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Sep 30, 2023

Ubiquiti Q1 2024 Earnings Report

Ubiquiti's financial performance declined compared to the previous quarter and year, with revenue and EPS decreasing.

Key Takeaways

Ubiquiti reported revenues of $463.1 million and a GAAP EPS of $1.45 for Q1 2024. Revenue decreased by 7.0% compared to the same period last year, primarily driven by a decrease in the Enterprise Technology platform. Gross margin increased year-over-year due to lower shipping and component costs and product mix.

Revenues decreased to $463.1 million, a 7.0% decrease year-over-year.

GAAP diluted EPS was reported at $1.45.

Non-GAAP diluted EPS reached $1.47.

Gross margin increased to 39.7%, up 5.3% compared to the prior year.

Total Revenue
$463M
Previous year: $498M
-7.0%
EPS
$1.47
Previous year: $1.55
-5.2%
Gross Profit (%)
39.7%
Previous year: 34.4%
+15.4%
Research and Development
$36.3M
Previous year: $32.7M
+11.0%
SG&A Expense
$19.3M
Previous year: $16.7M
+15.6%
Gross Profit
$184M
Previous year: $171M
+7.3%
Cash and Equivalents
$109M
Previous year: $137M
-20.5%
Free Cash Flow
$64.7M
Previous year: $33.3M
+94.0%
Total Assets
$1.39B
Previous year: $937M
+48.1%

Ubiquiti

Ubiquiti

Ubiquiti Revenue by Segment

Ubiquiti Revenue by Geographic Location

Forward Guidance

The press release contains forward-looking statements regarding the company's future financial performance and intention to pay quarterly cash dividends, which are subject to risks and uncertainties.

Revenue & Expenses

Visualization of income flow from segment revenue to net income