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Sep 30
Ubiquiti Q1 2026 Earnings Report
Ubiquiti reported strong earnings growth in Q1 FY26 driven by higher enterprise technology revenue and improved gross margins.
Key Takeaways
Ubiquiti delivered a solid Q1 FY26 with $733.8M in revenue and $207.9M in net income, supported by strength in its enterprise technology segment and enhanced gross margin performance.
Revenue reached $733.8M, up from $550.3M YoY
Net income grew to $207.9M, a 62.4% increase YoY
Gross margin expanded to 46.0%
Enterprise Technology segment led revenue growth
Ubiquiti
Ubiquiti
Ubiquiti Revenue by Segment
Ubiquiti Revenue by Geographic Location
Revenue by Segment
Enterprise Technology Revenue
CapyFin.comService Provider Tech Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comEMEA Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comSouth America Revenue
CapyFin.com Forward Guidance
The report did not provide forward-looking guidance, but highlighted continued investment in technology and operational efficiency.
Positive Outlook
- Strong YoY revenue growth
- Improved gross margins
- Higher net income and EPS
- Solid performance in EMEA and Asia Pacific regions
- Increased operating leverage
Challenges Ahead
- QoQ revenue declined slightly
- Service Provider Technology revenue declined YoY
- Increased R&D and SG&A expenses
- Higher tariff costs noted in gross margin discussion
- No explicit forward guidance provided
Revenue & Expenses
Visualization of income flow from segment revenue to net income