Robert Pera

Latest moves

Nov 11, 2026 edition

Robert PeraEarningsAI & techUIAI read · ▲ Earnings beat sticks

Ubiquiti posts record quarter, stock jumps

The move

Ubiquiti reported fiscal first-quarter 2027 results after the close on Nov. 6: revenue of $1.03 billion, up 39.9% from a year earlier and a company record for a fiscal first quarter, with non-GAAP diluted EPS of $5.32, up from $3.46. Enterprise Technology revenue rose to $941.3 million from $657.1 million, and gross margin improved to 47.3% from 46.0%. The board declared a $1.00-per-share dividend payable Nov. 23. Shares jumped about 15% in the next session, according to TIKR.

Why it matters

The jump rewards Ubiquiti, founded and still run by Robert Pera, for showing demand for its networking gear held up even as component costs rose.

The bear case

Ubiquiti itself flagged that component costs have increased since the fourth quarter of fiscal 2026 and may keep rising, with availability potentially staying constrained.

What to watch

Whether the cost pressure Ubiquiti flagged shows up in its gross margin next quarter.

Source · TIKRRead original ↗Report an error

Nov 9, 2026 edition

Robert PeraEarningsAI & techUIAI read · ▲ Breakout

Ubiquiti posts record $1 billion quarter, revenue up 40%

The move

Ubiquiti reported record fiscal first-quarter revenue of $1.03 billion, up 39.9% from a year earlier. Enterprise Technology revenue rose to $941.3 million from $657.1 million, and gross margin improved to 47.3% from 46.0%.

Why it matters

The jump shows enterprise demand for Ubiquiti's networking gear outpacing larger rivals, even as the company flags tighter component supply as a risk ahead.

The bear case

Management said some component costs have risen since the prior quarter and could keep climbing, which could squeeze margins and limit shipments.

What to watch

Ubiquiti's next earnings report, expected around February, will show whether enterprise demand keeps outrunning supply constraints.

Source · TIKRRead original ↗Report an error

Nov 7, 2026 edition

Robert PeraEarningsAI & techUIAI read · ▲ Steady demand, no AI hype

Ubiquiti posts record quarter, shares jump 15%

The move

Ubiquiti, the wireless-networking company founded and run by Robert Pera, reported fiscal first-quarter revenue of $1,026.2 million in a Nov. 6 earnings release, up 40% from $733.8 million a year earlier. Enterprise Technology revenue, its largest segment, was $941.3 million. GAAP diluted EPS was $5.29, up from $3.43, and gross margin was 47.3%. The board approved a $1.00-per-share quarterly dividend, payable Nov. 23. Shares rose 15.29% on Nov. 6.

Why it matters

The jump shows steady demand from the businesses and service providers that buy Ubiquiti's networking gear, a contrast with the sharper swings this week in AI-linked chip and data-center stocks.

The bear case

Ubiquiti is a far smaller, more concentrated business than its chip-sector peers, so one strong quarter can move its results more than it would for a larger company.

What to watch

Whether revenue growth holds up once Ubiquiti is compared against this now-higher quarter rather than last year's softer one.

Source · UbiquitiRead original ↗Report an error

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Footprint

Prices via Finnhub · as of Nov 11, 2026 12:23 PM ET. For information only.

What to watch