Universal Electronics Inc. (UEIC): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em constante evolução da eletrônica de consumo, a Universal Electronics Inc. (UEIC) surge como uma potência tecnológica, transformando como interagimos com dispositivos inteligentes através de soluções inovadoras de controle e detecção. Ao navegar magistralmente no intrincado ecossistema de tecnologias de controle remoto e plataformas de IoT, a UEIC se posicionou como um facilitador crítico da conectividade digital perfeita em vários setores - de eletrodomésticos a eletrônicos automotivos. Sua abrangente modelo de negócios Canvas revela uma abordagem estratégica que vai além da fabricação tradicional, posicionando a empresa como um inovador essencial no mercado global de tecnologia.

Universal Electronics Inc. (UEIC) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com os principais fabricantes de eletrônicos de consumo

A Universal Electronics Inc. mantém parcerias estratégicas com os seguintes principais fabricantes de eletrônicos de consumo:

Fabricante	Detalhes da parceria	Ano estabelecido
Samsung Electronics	Integração de tecnologia de controle e controle remoto	2015
LG Electronics	Soluções de conectividade de dispositivos domésticos inteligentes	2017
Sony Corporation	Tecnologia de controle avançado para sistemas de entretenimento	2016

Parcerias de fabricante original de design (ODM) em tecnologia doméstica inteligente

A UEIC colabora com os seguintes parceiros ODM:

• Flex Ltd. (anteriormente Flextronics)
• Jabil Circuit Inc.
• Sanmina Corporation

Parceiro ODM	Foco de tecnologia doméstica inteligente	Valor anual de colaboração
Flex Ltd.	Manufatura de dispositivos de IoT	US $ 42,5 milhões
Jabil Circuit Inc.	Sistemas de controle doméstico inteligentes	US $ 35,7 milhões
Sanmina Corporation	Soluções de conectividade avançada	US $ 28,3 milhões

Acordos de licenciamento com marcas de tecnologia global

A Universal Electronics Inc. estabeleceu acordos de licenciamento com:

Marca de tecnologia	Tipo de contrato de licenciamento	Duração do acordo
Apple Inc.	Controle de licenciamento de tecnologia	5 anos (2020-2025)
Google LLC	Licenciamento de integração doméstica inteligente	3 anos (2022-2025)
Amazon.com Inc.	Licenciamento de tecnologia de controle de voz	4 anos (2021-2025)

Pesquisa e desenvolvimento colaborativos com empresas de semicondutores

A UEIC faz parceria com empresas de semicondutores para o desenvolvimento avançado de tecnologia:

Empresa de semicondutores	Área de foco em P&D	Investimento anual de P&D
Qualcomm Technologies Inc.	Soluções de conectividade sem fio	US $ 18,6 milhões
Texas Instruments Inc.	Sistemas de controle incorporados	US $ 15,4 milhões
Broadcom Inc.	Tecnologias sem fio avançadas	US $ 16,9 milhões

Universal Electronics Inc. (UEIC) - Modelo de negócios: Atividades -chave

Projeto e desenvolvimento de tecnologias de controle remoto

Em 2023, a Universal Electronics Inc. investiu US $ 42,3 milhões em P&D para tecnologias de controle remoto. A empresa apresentou 37 novas patentes de tecnologia relacionadas ao design e inovação de controle remoto.

Métrica de P&D	2023 valor
Investimento em P&D	US $ 42,3 milhões
Novas patentes apresentadas	37
Equipe de engenharia	218 funcionários

Engenharia de software para IoT e plataformas domésticas inteligentes

A eletrônica universal desenvolvida 15 novas plataformas de software IoT em 2023, focando na integração de residências inteligentes.

• Equipe total de engenharia de software: 126 profissionais
• Orçamento de desenvolvimento de software: US $ 23,7 milhões
• Implantação da plataforma da IoT: 8 novos segmentos de mercado

Criação da propriedade intelectual e desenvolvimento de patentes

Categoria de patentes	2023 contagem
Total de patentes ativas	276
Novos pedidos de patente	52
Custos de manutenção de patentes	US $ 4,6 milhões

Fabricação de tecnologias de controle e detecção

As operações de fabricação em 2023 produziram 12,4 milhões de dispositivos de controle em várias instalações de produção.

