%

Kinetic Consumer Fiber Revenue Grew 26% Year-over-Year in the

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Bookings Monthly Recurring revenuequarter

$1.6 Million

New Bookings Monthly Recurring Revenue of $1.6 Million 2026 is off to a great start at Uniti, fueled by the continued strong demand from hyperscalers and the significant progress we have made to-date on our fiber-to-the-home build.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Consolidated revenuequarter

$987.5 million

QUARTERLY RESULTS Consolidated revenues for the first quarter of 2026 were $987.5 million.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Revenuequarter

$548.0 million

Kinetic contributed $548.0 million of revenues and $235.5 million of contribution margin for the first quarter of 2026, achieving margins of approximately 43%.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

1 Fiber Infrastructure contributed $294.8 million of revenues and $192.7 million of contribution margin for the first quarter of 2026, achieving margins of approximately 65%.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Uniti Solutions contributed $191.8 million of revenues and $95.8 million of contribution margin for the first quarter of 2026, achieving margins of approximately 50%.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

AI analysis

Q1 2026 · reported May 11, 2026

Based on: Earnings release + Q1 2026 deck + parent 8-K — transcript not held

Consolidated revenue · Q1 2026
$987.5M
EX-99 · May 11, 2026
Bookings Monthly Recurring revenue · Q1 2026
$1.6M
EX-99 · May 11, 2026
Revenue · Q1 2026
$548.0M
EX-99 · May 11, 2026

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · May 11, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ1 2026Prior qtrYear ago
Consolidated Fiber revenue15%——
Fiber Infrastructure Fiber revenue13%——
Kinetic Consumer Fiber revenue26%——
Bookings Monthly Recurring revenue$1.6 Million——
Consolidated revenue$987.5 million——
Revenue$548.0 million——

EX-99 · May 11, 2026

Guidance · company-stated

Direction: Reiterated

Revenue$70.3 Million

“Reports First Quarter 2026 Results Reiterates Full Year 2026 Outlook Net Loss of $70.3 Million for the First Quarter Consolidated Revenue and Adjusted EBITDA of $987.5 Million and $441.6 Million, Respectively, for the First Quarter LITTLE ROCK, Ark.”

Midpoint vs latest-quarter revenue-92.9%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex$251.9M
Uniti Solutions capex$6.5M

Kinetic s capital expenditures during the quarter were $251.9 million.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue -92.9% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Release date May 11, 2026 Uniti Group Inc

Based on: Earnings release + Q1 2026 deck + parent 8-K — transcript not held

Guidance & outlook

Direction: Reiterated

Revenue: “Reports First Quarter 2026 Results Reiterates Full Year 2026 Outlook Net Loss of $70.3 Million for the First Quarter Consolidated Revenue and Adjusted EBITDA of $987.5 Million and $441.6 Million, Respectively, for the First Quarter LITTLE ROCK, Ark.”

Revenue — Reiterated (“Reiterates”)
“Reports First Quarter 2026 Results Reiterates Full Year 2026 Outlook Net Loss of $70.3 Million for the First Quarter Consolidated Revenue and Adjusted EBITDA of $987.5 Million and $441.6 Million, Respectively, for the First Quarter LITTLE ROCK, Ark.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Kinetic s capital expenditures during the quarter were $251.9 million.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Fiber Infrastructure s capital expenditures during the quarter were $70.4 million and upfront payments received from customers were $152.4 million.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Uniti Solutions capital expenditures during the quarter were $6.5 million.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

We define EBITDA as net income, as defined by GAAP, before interest expense, provision for income taxes, depreciation and amortization, and costs incurred as a result of the early repayment of debt, including early tender and redemption premiums and the write off of unamortized deferred financing costs.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

In addition, Adjusted EBITDA is calculated similar to defined terms in our material debt agreements used to determine compliance with specific financial covenants.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Strategy & priorities

These forward-looking statements include, but are not limited to, statements 2 regarding Uniti s fiber build strategy, the businesses growth potential, and 2026 outlook.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Risks & headwinds

Forward-looking statements are based on assumptions and management s current expectations with respect to the future, involve certain risks and uncertainties, and are not guarantees.

SEC original ↗Uniti Group Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Documents

Earnings deck slides

6 decks with slide view

Slide history — recurring slides by stated title

Slides are matched across this company’s decks by their stated title only; a title listed here appeared in more than one held deck.

Safe Harbor Statement — Oct 23, 2026 · slide 2 · Oct 23, 2026 · slide 2 · Oct 23, 2026 · slide 2 · Oct 23, 2026 · slide 2 · Oct 23, 2026 · slide 2 · Oct 23, 2026 · slide 2

Key Metrics Dashboard — Oct 23, 2026 · slide 7 · Oct 23, 2026 · slide 8 · Oct 23, 2026 · slide 5 · Oct 23, 2026 · slide 7 · Oct 23, 2026 · slide 7

Key Uniti Inflections — Oct 23, 2026 · slide 9 · Oct 23, 2026 · slide 7 · Oct 23, 2026 · slide 6 · Oct 23, 2026 · slide 6 · Oct 23, 2026 · slide 9

Consolidated Pro Forma Fiber Revenue Mix — Oct 23, 2026 · slide 8 · Oct 23, 2026 · slide 16 · Oct 23, 2026 · slide 18 · Oct 23, 2026 · slide 8

Kinetic Fiber Program Highlights — Oct 23, 2026 · slide 13 · Oct 23, 2026 · slide 12 · Oct 23, 2026 · slide 14 · Oct 23, 2026 · slide 13

Fiber Infrastructure New Sales Bookings & Cumulative Lease-Up — Oct 23, 2026 · slide 10 · Oct 23, 2026 · slide 9 · Oct 23, 2026 · slide 10

Non-GAAP Financial Measures — Oct 23, 2026 · slide 17 · Oct 23, 2026 · slide 26 · Oct 23, 2026 · slide 17

Premier Insurgent Fiber Provider — Oct 23, 2026 · slide 3 · Oct 23, 2026 · slide 3 · Oct 23, 2026 · slide 3

>25 Years — Oct 23, 2026 · slide 4 · Oct 23, 2026 · slide 4

Conference Cal Presentation — Oct 23, 2026 · slide 1 · Oct 23, 2026 · slide 1

Fiber Infrastructure New Sales Bokings & Cumulative Lease — Oct 23, 2026 · slide 10 · Oct 23, 2026 · slide 7

Hyperscaler / Gen AI Opportunity — Oct 23, 2026 · slide 12 · Oct 23, 2026 · slide 12

Uniti’s Cost of Capital Continues to Improve — Oct 23, 2026 · slide 16 · Oct 23, 2026 · slide 16

Wholesale Sales Funnel Highlights — Oct 23, 2026 · slide 11 · Oct 23, 2026 · slide 11

~1.9 Million — Oct 23, 2026 · slide 15 · Oct 23, 2026 · slide 15

✓Total Fiber Year-over-Year Revenue Growth of 13% — Oct 23, 2026 · slide 5 · Oct 23, 2026 · slide 5

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

26 documents

Earnings releases

5 documents

Presentations

6 documents

Transcripts

0 documents

No transcripts for Uniti Group Inc. are held in this edition of the library.

Mentioned by

8 companies

Other tracked companies whose held documents mention Uniti Group Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.