Ubiquiti Inc.
ui.comWhat Do They Do?
Sells networking equipment and related software for enterprise networks and internet service providers, including wireless access, routing, video surveillance and network management products.
10-K for FY2026, filed Aug 21, 2026The Company was founded by Robert Pera in 2005. We sell equipment, and provide the related software platforms, worldwide through a network…View ↗
We develop technology platforms for high-capacity distributed internet access, unified information for secure and easily managed network…View ↗
We offer a broad and expanding portfolio of networking products and solutions for operator-owners of wireless internet services (“WISPs”)…View ↗
How Do They Make Money?
Customers pay mainly for networking hardware when products ship; the company also provides related support over time. Product revenue primarily comes from hardware sales, while implied support is included with many arrangements.
10-K for FY2026, filed Aug 21, 2026We operate our business as one reportable and operating segment. Further information regarding the segment can be found in Note 14…View ↗
Revenue is primarily generated from the sale of hardware as well as the related implied PCS.View ↗
Revenue is measured as the amount of consideration we expect to receive in exchange for transferring goods or providing services. Revenue…View ↗
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10-K for FY2026, filed Aug 21, 2026
FY2026 revenue by product or service ↗
$3.3B
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10-K for FY2026, filed Aug 21, 2026
$3.3B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Enterprise Technology
Sold outright
10-K for FY2026, filed Aug 21, 2026 |
91%
FY2023: 84%
|
Enterprise Technology, FY2026
$3B Sources
|
Sold outright |
|
Service Provider Technology
Sold outright
|
9.2%
FY2023: 16%
|
Service Provider Technology, FY2026
$301.9M Sources
|
Sold outright |
Who Are Their Customers?
Enterprises and service providers buy globally, mainly through distributors and online retailers, with customers also buying directly through Ubiquiti webstores.
10-K for FY2026, filed Aug 21, 2026
Do Revenues Turn Into Profits?
Yes. It kept 29 cents of every revenue dollar as net income in FY2026 and turned 28 cents into free cash flow.
10-K for FY2026, filed Aug 21, 2026
$1.2BView ↗
10-K for FY2026, filed Aug 21, 2026
$960.3MView ↗
10-K for FY2026, filed Aug 21, 2026
$908.9MView ↗
How Are They Changing?
Growing. Revenue grew 94% in 4 years, from $1.7B in FY2022 to $3.3B in FY2026, about 18% a year.
Consumer products no longer described
The older report describes consumer networking products for connected homes and personal use, sold through digital marketing and retail chains. The latest report frames its platforms around enterprise, industrial and service-provider environments and no longer describes consumer products as a product category.
10-K for FY2023, filed Aug 25, 2023 10-K for FY2026, filed Aug 21, 2026
Who Do They Compete With?
Competes with Cambium Networks, Ceragon Networks, MikroTîk, Trango, Tarana Wireless, TP-Link Technologies, Cisco, Fortinet, Hewlett Packard Enterprise, Ruckus, Axis Communications, HIKVISION, Hanwha Vision, and Verkada
10-K for FY2026, filed Aug 21, 2026In the backhaul market, our competitors include Cambium Networks, Ceragon Networks, MikroTîk and Trango. In the CPE market, our competitors…View ↗
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