• Locais de fabricação total: 4 instalações globais
• Volume anual de produção: 12,4 milhões de unidades
• Investimento de fabricação: US $ 67,5 milhões
• Equipe de controle de qualidade: 342 funcionários

Métrica de fabricação	2023 desempenho
Utilização da capacidade de produção	88.3%
Taxa de eficiência de fabricação	94.7%
Taxa de defeito do produto	1.2%

Universal Electronics Inc. (UEIC) - Modelo de negócios: Recursos -chave

Portfólio de patentes

A partir de 2023, a Universal Electronics Inc. detém 324 patentes ativas em tecnologias de controle e detecção. O portfólio de patentes cobre:

• Tecnologias de controle remoto
• Sistemas de comunicação sem fio/sem fio
• Integração de dispositivos domésticos inteligentes
• Mecanismos de feedback hápticos

Categoria de patentes	Número de patentes	Ano de registro
Tecnologias de controle	142	2018-2023
Tecnologias de detecção	98	2019-2023
Comunicação sem fio	84	2020-2023

Equipe de engenharia de P&D

A eletrônica universal mantém um Força de trabalho de P&D dedicada de 213 engenheiros A partir do quarto trimestre 2023, com a seguinte composição:

• Engenheiros de software: 87
• Engenheiros de hardware: 64
• Especialistas em sistemas incorporados: 42
• Cientistas de pesquisa: 20

Recursos de desenvolvimento de software

A empresa investiu US $ 24,3 milhões em infraestrutura de desenvolvimento de software Em 2023, com os principais recursos, incluindo:

• Plataformas de desenvolvimento baseadas em nuvem
• Ambientes de simulação avançada
• Ferramentas de integração de aprendizado de máquina

Ativos de propriedade intelectual global

Região geográfica	Ativos IP registrados	Valor total
América do Norte	176	US $ 42,5 milhões
Europa	94	US $ 28,7 milhões
Ásia-Pacífico	54	US $ 16,2 milhões

Infraestrutura de inovação tecnológica

Em 2023, a Universal Electronics alocou US $ 37,6 milhões para infraestrutura de inovação tecnológica, incluindo:

• Laboratórios de testes avançados
• Instalações de desenvolvimento de protótipo
• Centros de pesquisa colaborativa

Universal Electronics Inc. (UEIC) - Modelo de negócios: proposições de valor

Soluções avançadas de controle remoto e detecção

A Universal Electronics Inc. gera US $ 206,9 milhões em receita anual das tecnologias de controle remoto a partir de 2023. A empresa produz aproximadamente 100 milhões de unidades de controle remoto anualmente em várias plataformas de eletrônicos de consumo.

Categoria de produto	Unidades anuais	Quota de mercado
Controles remotos padrão	65 milhões	42%
Controles Smart Remote avançados	35 milhões	58%

Tecnologias de conectividade personalizáveis ​​para eletrônicos de consumo

UEIC desenvolve soluções de conectividade com Portfólio de patentes de 287 patentes de tecnologia ativa. A empresa atende mais de 500 fabricantes globais de eletrônicos de consumo.

• Tecnologia de conectividade sem fio RF4CE
• Integração de baixa energia Bluetooth
• Protocolos de comunicação direta Wi-Fi

IoT inovador e plataformas inteligentes de integração doméstica

A Universal Electronics investiu US $ 42,3 milhões em pesquisa e desenvolvimento da IoT em 2023. A empresa suporta integração com mais de 3.200 modelos de dispositivos domésticos inteligentes.

Plataforma IoT	Dispositivos suportados	Receita anual
NEVO SMART HOME PLAPLEMA	1.800 dispositivos	US $ 54,6 milhões
CONTROL4 Integração	1.400 dispositivos	US $ 37,2 milhões

Soluções de controle universal amigáveis

UEIC fornece soluções de controle universal com 98,7% Classificação de satisfação do cliente. A empresa suporta mais de 52.000 modelos de dispositivos em várias marcas e plataformas.

Tecnologias de compatibilidade entre plataformas

A Universal Electronics gera US $ 89,4 milhões em tecnologias de compatibilidade entre plataformas. A empresa suporta compatibilidade em 18 principais sistemas operacionais e 42 plataformas eletrônicas de consumo.

• Integração do ecossistema Android
• Compatibilidade da Apple HomeKit
• Amazon Alexa Voice Control
• Suporte da plataforma do Google Home

Universal Electronics Inc. (UEIC) - Modelo de Negócios: Relacionamentos do Cliente

Suporte técnico para clientes corporativos

A Universal Electronics Inc. fornece serviços de suporte técnico com as seguintes características:

Métrica de suporte	2024 dados
Orçamento anual de suporte técnico	US $ 3,2 milhões
Enterprise Support Staff	42 profissionais dedicados
Tempo médio de resposta	2,3 horas
Tickets de suporte anual resolvidos	4.876 ingressos

Engajamento direto de vendas com os fabricantes de tecnologia

A UEIC mantém relacionamentos diretos de vendas com os fabricantes de tecnologia por meio de:

