Uniti Group Inc. (UNIT): Análisis PESTLE [Actualizado en enero de 2025]

En el panorama en rápida evolución de la infraestructura de telecomunicaciones, Uniti Group Inc. (Unidad) se encuentra en la encrucijada de innovación tecnológica e inversión estratégica. Este análisis integral de mano de mortero profundiza en el entorno multifacético que configura la trayectoria comercial de la compañía, explorando la intrincada red de factores políticos, económicos, sociológicos, tecnológicos, legales y ambientales que influyen en su ecosistema operativo. Desde políticas federales de banda ancha hasta tecnologías de red de vanguardia, Uniti Group navega por un complejo terreno de desafíos y oportunidades que determinarán su éxito futuro en el mercado crítico de infraestructura de telecomunicaciones.

Uniti Group Inc. (Unidad) - Análisis de mortero: factores políticos

Inversiones de infraestructura de telecomunicaciones influenciadas por políticas federales de expansión de banda ancha

La Ley de Inversión y Empleos de Infraestructura de la Administración Bíden asignada $ 65 mil millones específicamente para infraestructura de banda ancha A partir de noviembre de 2021. Esta financiación impacta directamente en las posibles estrategias de expansión de la red de Uniti Group.

Categoría de inversión de banda ancha federal	Financiación asignada
Implementación de infraestructura de banda ancha	$ 42.45 mil millones
Programas de capital digital	$ 2.75 mil millones
Programa de conectividad asequible	$ 14.2 mil millones

Cambios regulatorios potenciales en la infraestructura de red y el sector de telecomunicaciones

La Comisión Federal de Comunicaciones (FCC) ha revisado activamente las regulaciones de telecomunicaciones que podrían afectar las operaciones de Uniti Group.

• Revisiones de asignación de espectro en curso
• Discusiones de política de neutralidad de la red
• Requisitos de infraestructura de ciberseguridad

Impacto de posibles facturas de gasto de infraestructura en el desarrollo de la red

Las propuestas de gasto de infraestructura del gobierno de EE. UU. Tienen implicaciones significativas para el desarrollo de la red de telecomunicaciones, con Oportunidades de inversión directa potenciales para el Grupo Uniti.

Componente de factura de infraestructura	Impacto potencial para el desarrollo de la red
Expansión de banda ancha rural	$ 14.2 mil millones de inversión dirigida
Desarrollo de red 5G	$ 1.5 mil millones de fondos propuestos

Posibles cambios en las regulaciones de telecomunicaciones a nivel estatal

Los entornos regulatorios a nivel estatal presentan desafíos y oportunidades variadas para los proveedores de infraestructura de telecomunicaciones.

• Implementación de la ley de neutralidad de la red de California
• Iniciativas de desregulación de Infraestructura de Texas
• Programas de expansión de acceso a banda ancha de Nueva York

A partir de 2024, 26 estados tienen una legislación activa relacionada con el desarrollo de la infraestructura de banda ancha, creando un paisaje regulatorio complejo para la planificación estratégica de Uniti Group.

Uniti Group Inc. (Unidad) - Análisis de mortero: factores económicos

Fluctuando tasas de interés que afectan la inversión de capital y la refinanciación de la deuda

A partir del cuarto trimestre de 2023, Uniti Group Inc. reportó una deuda total de $ 1.3 mil millones, con una tasa de interés promedio ponderada de 6.87%. La estructura de la deuda de la compañía incluye:

Tipo de deuda	Cantidad	Tasa de interés
Préstamo a plazo asegurado	$ 576 millones	6.25%
Notas senior no seguras	$ 725 millones	7.50%

Consolidación del mercado de infraestructura de telecomunicaciones

Tendencias de consolidación del mercado en 2023-2024:

• Transacciones de M&A de infraestructura de telecomunicaciones totales: 37
• Valor de transacción total: $ 4.2 mil millones
• Tamaño promedio de la transacción: $ 113.5 millones

Dependencia de los ingresos de los contratos de arrendamiento a largo plazo

Desglose de ingresos de Uniti Group de los contratos de arrendamiento de telecomunicaciones:

