Ubiquiti Criticizes Holding Networks Hostage

Published Jun 19, 2024 14:17 PM

While the hostage-as-a-service model is great for its sellers and their investors, it is a trap for end-users. Ubiquiti criticizes its competitors employing this model as it expands into enterprise.

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In this note, we examine their statements regarding the HaaS model, how Ubiquiti differs, and how they aim to compete against entrenched incumbents within the enterprise space.

Executive *******

***** ******** ************ *** ******** ** the *****, **** **** ******** ** the **** *****, ***** "* *** of *******" *** ** "**** **** network *******" ** **** "*** **** to ******** ** *** ***** ****." Ubiquiti ********* **** ** **********, *********** they ** *** "**** **** ***** at ***" *** **** * "********-*******" business *****. **** *** *** ******* to '******* ********* *** ********** **** have." **** ********, ** *** **** paying, "******* ** *** **** **** pumpkins" ** **** ** *** **** licensing ****, *** ***** ******* **** continue ** *******.

***** ********'* ***** ** "********-*******," *** they ** *** ***** * *******-**-*-******* model **** ****** *** ******* *** own, ***** ******** *** ***********. ** such, ** / **** ********* **** to ****** ****, **** **** ***** switching ***** ******* ** ***** ** HaaS ***********. *******, ** * ***** total **** *******, ***** ******** ***** less, *** **** **** ** ****** subscriptions.

********'* ******** ******** ********** ****** ******* not ********** *** ******* ** ****. They ***** ** * ************* **********-***** event *** **** ** **** **** "networks" *******. *******, ** ******** ********* to ****** ***-**-***, ******** **** ******** security ******** *** ****** ********, ***** comments **** ***** ** ***** **** competitors. *** ***** ******* ** ***** below:

*** ******* ********** *** ******** *** winning **** ******** ***********, ********* **********-***** features ******* ** *** ******* ****, and ******* ** *** ******* **** Cisco ****** *** ****** *** **** been ********* **********-***** ******* ************* ****** than ********.

Negative ** ****

***** ******** **** *** ******* ** the *****, **** *** ******** ** HaaS ***********:

***** ** ****** ******.Unfortunately, ** ******* **** * *** ** ******* *** ***** *** *** ***** ** ****** ******* to it to their own licensing server and, ultimately, **** **** ******* ******* ** **** *** **** ** ******** ** *** ***** ****.We ** *** **** **** ***** ** ***. [Emphasis added]

******* ******** ***** ******** ** *** business ***** *** ** ***** ******** for ***-*****, ******* ******* ******** **** models **** **** ******-***** ******** *********, multi-year **********, *** **** ****** *****.

*******, ******** ** ******** ** **** and ********* ** ** ***** *** model, ** **** ** *** **** annual ************* / ********* ****:

*******, **** ********,if *** **** ******, **** ******* ** *** **** **** * *******. I say that because there ** ******* ** ***. We ** *** **** ********* ****, *** ******** **** *********, ** ** *****, **** ****. [Emphasis Added]

** ********, ** ******, *******, *******, etc. ********* **** ****** ***** *************, their ******* *** ****** ******* ***** payments *** **** *** ***** ******** are ********— ******* ***,*** ******* ***** *** *** ** The ******* *** ****************** ******** ******* ********.

"Customer-Centric" ******** *****, "*********" **** **********

******** ********** *** ******** ***** ** customer-centric, *** **** ****** ******* ** R&D *** **** ** ******* ** "excellent" **** **********:

*** **** **** ** *** ***** proposition ** *** ********-******* ******** *****. Our **** ** *** ** ******* customers *** ********** **** ****. ** are * *******-***** *******, ** ****** heavily ** *&*, *** ** **** to ******* ** ********* **** **********, which ** **** ****** ** ** our ***** ***** ** *****: ******** innovation.

********* ********, ****, ** *** ***, cloud-first ******* **** ************* ******** ** / ** **** **-**** ******* ** incumbents, *** **** *** "*****" *** simplify *** ********** *** ************ ** systems ****** ******** ******* ********** **** offer ** **** *** ************ **********, e.g., (*******, ****** *******, *********, ***).

