Subscriber Discussion

Ubiquiti Has Single-Handedly Sunk The Margins For All IT Infrastructure Hardware

RS
Robert Shih
Jan 18, 2024
Independent

Tangential opinion: They single-handedly sunk the margins for all IT infrastructure hardware outside of the residential sector and made it damn near impossible to have equipment margins in the SMB space. They went all in on undervaluing labor and the channel that provides support and now that they need support to maintain their lead in the industry after cutting the margins so low they want to add ridiculous charges on top of their equipment costs to support it. If they'd only created sustainable margins in the first place that everyone could live off of, this would never have been an issue.

Yeah, by now we know that they are ODMing the hardware from manufacturers like Tenda or whatnot and just adding on a veneer of SDN, but now the hardware manufacturers have caught on and are prepared to offer similar platforms with support and non-public pricing. It's what Ruijie's Reyee line is doing via the distribution channel of ENS, et al.

(**********: ***, *'* **** ** ******* for *** ** ***** ********** ******* manager **** ****. **, **** **** not ***** ** *******. ********, ** would ** **** ***** ** **** an ****-******, ***** ********, *****-******** *** controller, *** *'* *** ********** ***** enough ** ******* ****** ** **** that ******. ***, * **** **** the ******* ******* ******** **** ******* manufacturing *** * ***** *** ********* better ******, *** ** **** ***** I *** **** ******* **** ******. I **** ***** **** *** ***** criticizing ** ********** *** *** ***** practices.)

**** ********, ***** ******, ****. ** margins *** ** ******* ***** ****, one ***, *** ******** **** **** home ** *****. ***** **** *** is ****. ******** ** ***** ** have * **** **** **** *** walled ****** ********, ******** *** ******** with ******* ************* ********, *** **** support ********. **** *** ** ****** the ********** **** **** ****.

******: **** ******* *** ***** **** an ******** **********:******** **** ** *** ******* ******** With "************ *******"

JH
John Honovich
Jan 18, 2024
IPVM

* **** **** *** *** **********. I ***** *** **** ***** ***** sinking ******* ** ********* ****. **'** heard ****, ********* *********, **** ******** executives **** *** ***** *** ***** as ****, ****** **** ** *** effectively ****** ****** *** ** **** to ****** ***** *******.

* ***'* **** ***** ******** ******** coming **** ** *****. *** ** you ***** **** **** **** * hard ****? ****'* *** *********** ** them *** ***** ******* *** ***-**** IT *******?

(2)
(1)
RS
Robert Shih
Jan 18, 2024
Independent

*** ****** ** ********* ** ** repetitive, ********* ******** | ******* ******* *** Solutions *********** ***** ***** *** **** ** one **** ******.

** ** **-**** *****, **** ********* full ****, *** ********** ** ******.

***********, *** ***** ****** *** *** over *** ***** *** **** ******.

******** ***** ** * *** ******* needing ********

******* ******* *** * *** ** critics **** **** * ****

******** **** *****'* ** ***** *** manufacturing, *** **** **** ** **** a ***** ***** ** ******* ********** now **** **** ***/***** ********

******/******* ******* (************ ** ***** **** what * ********) *** **** ****** for *** ** ******

*** ***** ******* ** **... * bit ****** ****** ****.

***** ****** ** ** ***** **** Instant ** ***.

******** *** * **** *********. * respect ****, *** * ***'* **** if **** *** *** ********.

**** *** ** ***** ******* ******** a ***** ** ********** ***** ********, the ***** ** ******* **** **.

(2)
(1)
Avatar
James Mifsud
Jan 19, 2024
Atlas Technologies Australia

** *** ** **** ****, *-**** has * ***** ***** *** ** prem ********** ******* ******** ****’* ****** solid. **’* * **** *********** ** the ***** ** ***** ******* **, better **** *********** *** **-**** *** support *** **********.

*** **** * *********, *** ********** I ** ******** ** **** ** Cambium ******** *** ***** ******** - cloud ** ****, ****** *** **** additional ******** **** ****’* ****** ******** for **** ***********.

*** *** ******* ** **** **% of ****,

(1)
RF
Riley Flaherty
Jan 19, 2024

* ***** **** **-**** ** **** in *** *****. **'* ******* ************* network ****. **** ****** ** * no ** *** *** *************** *** everyone *** *****'* **** ** ******* it *****.

*** ******* ** ** ******** ***** closest ********** *** **'* *** ** good.

* ***'* ***** *** ** *** options ****** **** ***** ** *********** them.

Avatar
James Mifsud
Jan 19, 2024
Atlas Technologies Australia

***** ** *********;

**** ** ***** ** **********/******** **-**, outside ** ***, ***** *** ********; in *** ******* ******** (******) *** Ruckus/CommScope *** ****** *******; *** ****** than **-**** *** ****** ** *** list.

RS
Robert Shih
Jan 19, 2024
Independent

***'** ********** ******* *** ****** ** you ****** **** ** **** ***** Cisco ****** *** ** ***** ***********.

Avatar
James Mifsud
Jan 19, 2024
Atlas Technologies Australia

******* ** *** ***, *** * had ** **** ****** *** * Wi-Fi ******** ** **** ****’* ***** for ****** **********.

RS
Robert Shih
Jan 19, 2024
Independent

** * ****** ****... * **** have **** ****** ***** * **** somehow

UI
Undisclosed Integrator #2
Jan 22, 2024

*** *********** ** ****** *** ******** on ***** *** *** ******* **** we ***** ****.

*** **** *** *** ****, *** their ********** ********* **** **** ***** for ****, *** **** **** **** clients **** * ******.