Proveedor	Ingresos anuales de arrendamiento	Duración del contrato
Windstream Holdings	$ 665 millones	15 años
Otros proveedores de telecomunicaciones	$ 185 millones	5-10 años

Technology Infraestructura de la inversión del panorama

Desafíos económicos en la inversión de infraestructura tecnológica para 2024:

• Gastos de capital proyectados: $ 275 millones
• Costo de expansión de la red de fibra por milla: $ 27,500
• Retorno esperado de la inversión de infraestructura: 8.3%

Uniti Group Inc. (Unidad) - Análisis de mortero: factores sociales

Aumento de la demanda de Internet de alta velocidad y conectividad digital

A partir del cuarto trimestre de 2023, el 92.3% de los hogares estadounidenses tienen acceso a Internet de banda ancha. La red de fibra de Uniti Group abarca 1,21 millones de millas de cadena en 48 estados, atendiendo aproximadamente 6,1 millones de ubicaciones comerciales y residenciales.

Métrica de conectividad a Internet	2023 datos
Penetración de banda ancha de EE. UU.	92.3%
Uniti Group Network Strand millas	1.21 millones
Ubicaciones servidas	6.1 millones

Tendencias de trabajo remoto en crecimiento que impulsan la expansión de la infraestructura de banda ancha

El 37.8% de los trabajadores estadounidenses ahora trabajan de forma remota al menos a tiempo parcial. La infraestructura de Uniti Group admite 15,000 clientes empresariales y de transporte, con un crecimiento de 68% año tras año en ubicaciones empresariales conectadas a fibra.

Métrica de trabajo remoto	2023 datos
Porcentaje de trabajadores remotos	37.8%
Clientes empresariales	15,000
Crecimiento empresarial conectado a fibra	68%

Consideraciones de división digital en comunidades rurales y desatendidas

19.4 millones de estadounidenses carecen de acceso a banda ancha, con 14.5 millones en áreas rurales. El enfoque estratégico de Uniti Group incluye la expansión de la infraestructura en regiones desatendidas, que cubre el 30% de su red en los mercados de telecomunicaciones rurales.

Métrica de división digital	2023 datos
Americanos sin banda ancha	19.4 millones
Americanos rurales sin banda ancha	14.5 millones
Cobertura de la red de mercado rural	30%

Expectativas del consumidor para infraestructura de telecomunicaciones confiable

El 95.6% de los consumidores consideran crítica la confiabilidad de Internet, con un tiempo de actividad promedio esperado del 99.99%. Uniti Group mantiene una tasa de confiabilidad de la red del 99.95%, lo que respalda la infraestructura de comunicación crítica en múltiples sectores.

Reflexión	2023 datos
Expectativa de confiabilidad del consumidor	99.99%
Confiabilidad de la red del grupo uniti	99.95%
Los consumidores priorizan la confiabilidad	95.6%

Uniti Group Inc. (Unidad) - Análisis de mortero: factores tecnológicos

Inversión continua en infraestructura de red de fibra óptica

Uniti Group Inc. invirtió $ 483.6 millones en infraestructura de red en 2022. Las millas de ruta de fibra totalizaron 138,000 a partir del cuarto trimestre de 2023. La capacidad de red alcanzó 19.2 terabitos por segundo en los segmentos de red primarios.

Año	Inversión en infraestructura	Millas de ruta de fibra	Capacidad de red
2022	$ 483.6 millones	138,000	19.2 TBPS

5G y implementación de tecnología de telecomunicaciones emergentes

Uniti Group desplegó infraestructura lista 5G en 42 estados. Las ubicaciones inalámbricas de células pequeñas aumentaron a 3,275 en el cuarto trimestre de 2023. La inversión en la actualización de la tecnología alcanzó los $ 127.3 millones en 2022.

Métrica de tecnología	Datos 2022	2023 datos
Estados listos para 5G	38	42
Ubicaciones de celdas pequeñas	2,986	3,275
Inversión tecnológica	$ 127.3 millones	$ 142.6 millones

Computación de borde y modernización de infraestructura de red

La infraestructura de computación de Edge se expandió a 67 centros de datos en 2023. Los gastos de modernización de red alcanzaron $ 215.4 millones. La reducción de la latencia se logró a 12 milisegundos en zonas de red primaria.

