Uniti Group Logs Record Q1 Kinetic Activity, Retains Guidance

UNITUNIT

Uniti Group reported stronger fiber growth and record Kinetic customer activity in Q1 2026 driven by hyperscale AI infrastructure demand. The company retained its full-year guidance because of timing variability in large dark fiber deals.

1. Strong Fiber Growth and Record Kinetic Activity

Uniti Group kicked off 2026 with stronger fiber growth and record Kinetic customer activity, leveraging its network footprint to attract new broadband and enterprise clients.

2. Hyperscale AI Infrastructure Demand

The company reported sustained demand from hyperscale data center customers deploying AI infrastructure, boosting sales of bandwidth and connectivity services.

3. Guidance Stability Due to Deal Timing

Despite variable timing of large dark fiber agreements, Uniti Group upheld its full-year revenue and EBITDA outlook, citing a diversified contract pipeline.

Sources

MFS