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    Dan Bartus

    Vice President of Enterprise Software Equity Research at Bank of America Merrill Lynch

    Dan Bartus is a Vice President of Enterprise Software Equity Research at Bank of America Merrill Lynch, specializing in research coverage within the enterprise software sector with a specific focus on companies such as Ubiquiti and Medallia. He is recognized for leading technology-related corporate access, often hosting and moderating earnings calls and analyst events, though public performance metrics and rankings are limited. Bartus has built his career at Bank of America, focusing on customer experience and broader enterprise software solutions, and participates regularly in global technology conferences. He holds FINRA registration with securities licenses substantiating his credentials as an equity research analyst.

    Dan Bartus's questions to Ubiquiti (UI) leadership

    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.

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