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Ubiquiti's biggest feature is no monthly recurring cost. I really hope they continue the streak on products like this. Seems like anything else bought up these
by exabrial 4mo ago
Ubiquiti's biggest feature is no monthly recurring cost. I really hope they continue the streak on products like this. Seems like anything else bought up these days is switched to an MRR model with no vision into the long term viability.
- DataDynamo 4mo ago*yet They will at some point just cash out.
- revnode 4mo agoThey've been at this for a while. They do have offerings you subscribe for and pay monthly. They have also consistently offered an option for each of those offerings to bring your own or self host. They've earned my trust.
- softfalcon 4mo agoI tend to agree with you. In my opinion, as long as the majority of their profits come from people continuing to buy the self-host devices, it is fairly unlikely they'll ever stop offering those devices. Why change a working business model? Yes, subscription models are enticing for that recurring revenue... number must go up, right? /s If a majority of your sales are not in subscription products though, I think it would be foolish for a business to blow off its own leg trying to chase that particular dragon. Then again... businesses have made dumber calls in the past out of nowhere...
- detourdog 4mo agoThey can sell subscriptions to people who buy them and allow self contained as possible. For securities sake requiring off-site storage of a security system is a non-starter.
- softfalcon 4mo agoYeah, that's also a very good point. I imagine they're going to need to support that use case indefinitely. Hence their edge/IoT line of managed switches.
- roamerz 4mo ago>>they’ve earned my trust Boy I hope Broadcom didn’t hear that…
- close04 4mo agoRecently they removed the option to take certain types of backup locally (for the Network app). Now it only does it to the cloud, for those who allow this. It’s these small things that make me cautiously pessimistic that long term Ubiquity won’t pull the rug from under the customers. Once you invest thousands in network equipment or cameras you’re less likely to jump ship when they start sneaking things in. And this is long lived equipment, not the kind you anyway replace every couple of years. So that’s a relatively strong lock-in.
- KetoManx64 4mo agoThey would be shooting themselves in the foot in the long term. I was surprised to learn that Ubiquiti is a publicly traded company, but also the CEO and founder owns the mass majority of the shares, so he is not beholden by shareholders wanting to enshittify the company for the same of increased stock prices.
- oaiey 4mo agoIt is their number one selling point vs. the competition. The space has already a dozen vendors with a healthy product mix.
- zamadatix 4mo agoIt's definitely where they fit now, but are Ubiquiti's goals really always going to be the cheapest option when there are already a dozen other vendors who have demonstrated how to get higher margins & subscription revenue? The usual trend that the smaller upsets compete on cost until they get higher and higher volume and work their way into higher and higher end markets. Ubiquiti 10 years ago was mostly doing volume for small niche ISPs or prosumers at home, now it's got enormous gains in SMB & products aimed at enterprise. I don't think they'll just stop at where they are, focus will keep shifting to wherever they think they can grow to rather than where they've had success before.
- asdff 4mo agoAnything can be sold to PE.
- bigstrat2003 4mo agoSure. But all you can do, when deciding with whom to do business, is base your decision on what they have already done. It's not viable to refuse to do business with a company on the basis of "they might one day get bought by PE and introduce customer hostile changes".
- asdff 4mo agoI mean, in the NAS space with a plethora of open source alternatives, that is a viable stance.
- ryukoposting 4mo agoYeah actually, there are tons of PE-proof ways to go about building a NAS. My "NAS" is a NUC with a couple drives plugged into it using a USB DAS. apt install zfs samba, and away you go.
- ssl-3 4mo agoAt home, my "NAS" is the Linux desktop box under my desk. It's got a bunch of local drives doing ZFS things, and samba. I could split up the functions into different boxes and build a faster LAN to connect them, but doing that wouldn't improve anything except giving me more parts to goof around with. :)
- tertius 4mo agoUbiquiti is a giant publicly traded company... Read about the CEO, this won't happen.
- deleted 4mo ago[deleted]
- nemothekid 4mo agoThey are already a public company.
- Hamuko 4mo agoYou can take a public company private and then run it to the ground. See also: Twitter.
- lostlogin 4mo agoHow does that work now they are a subsidiary of SpaceX? Does that make the rotting corpse of Twitter public again?
- Hamuko 4mo agoYes. Although the amount of SpaceX stock that's available for public is fairly little.
- victorbjorklund 4mo agoAnd those classes available for the public has less voting rights than Elons stock so even worse.
- tertius 4mo agoSo man makes company, man shares profitability of company with world to invest in. World complains they can't outvote man.
- lostlogin 4mo agoSome of the details you are missing here matter quite a lot.
- victorbjorklund 4mo agoIm not an investor so I don’t care. But anyone buying into SpaceX should probably care that you are investing in a company you have zero influence in.
- LeoPanthera 4mo agoI don't believe this. They've been around since 2003, and the Unifi line started in 2010. If they were going to enshittify it would have happened by now. Cynicism is not always warranted.
- deleted 4mo ago[deleted]
- qurren 4mo agoI just wish they would put better processors in their stuff. Is this yet another NAS powered by an ARM Cortex?
- deleted 4mo ago[deleted]
- hannesfur 4mo agoIt says 8 Arm Neoverse N2 cores in the blog post. So not directly ARM Cortex, derived from ARM Cortex-X3 but same family as NVIDIA Grace, Google Axion and AWS Graviton4.
- softfalcon 4mo agoI have heard others say the same as you about Ubiquiti devices. I genuinely curious what bottlenecks you've hit. I've only been using Ubiquiti as a pro-sumer, but it has held up well for my use case of Plex and little game servers. I use a Synology NAS for my storage though, which is a slightly beefier mobile AMD chipset. I'd be very interested to know what I should and shouldn't expect from my ARM based network stack though!
- qurren 4mo ago> I genuinely curious what bottlenecks you've hit. 1. My UDM Pro absolutely chokes and stalls with intrusion detection enabled on the firewall and 8 cameras connected. Network goes down, cameras disconnect, devices disconnect from Wi-Fi every time a car drives past a camera due to AI features triggering, etc. For something meant for small businesses I wish they would just shove an Intel i5 or something in it. They make great switches, great APs, great everything else, just too stingy on processors on the few pieces of central equipment that people would actually be willing to spend more on. And for a $3999 enterprise NAS with dual 25 Gbps SFP ports and 16 drives? It could surely use something more beefy than a Neoverse N2. I'd say an i7 or even i9 is warranted here. 3. The UNAS 8 I don't own but I believe it would struggle with >1Gbps links and encryption enabled
- 4mo ago
- Brajeshwar 4mo agoThe founders being the erstwhile Apple routers team, I believe they are playing the Apple game — sell good quality hardware; free the software that runs the hardware.
- slickytail 4mo ago[dead]
- simonjgreen 4mo agoThat’s just patently not true for Ubiquiti. You enter the Enterprise space with them and you are paying monthly. Their very expensive Identity Enterprise monthly per user subscription and their per site support charges to be able to get help with their latest rushed release. Paying extra for Apple wallet support. And you don’t even get complete APIs in return, or proper SCIM integrations. Can’t even pull access logs via API. Infuriating company that just do not function at scale.
- amazingman 4mo agoQuite honestly it sounds like: 1. Your use case falls squarely into "you should be paying for support" territory. 2. You're setting things up incorrectly. You should be shipping logs, not scraping them when you think you need them.
- simonjgreen 4mo agoI don’t begrudge paying for support, I want to. But it needs to be good. And I want to ship logs, but they don’t provide a mechanism for all their logs to be shipped. Don’t assume ;)