Though Ruckus (RKUS -26.2%) claims its Q1 miss and soft guidance aren't tied to competition, "it...

Though Ruckus (RKUS -26.2%) claims its Q1 miss and soft guidance aren't tied to competition, "it is difficult to reconcile the implied disparity between Ruckus’ growth and that of the overall [carrier] Wi-Fi market," says Lazard, discussing its downgrade to Neutral. However, other companies, such as F5 and Fortinet, have also reported soft carrier demand for discretionary projects. Meanwhile, Raymond James thinks Ruckus and Aruba's (ARUN -22.8% - previous) warnings, along with Motorola Solutions' (MSI) guidance, suggests enterprise Wi-Fi growth is slowing.  Market leader Cisco (CSCO -2%), whose Wi-Fi unit posted 27% Y/Y growth last quarter, reports on May 15.

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Comments (2)
  • Philip Marlowe
    , contributor
    Comments (1625) | Send Message
    One company no-one seems to be mentioning is Ubiquity. They are the low cost leader and the technology leader. They are first with 802.11ac access points. And while they are the low cost leader they have an excellent reputation with engineers. I have a feeling we will find the RKUS miss sitting on Ubiquity's top line.
    7 May 2013, 07:48 PM Reply Like
  • BMoney007
    , contributor
    Comments (30) | Send Message
    Two entirely different companies. UBNT's equipment runs on RF spectrum. Although they are both good companies. Wi-Fi is the future and right now because of the money Ruckus has been pouring into R&D -- they have the most advanced and fastest Wi-Fi products on the market. I can't wait for next quarterly earnings, they made a killing in April
    9 May 2013, 04:09 PM Reply Like
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