Summary article:
https://talkbusiness.net/2019/08/uniti-turns-to-second-quarter-profit-as-windstream-master-lease-talks-continue/
Earnings conference call with Wall Street analysts - transcript:
https://seekingalpha.com/article/4283589-uniti-group-inc-unit-ceo-kenny-gunderman-q2-2019-results-earnings-call-transcript?part=single
You have to register with the website to read it but registration is free
Accompanying slides:
https://seekingalpha.com/article/4283529-uniti-group-inc-2019-q2-results-earnings-call-slides
Bonus link - Windstream's conference call earlier this week. There were no analysts asking questions:
https://seekingalpha.com/article/4283579-windstream-holdings-inc-winmq-ceo-tony-thomas-q2-2019-results-earnings-call-transcript?part=single
Windstream CEO's concluding comments:
"Thank you, Bob. In summary, Windstream’s operations are continuing the momentum we saw in 2018. We stand alone among major U.S. telecom service providers with 16 consecutive months of consumer broadband subscriber growth, as well as positive net ads for five consecutive quarters, coming on the back of large investments in our network."
"The transformation is also being seen in our Enterprise business, which is focusing on strategic products such as SD-WAN and UCaaS to provide a better, more robust customer experience, and while we are continuing to drive material costs out of the business, our vision of driving Windstream to be a software powerhouse is becoming a globally recognized reality."