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- Itc Exclusion-Order Risk (new) — AX Wireless ITC action seeks to bar certain Wi-Fi 6 products from U.S. market; company states adverse ruling would materially harm business.
- Component Supply Volatility (worsened) — Supply-constraint language shifted from past-tense (2020-2023) to present-tense: company now experiencing volatility, not merely at risk of future recurrence.
Ubiquiti FY2026: Revenue +27.2% to $3.27B, net income +34.9% to $960.3M; exits consumer category
Filed August 21, 2026 · Period ending June 30, 2026 · Compared to 10-K Aug 22, 2025 · ~1 min read
Key Changes
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high
Net income rose 34.9% to $960.3M (diluted EPS $15.85, +34.8%) on 27.2% revenue growth to $3.27B, driven by enterprise and service-provider demand. Operating income grew 42% to $1.2B.
Key Financials / MD&A view on EDGAR → -
high
Company now describes business as two categories (enterprise, service provider) rather than three; removed consumer category and dropped AmpliFi consumer platform from product portfolio.
MD&A: Business Categorization verify on EDGAR → -
high
Repaid $250M term loan and refinanced with new $700M PNC revolving facility maturing 2031; quarterly dividend raised 25% to $1.00/share. Deployed excess cash into $88.6M of marketable securities.
Notes: Debt / Subsequent Events verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 24, 2026 · How we verify