"Eliminating" ******* ** *****

***** **** ********* ********* *** **********, Ubiquiti ******* **** ***** ******** *** also ****** / ** ******* ***** for ***** **** "****** **** **** they *** *****":

** ******* ** *********** ******** ** entry *** **** *** ******** ** be ********** *** *********. ***, * do *** **** **** ** **** you ***** ** *** *** ********. We **** ** *** *** **** the ***********, *** *** *** ****** who ****** **** **** **** *** doing, ** **** **** *** *** tools ** ** ****** ********* *** to ** ****.

* **** ******* / ******** *** cloud ******* ** *** **** ** updating/managing ******* ******* ********** ** * single *********. *******, **** ***** ***** at *** **** ** **** *******, enterprise-level ******** ** ********* ***** **** cloud *******.

Not ****** ** ** **** ** ******** ********

***** ******** **** ** ******* "***** on *** ** *****" *** *** customers, **** ** *** *** ** be *** **** ** ******** ******** but ****** ******* *** "****" *****-**-******* ratio. ******** *******:

*** *** ***** * **** ** talk ***** ** *** ******* ** value. ** ********, ** ******* **** we ******* *** ********* ***** ** top ** *****. **** ** ******* in *** ** *** *********.

*** ***** ***** ** ***** **** is ***** ** ** ******** *******.Our **** ** *** ** ** *** ****** *** ** *** ***** **** ** *** **** ** *** ****. *** **** ** **** *** ** ** *** ******** ******** *** *****. We really pride ourselves on giving you the best price-to-quality ratio. [Emphasis added]

Cloud ******** / ******** **************

******** ********** **** ***** * ******** architecture *** *** ***** ** *** required:

****** ****, ** **** **** *********** of *** *** *** *** ***** software *** **** ** *** **** cloud *********** ** ***. *** *** host ** ** **** *** ********. We *** **** ** ** *** servers. * ***** ***** *** **** it *****, *** *** ***** *** gap ** *** **** *** *** cloud **********.

Single **** ** *****

****, *** ** *** ******* / sites *** ** ******* ** * single **** ******* ******:

*** ***** ** *** ***** **** manager. **, *****.**.***, **********, **** **** does ** ** ********** ***** ****** site **** *** ****; ** ****** what, ********** ** ***** ***** ** a ****** **** ** *****. ** allows *** ** ********** ***** *********** across *** ** *** *****, **** global *******, ********, *** **** *********** traffic.

Emphasizing ***********

******** ********** ***** *********** *** **** the ********** ** *** ******** ** small **. ***** *******:

** ** *** **** ** *** have *** ****** ****** ** ***. We **** **** **** *********** ********** experience, *** ******* **** ** *** name, **** ** ***** ** *** unified.

Product ********* "***** ** *******"

******** *** ********* ** *** ******** to *** *********, ********* **********, *******, access *******, ***. *** ******* *********, "It **** ***** ******* **** ****":

**** ** *** ***-**** **** ** glass *** **********. ***networking ******* ****** **** **-**. What you see is switching, ********, *** **********, *****, **** *******. Our portfolio is pretty comprehensive. We **** **********, *******, ********, *** **** ******, *** ******, ** **** ***** ** ******* **** ****.

Outlook

***** ** **** ** ***** ******** will ******** ** *** ******** ** its *********, ** **** *** **** security *********** *** ***/****** *** **********-***** features *** ******** ** ******* **** Cisco ****** *** ******, *** **** been ******** ***** ******** ************* ****** than ******** ***.

** ******* ** ** **** *** they **** *******. *******, ** *** enterprise-level ******** *** *** ********* ********* / ***** **** *****, ** ****** yet ******* ** *** **** *******.

Comments (24)
MM
Michael Miller
Jun 19, 2024

* ***** *** ***** **** *** are ******* ********* **** ****** *** others ** *** ********** *****. **** are ******** ** ***** *** **** clients.

