Every material Form 8-K Uniti has filed with the SEC since August 04, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Uniti Group reported second quarter 2026 revenue of $909.7 million, up from $300.7 million a year earlier, and a net loss of $155.9 million, compared with a $10.7 million loss a year earlier. It also updated its full-year 2026 outlook, now calling for a net loss of $480 million to $530 million and Adjusted EBITDA of $1.450 billion to $1.500 billion, and raised $1.1 billion through a secured fiber note offering.
Q2 2026 Adjusted EBITDA was $357.1 million, up from $242.5 million a year earlier, with a margin of about 39%.
Q2 2026 loss per share was $0.68, compared with $0.07 a year earlier.
Full-year 2026 outlook: revenue $3.630 billion to $3.680 billion; net loss $530 million to $480 million; Adjusted EBITDA $1.450 billion to $1.500 billion.
On July 15, Uniti completed a $1.1 billion offering of secured fiber network revenue term notes with a weighted average coupon of about 6.180%.
On July 15, 2026, Uniti Group subsidiary Kinetic ABS Issuer LLC completed a private offering of $1,140,710,000 in secured fiber network revenue term notes, the second issuance in its fiber-to-the-home securitization program. The company says it intends to use the net proceeds for general corporate purposes, which may include success-based capital expenditures and/or repaying debt.
Class A-2 notes $805,210,000 at 5.834%, Class B $134,200,000 at 6.224%, Class C $201,300,000 at 7.536%
Notes issued at 100% of principal, with an anticipated repayment date in June 2033 and a legal final maturity in June 2058
Interest is payable monthly on the 25th, starting August 25, 2026
About $91,081,390 is held in a prefunding account for Oklahoma assets pending regulatory approvals; if those sales do not close by July 30, 2027, the funds prepay the notes
At its virtual annual meeting on May 21, 2026, Uniti Group stockholders elected all nine director nominees, approved a 16,750,000-share increase to the 2025 Equity Incentive Plan, and ratified PricewaterhouseCoopers LLP as auditor for 2026. The filing also discloses that director Johannes Weber has a consulting arrangement with Elliott Investment Management, under which his pay is tied to Elliott's returns on its Uniti investment.
Plan increase approved with 166,790,041 votes for and 3,448,249 against, plus 225,560 abstentions
All nine director nominees elected; Joseph Natale, Carmen Perez-Carlton and Harold Zeitz each received more than 169.9 million votes for
Board will hold advisory say-on-pay votes annually, following 169,336,131 stockholder votes for an every-year frequency
Weber's consulting pay from Elliott equals 0.45% of Elliott's realized returns, or 0.90% if the company completes a strategic transaction, subject to conditions
Uniti Group reported first-quarter 2026 revenue of $987.5 million, up from $293.9 million a year earlier, but posted a net loss of $70.3 million compared with net income of $12.2 million in the prior-year quarter. The company's full-year 2026 outlook, which the press release describes as updated for business unit revisions and transaction costs, calls for Adjusted EBITDA of $1.425 billion to $1.475 billion.
Q1 2026 revenue was $987.5 million versus $293.9 million in Q1 2025, and Adjusted EBITDA was $441.6 million versus $237.8 million.
Net loss was $70.3 million, or $0.34 per share, compared with net income of $12.2 million, or $0.08 per share, a year earlier.
2026 outlook: revenue of $3.605 billion to $3.655 billion, net loss of $400 million to $450 million, and Adjusted EBITDA of $1.425 billion to $1.475 billion.
Kinetic consumer fiber gross adds were about 39,000, described as the highest on record.
Uniti reported fourth-quarter 2025 revenue of $917.3 million, up from $293.3 million a year earlier, but a net loss of $305.7 million, compared with net income of $21.6 million in the prior-year quarter. For the full year, net income of $1,304.7 million included a one-time $1,683.9 million gain tied to the Windstream merger, and the company issued a 2026 outlook calling for a net loss of $360 million to $410 million and Adjusted EBITDA of $1,425 million to $1,475 million.
Q4 2025 revenue $917.3 million vs. $293.3 million in Q4 2024; Q4 net loss $305.7 million vs. net income of $21.6 million
Full-year 2025 net income $1,304.7 million, including a one-time $1,683.9 million gain on settlement of preexisting relationships; full-year Adjusted EBITDA $1,173.8 million
2026 outlook: revenue $3,605 million to $3,655 million; net loss $410 million to $360 million; Adjusted EBITDA $1,425 million to $1,475 million
February 4 closing of $1.0 billion of 8.625% senior notes due 2032; January 30 closing of $960.1 million Kinetic fiber securitization notes
Uniti Group subsidiaries completed a private offering of $1 billion in 8.625% senior notes due June 15, 2032, issued at 100.25% of principal. Proceeds will repay borrowings under Uniti Services' senior secured term loan due 2031, with the remainder for general corporate purposes. The notes add to the company's debt load and are senior unsecured, ranking behind secured debt.
Principal amount: $1,000,000,000; issue price 100.25% of principal, with interest accrued from December 15, 2025
Notes mature June 15, 2032 and pay 8.625% annual interest, first payment June 15, 2026
Proceeds used to repay borrowings under the senior secured first lien term loan facility due 2031 and for general corporate purposes
Company and certain subsidiaries guarantee the notes on a senior unsecured basis; regulatory approval is being sought for some regulated subsidiaries
Uniti Group Inc. disclosed that a bankruptcy-remote subsidiary, Kinetic ABS Issuer LLC, completed a private offering of $960.1 million in secured fiber network revenue term notes on January 30, 2026, due in February 2031 on an anticipated repayment basis. The notes are secured by fiber network assets and residential customer contracts in five states, and the company says proceeds may fund general corporate purposes, including capital expenditures and debt repayment. The filing also sets up a revolving variable funding note facility of up to $150 million, which adds committed borrowing capacity if drawn.
