Q2 2026 Uniti Group Inc (Delaware) Earnings Call Transcript

Jul 30, 2026 / 12:30 PM GMT

Release Date Price: €8.9 (+1.14%)

Transcript 10-Q8-K

Key Points

Positve

Record quarter of new bookings at fiber infrastructure, exceeding previous record by almost 30%.
Total fiber revenue grew 10% year-over-year, with strong demand across wholesale, enterprise, and consumer segments.
Kinetic achieved its strongest quarter ever for net fiber subscriber additions and new fiber homes constructed.
Over 50% of new bookings were for lit wave capacity, signaling a pivot from build cycle to lease-up and inference.
Blended Anchor Lisa cash yields reached 37%, the highest ever, driven by profitable and strategic fiber builds.

Negative

Consumer fiber ARPU decreased 2.6% in Q2 due to new customer volume, rate plan adjustments, and retention initiatives.
Consolidated pro forma revenue and adjusted EBITDA declined 5% and 10% year-over-year, respectively, due to legacy service declines.
Some large hyperscale dark fiber deals may slip from Q4 2026 into early 2027, causing potential revenue lumpiness.
Kinetic faces near-term ARPU pressure from cable repricing and fixed wireless competition, though less impacted than peers.
Net CapEx guidance increased by $100 million to $1.27 billion, partly due to front-loaded costs for accelerated 2027 builds.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UNIT.OQ - Uniti Group Inc (Delaware)
Q2 2026 Uniti Group Inc (Delaware) Earnings Call
Jul 30, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to today's conference call to discuss Unity's second quarter 2026 earnings results.

My name is Jonathan and I will be your operator for today.

Today's call is being recorded and a webcast will be available on the company's investor relations website, investor.unity.com.

Beginning today and will remain available for 365 days.

At this time, all participants are in a listen-only mode.

Participants on the call will have the opportunity to ask questions.

Since following the company's prepared comments.

It is now my pleasure to introduce Bill DiTullio, Unity's senior Vice President of Investor Relations and Treasury.

Please

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