- Ubiquiti (UBNT +3.2%) has refreshed its UniFi enterprise Wi-Fi hardware line with 4 access points supporting the high-speed 802.11ac standard.
- The cheapest model, the UAP-AC-LITE, sports just an $89 MSRP. The USP-AC-LR (meant for long-range deployments, said to have an "innovative antenna design") goes for $109, the UAC-AP-PRO (supports 3x MIMO and top speeds of 1.75Gbps) for $149, and the UAP-AC-EDU (similar bandwidth/MIMO support + better voice quality, meant for campus-wide deployments) for $399.
- CEO Robert Pera admitted on the FQ4 call (transcript) Ubiquiti had "poorly executed on [its] 802.11ac plan," with the company generating a much smaller % of its access point revenue from 802.11ac systems than rivals (e.g. Cisco, HP/Aruba, Ruckus). Nonetheless, the company's enterprise revenue (driven by Wi-Fi) was up 27% Y/Y during the quarter to $40.5M.