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Entries Tagged as 'UBNT'

Ubiquiti’s Unique Ways Provides Value

September 1st, 2017 · Comments Off on Ubiquiti’s Unique Ways Provides Value

After a few quarters where growth seemed to have slowed to a crawl and margins actually declined somewhat, the perspective brightens considerably. The company delivered solid growth in the quarter and promises considerably more. And finally, the market seems to catch on, testifying to the increased credibility that CEO Pera enjoys, and rightly so. Source: […]

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Tags: UBNT

Ubiquiti Networks: Taking On Corporate And Consumer Markets

May 12th, 2017 · Comments Off on Ubiquiti Networks: Taking On Corporate And Consumer Markets

After entering the service provider and small business market, Ubiquiti is now gearing up for taking on the enterprise and consumer markets. Given the successful history of the previous market conquests, we wouldn’t bet against Ubiquiti, even if there are many that do. But both these markets have different requirements so it won’t be plain […]

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Tags: UBNT

Ubiquiti Networks Short Thesis Doesn’t Add Up

April 8th, 2017 · Comments Off on Ubiquiti Networks Short Thesis Doesn’t Add Up

Ubiquiti does things differently. It generally offers good products for much lower prices compared to the competition, but also enjoys significantly better margins. That seems too good to be true, hence the company has critics. But unless there is something big hidden in the figures, we find most of the criticism missing the mark. We […]

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Tags: UBNT