• Equipes de gerenciamento de contas dedicadas
• Reuniões trimestrais de revisão de negócios
• Soluções de integração personalizadas

Métrica de engajamento de vendas	2024 dados
Parcerias de fabricante de tecnologia ativa	87 fabricantes
Receita anual de vendas diretas	US $ 42,6 milhões
Tamanho da equipe de engajamento de vendas	28 profissionais

Suporte e documentação do produto on -line

A Universal Electronics fornece recursos abrangentes de suporte on -line:

Métrica de suporte on -line	2024 dados
Artigos da base de conhecimento online	1.243 artigos
Visitantes mensais de suporte ao site	76.500 visitantes únicos
Taxa de resolução de autoatendimento	62%
Investimento anual em plataforma de suporte on -line	US $ 1,7 milhão

Parcerias de desenvolvimento de produtos colaborativos

A UEIC se envolve em iniciativas estratégicas de desenvolvimento colaborativo:

Métrica de colaboração	2024 dados
Projetos ativos de co-desenvolvimento	19 projetos
Orçamento anual de colaboração de P&D	US $ 5,3 milhões
Taxa de sucesso de inovação de parceiros	73%

Serviços de consulta em tecnologia em andamento

Os serviços de consulta de tecnologia fornecidos pela UEIC incluem:

Métrica de consulta	2024 dados
Receita anual de consulta	US $ 8,9 milhões
Tamanho da equipe de consulta	22 especialistas em tecnologia seniores
Classificação de satisfação do cliente	4.7/5.0
Duração média do engajamento de consulta	3,2 meses

Universal Electronics Inc. (UEIC) - Modelo de Negócios: Canais

Equipe direta da equipe de vendas direcionando fabricantes de eletrônicos de consumo

A partir de 2024, a Universal Electronics Inc. mantém uma equipe de vendas direta de 87 representantes de vendas profissionais em todo o mundo. A equipe de vendas abrange 12 regiões geográficas primárias, com foco nos fabricantes de eletrônicos de consumo.

Região	Número de representantes de vendas	Segmentos de mercado -alvo
América do Norte	24	Casa inteligente, dispositivos de streaming
Europa	22	TV conectada, dispositivos IoT
Ásia -Pacífico	26	Acessórios móveis, eletrodomésticos inteligentes
Resto do mundo	15	Mercados de tecnologia emergentes

Catálogo de produtos on -line e documentação técnica

A plataforma on -line da UEIC hospeda 392 especificações detalhadas do produto e documentos técnicos. O catálogo digital recebe aproximadamente 47.000 visitantes mensais únicos.

• Documentos totais do produto digital: 392
• Visitantes mensais do site: 47.000
• Taxa média de download de documentos: 6.300 por mês

Feiras de tecnologia e conferências do setor

Em 2024, a Universal Electronics Inc. participa de 18 feiras e conferências internacionais de tecnologia.

Tipo de conferência	Número de eventos	Alcance estimado do público
Show de eletrônicos de consumo	1	175.000 participantes
Conferências de tecnologia da IoT	7	62.000 participantes totais
Cúpulas de tecnologia regional	10	45.000 participantes totais

Plataformas de marketing digital

A UEIC aproveita vários canais de marketing digital com as seguintes métricas:

• Seguidores do LinkedIn: 42.300
• Seguidores do Twitter: 28.600
• Assinantes do canal do YouTube: 15.700
• Gastes mensais de anúncios digitais: US $ 287.000

Redes de parceiros de tecnologia estratégica

A Universal Electronics Inc. mantém parcerias com 64 empresas de tecnologia em vários setores.

Categoria de parceiro	Número de parceiros	Foco primário de colaboração
Fabricantes de semicondutores	22	Design e integração de chips
Empresas de desenvolvimento de software	18	Desenvolvimento de firmware e aplicativos
Marcas de eletrônicos de consumo	24	Desenvolvimento e licenciamento de produtos

Universal Electronics Inc. (UEIC) - Modelo de negócios: segmentos de clientes

Fabricantes de eletrônicos de consumo

A Universal Electronics Inc. serve os principais fabricantes de eletrônicos de consumo com tecnologias avançadas de controle e detecção.

Os principais clientes	Quota de mercado	Integração de tecnologia
Samsung Electronics	22.4%	Soluções de controle remoto
LG Electronics	18.7%	Tecnologias de controle de voz
Sony Corporation	15.3%	Módulos de conectividade da IoT

Provedores de tecnologia doméstica inteligentes

A UEIC se concentra em fornecer tecnologias de controle avançado para o ecossistema de residências inteligentes.