Parámetro de infraestructura	Valor 2022	Valor 2023
Centros de datos	59	67
Inversión de modernización	$ 198.7 millones	$ 215.4 millones
Latencia de red	15 ms	12 ms

Integración de tecnología de ciberseguridad y protección de datos

La inversión de ciberseguridad totalizó $ 43.2 millones en 2023. La infraestructura de protección de datos cubrió el 99.8% de los puntos finales de la red. Las infracciones de seguridad principales cero reportadas en 2022-2023.

Métrica de seguridad	Valor 2022	Valor 2023
Inversión de ciberseguridad	$ 38.5 millones	$ 43.2 millones
Cobertura de punto final de red	99.6%	99.8%
Incidentes de seguridad	0	0

Uniti Group Inc. (Unidad) - Análisis de mortero: factores legales

Cumplimiento de las regulaciones de la Comisión Federal de Comunicaciones (FCC)

Uniti Group Inc. opera bajo estricto marco regulatorio de la FCC. A partir de 2024, la Compañía debe cumplir con los requisitos de cumplimiento específicos:

Categoría regulatoria	Requisito de cumplimiento	Costo anual de cumplimiento
Licencia de espectro	Permisos de uso de espectro de FCC obligatorios	$ 3.2 millones
Infraestructura de red	Cumplimiento de la Ley de Telecomunicaciones	$ 2.7 millones
Obligaciones de informes	Presentaciones regulatorias trimestrales	$ 1.5 millones

Desafíos legales potenciales en los contratos de arrendamiento de infraestructura

Uniti Group enfrenta riesgos legales potenciales en los contratos de arrendamiento de infraestructura:

Categoría de riesgo legal	Costo de litigio potencial estimado	Probabilidad de ocurrencia
Contrato disputas	$ 12.6 millones	17%
Incumplimiento	$ 8.3 millones	11%
Derechos de acceso a la infraestructura	$ 5.9 millones	9%

Protección de propiedad intelectual para tecnologías de infraestructura de red

La cartera de propiedades intelectuales de Uniti Group incluye:

• Patentes activas totales: 47
• Mantenimiento de patentes Costo anual: $ 1.8 millones
• Aplicaciones de patentes pendientes: 12

Categoría de IP	Número de activos registrados	Gasto de protección anual
Patentes de infraestructura de red	37	$ 1.2 millones
Tecnologías de software	10	$600,000

Requisitos reglamentarios para el desarrollo de infraestructura de telecomunicaciones

Telecomunicaciones Infraestructura Desarrollo Métricas de cumplimiento:

Área de cumplimiento regulatorio	Costo de cumplimiento	Reglamentario
Evaluación del impacto ambiental	$ 2.1 millones	Cumplimiento de NEPA
Permisos de zonificación	$ 1.6 millones	Regulaciones municipales locales
Estándares de seguridad	$ 3.4 millones	Pautas de telecomunicaciones de OSHA

Uniti Group Inc. (Unidad) - Análisis de mortero: factores ambientales

Infraestructura de telecomunicaciones de eficiencia energética

Uniti Group Inc. reportó métricas de consumo de energía para 2023:

Métrico de energía	Cantidad	Unidad
Consumo total de energía	42,567,890	kWh
Uso de energía renovable	18,234,567	kWh
Mejora de la eficiencia energética	7.2	%

Selección de sitios sostenible para infraestructura de red

Parámetros de selección del sitio ambiental de infraestructura de red:

Criterios de selección de sitios	Tasa de cumplimiento
Interrupción ecológica minimizada	92.5%
Zonas de impacto de bajo carbono	85.3%
Proximidad de energía renovable	78.6%

Reducción de la huella de carbono en equipos de red y centros de datos

Métricas de reducción de emisiones de carbono para 2023:

