Core Viewpoint - Ubiquiti Inc. (UI) has experienced significant selling pressure, resulting in a 5.8% decline over the past four weeks, but analysts anticipate better earnings than previously expected, indicating potential for recovery [1]. Technical Analysis - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating a stock is oversold [2]. - UI's current RSI reading of 23.89 suggests that the heavy selling may be exhausting, indicating a potential bounce back towards equilibrium in supply and demand [5]. Fundamental Analysis - There is a strong consensus among sell-side analysts to raise earnings estimates for UI, leading to a 14% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [7]. - UI holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8].

Market Overview - April 2023 ended on a mixed note for investors, contrasting with its historical reputation as a favorable month [1] - May 2023 saw significant gains in U.S. stock markets, with the Dow, S&P 500, and Nasdaq Composite increasing by 3.9%, 6.2%, and 9.6% respectively, marking the best month for Nasdaq since November 2023 [2] Technology Sector Performance - The technology sector was a primary driver of May's market turnaround, with the Technology Select Sector SPDR (XLK) surging over 10% [2][9] - Five technology companies with favorable Zacks Ranks and double-digit returns in the past month are recommended for investment: Intuit Inc. (INTU), Amphenol Corp. (APH), Broadcom Inc. (AVGO), Twilio Inc. (TWLO), and Ubiquiti Inc. (UI) [3] Company Insights Intuit Inc. (INTU) - Intuit has seen steady revenue growth from its Online Ecosystem and Desktop segments, with strong performance in Mailchimp, payroll, and Money services [6] - The company is transitioning to a cloud-based subscription model, which is expected to provide stable long-term revenues [7] - Intuit's generative AI-powered "Intuit Assist" offers personalized financial insights, integrated into various products [8] - Expected revenue and earnings growth rates for the current year are 14.8% and 18% respectively, with a 3.7% improvement in earnings estimates over the last 30 days [10] Amphenol Corp. (APH) - Amphenol provides AI and machine learning-based connectivity solutions, benefiting from a diversified business model [11] - The company anticipates earnings growth from its acquisition of Andrew, expected to add approximately $0.09 to earnings in 2025 [13] - Expected revenue and earnings growth rates for the current year are 32.3% and 40.7% respectively, with a 3.1% improvement in earnings estimates over the last 30 days [13] Broadcom Inc. (AVGO) - Broadcom is experiencing strong demand for its networking products and AI accelerators, with AI revenues expected to rise 44% year-over-year to $4.4 billion in Q2 fiscal 2025 [14][18] - The company’s acquisition of VMware has enhanced its infrastructure software solutions, with 70% of its largest customers adopting VMware Cloud Foundation [15] - Expected revenue and earnings growth rates for the current year are 21.2% and 36.1% respectively, with a 0.2% improvement in earnings estimates over the last seven days [18] Twilio Inc. (TWLO) - Twilio focuses on generative AI offerings, launching Customer AI technology to enhance customer engagement [19] - The company has partnered with Alphabet Inc. for Google Cloud integration, which is expected to boost revenue growth [21] - Expected revenue and earnings growth rates for the current year are 7.8% and 22.6% respectively, with a 7.1% improvement in earnings estimates over the last 30 days [23] Ubiquiti Inc. (UI) - Ubiquiti's adaptable global business model supports growth and operational efficiency [24] - The company leverages its community of service providers and IT professionals to enhance product support and information dissemination [25] - Expected revenue and earnings growth rates for the current year are 1.7% and 10.8% respectively, with a 0.1% improvement in earnings estimates over the last 60 days [26]

Ubiquiti, Inc. (UI) reported strong third-quarter fiscal 2025 results, with both bottom and top lines surpassing the respective Zacks Consensus Estimates. The New York-based networking products and solutions provider reported revenue growth year over year, owing to healthy traction in the Enterprise Technology segment. Healthy demand in North America, Europe, the Middle East and Africa regions is a major tailwind. Solid growth in cash flow is a positive.UI’s Net IncomeNet income, on a GAAP basis, in the qua ...

Ubiquiti Inc. (UI) came out with quarterly earnings of $3 per share, beating the Zacks Consensus Estimate of $1.86 per share. This compares to earnings of $1.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 61.29%. A quarter ago, it was expected that this computer networking company would post earnings of $1.71 per share when it actually produced earnings of $2.28, delivering a surprise of 33.33%.Over the last four quarters, ...

