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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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
-0.68-5.07550.0663-0.3317-0.03320.33170.2820.24880.34830.3483-1.09470.2156-0.13270.1825-0.56390.21560.26540.11610.08290.14930.0829-0.044.92-1.19
Forecast
-0.28670.41190.34420.16810.06620.36030.27690.19520.29220.29940.29720.28740.02130.19120.1860.16440.19070.16750.15260.16250.14930.2024-0.145-0.3571
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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------------266.16M266.82M258.76M275.29M272.59M268.18M266.75M293.01M278.03M283.98M283.10M283.74M289.82M283.70M290.65M285.66M286.42M294.95M292.25M293.31M293.91M300.73M722.60M917.30M
Forecast
------------------265.64M263.24M259.21M266.99M271.09M270.41M271.30M279.19M278.93M278.97M283.43M285.49M287.02M290.77M290.32M296.21M287.48M289.97M289.89M294.16M295.55M304.87M762.95M876.80M
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