Erik Suppiger

Woo Jin Ho

Tim Long

Dan Bartus

Daniel Bartus

Erik L. Suppiger

Kayla Brooks

Timothy Long

- Ubiquiti Inc. reported **revenues of $733.8 million** for the first quarter ended September 30, 2025, which is a **33.3% increase** from the comparable prior year period but a **3.3% decrease** from the prior quarter.  **[1511737_744f15256c8b4ee58dae7f52d71808b5_0]** 
- For the first quarter of fiscal 2026, **GAAP diluted earnings per share was $3.43** and **non-GAAP diluted earnings per share was $3.46**, representing increases of 61.8% and 61.7% respectively from the comparable prior year period.  **[1511737_744f15256c8b4ee58dae7f52d71808b5_0]** **[1511737_744f15256c8b4ee58dae7f52d71808b5_2]** 
- The Company's Board of Directors declared a **$0.80 per share cash dividend**.  **[1511737_744f15256c8b4ee58dae7f52d71808b5_0]**

Ubiquiti Inc. Reports First Quarter Fiscal 2026 Financial Results

4aafe0082638d3d338d58fa6045b20e814a6dd4c6805390e5cc090f0267dd98f

47af104f278fe78b3a7f9b8e54eeb99f3ba643075c032ecfaef3ff539c854516

d2938442eb312952e355e441ec15a08d425db72a627e2edf0e0386e507785e7d

0cbb6bd3d8211c8b3045b1d5ec365615c23d018ef50969832433032af5f9e3ef

83e7b3bd0c7c56dbbfe452d8d1bfccb84ee099d1373189d974f1b14286a36335

c55396c7e841fd976586f8007f49940e8ec41915b297cc2875d3954d42561d30

- Ubiquiti Inc. reported **record revenues** of **$759.2 million** for Q4 fiscal 2025 and **$2.6 billion** for the full fiscal year 2025 **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]** **[1511737_0001511737-25-000055_exhibit991-063025.htm:0]**.
- For Q4, GAAP diluted EPS was **$4.41** and Non-GAAP diluted EPS was **$3.54**; for full fiscal 2025, GAAP diluted EPS was **$11.76** and Non-GAAP diluted EPS was **$10.96** **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]**.
- The board declared a **$0.80 per share cash dividend** payable on September 8, 2025, and intends to pay regular quarterly dividends of at least **$0.80 per share** each quarter of fiscal 2026 **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]** **[1511737_0001511737-25-000055_exhibit991-063025.htm:0]**.
- Initiated a new stock repurchase program authorizing up to **$500 million** of common stock repurchases, expiring on September 30, 2026 **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]** **[1511737_0001511737-25-000055_exhibit991-063025.htm:0]** **[1511737_0001511737-25-000055_ui-20250821.htm:2]**.

Ubiquiti Inc. Reports Fourth Quarter and Full Year Fiscal 2025 Results, Declares Dividend, and Announces Share Buyback

e314a304e91bf1dd9750ccbe696aea47130b6252c57788b7c29c69f20befaa7f

1d2c074c7b679d96ee3982e9aee6c7d9e43f7b50cafae2771cd0e7c6a1fe5cd0

8bd8eb7c6599bf59a2cb7b8d7e75eb7d2ffb92cd4c94b869dfa636e7d1f3147d

f3914c2f67f32106a8f947d959549991c4cee0e45e24a4dba75ffc1e5ce7d3ee

- Ubiquiti Inc. reported **record revenues** of **$759.2 million** for the fourth quarter of fiscal 2025 and **$2.6 billion** for the full fiscal year 2025.  **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]** 
- For the fourth quarter of fiscal 2025, **GAAP diluted EPS** was **$4.41** and **Non-GAAP diluted EPS** was **$3.54**.  **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]**  For the full fiscal year 2025, **GAAP diluted EPS** was **$11.76** and **Non-GAAP diluted EPS** was **$10.96**.  **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]** 
- The company's Board of Directors declared a **$0.80 per share cash dividend** payable on September 8, 2025, and intends to pay regular quarterly cash dividends of at least **$0.80 per share** during each quarter of fiscal year 2026.  **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]** 
- Ubiquiti Inc. initiated a new stock repurchase program authorizing the company to repurchase up to **$500 million** of its common stock.  **[1511737_6395fc6209f545e1b9a0f552adb01e65_0]**

Ubiquiti Inc. Reports Fourth Quarter Fiscal 2025 Financial Results

d246d95060fad37270b123766278a70481a3d06822f710c13b9f92c16c873d12

Competes in the backhaul market and the CPE market, providing carrier-class network infrastructure for fixed wireless broadband and other solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Operates in the backhaul market, offering solutions for wireless backhaul systems.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Competes in both the backhaul and CPE markets, providing networking solutions for service providers.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