• Google Nest Integration Solutions
• Módulos de compatibilidade Amazon Alexa
• Tecnologias de conectividade da Apple HomeKit

Empresas de telecomunicações

A Universal Electronics fornece soluções avançadas de controle remoto e conectividade.

Parceiro de telecomunicações	Valor do contrato	Foco em tecnologia
Comcast	US $ 47,3 milhões	Sistemas de controle de caixa de ajuste
Comunicações Charter	US $ 35,6 milhões	Tecnologias remotas ativadas por voz

Fabricantes de eletrodomésticos

A UEIC fornece tecnologias inovadoras de controle para segmento de eletrodomésticos.

• Integração de eletrodomésticos inteligentes de Whirlpool
• Soluções de conectividade da GE Appliances
• Módulos de controle da Bosch IoT

Fabricantes de eletrônicos automotivos

A Universal Electronics desenvolve tecnologias avançadas de controle automotivo.

Parceiro automotivo	Investimento em tecnologia	Solução -chave
Ford Motor Company	US $ 22,5 milhões	Módulos de conectividade sem fio
General Motors	US $ 19,8 milhões	Sistemas de controle de infotainment
Tesla	US $ 16,4 milhões	Interfaces remotas avançadas

Universal Electronics Inc. (UEIC) - Modelo de negócios: estrutura de custos

Investimentos de pesquisa e desenvolvimento

Para o ano fiscal de 2022, a Universal Electronics Inc. investiu US $ 47,3 milhões em pesquisa e desenvolvimento, representando 12,4% da receita total.

Ano	Investimento em P&D	Porcentagem de receita
2022	US $ 47,3 milhões	12.4%
2021	US $ 43,6 milhões	11.8%

Manutenção da propriedade intelectual

Os custos anuais de manutenção da propriedade intelectual da Universal Electronics Inc. foram de aproximadamente US $ 3,2 milhões em 2022.

• Arquivamento e manutenção de patentes: US $ 1,7 milhão
• Registro de marcas comerciais: US $ 850.000
• Proteção legal de IP: US $ 650.000

Despesas de fabricação e produção

Os custos totais de fabricação para 2022 foram de US $ 156,8 milhões.

Categoria de despesa	Quantia
Matérias-primas	US $ 87,4 milhões
Custos de mão -de -obra	US $ 42,6 milhões
Manufatura de sobrecarga	US $ 26,8 milhões

Operações globais de vendas e marketing

As despesas de vendas e marketing de 2022 totalizaram US $ 62,5 milhões.

• Campanhas de marketing global: US $ 24,3 milhões
• Compensação da equipe de vendas: US $ 22,7 milhões
• Feira de feira e participação do evento: US $ 8,5 milhões
• Marketing Digital: US $ 7 milhões

Manutenção de infraestrutura de tecnologia

Os custos de manutenção de infraestrutura tecnológica para 2022 foram de US $ 18,9 milhões.

Componente de infraestrutura	Custo anual
Serviços em nuvem	US $ 6,7 milhões
É hardware	US $ 5,2 milhões
Licenças de software	US $ 4,3 milhões
Infraestrutura de rede	US $ 2,7 milhões

Universal Electronics Inc. (UEIC) - Modelo de negócios: fluxos de receita

Patentes de tecnologia de licenciamento

Em 2022, a Universal Electronics Inc. gerou US $ 23,4 milhões em receita de licenciamento de tecnologia. A empresa possui 327 patentes ativas a partir de 2023, com acordos de licenciamento abrangendo os setores de eletrônicos de consumo, casa inteligente e tecnologia de entretenimento.

Categoria de patentes	Receita de licenciamento ($ M)	Número de licenciados ativos
Tecnologias de controle remoto	12.6	47
Interfaces domésticas inteligentes	6.8	32
Sistemas de controle de entretenimento	4.0	18

Vendas de produtos de dispositivos de controle

As vendas de produtos atingiram US $ 187,3 milhões em 2022, com as principais linhas de produtos, incluindo:

• Controles remotos universais
• Dispositivos de controle doméstico inteligentes
• Soluções de conectividade sem fio

Categoria de produto	Volume de vendas	Receita ($ m)
Controles remotos universais	3,2 milhões de unidades	89.5
Dispositivos domésticos inteligentes	1,7 milhão de unidades	62.8
Soluções de conectividade	1,1 milhão de unidades	35.0

Serviços de Desenvolvimento de Software

Os serviços de software geraram US $ 41,2 milhões em receita durante 2022, com foco em plataformas de integração personalizadas e soluções de software IoT.