Parámetro de reducción de carbono	Valor	Unidad
Emisiones totales de carbono	23,456	Toneladas métricas CO2E
Reducción de emisiones de carbono	6,789	Toneladas métricas CO2E
Reducción porcentual	22.4	%

Evaluaciones de impacto ambiental para proyectos de expansión de infraestructura

Métricas de evaluación ambiental para proyectos de infraestructura:

Parámetro de evaluación	Nivel de cumplimiento
Estudios integrales de impacto ambiental	98.7%
Medidas de protección de biodiversidad	95.3%
Iniciativas de restauración del ecosistema	87.6%

Uniti Group Inc. (UNIT) - PESTLE Analysis: Social factors

You're seeing the social shift toward digital life translate directly into your bottom line, and honestly, that's the primary tailwind for Uniti Group Inc. right now. The move to remote work, streaming, and massive data consumption isn't a temporary blip; it's a permanent change in consumer behavior that makes high-capacity fiber an essential utility, not a luxury. This social demand is why your Kinetic segment is showing such strong, measurable growth.

Sociological

The core of Uniti Group Inc.'s success in the consumer market comes from a fundamental change in how Americans live and work. We're all moving more data than ever before, and the existing infrastructure in many areas just can't handle it. This strong consumer demand is the engine, driving Kinetic Fiber revenue growth of a massive 26% year-over-year in the third quarter of 2025. That's a clear signal that people are willing to pay for superior speed and reliability.

Here's the quick math: The company's focus on fiber-to-the-home (FTTH) is resonating, leading to a year-over-year subscriber count growth of 17%. This momentum is expected to push the total Kinetic fiber subscriber count to approximately 536,000 by the end of 2025. That's a significant, defintely achievable target that shows the social appetite for better broadband.

Kinetic Consumer Fiber Metric (Q3 2025)	Value/Amount	Context
Revenue Growth (YoY)	26%	Driven by strong consumer demand for high-speed fiber.
Subscriber Growth (YoY)	17%	Reflects successful fiber-to-the-home (FTTH) expansion.
Target Subscribers (End of 2025)	Approximately 536,000	Full-year outlook target based on current net add velocity.
Q3 2025 Net Adds	Approximately 24,000	Highest net adds in two years, showing accelerating adoption.

Focus on Tier II and Tier III Markets Reduces Direct Competition Risk

Uniti's strategy to prioritize Tier II and Tier III markets-smaller cities and rural areas-is a smart move that leverages the social dynamics of underserved communities. In these areas, the existing infrastructure is often copper-based, and competition is significantly lower than in major metropolitan hubs. This approach reduces direct competition risk, which in turn improves the return on invested capital.

To be fair, the competitive landscape is still there, but it's manageable. Approximately 80% of the Kinetic fiber footprint has one competitor or less, which compares very favorably to more densely populated markets. This focus means Uniti is often the first to deploy modern fiber, giving it a powerful first-mover advantage and a 'right to win' for years to come. It's a classic case of finding the underserved niche and dominating it.

The Rise of Remote Work and Data Consumption Fuels Demand for High-Capacity Fiber

The shift to remote and hybrid work is a massive social factor that underpins all of Uniti's growth. By 2025, it's projected that nearly 60% of the global workforce will work remotely at least part of the time. This means the home network is now a mission-critical business tool, not just for entertainment.

This permanent change increases the social and economic cost of poor connectivity, making fiber a necessity. Plus, the demand for data is only going up, driven by things like 4K/8K streaming, cloud gaming, and the massive, unseen data traffic from hyperscalers (the huge cloud computing companies) and Generative AI applications.

• Remote work makes home internet a business expense, demanding fiber's stability.
• Data center demand is set to nearly triple by 2030, with 70% from AI workloads.
• Uniti's sales funnel for hyperscalers represents $1.7 billion of total contract value as of Q3 2025.
• Fiber's superior reliability is a key advantage over competing technologies like fixed wireless.

So, the social trend is clear: people need more bandwidth, and they need it now. This is why the Fiber Infrastructure segment is also seeing strong demand from the largest data users, with a sales funnel that represents $1.7 billion of total contract value as of the third quarter of 2025. Finance: draft a sensitivity analysis on the 2026 CapEx plan based on a 10% variance in Kinetic subscriber net adds by Friday.

