UBIQUITI INC. REPORTS SECOND QUARTER FISCAL 2026 FINANCIAL RESULTS ~ Record Revenues of $814.9 million, up 35.8% YoY ~ ~ GAAP Diluted Earnings Per Share of $3.86 ~ New York, NY - February 6, 2026 - Ubiquiti Inc. (NYSE: UI) ("Ubiquiti" or the "Company") today announced its financial results for the second quarter ended December 31, 2025. Exhibit 99.1 Second Quarter Fiscal 2026 Financial Summary Additional Financial Highlight • The Company's Board of Directors declared a $0.80 per share cash dividend payable ...

NEW YORK--(BUSINESS WIRE)--Ubiquiti Inc. (NYSE: UI) ("Ubiquiti" or the "Company") today announced its financial results for the second quarter ended December 31, 2025. Second Quarter Fiscal 2026 Financial Summary Revenues of $814.9 million GAAP diluted EPS of $3.86 Non-GAAP diluted EPS of $3.88 Additional Financial Highlight The Company's Board of Directors declared a $0.80 per share cash dividend payable on February 23, 2026 to shareholders of record at the close of business on February 17, 20. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-35300 UBIQUITI INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inc ...

NEW YORK--(BUSINESS WIRE)---- $UI #investigation--Scott+Scott Attorneys at Law LLP ("Scott+Scott†), an international securities and consumer rights litigation firm, is investigating whether the leadership of Ubiquiti Inc. ("Ubiquiti†) (NYSE: UI) breached their fiduciary duties to Ubiquiti and its shareholders. CLICK HERE TO LEARN MORE Scott+Scott is investigating whether members of Ubiquiti's board of directors or senior management failed to manage Ubiquiti in an acceptable manner, in breach of their fi ...

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Core Viewpoint - Ubiquiti, Inc. has experienced significant stock price appreciation and operational recovery in 2025, driven by strong demand for its Wi-Fi equipment and effective management strategies, including debt reduction and increased shareholder returns [2][3][7]. Financial Performance - Ubiquiti's stock surged 66.7% in 2025, with a peak increase of about 150% following the fourth-quarter report in August [2][7]. - The company reported impressive revenue growth, with Q2 revenue at $599.9 million (29% YOY), Q3 at $664.2 million (34.7% YOY), Q4 at $759.2 million (49.6% YOY), and Q1 of FY26 at $733.8 million (33.3% YOY) [6]. - Adjusted EPS for the same periods were $2.28, $3.00, $3.54, and $3.46 respectively [6]. Business Strategy - Ubiquiti's management introduced a new $500 million share repurchase program and raised the quarterly dividend by 33.3% to $0.80 per share, indicating a shift towards returning cash to shareholders after paying down debt [7][8]. - The company maintained a lean business model with high margins, allowing it to navigate challenges during inflation and rising interest rates in 2022 and 2023 [5][4]. Market Position - Ubiquiti is a leading provider of ultra-fast Wi-Fi equipment and network management tools, experiencing high demand despite facing parts shortages during the pandemic [4].

Industry Overview - The Zacks Wireless Equipment industry is positioned to benefit from strong demand trends due to the rapid deployment of 5G and the transition to cloud and fiber networks [1][4] - The industry includes companies providing networking solutions, wireless telecom products, and related services for voice and data communications [3] Growth Drivers - The deployment of 5G is expected to enhance scalability, security, and mobility, driving the proliferation of IoT [4] - Expansion of fiber optic networks to support 4G LTE and 5G standards is anticipated to act as a tailwind for the industry [4] - Network convergence is being pursued, combining voice, video, and data communications into a single network, which is expected to reduce service delivery costs and expand coverage [5] Profitability Challenges - Short-term profitability is compromised due to high infrastructure investments and costs associated with first-generation 5G products [6] - Geopolitical tensions, supply chain disruptions, and high customer inventory levels are additional factors affecting profitability [6] Integrated Services - Industry participants offer mission-critical communication infrastructure and services that enhance operational efficiency and safety for mobile workforces [7] Market Performance - The Zacks Wireless Equipment industry has outperformed the S&P 500, with a growth of 26.4% over the past year compared to the S&P 500's 21.1% [10] - The industry is currently trading at an EV/EBITDA of 31.46X, higher than the S&P 500's 18.87X and the sector's 19.76X [13] Key Companies - **Motorola Solutions, Inc. (MSI)**: A leading communications equipment manufacturer with a strong market position, experiencing robust demand for video security products [16] - **Ubiquiti Inc. (UI)**: Offers a comprehensive portfolio of networking products, benefiting from growth opportunities in both emerging and developed economies [19] - **Clearfield, Inc. (CLFD)**: A leading provider of fiber optic products, witnessing strong demand for its home deployment kits, which enhance deployment efficiency [22]

