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Ubiquiti Q3 2025 Earnings Report
Ubiquiti Inc. reported a significant increase in net income and revenue for the three months ended March 31, 2025, driven by strong performance in Enterprise Technology.
Key Takeaways
Ubiquiti Inc. announced a net income of $180,435,000 for the three months ended March 31, 2025, a substantial increase from the previous year. Total revenues reached $664,170,000, up 35% year-over-year, primarily fueled by growth in Enterprise Technology.
Net income for the quarter increased by 136.5% to $180,435,000 compared to $76,290,000 in the prior year.
Total revenues grew by 35% to $664,170,000, with Enterprise Technology revenue increasing by 41%.
Gross profit margin improved significantly to 45% from 35% in the same period last year, driven by lower inventory charges and favorable product mix.
Basic EPS for the quarter was $2.98, up from $1.26 in the prior year.
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
Ubiquiti Inc. anticipates continued growth and profitability, but acknowledges potential challenges from global economic conditions, supply chain disruptions, and intense competition. The company expects to manage these factors through strategic investments and operational efficiencies.
Positive Outlook
- Continued investment in growth areas within enterprise and service provider technologies.
- Ability to leverage alternate suppliers to mitigate supply constraints.
- Focus on developing and introducing new high-performance integrated solutions.
- Maintaining financing flexibility to support growth and operational goals.
- Strong brand recognition and effective sales channels to reach customers globally.
Challenges Ahead
- Uncertainty regarding future inflation and its impact on expenses.
- Potential for lower or slower returns on investments in new growth areas.
- Risks associated with geopolitical events and foreign policy responses affecting international operations.
- Challenges in managing inventory levels and vendor deposits due to uncertain forecasts.
- Intense competition and rapid technological changes in the markets served.
Revenue & Expenses
Visualization of income flow from segment revenue to net income