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Visual21 Nov 2025
Data center suppliers
Ubiquiti (UI) investor relations material
Ubiquiti Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 Nov, 2025
Executive summary
Revenue for Q1 FY2026 rose 33% year-over-year to $733.8 million, driven by strong growth in Enterprise Technology sales, though down 3.3% sequentially from the previous quarter.
Net income increased 62% year-over-year to $207.9 million, with GAAP diluted EPS of $3.43 compared to $2.12 in the prior year; non-GAAP diluted EPS was $3.46.
Gross margin improved to 46.0% from 42.1% year-over-year, reflecting favorable product mix and lower shipping and inventory costs, partially offset by higher tariffs.
Cash flow from operations was $198.5 million, with cash and equivalents at $177.2 million as of September 30, 2025.
Board declared a $0.80 per share cash dividend, payable November 24, 2025.
Financial highlights
Enterprise Technology revenue grew 40% year-over-year to $657.1 million, now representing 90% of total revenue.
Service Provider Technology revenue declined 4% year-over-year to $76.6 million.
North America revenue increased 41% to $382.8 million; EMEA up 28% to $263.1 million; Asia Pacific up 30% to $53.1 million; South America up 4% to $34.7 million.
Operating income rose 55% to $261.7 million; operating margin expanded to 35.7%.
R&D expenses increased 28% to $48.5 million; SG&A rose 11% to $27.1 million.
Outlook and guidance
Management expects continued investment in R&D and expansion of product offerings, with sufficient liquidity to meet near-term needs and plans to enter a new credit facility before the current one matures in March 2026.
Quarterly dividend of $0.80 per share approved for November 2025; future dividends subject to board approval.
Forward-looking statements caution on risks and uncertainties impacting future results.
Debt refinancing strategy for March 2026?
Operating cash flow decline drivers?
Unreserved tax audit exposure?
Analyze Service Provider Tech revenue decline
Evaluate gross margin drivers and headwinds
What drove the SG&A expense reduction QoQ?
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AGM 20254 Dec, 2025
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Frequently asked questions
Ubiquiti Inc is a technology company that designs and manufactures networking products for service providers, enterprises, and consumers. The company offers a wide range of wireless networking equipment, including Wi-Fi access points, routers, switches, and related software solutions. Ubiquiti’s products serve applications in wireless broadband, enterprise networking, video surveillance, and IoT (Internet of Things) connectivity. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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