Ubiquiti Expanding Into Enterprise

Published Jun 12, 2024 12:45 PM

While Ubiquiti is approaching $2 billion in annual revenue, the company is still overwhelmingly viewed as an SMB or low-cost supplier, but now the company is planning to expand to the enterprise.

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What is new with Ubiquiti, and why do they see themselves expanding from the SMB to the enterprise market? What limitations does Ubiquiti still have?

In this note, we examine their statements regarding expansion and the challenges they may face as they execute those plans.

******** *** *** ********* ** *** "come ** **** ** ********** ********" and "***** ** *** ******** ** larger, **** ******* ************." **** ****** on **** ** ************* **** *********** "need * ****** ****" *** ****** that *****"************ ********"*** ***** "******* ******** **" *** expanded.

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Ubiquiti ********** ********** ******** / *********

** * ******* ** "**** ***** ***," ********'* **** ** ********* ************,***** *******, ********* ******** ** ****** ** expand **** **********:

* **** ** **** ***** ***** we *** ***** **** ** ****. Utimately, ** **** **** ** **** an ********** ********. ** **** ** get ******** ** ******, **** ******* environments.

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************, *** ********** ******** ******** ** three **** ********, ********* ********, ********, and ******* *******:

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No ********** ***** ******** ********* *****

*****, ******** **** *** ******** ***** a **** ***-**-*** ****** **** *** compete ** *** ********** ***** ** one *******, *** ***** *** ** the ******** ** ** ** ** expanding **. ******** **** **** ** prove ** *** ****/******* ******-*** ******** that *** ************* ******, ** **** competitors (****** *** ** *** ********) have **** ********** ** ***** ******** for *******.

Not ****, *** ***********

***** * ******** *** ******** ** that **** **** *** **** ***** out ** ***** ******* ** **** do *** ******* ****** *********, * negative ** **** ***** ********** ** proprietary, *** **** *** ** ** end-to-end *********, ** ** ********** ***** are **********, **** **** **** ** fully *** *** ******* ***** ** will ** ******** ******* *** **** multiple ******* ** ****** / *******, moving ******* **** **** *** "****** pane ** *****" ******** (*** ******) emphasize.

Prove ******* ** ********

******* ********* ** **** ******** **** have ** ***** ** *** ******* reliable *******, ***** ** * ****** issue/complaint **** ********. ************ ******** ***** **** ********* ******* **** *** *** **** are ********* ** ** "*******." *******, this **** ********* **** ***** ******** to *** **** ***********, ** *** direct ******* ***** ***************** ***********/*******.

** *** *******, ******** *********** *** professional ********, ********* ***** *******, ********, and ** ****, ***** ******** *******, warranties, ***:

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Confirmation ******** ** ***** **** **** ******* ******

**** ************ ****** ** ***** ****** moves ******** **** **** *** **** several ******, *********:

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"Intuitive **", *** "********"

************, *** ******* ********** *** **** of *** *** ******* ** ** "powerful." **** ******:

***** *** ********, ** **** ** approachable **** ********** ****. *** ****** be **** ** **** ** *** it ****** ** *********. *** ****** not **** ** ***** ****** *** months *** ****** **** ************* ******* just ** ** ***** ******. *** once *****, ** *** *** ** expert, *****, ** **** ********** **** you **** **** ** ** ******** and ** ** *** **** ****.

Unified **********

************, **** ****** ** *** ******* experience *** *** ******* ** *** end-to-end ********, ******, "** **** ***** on ******* **** ****." **** ******:

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

**** ** *** ***-**** **** ** glass *** **********. *** ********** ******* beyond **** **-**. **** *** *** is *********, ********, *** **********, *****, this *******. *** ********* ** ****** comprehensive. ** **** **********, *******, ********, and **** ******, *** ******, ** just ***** ** ******* **** ****.

"Single **** ** *****"

******** ********** *** ********** ** * "single **** ** *****" ** * unified ( ** *** *****) ********:

** ***** ** ** ********** ********, we **** **** **** ***** ** be ********. ** ** * ***** we **** ******* ********, ** *** awesome ********, *** ** **** **** it *** ** ******* ********** ********, software, *** *******.

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******** ** ******* ** **** *** platform ** **** ** ****** / scale, *** *** ********** *** ******. However, ** *** * *** ********* competitively, ** *** ******** *** ***********.

No ***** ***** *******

*** *******, ***** ******** ********** * single **** ** *****, **** ********* with *******'* ***** ** ***** * fully ***-**-*** ******** **** ***** *********** force ********* ** ***** *** *** replace ******** ******* ** *******'* ***** / **** ******* **** *** ******* third-party ******* *** ** *** **** an ********* / ******* ** ***** 3rd ***** ******* **.

No *****, **** ****

********, *** ******* *** *** ***** conformant *** *** ** ***** ** third-party ***** **** *** ***, ******* limitations ** ****:

  • ** ************* **** *** *** (****** ONVIF / ****** ************), *** *** configuration **** ** **** ** *** camera.
  • ** ********* *** *********.

******:******** ***** *** **** ** **** Platform *****

APIs *** ************

*******, ******** **** **** *** ******* on *** ******, **** *** ************, they ******:

********* ********* ** **** ** *** working ** *** *** ***** ** really *** ** ****** *** *** rest ** *** ****. **********, **** I **** **, ** **** ** supplement *********. ** ********** **** *********** all **** ***** *** ******** *********, and ** **** ** *** **** it *** ****** **** ********** ****. For **, **** ****** ***** *** things: **** *** ************.

