)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ubiquiti
Ubiquiti (UI) investor relations material
Ubiquiti Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary6 Nov, 2026
Executive summary
Record Q1 FY2027 revenue was $1,026.2M, up 39.9% YoY; GAAP net income was $320.5M and diluted EPS was $5.29.
Growth came from both product categories and sales through distributors and webstores, with Enterprise Technology driving most of the increase.
Financial highlights
Revenue rose from $733.8M to $1,026.2M YoY; gross profit was $485.3M versus $337.4M.
Operating income was $391.5M versus $261.7M; operating expenses were $93.9M versus $75.7M.
GAAP net income was $320.5M and non-GAAP net income was $322.0M, up 54.2% and 53.8% YoY, respectively.
R&D expense was $53.2M versus $48.5M; SG&A was $40.6M versus $27.1M YoY.
Operating cash flow was $318.6M; cash and short-term investments totaled $845.5M at September 30, 2026.
Outlook and guidance
Cash, short-term investments, operating cash generation and the revolving facility are expected to cover working capital, dividends, repurchases and capex for the next 12 months.
Tariffs and trade-policy uncertainty may continue affecting product costs, operating results and margins; current and historical gross margins may not indicate future margins.
Component costs may rise and availability may remain constrained, potentially pressuring near-term gross margins and limiting ability to meet demand; operating expenses are expected to rise over time.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Ubiquiti
- Three proposals go to shareholders as the Board plans to restore audit committee NYSE compliance.UI
Proxy filing - Record revenue and EPS growth, dividend declared, and buyback program extended.UIQ4 2026
- Revenue up 19% YoY to $788M, net income up 30%, all debt repaid, $0.80 dividend declared.UIQ3 2026
- Revenue and net income surged, gross margin hit 46%, and a $0.80 dividend was declared.UIQ2 2026
- Director election remains unresolved; all other proposals received preliminary approval.UIAGM 2025
- Board recommends all proposals, two-year say-on-pay, CEO holds 93% of shares, no salary.UIProxy Filing
- Shareholders will vote on a director and auditor, with strong governance and oversight detailed.UIProxy Filing
- Revenue up 33%, net income up 62%, and gross margin rises to 46% on Enterprise Technology growth.UIQ1 2026
- Record revenue, margin expansion, and robust capital returns highlight strong fiscal 2025.UIQ4 2025
Next Ubiquiti earnings date
AGM 20263 Dec, 2026
Ubiquiti
Next Ubiquiti earnings date
AGM 20263 Dec, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
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.