Income StatementBalance SheetCash FlowSegments
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Ubiquiti Inc. Business Segments

Business, geographic, and product segment breakdowns

Ubiquiti Inc. generates $3.1B in annual revenue across 2 key segments: Enterprise technology (2.7), and Service provider technology (0.7). The company-wide operating margin is 35.75%. Based on the Q1 2026 filing.

Enterprise technology (TTM)271.0%Service provider technology (TTM)66.0%
Latest FilingQ1 2026
Report Date2026-05-08
Market Cap$36.8B
P/E Ratio39.07
ROE115.01%

Products & Services

Revenue (in percentage)

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Enterprise technology86.0%88.0%1.0%90.0%89.0%91.0%
Service provider technology14.0%12.0%—10.0%11.0%9.0%

Revenue

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Enterprise technology$518.2M$585.7M$680.1M$657.1M$729.0M$717.9M
Service provider technology$81.7M$78.4M$79.0M$76.6M$85.9M$70.3M

Deferred Revenue

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Post contract customer support——$62.0M———

Geographic

Revenue (in percentage)

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
North America54.0%49.0%—52.0%54.0%52.0%
Europe, the Middle East and Africa (“EMEA”)35.0%42.0%1.0%36.0%34.0%39.0%
Asia Pacific7.0%6.0%—7.0%7.0%5.0%
South America4.0%3.0%—5.0%5.0%4.0%

Revenue

SegmentQ2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
North America$321.6M$322.7M$379.9M$382.8M$443.6M$410.2M
United States$296.1M$298.5M$350.0M$351.3M$388.3M$374.1M
Europe, the Middle East and Africa (“EMEA”)$208.6M$282.1M$303.8M$263.1M$280.7M$303.8M
Asia Pacific$43.1M$37.5M$47.3M$53.1M$54.5M$43.2M
South America$26.6M$21.8M$28.1M$34.7M$36.1M$31.1M