+ Watch UBNT
on My Watchlist
I was recently convinced that they are a positively disruptive company by a very happy customer of theirs.
This company is doing everything right now. Their customers are begging for more product so UBNT loaded up on the inventory this quarter. Sales should go through the roof.
great numbers and bathtub mats freak me out.
crowd source to hold down costs with top of line products equals fast growth and large profits
Solid growth and earnings
Strong growth in 4Q13, nice margins and cash flow. UBNT seems to have a good combination of product design, engineering, and customer focus. With current market cap of $3.7B and net income of $160M annually (23 P/E) and growth rates +50% it seems like a bargain.
unique market approach, competitive cost advantage,Fast growing market nitch
UBNT creates networks of sophisticated customers and then works with them closely. Importantly, they act on the input of their users. This model has worked well in mathematics and other sciences. I expect to see more companies using this strategy in the future.
Great product for a fair price. Professional tools for the retail market.
Based simply on one factor - They are recreating the entire networking philosophy with their evolutionary products; their products are extremely well-made and VERY inexpensive when compared to ANY of their competitors.I believe they will continue to gain market share over the dinasaurs our there that have not changed and grown as technology has improved.
following Saul on this one..
great track record, fast growing, good insider ownership, founder still managing
New product is shipping and promises cost effective wifi in dense or campus areas. UBNT is a candidate for purchase by CISCO.
Huge potential in emerging markets. Possible affiliation with Google's Project Loon?
Their products, besides being networking in nature, also would benefit from the "Smarthome" quest that many people want to go to along with small to midsize businesses. The ability to test and control environmental aspects via a local LAN with the enhanced networking features give it a real plus in my book. Personally, as an EE, am considering upgrading my home to a type of Smarthome. They have several control/sensing products that I find interesting. Their components are good but not well advertised and that is a minus in the playbook.
Agree with TSIF.
active R&D with innovative new products
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