Uniti Group

At the Citi Global TMT Conference, Uniti said the merger with Windstream brought scale, a simplified capital structure and operational synergies of more than $100 million. The company now has about 250,000 route kilometers of fiber and more than 2 million FTTH customers; the broadband brand Kinetic is currently connecting far more households than planned. At the same time, management signaled increasing price pressure in the consumer business from mobile operators, cable companies and fixed wireless, while the fiber enterprise business is growing on strong order intake and AI demand. Uniti plans to organise its business into three units and to monetise non-core assets worth $500 million to $1 billion from March 2027; anchor contracts worth about $1.5 billion through 2028 plus $500 million of leasing potential were cited. » Más en de.investing.com

Uniti said at the TD Cowen Summit that the merger with Windstream is starting to pay off operationally, reducing complexity while delivering synergies and accelerating fiber buildout. The company reported record gains in Kinetic FTTH new customers, home connections and fiber infrastructure bookings, along with stronger wholesale demand. Uniti sees non-core assets of $500 million to $1 billion for potential disposition, has ABS capacity of around $5 billion and is pursuing a disciplined M&A strategy. The full-year outlook was raised; ARPU is expected to grow 2–3% annually in 2026/27, while management sees further buildout upside and improved customer retention through AI. » Más en de.investing.com

Uniti Group, via its subsidiary Kinetic ABS Issuer LLC, has placed secured fiber bonds totaling $1.14 billion. The issuance comprises three tranches (A-2: $805.2m at 5.834%, B: $134.2m at 6.224%, C: $201.3m at 7.536%) with a weighted average coupon of about 6.18% and an expected maturity in June 2033; closing is scheduled for July 15, 2026. The bonds are secured by fiber networks and customer contracts across multiple US states and were offered to qualified institutional buyers under Rule 144A and outside the US under Regulation S. Uniti intends to use the net proceeds for general corporate purposes, including performance-based investments or repayment of existing debt; the new issue increases total debt, which stood at $11.1 billion in Q1 2026 (debt-to-equity 34.76). » Más en de.investing.com