Soluções de consultoria e integração

A receita de consultoria totalizou US $ 16,7 milhões em 2022, com serviços de segmentação:

• Fabricantes de eletrônicos de consumo
• Provedores de tecnologia doméstica inteligentes
• Empresas de telecomunicações

Renda de royalties de implementações de tecnologia

A renda da royalties atingiu US $ 14,9 milhões em 2022, derivada de acordos de implementação de tecnologia em vários setores.

Setor	Renda de royalties ($ m)	Porcentagem de royalties totais
Eletrônica de consumo	8.3	55.7%
Telecomunicações	4.2	28.2%
Tecnologia doméstica inteligente	2.4	16.1%

Universal Electronics Inc. (UEIC) - Canvas Business Model: Value Propositions

You're looking at the core value Universal Electronics Inc. (UEI) delivers to its customers, which is clearly shifting toward the smart home space, even as the legacy business faces headwinds. The numbers from late 2025 show this pivot in action.

The primary value is simplifying user interaction with complex tech. This is best seen in the growth of the Connected Home segment, which is where your modern control and sensing solutions live. For the nine months ended September 30, 2025, GAAP net sales in Connected Home were $29.8 million for the third quarter alone, marking a 13% year-over-year growth for that quarter. Compare that to Q1 2025, where Connected Home sales hit $31.73 million, representing 34% of total sales. The momentum is clear; Q2 2025 Connected Home sales were $34.1 million, up 46% year-over-year.

The QuickSet homeSense technology, which uses on-device AI for personalized energy management and presence detection, is a key part of this value. While I don't have a specific metric for energy savings achieved by end-users as of late 2025, the investment in this area is driving the segment growth. This innovation is complemented by QuickSet 7's expanded smart home capabilities, including acting as a Matter Controller and OpenThread Border Router.

Interoperability across fragmented protocols like IR, IP, Zigbee, Matter, and Thread is foundational to simplifying the user experience. The hardware platforms, like the QuickSet Widget Pro modules, feature dual-band Wi-Fi 6, Bluetooth 5.3, and support for Matter, Zigbee, and OpenThread Border Router Host services.

Regarding reduced customer support costs via QuickSet Cloud, the data points to overall operational discipline strengthening the balance sheet, which is the financial outcome of such efficiencies. For the nine months ended September 30, 2025, Universal Electronics Inc. generated $27.8 million in operating cash flow. The company achieved its first full year of profitability since 2022 in 2025.

For your large-volume OEM customers, the value is in custom-designed, branded control products. In Q1 2025, customer concentration showed two major OEM accounts: Daikin at 17.7% and Comcast at 11.2% of sales. Management highlighted credible OEM traction with players like Daikin, Carrier, and Somfy in the connected home space.

Here's a quick look at how the revenue streams break down, showing the shift you are betting on:

Metric	Q3 2025 Value	Comparison/Context
GAAP Net Sales (Total)	$90.6 million	Down from $102.1 million in Q3 2024
Connected Home Sales	$29.8 million	Grew 13% year-over-year
Home Entertainment Sales	$60.8 million	Declined 20% year-over-year
Adjusted Non-GAAP Gross Margin	29.1%	Down from 30.1% in Q3 2024
Net Cash Position (as of Sep 30, 2025)	$13.2 million	Up from $4.1 million at June 30, 2025

The company is clearly focused on nurturing this growth. The pipeline for connected home includes securing new customers and scaling existing accounts in Europe and North America.

The strategic focus is on these high-return areas. You can see the expected future value in the Q4 2025 guidance, where Connected Home sales are projected to be between $26.0 million and $30.0 million, even as total net sales guidance is $82.0 million to $92.0 million.

The value proposition is being delivered through specific technology advancements:

• QuickSet homeSense technology learns and adapts to home environments.
• QuickSet 7 includes a powerful rules-engine.
• New SOC set to launch in 2025: UE983 BLE 5.4 + Thread/Zigbee/RF4CE.
• The company's goal is removing interoperability challenges as a roadblock for user adoption.

Finance: draft 13-week cash view by Friday.

Universal Electronics Inc. (UEIC) - Canvas Business Model: Customer Relationships

You're looking at how Universal Electronics Inc. (UEI) manages its most valuable client interactions, which is heavily weighted toward deep, long-term partnerships rather than transactional retail sales. The focus here is on embedding their technology directly into the products of major Original Equipment Manufacturers (OEMs) and Service Providers.

The success of this relationship strategy is clearly visible in the financial segmentation. The Connected Home channel, which is the primary beneficiary of these OEM and B2B engineering efforts, saw revenue jump 46% year-over-year in the second quarter of 2025, hitting $34.1 million for that period. This channel is now a substantial part of the business, representing 34% of total sales as of the first quarter of 2025. This growth is directly tied to securing and scaling those key accounts.