Term notes total $960.1 million: $677.7 million Class A-2 at 5.219%, $113.0 million Class B at 5.561%, and $169.4 million Class C at 7.653%.
Variable funding notes of up to $150 million have an initial anticipated repayment date of February 2029, and interest is SOFR or base rate plus 1.75%.
Interest payments are due monthly on the 25th starting March 25, 2026; legal final maturity is February 2056.
Proceeds are intended for general corporate purposes, which may include success-based capital expenditures and repayment of outstanding debt.
Uniti Group reported third quarter 2025 revenue of $722.6 million, up from $292.2 million a year earlier, and net income of $1.609 billion, which includes a one-time $1.685 billion gain tied to the Windstream merger. Adjusted EBITDA rose to $327.8 million from $235.3 million, and the company updated its full-year 2025 outlook, with revenue of $2.215 billion to $2.265 billion and Adjusted EBITDA of $1.110 billion to $1.160 billion. Shareholders should note that the operating result was a loss of $42.6 million and that the balance sheet and cash flow statements are not yet included.
Net income was $1.609 billion, including a $1.685 billion gain on settlement of preexisting relationships with Windstream; operating loss was $42.6 million.
Revenue was $722.6 million versus $292.2 million a year earlier; Adjusted EBITDA was $327.8 million versus $235.3 million.
Diluted earnings per share were $4.92 versus $0.08 a year earlier.
Full-year 2025 outlook: revenue of $2.215 billion to $2.265 billion and Adjusted EBITDA of $1.110 billion to $1.160 billion; balance sheet and cash flow statements to be filed in the Form 10-Q by November 10, 2025.
Uniti Group's subsidiaries completed a $250 million private offering of secured fiber network term notes on October 24, 2025, and the indenture also permits up to $75 million of variable funding notes. The filing shows $839 million of term notes outstanding and no variable funding notes drawn as of closing, with proceeds intended for general corporate purposes, which may include success-based capital expenditures and debt repayment.
Term notes: $180 million Class A-2 at 5.177%, $28.2 million Class B at 5.621%, and $41.8 million Class C at 7.834%, with an anticipated repayment date in January 2031
Variable funding notes: up to $75 million, initial anticipated repayment date in January 2029, priced at 1.70% above base or SOFR rates; no amount drawn at closing
Secured by fiber network assets and customer contracts in six Southern states; the Company itself does not guarantee the notes
Uniti subsidiary Windstream Services completed a $1.4 billion offering of 7.500% senior secured notes due 2033 and used the proceeds, with a new $1.0 billion term loan, to redeem its 10.50% notes due 2028. Separately, Uniti announced a $250 million fiber securitization offering, and the filing shows the company is refinancing its debt and extending credit facility maturities to December 30, 2027, subject to regulatory approvals.
$1.4 billion of 7.500% senior secured notes due October 15, 2033 were issued at 100% of principal.
The proceeds, plus a new $1.0 billion seven-year term loan, funded full redemption of the 10.50% notes due 2028.
Revolving facility maturities under the legacy Windstream and Uniti credit agreements extended to December 30, 2027, subject to regulatory approvals.
A $250 million fiber network revenue term notes offering was announced, with a $75 million variable funding note facility expected.
Uniti Group reported second quarter 2025 revenue of $300.7 million, up from $294.9 million a year earlier, but posted a net loss of $10.7 million compared with net income of $17.6 million in the same period of 2024. The company also completed its merger with Windstream on August 1, 2025, and updated its full-year 2025 outlook to include Windstream's expected results for the five months after closing.
Q2 2025 revenue was $300.7 million versus $294.9 million in Q2 2024; net loss to common shareholders was $10.7 million, or $0.04 per diluted share, compared with a profit of $0.07 per share a year earlier.
Adjusted EBITDA was $242.6 million, and AFFO was $0.36 per diluted share for the quarter.
Windstream merger closed August 1, 2025; Legacy Uniti shareholders hold about 62% of the company's common stock and Windstream shareholders about 38%.
Full-year 2025 outlook: revenue of $2,215 million to $2,265 million, net loss attributable to common shareholders of $125 million to $75 million, and Adjusted EBITDA of $1,110 million to $1,160 million.
On August 4, 2025, Uniti Group completed an internal reorganization in which Uniti Group LP merged into Windstream Services LLC, making Windstream Services the borrower on the former Old Uniti debt. The filing says the reorganization made the existing debt of both companies obligations of one borrowing entity, with cross-guarantees, and effectively eliminated the covenants that had kept the two companies from operating together efficiently.
August 4, 2025: Uniti Group LP merged into Windstream Services LLC as part of the Internal Reorganization.
Windstream Services LLC succeeded Uniti Group LP as issuer or borrower on Old Uniti's indebtedness, and the Windstream revolving credit facility became pari passu with the other first lien debt.
The 7.50% Convertible Senior Notes due 2027 had $306,500,000 aggregate principal outstanding, with an adjusted conversion rate of 82.7023 shares per $1,000 principal amount after each Old Uniti share converted into 0.6029 shares of Company
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Uniti filing is on SEC EDGAR ↗. 8-K briefs of other companies →