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The company is powering ahead and perhaps the most notable developments in 2018 is the explosion in cash flow and the massive buybacks. These buybacks are reaching their limits as the float gets squeezed to a fraction of outstanding shares, given that the CEO holds 76% of the shares. Which is why the company is […]

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Ubiquiti is a company with a curious business model that has its skeptics and critics. But on the basis of past history, that business model delivers powerful results. The company is able to introduce new products that often have market beating features, delivered with very little operational spending. This produces very good margins and plenty […]

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The title quote is from CEO Pera during the Q1CC and conveyed his confidence and the stock price recovery. We think most of these issues are settled now and we can concentrate on company performance. After having conquered several markets and moving up the value chain, the next challenge is to improve operations. Source: ‘It […]

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After a few quarters where growth seemed to have slowed to a crawl and margins actually declined somewhat, the perspective brightens considerably. The company delivered solid growth in the quarter and promises considerably more. And finally, the market seems to catch on, testifying to the increased credibility that CEO Pera enjoys, and rightly so. Source: […]

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Ubiquiti does things differently. It generally offers good products for much lower prices compared to the competition, but also enjoys significantly better margins. That seems too good to be true, hence the company has critics. But unless there is something big hidden in the figures, we find most of the criticism missing the mark. We […]

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