Fiber DemandFiber demand remains tariff and recessionary resistant with a strong lease-up mix.
FTTH DeploymentKinetic plans to accelerate its FTTH deployment, aiming to reach 2 million homes earlier than planned, signaling growth potential.
Hyperscale BookingsMuch of the bookings lease-up mix is from hyperscalers that are adding additional capacity, which bodes well for Uniti margins, capex intensity, and ultimately FCF.