Comment by 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.