Dan Bartus's questions to Ubiquiti (UI) leadership • Q1 2018
Question
Dan Bartus, on behalf of Tal Liani, asked about the airCube product as an incremental opportunity, the next growth drivers for the UniFi AC cycle, and for clarification on the company's future guidance policy.
Answer
Robert Pera (Chairman and CEO) positioned airCube as a significant opportunity to provide a managed in-home Wi-Fi solution for WISP customers, potentially becoming a tens of millions of dollars per year business. He identified the upgrade of tens of millions of existing CPEs to the new airMAX AC protocol as the next major growth driver for that cycle. He also clarified that starting next fiscal year, the company will only provide annual guidance, not quarterly.