Uniti Group (UNIT) Q2 FY26 earnings call

Uniti Group delivered a strong quarter, driven by record fiber infrastructure bookings fueled by AI demand and accelerated fiber-to-the-home builds at Kinetic. The company is strategically expanding its network and optimizing its capital structure, while navigating industry-wide ARPU pressures and managing the timing of large infrastructure deals. Management is focused on operational excellence and customer obsession to drive future growth.