Financial Performance - Revenues for Q3 FY2025 reached $664.2 million, a 10.7% increase from the previous quarter and a 34.7% increase year-over-year[8]. - GAAP diluted earnings per share (EPS) for Q3 FY2025 was $2.98, reflecting a 136.5% increase compared to the same period last year[17]. - Gross profit for Q3 FY2025 was $295.9 million, with a gross margin of 44.5%, up from 41.2% in the prior quarter and 35.3% year-over-year[9]. - Net income for Q3 FY2025 was $180.4 million, representing a 136.5% increase from the same period last year[17]. - Ubiquiti Inc. reported a net income of $180,435,000 for the three months ended March 31, 2025, compared to $136,795,000 for the same period in 2024, representing a year-over-year increase of 32%[24]. - Non-GAAP net income for the three months ended March 31, 2025, was $181,829,000, up from $138,148,000 in the prior year, reflecting a growth of 31.5%[24]. - For the nine months ended March 31, 2025, Ubiquiti Inc. achieved a net income of $445,217,000, significantly higher than $246,156,000 for the same period in 2024, indicating an increase of 80.9%[24]. Expenses - Research and development (R&D) expenses increased to $44.3 million in Q3 FY2025, compared to $40.0 million in the prior quarter and $42.5 million in the same period last year[11]. - Sales, general and administrative (SG&A) expenses decreased to $24.8 million in Q3 FY2025, down from $28.5 million in the prior quarter but up from $20.4 million year-over-year[13]. - Share-based compensation expenses for the three months ended March 31, 2025, amounted to $1,848,000, which includes costs from revenues, research and development, and sales, general and administrative[24]. Revenue Breakdown - Enterprise Technology revenues were $585.7 million in Q3 FY2025, up from $518.2 million in the prior quarter and $414.3 million year-over-year[4]. - North America accounted for $322.7 million of total revenues in Q3 FY2025, an increase from $242.5 million in the same period last year[7]. Earnings Per Share - Non-GAAP diluted earnings per share (EPS) increased to $3.00 for the three months ended March 31, 2025, compared to $2.28 for the same period in 2024, marking a rise of 31.5%[24]. - The company’s non-GAAP diluted EPS for the nine months ended March 31, 2025, was $7.42, compared to $4.13 in the same period of the previous year, reflecting an increase of 79.5%[24]. Dividends and Future Outlook - The Company declared a cash dividend of $0.60 per share, payable on May 27, 2025[3]. - Future outlook includes continued focus on expanding networking technology globally, with operations in over 200 countries[18]. Non-GAAP Financial Measures - Ubiquiti Inc. emphasizes the importance of non-GAAP financial measures for evaluating operating performance and planning future periods, as these measures exclude certain costs and tax effects[28]. - The company believes that non-GAAP financial information provides useful insights into financial trends and conditions, aiding investors in their assessments[27]. - Management uses non-GAAP net income and earnings per diluted share as primary indicators for operational performance and to meet specified targets[28]. - The reconciliation of GAAP net income to non-GAAP net income highlights the adjustments made, including share-based compensation and tax effects, which are critical for understanding the company's financial results[30].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 (Exact name of registrant as specified in its charter) 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 March 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. (State or other jurisdiction of incorp ...

Shares of Ubiquiti Inc. (UI) have surged 184.1% over the past year, driven by an accretive customer base and healthy revenues on the back of a flexible business model. With healthy fundamentals, this Zacks Rank #1 (Strong Buy) wireless equipment manufacturer appears to be a solid investment option at the moment. You can see the complete list of today’s Zacks #1 Rank stocks here.Image Source: Zacks Investment ResearchKey Growth Drivers of UIWith the wide proliferation of the Internet and exponential growth i ...

Ubiquiti, Inc. (UI) reported strong second-quarter fiscal 2025 results, with both bottom and top lines surpassing the respective Zacks Consensus Estimates. The New York-based networking products and solutions providers reported revenue growth year over year, owing to healthy traction in the Enterprise Technology segment. Healthy demand in North America, Europe, The Middle East and Africa region is a major tailwind.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.UI’s Net IncomeNet inco ...

Ubiquiti Inc. (UI) came out with quarterly earnings of $2.28 per share, beating the Zacks Consensus Estimate of $1.71 per share. This compares to earnings of $1.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 33.33%. A quarter ago, it was expected that this computer networking company would post earnings of $1.77 per share when it actually produced earnings of $2.14, delivering a surprise of 20.90%.Over the last four quarte ...

Exhibit 99.1 UBIQUITI INC. REPORTS SECOND QUARTER FISCAL 2025 FINANCIAL RESULTS ~ Record Revenues of $599.9 million ~ ~ GAAP Diluted Earnings Per Share of $2.26 ~ New York, NY - February 7, 2025 - Ubiquiti Inc. (NYSE: UI) ("Ubiquiti" or the "Company") today announced its financial results for the second quarter ended December 31, 2024. Second Quarter Fiscal 2025 Financial Summary Additional Financial Highlight • The Company's Board of Directors declared a $0.60 per share cash dividend payable on February 24 ...