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Ubiquiti Networks Inc

Ubiquiti Inc. engages in the development of networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America. The company develops technology platforms for high-capacity distributed Internet access and unified information technology. Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing and related software; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, door access systems, and other WLAN products. It also provides technology platforms, such as UniFi Cloud Gateway, an Enterprise class internet and security gateway device; UniFi Wi-Fi, an enterprise Wi-Fi system; UniFi Protect, a video surveillance platform; UniFi Switch that deliver performance, switching, and power of ethernet support for enterprise networks; UniFi Access, a door access solution; UniFi Talk, a plug-and-play phone system and VoIP subscription service. In addition, the company offers airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; airFiber, a wireless backhauls point-to-point radio system; UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks; and Wave, a technology platform. Further, the company provides base stations, radios, backhaul equipment, and customer premise equipment; embedded radio products; and antennas. It serves customers through a network of distributors, online retailers, and direct to customers through webstores. The company was formerly known as Ubiquiti Networks, Inc. and changed its name to Ubiquiti Inc. in August 2019. Ubiquiti Inc. was incorporated in 2003 and is headquartered in New York, New York.

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Zacks Highlights Ubiquiti, Comtech, and InterDigital as Wireless Stocks to Watch

Zacks Equity Research identifies Ubiquiti, Comtech Telecommunications, and InterDigital as wireless equipment stocks likely to navigate industry challenges. The Zacks Wireless Equipment industry faces pressure from high 5G investment costs, price wars, elevated customer inventory, and raw material inflation, earning a Zacks Industry Rank of 212, in the bottom 13% of over 250 industries. Despite this, the industry has surged 38.3% over the past year, outperforming the S&P 500's 21.7% gain. Ubiquiti, with upward earnings revisions of 63.4% for the current fiscal year since June 2025, carries a Zacks Rank #2. Comtech, also a Zacks Rank #2, saw a 35.8% upward revision in its current fiscal earnings estimate and holds a VGM Score of A. InterDigital, a Zacks Rank #3, has gained 23% over the past year with a VGM Score of B.
Zacks Investment Research·57dRead more ▾
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Ubiquiti Reports 18.7% Revenue Surge in Fiscal Q3 2026

Ubiquiti Inc. reported fiscal third-quarter 2026 revenues of $788.2 million, an 18.7% increase from $664.2 million a year ago, driven by robust demand across its Enterprise Technology portfolio. The Enterprise Technology segment generated $717.9 million in revenues, up 22.6% year over year from $585.7 million, with North America, its largest market, posting $410.2 million in revenues, a 27% increase. The company continues to enhance its UniFi ecosystem and expects the segment to reach $2.83 billion in revenues for fiscal 2026, representing 26% growth. Ubiquiti faces competition from Cisco Systems and Hewlett Packard Enterprise, with Cisco reporting 12% total revenue growth and HPE posting 40.4% revenue growth in their respective recent quarters. Ubiquiti shares have gained 36.7% over the past year and currently trade at 34.57 times forward earnings, above the industry average of 31.44.
Zacks Investment Research·61dRead more ▾