NASDAQ$UNIT

Uniti Group Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

reported its financial results for the first quarter of 2025.

Uniti Group Inc. reported consolidated revenues of $293.9 million and net income of $12.2 million for the first quarter of 2025. Adjusted EBITDA was $237.8 million, achieving margins of approximately 81%. The company ended the quarter with $592.0 million in unrestricted cash and cash equivalents.

  • Consolidated revenues for Q1 2025 were $293.9 million.
  • Net income for Q1 2025 was $12.2 million, resulting in $0.05 per diluted common share.
  • Adjusted EBITDA for Q1 2025 was $237.8 million, with an 81% margin.
  • AFFO attributable to common shareholders was $92.3 million, or $0.35 per diluted common share.

Headline financials

Total Revenue

$294M

Previous: $286M+2.6%
EPS (adj)

$0.35

Previous: $0.32+9.4%
Adjusted EBITDA

$238M

Previous: $229M+4.0%
Net Income

$12.2M

Previous: $41.3M-70.4%

Revenue & EPS history

Uniti · Revenue · Quarterly

$294M

Q1 2025+2.6%vs Q1 2024
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Uniti · $76.7M total across 1 segment · Q2 2024

  • Fiber Infrastructure
    $76.7M

Forward guidance

Uniti is updating its full-year 2025 outlook, primarily reflecting business unit level revisions and the impact of debt redemption and transaction costs. The outlook does not include the impact of the expected merger with Windstream or future acquisitions.

Tailwinds

  • Core recurring strategic fiber revenue expected to grow.
  • Expected completion of the merger with Windstream in Q3 2025.
  • Strong positioning to benefit from emerging themes like Generative AI and convergence.
  • New experienced leadership added to the team.
  • Consolidated bookings up 40% in Q1 2025 compared to the prior year.

Headwinds

  • Outlook updated primarily for business unit level revisions.
  • Impact from partial redemption of senior secured notes.
  • Transaction related and other costs incurred to date affecting outlook.
  • Outlook excludes future transaction-related costs not mentioned.
  • Global economic volatility noted as a potential factor.

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 2025

Historical avgQ1 2025

-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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