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Sep 30, 2022

Ubiquiti Q1 2023 Earnings Report

Reported an increase in revenue driven by the Enterprise Technology platform, but gross margins decreased due to product mix and higher costs.

Key Takeaways

Ubiquiti Inc. announced its financial results for the first quarter fiscal year 2023. Revenues were $498.1 million, GAAP diluted EPS was $1.54, and non-GAAP diluted EPS was $1.55. The increase in revenue was primarily driven by the Enterprise Technology platform, while the Service Provider Technology platform declined.

Revenues reached $498.1 million.

GAAP diluted EPS was $1.54.

Non-GAAP diluted EPS was $1.55.

Gross margin decreased to 34.4%.

Total Revenue
$498M
Previous year: $459M
+8.5%
EPS
$1.55
Previous year: $2.12
-26.9%
Gross Profit (%)
34.4%
Previous year: 45.6%
-24.6%
Research and Development
$32.7M
Previous year: $32.1M
+1.9%
SG&A Expense
$16.7M
Previous year: $15.7M
+6.3%
Gross Profit
$171M
Previous year: $210M
-18.2%
Cash and Equivalents
$137M
Previous year: $266M
-48.7%
Free Cash Flow
$33.3M
Previous year: $98M
-66.0%
Total Assets
$937M
Previous year: $999M
-6.1%

Ubiquiti

Ubiquiti

Ubiquiti Revenue by Segment

Ubiquiti Revenue by Geographic Location

Forward Guidance

The company's future results are dependent on their ability to procure components and services and they expect the company's results to be negatively impacted until the ongoing supply chain and logistics issues caused by the global component supply shortage and the COVID-19 pandemic are resolved.

Revenue & Expenses

Visualization of income flow from segment revenue to net income