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● Average revenue per unit was unchanged at $8.20.
● Lumen fiber locations were about 25% penetrated, against about 40% in AT&T markets.
● The long-term goal is 2.1 million fiber addresses.
● Equity free cash flow guidance was raised to about $1.1 billion.
● Full-year postpaid net account guidance is 950,000 to 1.05 million.
● Roughly $1.7 billion of debt falls due in December.
● Uniti raised 2026 adjusted EBITDA guidance to $1.45 billion to $1.50 billion.
● Jazz revenue was $500 million, up 26.6%, with a 43.3% EBITDA margin.
● A deal worth more than $1 billion will supply dark fibre for Google.
● AAPL shares rose 1.29% to $340.97 in Monday’s session, up from a prior close of $336.64, with about 25.85 million shares traded.
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