******* ***'* ****** **** * *** it *** * **** *****.

RS
Robert Shih
Jan 19, 2024
Independent

** **** **** *****, ******** ***** have ** ** ******** ** **** as **** ** ** ** ****** OEM *****. ******** ***** ******** ** the **** *** ** **** ****. TRENDnet **** ****** **** *** *** for * *** ** ********.

**-**** ***** ***** **** ** *** price ***** ** **** **.

Avatar
James Mifsud
Jan 19, 2024
Atlas Technologies Australia

******** *** * **** *********. * respect ****, *** * ***'* **** if **** *** *** ********.

** ******** ***** ** *** ***

(2)
(1)
UI
Undisclosed Integrator #3
Jan 19, 2024

** * ****** ** *** ******** cult, * **** ***** ****** **** a ******** ****.

(3)
(1)
(4)
RS
Robert Shih
Jan 22, 2024
Independent

**** *******.

UI
Undisclosed Integrator #2
Jan 19, 2024

******* *** ****** ***** ******* ** hand ** **** *************.

* **** ** ** ******** ****** installs *** ****** **** ********* *********, mid-size **********, ***. * ***** ** charge * ********** ***** *** *********, and * ********** ***** *** ******.

* **** ***** ** *** **** times *** ********* ***** **** ** me *** ******* ** ******** **** a *** ** ****** *** ****** a ***** ** ********* *** *********** it. ** *** *****, * ******** brought ** ** ****** ******* **** was ******* ******* **** ** ********* price (********** ****** ****** ******* ***** tax ** **).

** *** ******* *** ** ** warranty *** ********* ****** *** *** it ** ****** **** ** *** to *** **** ** ***********. **, I ******* ** ******* **** ** a ******* **** ***** ** ******* to ****, ******** ***, *** ****'* let ******* **** ** ******.

*** **** * ***** ** ** jobs **** ****** *******. ** **** got *** **** ** ******* **** guys ******* ** **** * ******** just ** *** *** ***. *******, we **** *** ** ********** *** services (***** ***** *** ********* *******), and ****** *** *** ****** ****.

******: **** ******* *** **** ***** to *** *** **********:**********: "* ******* ** ******* **** To * ******* **** ***** ** Margins ** ****, ******** ***, *** Didn't *** ******* **** ** ******"

UI
Undisclosed Integrator #1
Jan 19, 2024

******** **** ******** ** ********* *** - ***** **** *** ** **. Almost ***** ***** **** ******* *** spun *** ************* ** *** **** 20 ***** **** **** ** ** their ***. ******** ** ** *********. There ** * *** *** ********** selling ****** ** ****** *** ***** to *** ** *** ******* - people ***** *** ********* **** **, cisco, *** ** * ****** **** then **** ****. *** ** ***** companies **** ***** ******* ** ***** prices **** ** *** *** *** the **** **** ********. ***** ****? All ***** ** ******** *** ***** fine.

***** ******** *** *********** * ****** margined **** ** ********. **** *****'* make ** ******, **** *** ********* features, ** ** *** *** **** it * ******** *******.

** ****** ** **** ******* *** every **** **** **** *** ** trouble *******. ******** ** *** **** way ** ******* *****.

(2)
UI
Undisclosed Integrator #4
Jan 22, 2024

*** ***** **** ******** ****** **** is ******* ************. ** *****'* **** to **** ****** ******* **** ** can't *** *****. **'** ****** ******** it **** ***** ******* ** ***** has **** ************ ******, *** ******* like ********.

(1)
UI
Undisclosed Integrator #2
Jan 22, 2024

******** ****** ******* *** ********** *** some ****.

Avatar
J Robert Burgoyne
Feb 01, 2024
True Blade Systems, Inc.

* *** ****** ** *********. **** is * ******** **** ** ***** products.

*** ****** ******* **** **** **** Blade **** ******** **** ** *** Enterprise ******* ****. ** *** ***** been ****** ****, *** *** ******* paths, ********* ************, *** *********.

*** **, ****** ** "**** ****" for ********* *** *** *******. **** you **** * > ***** ********, you ****** **** ** ** *******, and **** **** **** **** ** you're ***** ***** *** ******* *********. On *** "*************" ****, ***** ****** includes *** **** ********, *** ** API **** ******** ****** *******. *** whole ******** ** ********** * ************ camera *** ************* ********** *** ***** consumption *** *** ********.

******** ***** **** * ******** ** Enterprise *****, **** ******* *** **** ** consider ***** *** ****.

*** **** *'* ******* *** *** competition, *** **** * **** ** the ***** ****** ** ******* **** of ******* *** ********* ********** *** highly ********. **** ******* **** **** these *******, *** *** **** ** first ***** * ***** ****** *** on ***** ** ******* *** ** sensors.

New discussion

Ask questions and get answers to your physical security questions from IPVM team members and fellow subscribers.

Newest discussions