Revenue distribution by industry:

• Network technology: approx. 70%
• Internet of Things (IoT): approx. 20%
• Other (e.g. software solutions): approx. 10%

TOP 3 Markets:

1. USA: approx. 45%
2. Europe: approx. 30%
3. Asia-Pacific: approx. 15%

Ubiquiti Inc. generates the majority of its revenue from network technology, especially through the sale of hardware such as routers and access points. However, the IoT sector is gaining importance as the company expands its product range.

The U.S. market remains the largest single market for Ubiquiti, followed by Europe and the Asia-Pacific region. These markets are crucial for the company's growth as they exhibit high demand for network solutions and technological innovations.

Production sites: China, Vietnam, Taiwan

Ubiquiti Inc. mainly produces its products in Asia, especially in China, Vietnam, and Taiwan. These locations offer cost-effective production opportunities and a well-developed infrastructure for the manufacturing of electronic products. By diversifying the production sites, the company can also better manage risks related to trade restrictions and geopolitical tensions.

Revenue Growth: Estimated 10-12% annually (2025)

Focus on Research and Development: Increase in R&D budget by 15% (2025)

Ubiquiti Inc. pursues a growth strategy that heavily relies on innovation and technological advancement. The company invests significantly in research and development to expand its product range in the field of wireless communication solutions. This includes both improving existing products and developing new technologies to meet the demands of a rapidly changing market.

Another focus is on global expansion, especially in emerging markets where the demand for cost-effective and efficient network solutions is growing. Ubiquiti leverages its strong brand and distribution network to strengthen its market presence in these regions.

Additionally, the company is expanding its community-based platform, which allows customers to provide direct feedback and influence product development. This strategy promotes customer loyalty and enables Ubiquiti to quickly respond to market needs.

Main raw materials: Electronic components, semiconductors, plastics

Main supplier countries: China, Taiwan, South Korea

Ubiquiti Inc. is a company specializing in the production of network technology and wireless communication solutions. The production of these technologies requires a variety of electronic components and semiconductors, which are mainly imported from Asian countries.

China and Taiwan are leading in the production and export of electronic components and semiconductors. South Korea is also a significant supplier, especially for advanced semiconductor technologies. These countries not only provide the necessary materials but also the required technological expertise and production capacities.

In addition, plastics are needed for housings and other components, which are also often sourced from these regions as production costs are competitive there.

Market share: 8% in the global network hardware market (2024)

Gross margin: 50.2% (2024)

Research & Development (R&D) expenses: 6% of revenue (2024)

Ubiquiti Inc. has a significant competitive advantage due to its cost-efficient business strategy and strong brand presence in the network hardware sector. The company has established a solid market position through its innovative product range and direct connection to its customers.

The gross margin of over 50% shows that Ubiquiti is able to sell its products with a high profit margin, indicating strong pricing power. Compared to industry standards, where gross margins are often lower, this is an indicator of a competitive advantage.

Furthermore, Ubiquiti continuously invests in research and development, accounting for about 6% of revenue. This allows the company to drive technological innovations and differentiate itself from competitors. Despite a relatively small market share in the global context, Ubiquiti has built a loyal customer base through its niche strategy and direct sales models, further strengthening its competitive advantage.

Institutional investor share: approx. 30% (2025, estimated)
Insider purchases/sales: No significant changes in the last year (2024)

The institutional investor share in Ubiquiti Inc. is around 30%. This indicates that a significant portion of the shares is held by large financial institutions, suggesting a certain level of trust in the company's stability and growth potential.

Regarding insider purchases and sales, there have been no significant changes in the last year. This could indicate that the management and other insiders are satisfied with the current company strategy and market conditions, as there are no major sales to report.

Market share of Ubiquiti Inc.: 5% (estimated, 2025)

Main competitors and their market shares:

1. Cisco Systems, Inc. - 35%
2. Huawei Technologies Co., Ltd. - 20%
3. Hewlett Packard Enterprise (HPE) - 15%
4. Juniper Networks, Inc. - 10%
5. Arista Networks, Inc. - 8%
6. Ubiquiti Inc. - 5%
7. Netgear, Inc. - 3%
8. MikroTik - 2%
9. Extreme Networks, Inc. - 1%
10. Others - 1%

Moat of Ubiquiti Inc.:

Ubiquiti Inc. has built a certain moat through its cost-effective and easy-to-implement network products. The company is known for its innovative solutions in the wireless network sector and its strong community support, which allows for quick responses to customer feedback and adjustments to products accordingly.

Compared to larger competitors like Cisco and Huawei, which have extensive research and development resources and established customer relationships, Ubiquiti's moat is less pronounced. These larger companies often offer more comprehensive solutions and have a stronger presence in large enterprise networks.

Ubiquiti's advantage lies in the niche of small to medium-sized businesses and in markets that prefer cost-effective and flexible solutions. Nevertheless, the competition is intense, and the larger competitors have a stronger moat due to their more comprehensive product portfolios and global distribution networks.

Revenue growth: 10% (2024) Profit growth: 8% (2024) Market share in the networking segment: 12% (2024)

Ubiquiti Inc. recorded a revenue growth of 10% in 2024, attributed to strong demand for its networking products and solutions. The company has been able to strengthen its market position through innovative products and an effective sales strategy.

The 8% profit growth in the same period shows that Ubiquiti is capable of managing its costs efficiently and increasing profitability. This is a positive sign for potential investors as it indicates a solid financial foundation.

With a 12% market share in the networking segment, Ubiquiti holds a significant position in the industry. This market position enables the company to benefit from future growth opportunities in the industry, particularly due to the increasing digitization and expansion of network infrastructures worldwide.

Overall, Ubiquiti's financial performance and market position suggest that the stock could be an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 1.5% (2025, estimated)

Dividend history: Continuous payouts in recent years

Ubiquiti Inc. has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield for 2025 is around 1.5%. This suggests that the company is committed to providing its shareholders with a consistent return.

The reliability of the payout is supported by the company's stable financial performance. Ubiquiti has demonstrated solid profitability in the past, increasing the likelihood that it can continue to pay dividends in the future. Analysts view Ubiquiti's dividend policy as sustainable as long as the company maintains its market position and profitability.