Ubiquiti It is one of the great companies in Global Business Wi-Fi, we are sure that all of you know their products, especially the professional Wi-Fi access points that work really well, and are much cheaper compared to other manufacturers. However, the competition in the sector is taking its toll, especially since the other manufacturers are doing really well in the software, which has always been Ubiquiti’s strong point. Investors are beginning to stop trusting this company, and a good example of this is that they have lost 50% of their stock market value this year alone.
Ubiquiti has always been the number one company in enterprise WiFi thanks, mainly, to its indoor Wi-Fi access points that always incorporate the latest technology. They have also focused a lot on the WISP sector, where operators provide Wi-Fi Internet connection to their customers. However, other companies such as TP-Link, D-Link and EnGenius are doing it equally or better than them, all without mentioning the current king of networks that is Cisco Systems, so they are taking away market share, and Its shareholders are beginning to distrust the company.
Ubiquiti’s competition
Right now Ubiquiti not only has professional Wi-Fi access points, they also have several professional routers, they have multiple models of manageable switches with PoE and without PoE to have a network with the same brand, and they have even moved into the world of security with its professional IP cameras of different types, all integrated into the complete software they have always had. Finally, they have also recently launched IP telephony systems, portable 4G routers with integrated SIM, and even chargers for electric vehicles.
Ubiquiti’s number one competitor is Tp linka company that with its range of Omada, confronts this manufacturer with local and cloud management software very similar to Ubiquiti, if not exactly the same. TP-Link provides the same possibilities and configuration options as Ubiquiti, but is clearly cheaper, both in WiFi access points and also in manageable switches, local Omada controllers, and even the possibility of using the TP-Cloud. Link Omada as if it were a reverse connection to the local controller. Finally, we also have the possibility of managing everything directly from the cloud at an additional cost.
D-Link It has also known how to move very well in the field of small and medium-sized companies. Currently, this company has two clearly differentiated solutions:
- Nuclias Connect: is a set of WiFi access points and manageable switches, which can be managed centrally through the Nuclias Connect software or by purchasing a local controller. The management of all APs and switches is completely free, there is no additional cost.
- Nuclias Cloud: is a set of professional APs, switches and gateways, which are managed exclusively from the manufacturer’s cloud. A very important aspect is that we have one year of free management, but then we will have to pay annually for each device we have on the network. Although the equipment will not stop working if we do not pay for the license, the truth is that they remain quite useless because we cannot monitor them or change any of the configuration that we have.
One of the manufacturers that is doing it best is EnGenius, in this case, we also have two clearly differentiated families, and aimed at different end customers:
- EnGenius Cloud: is the jewel in the crown of EnGenius, we have different high-performance WiFi APs, manageable switches of all types and ranges, and we also have several gateways to have everything centralized in management from the cloud. The best thing about this range is that we have completely free Cloud management for 90% of the available options, but if we want to purchase the paid PRO version, we can access more advanced and exclusive configuration options. We believe this is the best way to do things, provide a really good cloud service, and then add advanced and exclusive options for a fee.
- EnGenius FitExpress: it is the solution for small offices, we have the possibility of local management with a controller, or cloud management that is always free and has no payment option. In this case, we can choose the best of both worlds, completely local management or easy and simple management from the cloud. Of course, EnGenius has different managed APs and switches that can only be used in this family.
As you can see, Ubiquiti’s competition is doing really well, and it shows in the stock market results.
Stock market results
The result of this fierce competition means that Ubiquiti has lost 50% of its stock market value this year alone, a real outrage compared to other companies in the sector where they have remained stable and even increased.
In the case of Cisco, not only does it maintain the upward trend, but this year it has risen almost 30%, which means that it is doing really well, its investors like the results and it generates a lot of money.
Is it over for Ubiquiti? The truth is that, in recent years, it seems that they have diversified their teams a lot, and have not only focused on their strong point, which is switching and WiFi access points, so it seems that they have neglected this last part. and they are no longer as disruptive as they were before. It is also true that the competition is doing really well, so customers are migrating from Ubiquiti networks to a different brand, which is causing their results to not be very good during this last year.