A competitor in the backhaul market, focusing on wireless backhaul systems.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Operates in the CPE market, offering solutions for customer premises equipment.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Competes in the CPE market, providing networking products for consumers and businesses.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Primarily competes in the enterprise WLAN and switching markets, offering a wide range of networking solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Competes in the enterprise WLAN and switching markets, focusing on secure networking solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Operates in the enterprise WLAN and switching markets, providing enterprise-grade networking solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Competes in the enterprise WLAN and switching markets, offering high-performance networking solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Primarily competes in the enterprise WLAN and switching markets, focusing on wireless and wired networking solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Competes in the video surveillance market, offering network video solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Operates in the video surveillance market, providing a wide range of surveillance products.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Competes in the video surveillance market, focusing on advanced surveillance solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

Primarily competes in the video surveillance market, offering cloud-based surveillance solutions.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:10]** 

2cfe39ada6ab6f247adc16c161729968ce1f45182805d6bc941b71884b7bd2c2

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.  **[1511737_0001511737-24-000053_ubnt-20240630.htm:5]** **[1511737_0001511737-25-000053_ubnt-20250630.htm:4]** **[1511737_0001511737-24-000053_ubnt-20240630.htm:71]** 

1. **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.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:74]** **[1511737_0001511737-25-000033_ubnt-20250331.htm:22]** 
2. **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.  **[1511737_0001511737-25-000053_ubnt-20250630.htm:74]** **[1511737_0001511737-25-000033_ubnt-20250331.htm:22]**

eeac4144f0a347d5cd202663c048cea9219702547b11e957c6c9ac3945bce06b

d00f96061c989c049792800229e2df8012db99e47c736b344f77ec285463460c

| Program Details          | Program 1       |
|--------------------------|-----------------|
| Approval Date            | August 21, 2025  **[1511737_0001511737-25-000053_ubnt-20250630.htm:131]**  |
| End Date/Duration        | September 30, 2026  **[1511737_0001511737-25-000053_ubnt-20250630.htm:131]**  |
| Total additional amount  | $500 million  **[1511737_0001511737-25-000053_ubnt-20250630.htm:131]**  |
| Remaining authorization amount | N/A |
| Details                  | Authorizes repurchase of up to $500 million of common stock  **[1511737_0001511737-25-000053_ubnt-20250630.htm:131]**  |

176d0b9c939857e5f43706d7fd870c864576171dfcec48e9bc65d7d6721427c9

- Ubiquiti Inc. reported **record revenues of $759.2 million** for the fourth quarter of fiscal 2025 and **$2.6 billion** for the full fiscal year 2025.  **[1511737_0001511737-25-000055_exhibit991-063025.htm:0]** 
- GAAP diluted EPS was **$4.41** for Q4 fiscal 2025 and **$11.76** for full fiscal 2025.  **[1511737_0001511737-25-000055_exhibit991-063025.htm:0]** 
- The company's Board of Directors declared a **$0.80 per share cash dividend** payable on September 8, 2025, and intends to pay regular quarterly cash dividends of at least **$0.80 per share** during each quarter of fiscal year 2026.  **[1511737_0001511737-25-000055_exhibit991-063025.htm:0]** 
- Ubiquiti Inc. initiated a new stock repurchase program authorizing the company to repurchase up to **$500 million** of its common stock, which expires on September 30, 2026.  **[1511737_0001511737-25-000055_exhibit991-063025.htm:0]** **[1511737_0001511737-25-000055_ui-20250821.htm:2]**

Ubiquiti Inc. Reports Strong Q4 and Full Year Fiscal 2025 Results, Declares Dividend, and Announces Share Buyback

848b30ce82312f2a4efcbbe464505d4d6e178e1d9177339194e566acff3e24a6

95c5853a2d47ffc8adafd7974a43d6588c8854e5431f0f53a0484295f421b1c2

1. 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?  **[1511737_UI_140139_0]** **[1511737_UI_140139_2]** 
2. 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?  **[1511737_UI_140139_3]** 
3. 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?  **[1511737_UI_140139_1]** 
4. 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?  **[1511737_UI_140139_3]** 
5. 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?  **[1511737_UI_140139_3]** 

171fb7b6c68ed3a24b24ecea5ff3269bbd94889c1b75b6fa4b3c48ad2155df06

Ubiquiti (UI)

Analyst Earnings Quarterly Reports

Executives

Robert J. Pera

Kevin Radigan

Board Members

Brandon Arrindell

Rafael Torres

Ronald A. Sege

Analyst Coverage

Erik Suppiger

Woo Jin Ho

Tim Long

Dan Bartus

Daniel Bartus

Erik L. Suppiger

Kayla Brooks

Timothy Long

Latest news

Earnings Transcripts

Ask Fintool AI Agent

Let Fintool AI Agent track Ubiquiti's earnings for you