Network Switch Archives - The Richo Edge

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

Sources: Ubiquiti Inc. Q4 FY2026 Financial Results — SEC Filing, Ubiquiti Inc. FY2026 Form 10-K — SEC Filing

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

Key Earnings Driver

Enterprise Technology Enterprise Technology revenue increased 22.6% year over year to $717.9M, compared with $585.7M in the same period a year earlier. The company attributed the increase in Enterprise Technology revenue to growth from its Enterprise Technology platform across all regions. Service Provider Technology revenue declined 10.3% to $70.3M.