Uniti (UNIT) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Sat, August 8, 2026 astatine 9:02 AM CDT 34 min read

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DATE

Thursday, July 30, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Senior Vice President of Investor Relations and Treasury - Bill DiTullio

• Chief Executive Officer - Kenneth Gunderman

• Chief Financial Officer - Paul Bullington

• President of Kinetics - John Harrobin

Full Conference Call Transcript

Operator: Good morning, and invited to today's league telephone to sermon Uniti's Second Quarter 2026 Earnings Results. My sanction is Jonathan, and I volition beryllium your relation for today. Today's telephone is being recorded, and a webcast volition beryllium disposable connected the company's Investor Relations website, investor.unity.com, opening contiguous and volition stay disposable for 365 days. [Operator Instructions] It is present my pleasance to present Bill DiTullio, Uniti's Senior Vice President of Investor Relations and Treasury. Please begin.

Bill DiTullio: Thanks, Jonathan. Good morning, everyone, and convey you for joining today's league telephone to sermon Uniti's 2nd 4th 2026 results. Speaking connected the telephone contiguous volition beryllium Kenny Gunderman, our CEO; and Paul Bullington, Uniti's CFO. John Harrobin, President of Kinetics, volition besides beryllium joining america this greeting during Q&A. Before we get started, I'd similar to rapidly screen our harmless harbor statement. Please enactment that today's remarks whitethorn incorporate forward-looking statements. These statements include, but are not constricted to, statements regarding Uniti's fibre physique strategy, the business' maturation potential, our 2026 outlook and different statements that are not humanities facts. Numerous factors could origin existent results to disagree materially from those described successful the forward-looking statements.

For much accusation connected those factors, delight spot the conception titled Safe Harbor Statement successful the accompanying presumption successful the Risk Factors sections successful our filings with the United States Securities and Exchange Commission. With that, I would present similar to crook the telephone implicit to Kenny.

Kenneth Gunderman: Thank you, Bill. Good morning, everyone, and convey you for joining. Uniti posted different terrific 4th of results arsenic we proceed to execute good connected our strategy arsenic the premier insurgent fibre provider. We're consistently increasing wholesale, endeavor and user fibre gross astatine 10% to 20% with an insurgent stock taker mentality. Our strategy of being archetypal with fibre to metro and wholesale markets, on with a mission-critical and future-proof exertion positions america for galore years of predictable execution and worth instauration for our shareholders. Demand for fibre is continuing to accelerate, and hyperscalers and neo-clouds are starring the way. We posted a grounds 4th of caller bookings astatine Fiber Infrastructure, exceeding our erstwhile grounds by astir 30%.