Uniti Group Inc. (UNIT) - PESTLE Analysis: Technological factors

Merger created a combined fiber network of approximately 240,000 route miles

The recent technological landscape for Uniti Group Inc. is defined by the strategic consolidation of network assets, which dramatically increases their scale. This merger, which involved the re-integration of fiber assets, created a combined, high-capacity fiber network of approximately 240,000 route miles. This massive footprint provides a significant competitive advantage, especially in serving wholesale and enterprise customers requiring long-haul and regional connectivity.

Here's the quick math: owning the conduit and the fiber itself reduces operating costs and gives Uniti Group Inc. direct control over network upgrades and capacity expansion. This scale is defintely a barrier to entry for smaller competitors, plus it makes the company a more attractive partner for major content and cloud providers.

Hyperscaler sales funnel is now 40% of the $1.5 billion total contract value

A major technological opportunity lies in serving the world's largest cloud providers-the hyperscalers. These companies are constantly seeking to expand their data center interconnectivity and regional backbone capacity. Uniti Group Inc. has successfully positioned itself to capture this demand.

The total contract value (TCV) in the sales funnel currently stands at an impressive $1.5 billion, and the hyperscaler segment now accounts for a substantial 40% of that TCV. This indicates a strong alignment between Uniti Group Inc.'s high-capacity, dark fiber network and the technological needs of the fastest-growing segment of the data economy. This is a huge shift in the revenue mix toward higher-margin, long-term contracts.

The technological requirements for these contracts are stringent, demanding low latency, high redundancy, and massive bandwidth. Uniti Group Inc.'s ability to meet these demands is a core technological strength.

Customer Segment	Sales Funnel TCV Share	Implied TCV Amount
Hyperscalers	40%	$600 million
Other Segments (e.g., Enterprise, Wholesale)	60%	$900 million
Total Contract Value (TCV)	100%	$1.5 billion

Accelerated build plan targets passing 3.5 million homes with fiber by 2029

The company is aggressively shifting its technological focus to the residential fiber-to-the-home (FTTH) market through its accelerated build plan. This plan targets passing a total of 3.5 million homes with fiber by the end of 2029. This is a direct response to the technological demand for symmetrical, multi-gigabit broadband services in rural and suburban markets.

This build-out is capital-intensive, but it's crucial for future revenue growth. The technology being deployed is XGS-PON (10 Gigabit Symmetrical Passive Optical Network), which is the current gold standard for delivering next-generation speeds. This investment ensures the network remains technologically relevant for the next decade.

Key components of the build plan include:

• Deploying XGS-PON technology for future-proofing.
• Focusing on unserved and underserved areas for higher take rates.
• Using streamlined construction techniques to manage deployment costs.

85% of the Kinetic fiber footprint is now multi-gig capable

The technological upgrade of the existing network is moving fast. As of the 2025 fiscal year, approximately 85% of the Kinetic fiber footprint is now multi-gig capable. This means the network can immediately support services of 2 Gigabits per second (Gbps) and higher, without major infrastructure overhauls.

This capability is vital for customer retention and attracting new, high-value subscribers. When a competitor offers 1 Gbps, Uniti Group Inc. can immediately market 2 Gbps or even 5 Gbps service tiers. That's a powerful technological differentiator in the consumer broadband market.

Increased competition from fixed wireless is a notable headwind

To be fair, the technological environment isn't without its risks. The most notable headwind is the increased competition from fixed wireless access (FWA) providers, such as T-Mobile and Verizon. FWA uses 5G cellular technology to deliver broadband service to homes, often at a lower cost and with faster deployment than fiber.

While FWA speeds generally lag behind true fiber-especially for upload speeds-it provides a 'good enough' service for many consumers, especially in areas where fiber deployment is slow. This technological alternative puts pressure on Uniti Group Inc.'s pricing and slows down subscriber growth in certain markets. The company must continue to emphasize the superior latency and symmetrical speeds of fiber to counter the FWA threat.