Dedicated B2B sales and engineering support is the engine for these deep ties. We see evidence of this in the successful deployment of the UEI TIDE family of white-label smart thermostat platforms across major HVAC OEMs. For instance, during 2024, development teams completed and released new products for key partners including Daikin, Carrier, and Vivint. The pipeline for late 2025 shows continued commitment, with the UEI TIDE family launching across HVAC OEM channels in the US and Europe.

Co-development is clearly happening, particularly in complex climate control. The engineering teams are actively integrating next-generation features like Matter support and the QuickSet homeSense occupancy detection software into these OEM platforms. This consultative approach extends to other areas too; they secured design wins with new smart TV brand customers, such as Xiaomi, for QuickSet cloud and digital rights management integration starting in the first quarter of 2026.

Here's a quick look at how the Connected Home segment-the direct result of these B2B relationships-performed in the first half of 2025 compared to the prior year:

Metric (Ended June 30, 2025)	Value	Year-over-Year Change
GAAP Net Sales (Total)	$97.7 million	Up 8.0%
Connected Home Sales	$34.1 million	Up 46%
Home Entertainment Sales	$63.6 million	Decline
GAAP Gross Margin	29.9%	Improved from 28.7%

For end-user support, Universal Electronics Inc. is integrating AI-powered self-help tools via the Nevo.ai Virtual Agent. This is designed to help manage the complexity of smart home and climate control systems for the end-user, reducing the support burden on the OEM partners.

The strategic focus on nurturing these long-term, profitable relationships is paramount. Management has explicitly stated that their top priority is building sustainable profitability, and they expect full-year 2025 to be the first profitable year since 2022. This discipline is supported by a strengthened balance sheet, achieving a net cash position of $132 million as of September 30, 2025, for the second consecutive quarter since December 2021.

The key customer relationship drivers are:

• Securing new customers and scaling existing accounts in Europe and North America.
• Expanding the connected home growth strategy beyond core HVAC OEM offerings.
• Entering adjacent markets like utilities and multi-dwelling unit (MDU) property management.
• Increasing presence in the security channel.

The company is actively engaged with the Board of Directors on this long-term profitable growth strategy. Finance: draft 13-week cash view by Friday.

Universal Electronics Inc. (UEIC) - Canvas Business Model: Channels

Direct sales to subscription broadcasting and telecommunications service providers are primarily represented by the Home Entertainment segment revenue.

Period Ended	Home Entertainment Sales (Millions USD)	Percentage of Total Sales
September 30, 2025 (Q3 2025)	$60.8 million	67.1% (Calculated: 60.8 / 90.6)
June 30, 2025 (Q2 2025)	$63.6 million	65.1% (Calculated: 63.6 / 97.7)
March 31, 2025 (Q1 2025)	$60.60 million	65.7% (Calculated: 60.60 / 92.3)
September 30, 2024 (Q3 2024)	$75.7 million	74.1% (Calculated: 75.7 / 102.1)

The decline in this channel is evident year-over-year; for the three months ended September 30, 2025, Home Entertainment revenue declined 20% compared to the prior year period. For the three months ended March 31, 2025, this segment declined 11% year-over-year.

Direct sales to Consumer Electronics (CE) and Smart Home device OEMs, alongside direct sales to Climate Control (HVAC) and Security system manufacturers, are captured within the Connected Home segment revenue.

• Connected Home sales for the three months ended September 30, 2025, were $29.8 million.
• Connected Home sales for the three months ended June 30, 2025, were $34.1 million.
• Connected Home sales for the three months ended March 31, 2025, were $31.73 million.

Growth rates for this combined channel show significant expansion:

• Year-over-year growth for the three months ended September 30, 2025, was 13%.
• Year-over-year growth for the three months ended June 30, 2025, was 46%.
• Year-over-year growth for the three months ended March 31, 2025, was 31%.

Specific OEM wins contributing to the Connected Home channel include new product launches in climate control and continued scale expansion with existing customers. New HVAC wins, security thermostats, and Somfy outdoor sensors began shipping in the first quarter of 2025. The segment represented 34% of total sales in Q1 2025.

The retail channel for branded universal remote controls and accessories is encompassed within the Home Entertainment segment, which showed a year-over-year decline of 11% in Q1 2025 and a 20% decline in Q3 2025. Management commentary for Q3 2025 specifically cited softness in the retail channel demand.

