Uniti: Q3 Earnings Snapshot

Uniti Group Inc. (UNIT) reported Q3 2026 earnings with record fiber growth but a 22% decline in adjusted EBITDA due to revenue shifts and higher costs. Kinetic faced DSL churn and lower ARPU, leading to reduced guidance. The company remains engaged in M&A discussions, highlighting strong liquidity and strategic value. CEO Kenneth Gunderman expressed confidence in standalone growth and fiber infrastructure demand from hyperscalers and AI developers.

Uniti Group Inc. reported a Q3 2026 EBITDA decline due to strategic shifts, including a deal replacing near-term TDM revenue with long-term wholesale revenue. The company sees growth in fiber infrastructure, with 50% of new demand from new fiber customers. Management increased guidance for generative AI opportunities, projecting 90% higher recurring annual cash revenue. The company plans to monetize $500M-$1B in non-core assets over three years.

Uniti Group (UNIT) reported Q3 2026 earnings, reiterating guidance with slightly higher revenue expectations due to fiber infrastructure strength. Adjusted EBITDA declined due to wholesale customer deal, hyperscaler deal delay, and subscriber retention actions. Fiber infrastructure bookings were near-record, with diverse customer mix. The company increased generative AI opportunity guidance, expecting higher upfront and recurring cash revenue. Kinetic saw record net adds and new subscribers.

Uniti Group (UNIT) reported Q3 earnings, raising recurring revenue estimates to $450M-$550M. Kinetic added 46,000 fiber subscribers and 162,000 home passings. Despite growth, Uniti lowered Kinetic's revenue outlook to $2.11B, citing pricing pressures. The company plans to monetize $500M-$1B in non-core assets and has no significant debt maturities until 2029.

Uniti Group (NASDAQ:UNIT) reported Q3 2026 results with record fiber subscriber additions and construction activity, but consolidated revenue declined 10% YoY and adjusted EBITDA fell 22% due to legacy business declines. Fiber revenue grew 6% YoY, driven by 22% growth in Kinetic consumer fiber revenue. The company added 46,000 net new fiber subscribers and constructed 162,000 fiber premises. Shares traded at $5.07, down 2.89% from the previous close.

Uniti Group Inc. (UNIT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Press Release Release date: November 9, 2026 Uniti Group Inc. Reports Third Quarter 2026 Results Two Straight Quarters of Record Waves Bookings Raising Full Year Revenue Guidance • Net Loss of $244.5 Million for the Third Quarter • Consolidated Revenue and Adjusted E