Core Viewpoint - Ubiquiti Inc. has received a Zacks Rank 1 (Strong Buy) upgrade, indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Ubiquiti's earnings estimates have increased by 7.2% over the past three months, with an expected earnings per share of $12.90 for the fiscal year ending June 2026, showing no year-over-year change [8]. Institutional Investor Influence - Institutional investors utilize earnings estimates to determine the fair value of stocks, and their buying or selling actions based on these estimates can lead to significant price movements [4]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Ubiquiti's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].

Financial Data and Key Metrics Changes - The company reported that all proposals have been approved by the stockholders during the annual meeting [8] - The final vote count may vary following the final examination of the proxies and ballots, with results to be reported in a Form 8-K filed with the SEC [8] Business Line Data and Key Metrics Changes - There were no specific updates provided regarding individual business lines during the meeting [8] Market Data and Key Metrics Changes - No specific market data or key metrics changes were discussed in the meeting [8] Company Strategy and Development Direction and Industry Competition - The company has appointed KPMG LLP as the independent registered public accounting firm for the fiscal year ending June 30, 2026, indicating a focus on maintaining strong governance and compliance [6] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of reading periodic reports and filings with the SEC, particularly the annual report for the fiscal year ended June 30, 2025, and the quarterly report for the three months ended September 30, 2025, which detail risks and uncertainties [9] Other Important Information - The Class 2 Director seat will remain vacant until the Board of Directors determines the appropriate next steps following the unexpected passing of Mr. Ronald A. Sege [5][6] Q&A Session Summary - The Q&A portion of the annual meeting concluded without specific questions being recorded or answered [9]

Financial Data and Key Metrics Changes - The meeting discussed the approval of the independent registered public accounting firm KPMG LLP for the fiscal year ending June 30, 2026, indicating a stable financial oversight [6] - The preliminary voting results showed that all proposals were approved by the stockholders, reflecting a positive sentiment towards the company's governance [8] Business Line Data and Key Metrics Changes - No specific business line data or key metrics were provided during the meeting, as the focus was primarily on governance matters and the election of directors [5][6] Market Data and Key Metrics Changes - There were no specific market data or key metrics changes discussed in the meeting [5][6] Company Strategy and Development Direction and Industry Competition - The company is currently facing a vacancy in the Class 2 Director seat due to the unexpected passing of Mr. Ronald A. Sege, which may impact strategic decisions until a new director is appointed [5][6] - The company continues to emphasize the importance of its independent auditing processes, which is crucial for maintaining investor confidence and regulatory compliance [6] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of reading periodic reports and filings with the SEC, particularly the annual report for the fiscal year ended June 30, 2025, which outlines various risks and uncertainties [9] Other Important Information - The meeting was conducted virtually, adhering to the company's bylaws and Delaware law, ensuring compliance with legal requirements [3][4] - The company expressed condolences for the passing of Mr. Sege, acknowledging his contributions to the organization [5][6] Q&A Session Summary - The Q&A session was limited to formal business matters, and no specific questions or answers were recorded in the provided content [2][9]