NASDAQ$UNIT

Uniti Group Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported solid start to 2024 with strategic fiber business growth and merger announcement with Windstream.

Uniti Group Inc. reported its Q1 2024 results, highlighting a net income of $41.3 million and growth in its core recurring strategic fiber business by 4%. The company also announced a merger with Windstream, expected to expand Uniti's network reach.

  • Net income for the first quarter was $41.3 million, or $0.16 per diluted common share.
  • AFFO per diluted common share was $0.32 for the first quarter.
  • Core recurring strategic fiber business grew 4% compared to Q1 2023.
  • Announced merger with Windstream to expand network reach to 1.5 million homes passed with next-gen fiber.

Headline financials

Total Revenue

$286M

Previous: $290M-1.2%
EPS (adj)

$0.32

Previous: $0.39-17.9%
Adjusted EBITDA

$229M

Previous: $231M-1.1%
Capital Expenditures

-$168M

No prior period
Free Cash Flow

-$162M

No prior period
Net Income

$41.3M

Previous: -$19.2M+315.0%
Operating Income

$36M

Previous: -$22.3M+261.5%
Gross Profit

$243M

Previous: $178M+36.3%
Cash & Equivalents

$50.7M

Previous: $70.3M-27.9%
Total Assets

$4.98B

Previous: $4.99B-0.1%
Stock-Based Comp

$3.35M

Previous: $3.13M+7.0%

Revenue & EPS history

Uniti · Revenue · Quarterly

$286M

Q1 2024-1.2%vs Q1 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Uniti · $68.8M total across 1 segment · Q1 2024

  • Fiber Infrastructure
    $68.8M-12.9%

Forward guidance

The Company is updating its 2024 outlook primarily for business unit level revisions and transaction related and other costs incurred to date.

Tailwinds

  • Revenue between $1,154 million and $1,174 million.
  • Net income attributable to common shareholders between $116 million and $136 million.
  • Adjusted EBITDA between $930 million and $950 million.
  • FFO attributable to common shareholders between $319 million and $339 million.
  • AFFO attributable to common shareholders between $362 million and $382 million.

Headwinds

  • Outlook excludes any impact from the expected merger with Windstream.
  • Outlook excludes future acquisitions.
  • Outlook excludes capital market transactions.
  • Outlook excludes future transaction-related and other costs not mentioned herein.
  • Interest expense, net of $506 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-1.2%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-0.8%

Avg return

30 days after

48%

19 / 40 earnings

Positive

+14.1%

Q1 2023

Best reaction

-26.4%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%-2.0%
Q4 2025+7.0%+10.0%+36.7%
Q3 2025+3.7%+7.5%+2.1%
Q2 2025-10.4%-21.5%-22.7%
Q1 2025-9.6%-9.6%-13.8%
Q4 2024+3.7%+5.2%-7.9%
Q3 2024-9.3%-0.4%+5.7%
Q2 2024+6.3%+7.6%+13.5%
Q1 2024-26.4%-35.8%-47.6%
Q4 2023+2.1%+11.3%+2.8%
Q3 2023+9.3%+6.7%+29.5%
Q2 2023-10.1%+1.3%+1.1%
Q1 2023+14.1%+19.1%+21.6%
Q4 2022-2.6%-10.4%-41.4%
Q3 2022+11.5%+15.3%-11.1%
Q2 2022-3.5%-2.4%-9.4%
Q1 2022-4.3%-16.1%-8.1%
Q4 2021+13.8%+21.7%+25.0%
Q3 2021-2.3%-3.6%-6.5%
Q2 2021+0.0%+8.1%+9.6%
Q1 2021-1.9%-5.2%-1.9%
Q4 2020+0.8%-9.4%-7.4%
Q3 2020-1.1%+0.3%+15.5%
Q2 2020-3.6%-7.0%-10.1%
Q1 2020-3.6%+5.0%+21.5%
Q4 2019-26.1%-24.5%-38.0%
Q3 2019-2.7%-9.3%+2.4%
Q2 2019+3.6%+7.8%-10.9%
Q1 2019+0.5%-3.4%-5.1%
Q4 2018+1.4%+3.4%+20.1%
Q3 2018+3.3%+4.1%+4.1%
Q2 2018+2.5%+8.5%+8.6%
Q1 2018+1.7%+3.9%+17.1%
Q4 2017-0.3%+2.3%+5.9%
Q3 2017-3.8%-2.9%-3.8%
Q2 2017-8.6%-8.3%-21.4%
Q1 2017-4.4%-6.2%-2.2%
Q4 2016+3.5%+6.0%-6.6%
Q3 2016-4.9%-5.0%+0.2%
Q2 2016+0.3%-1.3%+0.2%
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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