Rick Carnifax
Chief Executive Officer
Replay available
Universal Electronics Inc. (UEIC) Q4 2025 Earnings Call
Universal Electronics Inc. (NASDAQ: UEIC) Q4 2025 earnings conference call, held 2026-03-12. Replay captured from the company's public earnings webcast.
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Wade Jenke
Chief Financial Officer
Steven Frankel
Analyst, Rosenblatt Securities
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Universal Electronics Inc..
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:04.117 As the dynamics of our traditional home entertainment business remain challenging, we 00:00:04.117 -- 00:00:08.423 drove a strategy to diversify our revenue base, which resulted in Connected Home growing 00:00:08.423 -- 00:00:10.846 16% year-over-year, 00:00:10.846 -- 00:00:15.870 optimize our global footprint, and strengthen our financial foundation. 00:00:16.294 -- 00:00:20.359 Product and technology focus remained central as we launched our Tide Thermostat product 00:00:20.359 -- 00:00:24.846 with partners in the MDU and utility spaces, while continuing to collaborate with partners 00:00:24.846 -- 00:00:28.668 on adoption of our Kwikset HomeSense solution. 00:00:28.718 -- 00:00:33.525 While these trends reflect confidence in our strategic direction, as we look to 2026, 00:00:33.525 -- 00:00:37.711 continued turbulence in home entertainment and softening in connected home that began 00:00:37.711 -- 00:00:40.034 in the second half of 2025 00:00:40.034 -- 00:00:42.498 underscores our outlook and action plan for 2026. 00:00:42.498 -- 00:00:44.498 Q4 00:00:46.063 -- 00:00:50.229 met revenue expectations in both home entertainment and connected home while exceeding 00:00:50.229 -- 00:00:55.316 EPS expectations driven by stronger than expected licensing revenues 00:00:55.316 -- 00:00:58.317 and continued operational improvements. 00:00:58.317 -- 00:01:03.203 New program wins in both the U.S. and abroad strengthens UEI's positioning with major 00:01:03.203 -- 00:01:05.866 OEMs and connected home. 00:01:05.866 -- 00:01:10.872 On the technology front, UEI's presence at CES and AHR underscored 00:01:10.872 -- 00:01:16.779 strong customer interest in QuickSet HomeSense and advanced TideTouch capabilities, 00:01:16.779 -- 00:01:22.124 both o...