NASDAQ$UNIT

Uniti Group Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported solid demand for mission critical fiber infrastructure and made significant progress on merger with Windstream.

Uniti Group Inc. reported consolidated revenues of $292.2 million and net income of $12.2 million for the third quarter of 2024. The company saw solid demand for its fiber infrastructure, with consolidated bookings of nearly $1 million in monthly recurring revenue. Uniti is on track to close the merger with Windstream by the second half of 2025.

  • Consolidated bookings of nearly $1 million in monthly recurring revenue.
  • Demand from Hyperscaler customers remains strong.
  • On track to close the merger with Windstream by the second half of 2025.
  • Windstream now has capital to accelerate Kinetic’s fiber-to-the-home buildout.

Headline financials

Total Revenue

$292M

Previous: $291M+0.5%
EPS (adj)

$0.33

Previous: $0.35-5.7%
Capital Expenditures

-$65M

Previous: -$121M+46.3%
Free Cash Flow

-$58M

Previous: -$130M+55.4%
Net Income

$12.2M

Previous: -$169M+107.2%
Operating Income

$12.2M

No prior period
Gross Profit

$178M

Previous: $289M-38.3%
Cash & Equivalents

$529M

Previous: $34.1M+1450.7%
Total Assets

$5.1B

Previous: $4.98B+2.4%
Stock-Based Comp

$3.38M

Previous: $3.15M+7.2%

Revenue & EPS history

Uniti · Revenue · Quarterly

$292M

Q3 2024+0.5%vs Q3 2023
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

The Company is updating its 2024 outlook primarily for business unit level revisions, and transaction related and other costs incurred to date. Our outlook excludes any impact from the expected merger with Windstream, future acquisitions, capital market transactions, and future transaction-related and other costs not mentioned herein.

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 Q3 2024

Historical avgQ3 2024

-1.2%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-0.7%

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%+2.8%
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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