UNIT
Uniti Group·NASDAQ
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UNIT fundamentals
Uniti Group (UNIT) released its earnings on Mar 2, 2026: revenue was 917.30M (YoY +212.74%), beat estimates; EPS was -1.19 (YoY -897.05%), missed estimates.
Revenue / YoY
917.30M
+212.74%
EPS / YoY
-1.19
-897.05%
Report date
Mar 2, 2026
UNIT Earnings Call Summary for Q4,2025
- Record Growth and Deal Momentum: Q4 2025 saw 13% revenue growth, $1.7M MRR hyperscaler bookings, and $1B nonrecurring revenue target by 2028. IRRs of 22%-40% highlight profitable hyperscaler investments.
- Kinetic Transformation: 28,000 net fiber subs in Q4, 29% fiber penetration, and 2026 targets of 700,000 subs and 2.3M homes passed. ARPU up 5% YoY, targeting 2%-3% sustainable growth.
- Fiber Infrastructure Dominance: $975M Fiber Infrastructure revenue in 2026, driven by hyperscaler IRUs and 6,000 new route miles. ABS transactions and asset monetization support $1.4B net CapEx.
- Strategic Differentiation: Uniti's scale, existing asset leverage, and hyperscaler preference for large-scale providers ensure competitive advantage in AI-driven fiber demand.
EPS
Actual | -0.68 | -5.0755 | 0.0663 | -0.3317 | -0.0332 | 0.3317 | 0.282 | 0.2488 | 0.3483 | 0.3483 | -1.0947 | 0.2156 | -0.1327 | 0.1825 | -0.5639 | 0.2156 | 0.2654 | 0.1161 | 0.0829 | 0.1493 | 0.0829 | -0.04 | 4.92 | -1.19 | |||||||||
Forecast | -0.2867 | 0.4119 | 0.3442 | 0.1681 | 0.0662 | 0.3603 | 0.2769 | 0.1952 | 0.2922 | 0.2994 | 0.2972 | 0.2874 | 0.0213 | 0.1912 | 0.186 | 0.1644 | 0.1907 | 0.1675 | 0.1526 | 0.1625 | 0.1493 | 0.2024 | -0.145 | -0.3571 | |||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -137.18% | -1332.22% | -80.74% | -297.32% | -150.15% | -7.94% | +1.84% | +27.46% | +19.20% | +16.33% | -468.34% | -24.98% | -723.00% | -4.55% | -403.17% | +31.14% | +39.17% | -30.69% | -45.67% | -8.12% | -44.47% | -119.76% | +3493.10% | -233.24% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 266.16M | 266.82M | 258.76M | 275.29M | 272.59M | 268.18M | 266.75M | 293.01M | 278.03M | 283.98M | 283.10M | 283.74M | 289.82M | 283.70M | 290.65M | 285.66M | 286.42M | 294.95M | 292.25M | 293.31M | 293.91M | 300.73M | 722.60M | 917.30M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 265.64M | 263.24M | 259.21M | 266.99M | 271.09M | 270.41M | 271.30M | 279.19M | 278.93M | 278.97M | 283.43M | 285.49M | 287.02M | 290.77M | 290.32M | 296.21M | 287.48M | 289.97M | 289.89M | 294.16M | 295.55M | 304.87M | 762.95M | 876.80M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.20% | +1.36% | -0.17% | +3.11% | +0.55% | -0.82% | -1.68% | +4.95% | -0.32% | +1.79% | -0.11% | -0.62% | +0.98% | -2.43% | +0.11% | -3.56% | -0.37% | +1.72% | +0.81% | -0.29% | -0.56% | -1.36% | -5.29% | +4.62% |
Earnings Call
You can ask Aime
What factors drove the changes in Uniti Group's revenue and profit?What does Uniti Group do and what are its main business segments?What guidance did Uniti Group's management provide for the next earnings period?What is the market's earnings forecast for Uniti Group next quarter?What were the key takeaways from Uniti Group’s earnings call?What is Uniti Group's latest dividend and current dividend yield?What were the key takeaways from Uniti Group's earnings call?Did Uniti Group beat or miss consensus estimates last quarter?