(2)
JW
Jermaine Wilson
Jun 19, 2024
IPVMU Certified

****,

****** *** **** *******. * *****, but **** *******, ** **** ***** their ***-**-*** *********, **** ****** ******* with ***** **** ******* ****** ** the ********** ***** *****. ** **** be *********** ** *** *** **** build *** ****** *** / ******.

*******:******** ********* **** **********

MM
Michael Miller
Jun 20, 2024

********** *** ********* ** ***** ********** as ******* * **** ***** ** Unifi ********** *** ***** *** *** whole *****.

JW
Jermaine Wilson
Jun 20, 2024
IPVMU Certified

** ****,

***, *** ** ** ********* (*** what ** **** ** **** **** event * *** ***** ****** ****) it ** *** **** ********* ********* products. **** *** ******* *** ********** Fortress *******, *** *** *** **** have *** *** **** ********* ********* / ********.

****, ** ** ********* ** **** here **** ***** ***** ** *** home ** *** ******* ********* - an *** **** ********’* ***, ****** Pera ****.

** ***** *********** ***, ***** ** a ***** ***** ******* ***** *******, it **** ** **** ****** *** Ubiquiti ** *** / ******** ***** large ******, ********** *****, ** ****** to ** ******* **.

*** **** ******* ** ********* ***** - ** ***** ** ** *** party ****** ******* (** *** *****, today) *** ********* ***** **** ** much ****** **** ** **** ******* wanted ** ** **** ******* ** Avigilon *****, ** ********* ***.

(3)
MM
Michael Miller
Jun 20, 2024

*** *** *** *** ****, *** they *** ******* *** *** ********** Fortress *******, ***** **** ** ******** soon. * **** * ******* ******* of *** ******.

** ** *****, *** *** ****** that *** **** ** ********* ** UNIFI ********** ***** ** ******? ***** switches *** ******* **** *** * fraction ** *** ***** ** ***** and ***** ****-*** *********.

JW
Jermaine Wilson
Jun 20, 2024
IPVMU Certified

** ****,

** *******, ** ******* **** ** regarding ******** ** ******** ******, *.*., (Avigilon, *********, *******) ** *******, *** regarding **********, ***.

***, * ***** **** **** **** than ***** ****-*** ********. *** **** that ***** *** ***** ******, *******, reliability, *** *******, **** *********** "*************" on * ******** ************** / ********** solution *** ****** ** ** ********* to ******.

*** *** * **** ***-**-*** ****** (as ******** ** ********/*******), *** **** have ** *********** ****** *** *****-***** cameras, ***. (****** ** **** **** told *****-***** ******* ** ******) ** manage *** ******* **** *** ** the **** ***** (*** *** ******* of *** ********). **, ********* **** have * ********** ****** (*** *** time *****).

****, **** **** ** ***** ***** full ********* *** ******* ** *** enterprise *****, *** **** **********, ****** I ******* (*** ** ***** ******** shows) **** ** ***** "**" ***** to **********, *** **** **** ***** them ** ************ ****** *** *** on.

***, ***** ***** ****** *****, ** will ** ***** *** **** ** convince ********** ***** ** *******/****** **** on ***** ***** *****, ***** **** / *** ****** *** **** ** SMB, ***.

** ** *****, * ***** **** will ********** *** *****, *** * do *** ******* ***** "****" **** come **** ****, *** **** **** need ** ********* ********** / **** the ***** ** *********** ** **** them *****.

(1)
(2)
MM
Michael Miller
Jun 20, 2024

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

* *** ******** **** ** **** the ****** *** **** *** **** of *** ***** ******* *** **** forward **** **** ** **** ** NOT **** ** *** ********** *****.

** ******* ***** ** ***** ******** or ***. ****** ** **** *** using ***** ******** *** *** **** 3rd ***** *******.

(1)
(1)
JH
John Honovich
Jun 20, 2024
IPVM

***** ***** ** *** **** ** the ******* ********* - ** *** team ********’* ***, ****** **** ****.

*********, **** ***** *********....

(1)
(3)
MM
Michael Miller
Jun 20, 2024

* ***** **** ** ** **** as * ******* ****** *** ******** in **** *****.

