Uniti Wholesale's FastWaves™ program shows early success with rapid deployment of high-capacity circuits, addressing market demand for speed.
Quiver AI Summary
Uniti Wholesale's FastWaves™ service is gaining traction just weeks after its launch, evidenced by securing a new customer for eight 400G circuits with a swift 14-day delivery. The service aims to meet the growing demand for rapid wavelength delivery spurred by expanding infrastructure needs from AI workloads, hyperscalers, and large enterprises. FastWaves addresses traditional delays in service activation by pre-deploying muxponders on high-demand routes, allowing for 100G and 400G wave services to be delivered in as little as three weeks or even days. This proactive approach enables customers to secure capacity more quickly and efficiently, aligning with their business pace. Uniti Wholesale emphasizes that customer feedback underscores the importance of speedy delivery, and the company has streamlined its ordering process via the iconnect customer portal. As it heads into the ITW conference, Uniti is promoting FastWaves as a solution to the rising need for fast and reliable wave delivery.
Potential Positives
- Uniti Wholesale's FastWaves™ has gained significant traction shortly after its launch, evidenced by the signing of a new customer for eight 400G circuits.
- The rapid delivery of FastWaves™-eligible circuits in just 14 days demonstrates the company's capability to meet growing demand for faster wavelength delivery.
- This proactive approach to deploying infrastructure ahead of demand positions Uniti Wholesale as a leader in the market, addressing critical customer needs for speed and scalability.
- With enhanced tools like the iconnect customer portal’s Route Creator, the company is streamlining the buying process, which could lead to increased customer satisfaction and loyalty.
Potential Negatives
- The press release does not provide specific financial metrics or projections related to the performance of FastWaves, creating uncertainty about the program's potential impact on revenue.
- Despite the early positive response, the mention of traditional provisioning models suggests that there may be significant challenges in meeting rapid deployment demands from customers.
- Failure to include details on competitive landscape or comparisons may indicate a lack of differentiation from similar offerings in the market.
FAQ
What is Uniti Wholesale's FastWaves™ service?
FastWaves™ is a service launched by Uniti Wholesale to deliver high-capacity wave services faster, enhancing speed-to-market for customers.
How quickly can customers receive FastWaves™-eligible circuits?
Customers can receive FastWaves™-eligible circuits in three weeks or less, and in some cases, within just days.
Why is speed important for customers using FastWaves™?
Speed is crucial as it allows customers to launch revenue-generating services faster, respond to market demands, and avoid delays.
What technology supports the FastWaves™ service?
FastWaves™ leverages pre-deployed muxponders across high-demand routes on Uniti's Intelligent Converged Optical Network (ICON).
How can customers place orders for FastWaves™ services?
Customers can use the iconnect customer portal’s Route Creator tool to view eligible routes, generate quotes, and place orders directly.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$UNIT Insider Trading Activity
$UNIT insiders have traded $UNIT stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $UNIT stock by insiders over the last 6 months:
- CARMEN PEREZ-CARLTON sold 7,500 shares for an estimated $58,575
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$UNIT Revenue
$UNIT had revenues of $987.5M in Q1 2026. This is an increase of 235.99% from the same period in the prior year.
You can track UNIT financials on Quiver Quantitative's UNIT stock page.
You can access data on UNIT stock through the Quiver Quantitative API.
$UNIT Hedge Fund Activity
We have seen 108 institutional investors add shares of $UNIT stock to their portfolio, and 142 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 6,494,001 shares (+38.9%) to their portfolio in Q4 2025, for an estimated $45,522,947
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 5,609,214 shares (-77.7%) from their portfolio in Q4 2025, for an estimated $39,320,590
- NOMURA HOLDINGS INC added 3,141,811 shares (+inf%) to their portfolio in Q4 2025, for an estimated $22,024,095
- SEARCHLIGHT CAPITAL PARTNERS, L.P. added 2,273,504 shares (+inf%) to their portfolio in Q4 2025, for an estimated $15,937,263
- KING STREET CAPITAL MANAGEMENT, L.P. removed 1,993,256 shares (-44.4%) from their portfolio in Q4 2025, for an estimated $13,972,724
- DIAMETER CAPITAL PARTNERS LP added 1,500,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $10,515,000
- DEUTSCHE BANK AG\ removed 1,397,437 shares (-50.6%) from their portfolio in Q1 2026, for an estimated $13,107,959
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$UNIT Price Targets
Multiple analysts have issued price targets for $UNIT recently. We have seen 4 analysts offer price targets for $UNIT in the last 6 months, with a median target of $8.5.
Here are some recent targets:
- Brendan Lynch from Barclays set a target price of $11.0 on 04/16/2026
- Jonathan Atkin from RBC Capital set a target price of $7.5 on 04/13/2026
- Michael Rollins from Citigroup set a target price of $9.0 on 03/09/2026
- Caleb Stein from Wells Fargo set a target price of $8.0 on 03/05/2026
Full Release
LITTLE ROCK, Ark., May 12, 2026 (GLOBE NEWSWIRE) -- Uniti Wholesale’s FastWaves™ demonstrated momentum just two weeks after launch. The company signed a new customer for eight 400G circuits and delivered FastWaves™-eligible circuits in 14 days — early evidence of demand for faster wavelength delivery.
That result reflects a broader market shift. As AI workloads, hyperscalers, neocloud providers, international carriers, and large enterprises continue to expand infrastructure needs, speed-to-market has become a critical requirement. Customers increasingly need high-capacity services deployed on accelerated timelines, while traditional provisioning models can delay activation, postpone revenue-generating service launches, and reduce the ability to scale quickly in response to demand.
Uniti Wholesale launched FastWaves in March 2026 to address that challenge directly. Rather than waiting until an order is placed to deploy optics, the company has taken a proactive approach by pre-deploying muxponders across select high-demand long-haul routes on its Intelligent Converged Optical Network (ICON). That strategy enables eligible 100G and 400G wave services to be delivered in three weeks or less — and, in some cases, in just days.
By positioning infrastructure ahead of demand on targeted routes, FastWaves gives customers a more efficient path to securing capacity when timing matters most. The program is designed to help customers accelerate service launches, support growth initiatives, and respond more quickly to new market opportunities without being constrained by traditional turn-up intervals.
“Customers are telling us very clearly that speed matters,” said Greg Ortyl, executive vice president and president of Uniti Wholesale. “They need capacity delivered faster and more predictably, in a way that helps them move at the pace of their business. FastWaves was built to meet that need, and the early market response reinforces the value of that approach.”
Through the iconnect customer portal’s Route Creator tool, customers can view eligible routes, generate quotes, and place orders directly, further streamlining the buying process and helping compress time from quote to service delivery.
As Uniti Wholesale heads into ITW, the company is highlighting FastWaves as a direct response to rising demand for rapid, reliable, and scalable wave delivery.
About Uniti Wholesale:
Uniti Wholesale, a business unit of Uniti (NASDAQ: UNIT), builds and delivers customer-driven dark fiber infrastructure and high-capacity wavelengths, ethernet and wireless access leveraging our optical transport network reaching nearly every hyperscale and AI firm, communications services provider, Fortune 500 enterprise and federal government customers in the U.S. and Canada. Additional information about Uniti Wholesale is available at unitiwholesale.com . Engage with us on LinkedIn .
Media Contact:
Scott Morris, 501-748-5342
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