Uniti Group Inc./$UNIT

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About Uniti Group Inc.

Uniti is the product of the August 2025 merger of the firm with Windstream, its former primary customer. The combined firm owns a 217,000 route-mile fiber network that primarily serves enterprise customers. This fiber business generates about 20% of consolidated revenue. Uniti also owns phone networks that reach about 4.5 million households, mostly in less-populated markets in the Southeast. Uniti is rapidly upgrading this network to offer fiber-based broadband services. Its fiber network reaches about 1.8 million locations in its service territory. Residential telecom services account for about a third of total revenue. Small business and wholesale services provided over the legacy phone network account for about 20% of revenue.

Ticker

$UNIT

Sector

Communication
Primary listing

Employees

758

Uniti Group Inc. Metrics

BasicAdvanced
$1.6B
0.82
$8.00
1.51
-

Bulls say / Bears say

Uniti’s consolidated fiber revenue rose 13% year-over-year in Q3 2025, while Kinetic consumer fiber revenue climbed 26%, demonstrating strong demand in end-markets and effective integration of Windstream’s FTTH assets.
Fiber Infrastructure bookings reached a monthly recurring revenue record of $1.6 million in Q3 2025—the highest in over two years—supported by a hyperscaler contract pipeline valued at $1.7 billion, which supports expectations for future EBITDA growth.
In Q3 2025, Uniti extended its debt maturities and reduced its cost of capital by issuing $1.4 billion of 7.50% senior secured notes due 2033 and arranging a $1.0 billion seven-year term loan at SOFR + 4.00%, boosting liquidity ahead of the full merger integration.
Despite recent refinancing, Uniti’s net leverage remained high at about 5.75x net debt to annualized Q2 2025 EBITDA, limiting financial flexibility and increasing the company’s exposure to rising interest rates.
The merger with Windstream ended Uniti’s REIT status and will create a taxable event for shareholders, which could reduce cash available for distributions and raise the company’s overall tax liability.
Kinetic fiber ARPU dropped slightly compared to the prior quarter in Q3 2025 because of one-time price changes and a surge in new subscribers, signaling possible margin pressure and churn risk in the challenging residential broadband market.
Data summarised monthly by Lightyear AI. Last updated on 7 Nov 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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