CS
Chad Smith
Jun 21, 2024

**** ** - ** (******* *** team) **** * *** ***** ******* deployed ** ******* ***** *** ***** that **** *** ***** *****, *** 95% ** *** ******* *** ****** within *******, ***** ** **** *** for **** ******, ******* *********, **** management, ***.

***** * **** *** **** *** clean ***** **** ***** ********, ***** is ** *** ** ***** ******* all ** *** ****/****** ******* *** Genetec ***. *** **** ***** ** insane, *** ***** ******* ***********.

(2)
MM
Michael Miller
Jun 21, 2024

* **** * ******** *** *** since *** ********* *** **** ***** be ******.

******* ***** *** **** ********** ******** and ********* *****. ** *** ******* price ***** **** ***** ** ** and *** ****, **** **** ** software ****. *** ***** ***** **** be ****** ******** ** *******? * would *** *** * ***-****** *******/**** system, *** ***** *** *** ** 500 ******* ** * ***** ******.

CS
Chad Smith
Jun 21, 2024

**'* **** **** **** *******. **** then, ** *** ***** ********* **** our *** *******... * **** *** simplicity **** ***** ******** ****, *** that ***** ******** *** ******** *** easy ** *** ** *** *********.

******* *** ** ** **** ****, though. ** **** *** *******, *** doors, *** ********, ******, ******* *********, access *******, ******* **********, **** **** cameras, ****** ********, ***, *** * federation, ***** ***** ******.

***** ***** *** ***** ****, ***** is ******* ** ********.

(2)
(1)
MM
Michael Miller
Jun 21, 2024

**** * ***% ***** **** ***** can't ***** *** ******* *** ** Genetec * *** **** ********* ** pricing ** ***** ** ************* ******* then **** ***** *********.

CS
Chad Smith
Jun 21, 2024

** **** *****, ***'** *****. *** us, *** ***** ********** ** *******.

(1)
BD
Brandon Del Pilar
Jun 19, 2024

**** -

* *** **** ***** ** ******* and *** **** *** ****** **** support ** ***** ** * *********** for ** "**********" ********, **** ** find *** **** **** ***** **** about * ****** *** 😅.

* ***** *** ********** ******** ** directly ********** ** **** ********** ***** in ***** ** ********, *** **** can ********* ******* ** **** *********. Now **** **** ***** ************ *******, Ubiquiti ***** ** **** * *****-**** run ** *****-**** ******** ******** ****** all ******* *****. **'* ************ **** the ************ ********* **** **** ** to ***** ****** ********* ******* ** UniFi, *** ** *** ********* ** buggy ******** ******** **** *** **** entire ******** ****.

(1)
(2)
JM
Jerome Miller
Jun 20, 2024

* **** * ***** ******* * work ** (* *******) * *** no ****** ****** ** *** ***** key ******* ******* * ***** *** suite ** ********. * ***** *** Ubiquity ** ******* ** ****** ******* hostage ** **** ****** **** **** their *** ******** ** ****.

(1)
(1)
BD
Brandon Del Pilar
Jun 20, 2024

*** *** ******* **** *** **** by ****?

(1)
JM
Jerome Miller
Jun 22, 2024

* ******* ** ***** ** * remote **** **** * ***** *** and *** * **** ** **** a *** ******* *** ** *** only ** ******** ** *** ******** that *** ***** *** *** ***** on. * *** **** ***** ****** until *** ****** *** ****** *******. At **** ***** * ** *** have *** **** ** ***** ******** it *** ********* ***** **.

(1)
BD
Brandon Del Pilar
Jun 22, 2024

** *******, *** ** ***** ****** clear **** *** ***'* **** **** you're ******* *****.

** *** **** * ******** ***** Key ******* ** **** ******* **********, there ** ** ******** ******** (** even *********) ** ****** **************. **** is **** ***% *** *** *******.