**** **** ***** **** *** ************* about ****** *** *********** **** *****-***** cameras, *****, ***, *** ******* ******** to ****** / *******.

Enterprises **** "* ****** *** ****"

************, **** ********* **** *** "******* invest[ing]" ** ***** ******* *** ************ services, ***** **** **** **** * problem / ****** ********* **** ********* users. **** ******:

[*** *******], ** ********** *********** **** a ****** *** ****. ** **** a ***** ******** ****** *** ******* and ************ ********. **** *** ***** heavily ******** ** ** ** **.

** **** ****** ***-***** ********* *** can **** **** ***** ********. ***** glove *******, ******** **** ********* **** technical *********, "*** **** **** *** into **** ********* ** * *****?" to **** *** ******* **** *** deployment *** ******** *** ** ***** Design ******?

"Professional ********" **** ********

********* **** ***** ******* *** * "big" *******, *** ***** ********** ******* to *** **, **** *** ****** to ****** ** *** **** ***** global *******:

***** ******* *** **** * *** one **** ** *****. [***] **** sales, ** ********* ******* *** *** want * ***** ****** ** ****, we ** **** **-**** ********. **** is ******* ******** ** *** **. It ** ****** ****, ***** **** month ** ***** **** ** ******, the **, *** **** ****** ****. We *** ******* **** ***** ****** offices. **** ** ********* **** ** really *** ****** ** **** **** priority.

*** ****, ***:******** **** ** *** ******* ******** With "************ *******"

AI ********

* ***** ***** ** ****** ** / **** **** *********. ******** ******* on *** ********, ****** **** ******* have ** ** ***** ****** *** and *** ******* ** ****** **:

** ** **** * ******** ****** AI. *** *** *** **** ** our ***** ***** ******* *** **, we **** * ******** ****** ****** app, *** *** ** ** ***** download **. ** **** *** ** based ** *****. ** *** *** ask ***-***** ** *********. [*** *******] "I **** **** **** ***, **** sort ** ***********, **** ****** * get?" ** **** **** *** ***** and **** *** **** ******. ** are ******* ** *** ** *** best *** **** ** *** **** interface, *** **** ** ***** ** LLMs, *** **** **** ****** ***** and ****** *** ********** ********.

Signaling **** **********-***** ******** ******

***** **** **** ***** **** *** looking ** ****** **** *** **********, the ******* ** ******** ************ ********* / **** ** ****** **** ** were *******, *** *** ******* ******* enterprise ******** *** ****** ***** **** year:

********** ******** *******, *** ** *** acronym **** * ** ***** ** be ****** ********* *** ********* ** keep ** **** *** ***** ******** coming **** ****.

****, ** ***** ** *** ********** Fortress ******* ****** ** ** "****** soon":

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****, **** ********* ******* ******** **** will **** **** *** ******* ******** Dream ******* (*** / ****** **** items):

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Comments (8)
UI
Undisclosed Integrator #1
Jun 12, 2024

**** ***** ******** ** ******* **** better, *** ** **** ** **** add ***** *******, **'* ***** ** get ***********.

(1)
(4)
JW
Jermaine Wilson
Jun 12, 2024
IPVMU Certified

**#*,

****** *** *** ******* ********* *****. Is **** ********* **** **** **** you ** ********* *** * ******? To ** *************, **** *** *** in ***** ***** / ********* **** want ** ** ***-**-*** ***** ********.

(1)
UI
Undisclosed Integrator #1
Jun 12, 2024

* ***** **** **** ** **** it ******. *** *** ***** ****** support ** ******. **** ****** ***** it ** *** ***** ********** ***** we ********.

*** ****** ** ******* **** ** UBNT *****. ** *** **** ********* a ***, *** **** ******** **** been *****.

(5)
JW
Jermaine Wilson
Jun 12, 2024
IPVMU Certified

****** *** ********** ****. ****, **** to *******, ** ** ****** **** some **** ***** ******* ** *** queue.

** ***** ** ******** **** ***'* like ** ***** ***********, **** **** to **** ** ** ***** **********@****.***

ZB
Zach Baird
Jun 13, 2024

*** ******* ***** * **** **** with ******** ** **** *** ****** undercut *** **********'* *****. ** ***'* sell ******** ******* ******, ** ** have ** **** ** *** ******* price *** **** ***** ****. **** don't **** * ****** ******* *********, which ***** ****** *********** *** ****** disadvantaged ** ******* ******* ** *** directly. * ***** **** ** *** largest ****** **** ****** *********** ** not **** ***** **** ** **** Ubiquiti.

(8)
(4)
UI
Undisclosed Integrator #2
Jun 13, 2024

**** **** ****. **** ** *** we *** **** ********* **** ** use ****. ** *** ** ******** to **** ***** ** *** **** but ***** **** *** *** ******* about ***********. ** **** *** ** raise *** ***** **** ** **** money.

(3)
(1)
UI
Undisclosed Integrator #1
Jun 13, 2024

*** *** **** **** * **** with **** *** **** ******** **** mark ** ** ** **** **** need. ** *** ****** ***** **** then **** **** **** *** **** say **** *****'* ******.

UI
Undisclosed Integrator #1
Jun 18, 2024

**** ** ****** * ***** ********* for *** ** *** *******.

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(1)