FINANCE NOTE

Ubiquiti Inc. (NYSE: UI) — Q4 FY2026 Post Earnings

Operations

As of August 22, 2026
Q4 Revenue ↑ 23.5% YoY $937.3M
Divisions
Enterprise Technology 92.6%
Service Provider Technology 7.4%

Key Earnings Driver

Enterprise Technology Enterprise Technology revenue increased 27.7% year over year to $868.3M. Ubiquiti stated that the growth in revenues over the prior quarter and the comparable prior year periods was driven by an increase in revenue from its Enterprise Technology platform. Service Provider Technology revenue declined 12.7% to $69.0M.

Key Operating Metrics¹

METRIC

STATUS

Enterprise Technology↑ 27.7%

🟢 Scaling

Key Financial Metrics

Gross Margin 45.80% +0.7 pp YoY
Backlog / Revenue N/A
CapEx Intensity 0.58% 0.00x Revenue

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Ubiquiti Inc. website and/or SEC filings for Q4, with status based on reported data.