earnings
confidence high
sentiment positive
materiality 0.70
Windstream Q1 adj. EBITDAR $370M (+13% q/q); fiber adds 18K, merger on track for early 2H25
Uniti Group Inc.
2026-Q1 EPS
reported $0.08
vs consensus -$0.51
▲ beat
(+115.6%)
- Q1 adjusted EBITDAR $370M (excl. IPv4 gains), up 13% sequentially; margin 41.6%, up 100 bps YoY.
- Fiber subscribers 464K (+18K q/q, +16% YoY); penetration 27.9% (+50 bps); fiber ARPU $73.24 (+4% YoY).
- Accelerated fiber build: 38K new premises passed in Q1, total 1.7M (38% coverage); on track for 2M by year-end.
- Merger with Uniti: Uniti shareholders approved; 16 state approvals received; expected close early 2H25.