Kayla Brooks's questions to Ubiquiti (UI) leadership • Q2 2018
Question
On behalf of Tal Liani, Kayla Brooks asked if Ubiquiti had observed any changes in its North American service provider market due to AT&T's more aggressive rollout of fixed wireless access in rural areas.
Answer
Robert J. Pera, Founder, CEO and Chairman, stated that while it's tough to gauge the precise impact, he believes the community-based WISP model remains the most efficient way to deliver rural broadband. He noted that large carriers face significant overhead, and Ubiquiti's diversified portfolio, including fiber and carrier routing, helps mitigate exposure to any single market pressure.