** *** **** * ******** ********** (not * ***** ***), **** ***, the ********** ******** ** ********* ** a ******** - ******* * ***** computer *** ****** ******, *** ****** is ****** *** *****-**** ******. ************** is ***** **** ***% ********-**** *** via *** *******, *** *** ********** service ** ********* ** * ******** package ** * ******** (******* ** always-on ******) ** *********.

** *** ******** ********** *** ********* on * ****** ****** ******** *** has ***** **** ****, **** ** just ****-*** *** ******** *** *** nothing ** ** **** ** ****** or ******** ******* **** ******* *******.

** *** ******** ********** **** ****** be *****, **** ******** ** ** reset *** ********* *** ***** **** to * *** **********. ** *** absence ** * ****** ******, *** simplest ******** ** ** *** * hardware ***** *** *** $*** ** Ubiquiti's *******. ** *** **** ** go *** ***** ** * ******** controller *****, *** *** ** ** completely ****, *** ** ******** *****'* sound **** **** ************ ** ******** to ** **** ********.

*****, ******** ** ** ** *** holding **** ******* ******* *** ***** are **********-*********, ******* **** ******* ********* to ******* *** *****, ******** **** is ******** *** ********* ** **** scenario. *** *** $*** ******** ***** Key.

(2)
JM
Jerome Miller
Jun 23, 2024

* **** **** *** **** * don't **** **** * ** ******* about. *** *** ***** ****. * will ** ** **** **** **** and *** ** * *** *** this ******* ***. * ** **** a ***** *** *** **** *** one ***** *** ******* *** *********. as ** *** ** ****** ** accessed **** *** ******* *****, * had **** ****** ***** *** ****** update. * *** ******* **** *** cloud *** ** ** ** ******** their ** * ******** ******* ** the ******** ***., ******** ** ********* no ********. * ***** ** ******* is **** ** *** *******, * tried ** ***** *** *** ******** to ** ****** **** ** * guessed ** *** *** ** ** update ** **** ****. **** ******* on **** * ****.

SG
Stacey Gaskell
Jun 20, 2024

* *** ***** *** ** ***** be ******* ************. ** *** ***** incurring **** ****** *** **** **** times ** ******* ********* **** ********.

(3)
MM
Michael Miller
Jun 20, 2024

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

UE
Undisclosed End User #1
Jun 21, 2024

* *** **** **** **** ******** opens ** ***** ******* ** *****, but **** *** **** ********* ** their *** ********* *** ** **** I ** ****** ** **** **** will, *** ** **** ***, * feel ** ** **** ** ***** camera ********* ***** ** ********* ****** options ******* ****** *** **** ******* in ********.

** *** ** *** ********** ********* and **** ****, * **** *** stuff *** * *** *** **** have ******* ** ***** *** **** a ***** ***** ** ** ************** in ***, *** ***** ****** ****** be ****, *** *** *** ** entire ******* ***** *** * ******** of *** ***** ** *** ****** names.

* **** **** * ******* **** actually **** *** *** *** **** you ********, ****** **** ****** ** get *** ** *** *** "********" without **** ******* ** ****** *** any ********* ******** **** ** **** big ********* **. * **** **** they ***'* *** * ***** ** that ********* ******* ******* * **** seen ***** ********* ***** ** **** exact ******* ** *** ****.

(2)
(2)
JH
John Honovich
Jun 21, 2024
IPVM

* **** **** **** ***'* *** a ***** ** **** ********* ******* because * **** **** ***** ********* pivot ** **** ***** ******* ** the ****.

** **** ** *********** ** *** how ******** *******. ***** ***** *** been **** ******* *** *** **** 5 *****:

IPVM Image

*** *******, *** ****:

IPVM Image

**** *** * ******** ****** *******, albeit ** ******** *** ***, ** there ** *** *********** ******** ** how **** **** ******** **** ***** maximizing ***** *****, ***. (***** * don't ***** ** ******** **** ** important ** *** ***** *** ** still ** * *************).

(1)