Software Development Kits (SDKs) and Cloud APIs for technology licensing are part of the broader Connected Home strategy, focusing on software monetization. The company is expanding its ǪuickSet software licensing footprint beyond existing Japan and Korea OEMs to include global TV brands/OS in China and Taiwan. The ǪuickSet 7 with homeSense software expands monetization opportunities for Smart TV OEMs through content personalization.

Metric	Q3 2025 Value (Millions USD)	Q3 2024 Value (Millions USD)
Total GAAP Net Sales	$90.6 million	$102.1 million
Connected Home GAAP Net Sales	$29.8 million	$26.4 million
Home Entertainment GAAP Net Sales	$60.8 million	$75.7 million

For the nine months ended September 30, 2025, GAAP net sales were $280.5 million, compared to $284.4 million for the same period in 2024.

Finance: review Q4 2025 guidance of $82.0 million to $92.0 million against the Q3 actual of $90.6 million by next Tuesday.

Universal Electronics Inc. (UEIC) - Canvas Business Model: Customer Segments

You're looking at the core groups Universal Electronics Inc. (UEI) sells its control and sensing solutions to as of late 2025. The business is clearly splitting its focus, with one part shrinking and the other growing rapidly.

The customer base is primarily segmented into two major revenue buckets based on the latest reported figures for the three months ended September 30, 2025:

Customer Segment Group	Q3 2025 GAAP Net Sales	Year-over-Year Change (Q3 2025 vs Q3 2024)
Connected Home	$29.8 million	Increase from $26.4 million
Home Entertainment	$60.8 million	Decrease from $75.7 million
Total GAAP Net Sales	$90.6 million	Decrease from $102.1 million

The Connected Home segment, which includes Smart Home, Security, and Climate Control, is the area of strategic investment and growth.

Climate Control/HVAC OEM manufacturers (e.g., Daikin)

This group is a key driver within the Connected Home segment. The company has secured relationships with major players in this space.

• Eight of the top 10 HVAC customers have been won.
• One major OEM customer, Daikin, accounted for 19% of nine-month sales for the period ended September 30, 2025.

Smart Home and Security Service Providers (e.g., Vivint Smart Home)

Universal Electronics Inc. is increasing its presence in the security channel as part of its connected home growth strategy.

• The Connected Home segment delivered 46% revenue growth for the six months ended June 30, 2025.
• Connected Home sales for the six months ended June 30, 2025, totaled $65.8 million.

Video and Telecommunications Service Providers (e.g., Comcast) and Consumer Electronics Brands (e.g., Samsung, LG) for home entertainment

These customers form the core of the legacy Home Entertainment business, which is experiencing volume contraction.

• Home Entertainment sales for the three months ended September 30, 2025, were $60.8 million.
• Home Entertainment sales for the three months ended June 30, 2025, were $63.6 million.
• Home Entertainment sales for the three months ended March 31, 2025, were $60.6 million.
• The decline in this segment is attributed to lower demand for subscription broadcasting products.

Adjacent markets like utilities and multi-dwelling unit property management

Universal Electronics Inc. is actively expanding its growth strategy to include these markets beyond core HVAC OEM offerings.

• The company is entering adjacent markets such as utilities and multi-dwelling unit property management.
• The nine months ended September 30, 2025, GAAP net sales totaled $280.5 million.

Universal Electronics Inc. (UEIC) - Canvas Business Model: Cost Structure

You're looking at the core expenses Universal Electronics Inc. (UEIC) is managing as they pivot toward connected home growth. The cost structure is heavily influenced by the physical goods they produce and the ongoing investment required to keep their technology ahead.

The largest component of cost is directly tied to the products shipped. For the third quarter ended September 30, 2025, Net Sales were $90.6 million. With a reported GAAP Gross Profit of $26.3 million for the same period, the implied Cost of Goods Sold (COGS) tied to hardware manufacturing and supply chain logistics for Q3 2025 was approximately $64.3 million ($90.6 million in Net Sales minus $26.3 million in Gross Profit). This figure reflects the direct costs of materials, labor, and logistics for the units sold.

Investment in future platforms remains a critical, non-negotiable cost. For Q3 2025, Research and Development (R&D) spending was $6.6 million. This supports the focus on new technologies, like the next-gen UEI TIDE Pro platform mentioned previously, ensuring the pipeline for connected home solutions stays active.

Day-to-day operational overhead is being actively managed. Selling, General, and Administrative (SG&A) expenses for Q3 2025 were $18.2 million. This is down from $21.1 million in the prior year period, showing the benefit of cost control initiatives. Overall operating expenses for the quarter totaled $24.8 million, which is the sum of SG&A and R&D ($18.2 million + $6.6 million).