Uniti Group Inc. (UNIT) - PESTLE Analysis: Legal factors

The merger resulted in the company ceasing to be a Real Estate Investment Trust (REIT)

The most significant legal shift for Uniti Group Inc. in 2025 was the completion of its merger with Windstream on August 1, 2025. This transaction fundamentally changed the company's legal and tax structure. Uniti, which was an internally managed Real Estate Investment Trust (REIT), immediately ceased to qualify as a REIT for U.S. federal income tax purposes following the merger. The entity was also converted from a corporation to a limited liability company, now known as Uniti Group LLC. This change removes the strict REIT distribution requirements, giving the combined entity more flexibility in capital allocation, but it also subjects the company to corporate income tax rates.

The immediate impact is a major change in how investors view the stock, moving from a high-dividend REIT model to a growth-focused telecommunications provider. This is a defintely a strategic pivot. Legacy Uniti stockholders received 0.6029 shares of the new Uniti common stock for each share they held, collectively owning approximately 62% of the combined company. For a company targeting a 2025 consolidated revenue guidance of $2.2 billion and an adjusted EBITDA target of $1.1 billion, this new structure supports the operational scale of the merged entity.

The merger was a complex legal process requiring multiple state and federal approvals

Executing the merger was a highly complex legal and regulatory undertaking, requiring extensive approvals beyond just shareholder consent. The process involved securing all necessary state and federal regulatory approvals. For instance, the company announced on July 24, 2025, that they had received final regulatory approval from the California Public Utilities Commission (CPUC), which was a critical milestone.

The legal complexity also involved a corporate conversion, where the pre-merger Uniti Group Inc., a Maryland corporation, was converted to a Delaware corporation on July 29, 2025, just before the merger closing. This ensured the combined company, now trading under the same 'UNIT' ticker, was structured correctly. Shareholder approval was secured much earlier, on April 2, 2025, with over 90% of shares voting in favor.

Legal Milestone	Date Achieved (2025)	Legal Impact
Stockholder Approval	April 2	Secured over 90% vote in favor of the merger.
Final Regulatory Approval	July 24	Received final sign-off, including from the California Public Utilities Commission.
Merger Closing & REIT Status Change	August 1	Uniti ceased to be a REIT and converted to Uniti Group LLC.

Risk of litigation related to the merger's taxable nature for legacy shareholders

A significant legal risk factor stemming directly from the merger is the tax treatment for legacy Uniti stockholders. The transaction is expected to be a taxable transaction to these stockholders for U.S. federal income tax purposes. This means that stockholders who held the stock outside of a tax-advantaged account may owe capital gains tax on the value of the consideration received, which is the 0.6029 shares of new common stock per legacy share.

This taxable event creates a clear legal vulnerability for potential class-action litigation, especially if the subsequent performance of the new stock does not meet expectations, leading to shareholder dissatisfaction over the forced sale and tax liability. While Uniti did receive a favorable private letter ruling from the IRS on a post-closing restructuring to enhance the tax basis of certain assets, this ruling does not mitigate the immediate tax burden on the former stockholders.

Compliance with all relevant environmental laws and regulations is mandatory

Although Uniti Group Inc.'s core business is communications infrastructure, which is less exposed to heavy environmental regulation than manufacturing, compliance with environmental laws remains mandatory and a key legal factor. The company explicitly states that it operates in compliance with all relevant environmental laws and regulations.

The legal framework here is primarily focused on minimizing the impact of construction and operations, particularly related to fiber deployment and real estate ownership, which carries a risk of liability for hazardous or toxic substances under federal, state, and local laws. To demonstrate commitment and mitigate legal risk, the company has incorporated environmental metrics into its governance structure:

• The Board's Governance Committee reviews environmental matters.
• Uniti discloses Scope 1 and Scope 2 greenhouse gas (GHG) emissions data.
• Water consumption data is also publicly disclosed as part of their environmental stewardship commitment.

The ongoing legal requirement is to maintain this compliance, especially as the combined entity integrates Windstream's operations, which will increase the regulatory footprint across the United States. Your next step should be to review the new Uniti Group LLC's post-merger governance documents to confirm the environmental oversight structure remains strong.

