Ubiquiti Inc. is a company focused on democratizing network technology globally. It develops and sells high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use. Ubiquiti's products are integral to creating networking infrastructure in over 200 countries and territories, powered by its UISP and UniFi OS software platforms.
- Enterprise Technology - Offers platforms such as UniFi Cloud Gateways, UniFi WiFi, UniFi Switches, UniFi Protect, UniFi Access, UniFi Talk, UniFi Connect, and the AmpliFi platform, providing comprehensive networking solutions for enterprises.
- Service Provider Technology - Includes platforms like airMAX, UISP, EdgeMAX, UFiber, Wave, GPON, and airFiber, along with embedded radios, base stations, and backhaul equipment, catering to service providers with carrier-class network infrastructure.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Robert J. Pera ExecutiveBoard | Chief Executive Officer | Robert J. Pera is the founder, CEO, and Chairman of Ubiquiti Inc., serving as CEO since the company's inception and as Chairman since December 2012. He holds significant control over strategic decisions as the largest stockholder of the company. | View Report → | |
Kevin Radigan Executive | Chief Accounting and Finance Officer | Kevin Radigan is the Chief Accounting and Finance Officer at Ubiquiti Inc. since fiscal 2019, having started his tenure as Chief Accounting Officer in May 2016. He has extensive financial leadership experience including serving as CFO at American Medical Alert Corp. from January 2012 to March 2016. | ||
Brandon Arrindell Board | Director | Senior Analyst and Principal at Southeastern Asset Management; CEO and Portfolio Manager at Greenwood Pine Partners; Advisor on the Investment Committee at Golden Palm Investments | Brandon Arrindell has served as a director at Ubiquiti Inc. since August 2021, acting as Chairman of the Compensation Committee and as a member of the Audit and Nominating and Corporate Governance Committees. He brings extensive finance and investment experience from his roles as Senior Analyst and Principal at Southeastern Asset Management, CEO and Portfolio Manager at Greenwood Pine Partners, and as an advisor on the Investment Committee at Golden Palm Investments. | |
Rafael Torres Board | Director | Rafael Torres has served as a director at Ubiquiti Inc. since October 2013 and is a member of the audit, compensation, and nominating and corporate governance committees, additionally serving as the chairman of the audit committee. He has held key financial roles at companies such as Redis and Instart Logic. | ||
Ronald A. Sege Board | Director | Operating Partner at Benhamou Global Ventures | Ronald A. Sege has served as the Director and Lead Independent Director at Ubiquiti Inc. since October 2012, bringing extensive industry and board experience to the company. |
- Given the challenges mentioned with both inefficient supply chain operations and chronic stock-outs, can you detail the specific steps and timelines you plan to implement to bring finished goods inventories to optimal levels?
- In light of the impact from expedited shipping costs this quarter, what precise measures are you considering to reduce logistics inefficiencies and mitigate short-term margin pressures?
- With a significant portion of U.S. revenue now flowing through your new inventory center and direct shipments from Asia elsewhere, how are you ensuring consistency in service levels across these distribution channels?
- Considering the aggressive push into new product areas like UniFi video, how do you plan to balance the potential margin drag from these lower-margin products with the cost efficiency gains from mature product lines?
- As you mentioned ongoing cost reduction efforts, could you provide further detail on which parts of your product portfolio – whether within UniFi or across other segments – are expected to drive the most significant improvements in operational efficiency?
Research analysts who have asked questions during Ubiquiti earnings calls.
Erik Suppiger
JMP Securities
3 questions for UI
Woo Jin Ho
Bloomberg LP
3 questions for UI
Tim Long
Barclays
2 questions for UI
Dan Bartus
Bank of America Merrill Lynch
1 question for UI
Daniel Bartus
Merrill Lynch, Pierce, Fenner & Smith, Inc.
1 question for UI
Erik L. Suppiger
JMP Securities LLC
1 question for UI
Kayla Brooks
Bank of America Merrill Lynch
1 question for UI
Timothy Long
Barclays
1 question for UI
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Competes in the backhaul market and the CPE market, providing carrier-class network infrastructure for fixed wireless broadband and other solutions. | |
Operates in the backhaul market, offering solutions for wireless backhaul systems. | |
MikroTikls | Competes in both the backhaul and CPE markets, providing networking solutions for service providers. |
Trango | A competitor in the backhaul market, focusing on wireless backhaul systems. |
Tarana Wireless | Operates in the CPE market, offering solutions for customer premises equipment. |
TP-Link Technologies | Competes in the CPE market, providing networking products for consumers and businesses. |
Primarily competes in the enterprise WLAN and switching markets, offering a wide range of networking solutions. | |
Competes in the enterprise WLAN and switching markets, focusing on secure networking solutions. | |
Operates in the enterprise WLAN and switching markets, providing enterprise-grade networking solutions. | |
Competes in the enterprise WLAN and switching markets, offering high-performance networking solutions. | |
Primarily competes in the enterprise WLAN and switching markets, focusing on wireless and wired networking solutions. | |
Axis Communications | Competes in the video surveillance market, offering network video solutions. |
HIKVISION | Operates in the video surveillance market, providing a wide range of surveillance products. |
Hanwha Vision | Competes in the video surveillance market, focusing on advanced surveillance solutions. |
Verkada | Primarily competes in the video surveillance market, offering cloud-based surveillance solutions. |
No recent press releases or 8-K filings found for UI.