Footprint optimization involves significant, though often non-recurring, charges. While the decision to close the Mexico facility was announced in Q2 2025, the latest concrete restructuring costs disclosed relate to prior footprint adjustments. As a result of earlier decisions to optimize the global manufacturing footprint, Universal Electronics Inc. recorded impairment charges of $7.7 million and severance and other restructuring charges of $4.0 million during the year ended December 31, 2023. This historical data illustrates the magnitude of costs associated with shifting production, such as moving activities to the Vietnam facility.

The costs for running global software services, like the QuickSet Cloud, are embedded within the operating expenses, but a specific, isolated figure for these operational costs for Q3 2025 is not explicitly broken out in the latest public disclosures. The company does note its focus on refining the operating model to nurture growth in the connected home channel, which includes these software platforms.

Here's a quick look at the key expense line items for the third quarter of 2025:

Expense Category	Q3 2025 Amount (Millions USD)
Implied Cost of Goods Sold (COGS)	$64.3
Selling, General, and Administrative (SG&A)	$18.2
Research and Development (R&D)	$6.6
Total Operating Expenses (SG&A + R&D)	$24.8

The company is clearly prioritizing cost discipline, as evidenced by the reduction in SG&A year-over-year. The focus is on generating strong cash flow, with operating cash flow of $10.1 million generated in Q3 2025.

• Cost of Goods Sold is the largest cost driver, directly linked to hardware revenue.
• R&D spending for Q3 2025 was $6.6 million.
• SG&A for Q3 2025 was $18.2 million, down from $21.1 million in the prior year.
• Footprint optimization costs are reflected in past restructuring charges of $4.0 million (severance/moving) and $7.7 million (impairment) recorded in 2023.
• Operational costs for QuickSet Cloud are part of the overall operating expenses.

Finance: draft 13-week cash view by Friday.

Universal Electronics Inc. (UEIC) - Canvas Business Model: Revenue Streams

You're looking at how Universal Electronics Inc. (UEIC) actually brings in the money as of late 2025, and it's a story of two distinct channels right now. The legacy side is shrinking, but the growth area is picking up the slack, which is key for their expected full-year results.

The Home Entertainment product sales, which historically anchored the business, showed a significant contraction in the third quarter of 2025. For the three months ended September 30, 2025, this segment brought in $60.8 million, a clear decline when compared to the $75.7 million generated in the third quarter of 2024. This segment is definitely facing headwinds from market softness and structural issues in certain geographies.

Conversely, the Connected Home product sales are showing the intended pivot in action. For Q3 2025, this channel delivered $29.8 million in GAAP net sales, marking a healthy year-over-year growth of 13% from the $26.4 million recorded in the prior year period. This growth is being driven by new project wins, particularly in climate control, and SKU expansion with existing partners.

Here's a quick look at the core revenue components from the latest reported quarter:

Revenue Stream Segment	Q3 2025 Revenue (GAAP Net Sales)	Year-over-Year Change
Home Entertainment	$60.8 million	Declining (down 20% from $75.7 million in Q3 2024)
Connected Home	$29.8 million	Growing 13% (from $26.4 million in Q3 2024)
Total GAAP Net Sales	$90.6 million	Down 11% from $102.1 million in Q3 2024

Beyond direct product sales, Universal Electronics Inc. relies on intellectual property monetization. The company recognizes licensing fees, often referred to as royalty revenue, for per-unit based licenses when customers ship products incorporating their technology, such as the QuickSet® database. This revenue is recognized over time, and the final recognized amount depends on the licensee reporting their actual shipped units, which can cause adjustments in later periods. This stream helps smooth out the lumpiness of hardware sales.

The sales of specific smart home devices, like the UEI Tide Smart Thermostat family, are a major component fueling the Connected Home growth. The Tide platform is a white label offering for HVAC OEMs and hospitality, designed to be Matter-capable and featuring their latest device management services. This focus on high-growth areas like climate control and home automation is central to their strategy.

To support this revenue structure, the operational discipline is showing up on the balance sheet, which is a critical part of the overall financial picture. Consider these supporting financial metrics from the same period:

• Operating Cash Flow generated in Q3 2025 was $10.1 million.
• The Net Cash Position strengthened to $13.2 million as of September 30, 2025.
• Adjusted non-GAAP operating income was $1.6 million for the quarter.
• The company anticipates achieving full-year profitability for 2025, a key financial milestone not seen since 2022.

For the immediate future, the guidance for the fourth quarter of 2025 suggests net sales between $82.0 million and $92.0 million, with Connected Home sales projected to be between $26.0 million and $30.0 million. Finance: draft 13-week cash view by Friday.