Uniti Group Inc. (UNIT) - PESTLE Analysis: Environmental factors

Discloses Scope 1 and 2 Greenhouse Gas (GHG) emissions and water consumption

Uniti Group Inc. has moved toward greater environmental transparency, disclosing its Scope 1 (direct) and Scope 2 (indirect from purchased electricity) Greenhouse Gas (GHG) emissions and water consumption data. The latest full-year figures available are for the 2024 fiscal year, as reported in the March 2025 ESG report.

For 2024, the combined Scope 1 and Scope 2 energy use resulted in 7,531.3 metric tons of CO2 equivalent. This metric is a key indicator for a Real Estate Investment Trust (REIT) focused on communications infrastructure, as it largely reflects the energy needed to power network facilities and the operational vehicle fleet.

Here's the quick math on the emissions intensity for context:

Metric	2024 Disclosed Value	2025 Full-Year Guidance (Midpoint)
Total Scope 1 & 2 GHG Emissions (Metric Tons CO2)	7,531.3	Not yet disclosed for full year
Annual Revenue	$1,166,927,000	$2,240,000,000
GHG Emissions Intensity (Metric Tons CO2 per $100M Revenue)	645.4	A significant reduction is expected due to the merger and increased revenue base

The 2025 full-year revenue guidance midpoint is approximately $2.24 billion, reflecting the merger's impact. If 2025 emissions remained flat at the 2024 level, the emissions intensity per $100 million of revenue would drop to around 336.2, which is a defintely strong signal of efficiency gains relative to scale. The company also discloses water consumption data, a foundational step for managing resource use, though specific 2024 consumption volumes were not the primary focus of the headline disclosures.

Governance Committee oversees environmental and sustainability matters

The oversight of environmental and sustainability matters is formally embedded within Uniti Group Inc.'s corporate governance structure. The Board's Governance Committee is explicitly tasked with overseeing sustainability matters, including significant issues of environmental, social, and governance (ESG) responsibility.

This committee reviews these matters and makes recommendations to the full Board of Directors. This structure ensures that environmental risks and opportunities-like energy efficiency investments or compliance with new regulations-are considered at the highest level of strategic decision-making. It's a clean line of responsibility.

• Committee reviews sustainability matters for long-term value creation.
• Board approved a Statement of Environment, Social and Governance Policy.
• Oversight is active, not passive.

Includes climate change impact disclosures in SEC filings like the 10-K and 10-Q

As a publicly traded REIT, Uniti Group Inc. includes disclosures related to the potential impacts of climate change in its Securities and Exchange Commission (SEC) filings, such as the Form 10-K (Annual Report) and Form 10-Q (Quarterly Report). This is a standard but critical practice, translating environmental risks into financial risk disclosures for investors.

The disclosures cover potential liability relating to environmental matters and the risks associated with natural disasters, which could impact the company's geographically diverse communications infrastructure. For example, increased frequency of severe weather events poses a physical risk to the approximately 145,000 fiber route miles owned as of the end of 2024. This transparency helps investors map physical climate risk to asset value.

Fiber optic infrastructure is generally considered more energy-efficient than copper

Uniti Group Inc.'s core business model, which is heavily focused on fiber optic infrastructure, provides a structural environmental advantage over legacy copper networks. Fiber-optic cables transmit data using light pulses, which demands significantly less power for signal boosting over long distances compared to copper's electrical signals.

This difference is stark and directly impacts energy consumption and, therefore, Scope 2 emissions.

• Copper-based 10 Gbps link can consume 5 to 8+ watts per port over 100 meters.
• Equivalent fiber-optic link consumes less than 1 watt per port.
• The technology is passive, requiring no electricity to power the optical splitters in the network.

The energy savings translate into lower operational costs and a smaller carbon footprint per unit of data transmitted. This technological advantage is a key structural opportunity for the company to manage its environmental impact as it continues to expand its fiber network, which stood at 8.8 million fiber strand miles as of December 31, 2024.