[close04]

Recently 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.

[oaiey]

It is their number one selling point vs. the competition. The space has already a dozen vendors with a healthy product mix.

[zamadatix]

It'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.

[KetoManx64]

They 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.