Airspan bought PMP450 and some other stuff. https://www.cambiumnetworks.com/blog/airspan-acquires-fixed-wireless-product-lines-from-cambium-networks/
On Sun, Sep 20, 2026 at 11:51 PM Mathew Howard <[email protected]> wrote: > According to Google AI, the airfiber 5xHd was released in 2018 and the > first LTU ptmp radios in early 2020. > > On Sun, Sep 20, 2026, 10:17 PM Ken Hohhof <[email protected]> wrote: > >> FWIW, Gary Schulz's LinkedIn profile says VP Engineering Aug 2010 - Aug >> 2020. Nothing after that. How does that line up with LTU release? >> >> Exactly 10 years. What's the significance? Stock option vesting? Bought >> an island and retired? >> >> >> On September 20, 2026 7:58:55 PM CDT, Mathew Howard <[email protected]> >> wrote: >> >>> Yeah, they did develop a custom chip (ASIC, if I remember correctly) for >>> the LTU radios. The airfiber 5xHD PTP radio was the first product using it. >>> They're decent radios, but never quite lived up to the hype. I think they >>> original airfiber 5x would have performed better in most cases, except that >>> the HD supported up to 100mhz channels instead of only 50mhz. I never used >>> the PtMP version, but it seemed pretty mediocre from what I saw. As far as >>> I know, they're still in production, but they don't really seem to be doing >>> any development anymore. >>> >>> I'm not sure how involved the old Canopy team was with that project, or >>> if they were even still there at that point. >>> >>> >>> On Sun, Sep 20, 2026, 7:16 PM Ken Hohhof <[email protected]> wrote: >>> >>>> Didn’t Ubiquiti go the route of developing a custom chip at the Chicago >>>> R&D center (the old Canopy crew) for the later airFiber models? And was >>>> this same silicon used for their LTU line of PMP radios? I never used LTU, >>>> is it still an active product? Sounds like it’s being phased out. >>>> >>>> >>>> >>>> It would seem that’s the tradeoff for cost reducing something like >>>> PMP450, turning the FPGA into customer silicon. But you lose the ability >>>> to change that part of the design, you can still change the firmware. >>>> >>>> >>>> >>>> I feel like the companies like Analog Devices and Altera have continued >>>> to advance the functionality in their programmable chips aimed at the >>>> Software Defined Radio market. Probably driven by SDR applications like 5G >>>> cellular and maybe satellite and military. I think when I glanced at an >>>> FCC report for a Tarana radio they were using silicon like that, but they >>>> may also have their own custom chips for some functions. And I feel like >>>> today’s 450i, 450m and 450b radios have much more capable programmable >>>> silicon than Canopy or the original 430 and 450 radios. >>>> >>>> >>>> >>>> *From:* AF <[email protected]> *On Behalf Of *Mathew Howard >>>> *Sent:* Sunday, September 20, 2026 4:26 PM >>>> *To:* AnimalFarm Microwave Users Group <[email protected]> >>>> *Subject:* Re: [AFMUG] RIP Cambium Networks? >>>> >>>> >>>> >>>> At the time, it probably wasn't possible to hit the price point they >>>> needed to with 450. I'm sure the FPGA and whatever else needs to go into a >>>> 450 costs a lot more than the SOC in an ePMP. >>>> >>>> >>>> >>>> At this point, from my perspective anyway, ePMP seems positioned a lot >>>> better for the future than 450. >>>> >>>> >>>> >>>> On Sun, Sep 20, 2026, 3:18 PM [email protected] <[email protected]> >>>> wrote: >>>> >>>> I never understood why they invented the ePMP in the first place. If >>>> they wanted a lower cost product just spin a lower cost version of the >>>> 450. >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> ------------------------------ >>>> >>>> *From:* AF <[email protected]> on behalf of Ken Hohhof < >>>> [email protected]> >>>> *Sent:* Sunday, September 20, 2026 1:40 PM >>>> *To:* 'AnimalFarm Microwave Users Group' <[email protected]> >>>> *Subject:* Re: [AFMUG] RIP Cambium Networks? >>>> >>>> >>>> >>>> If true (and probably is), I don’t understand why buy the PMP450 >>>> business and not also pick up ePMP if it can be done for $4-$5 million. >>>> >>>> >>>> >>>> ePMP does not strike me as low margin product that loses money. And if >>>> someone else buys it, that could be a competitor and you could regret it. >>>> Better to buy it and figure out how to migrate the customers to 450 if you >>>> want to shut it down. You could also avoid some complexity selling off >>>> cloud based systems like cnMaestro that support both products. >>>> >>>> >>>> >>>> I figured if the buyer is Airspan they might consider ePMP redundant >>>> with Mimosa, but it looks like they no longer own Mimosa? I had low >>>> confidence in the EVO plan, but even if you give up on the converged >>>> platform, for that little money some companies would buy ePMP just to shut >>>> it down and eliminate a competitor. (Larry Ellison would do it. Google or >>>> Amazon would do it.) Maybe do the shutdown gracefully so as not to piss >>>> off PMP450 customers any more than has already been done. Because some >>>> WISPs use both products. Mine is basically a PMP450 shop but I’ve got some >>>> Force 300 at customer prem and Force 425 backhauls. >>>> >>>> >>>> >>>> Maybe it’s something crazy like when Airspan sold Mimosa they agreed >>>> not to have any future WiFi chip based products and therefore they are >>>> legally prohibited from buying ePMP. That’s pretty far fetched. >>>> >>>> >>>> >>>> Or maybe they don’t want the products or the customers, they want the >>>> design team for new projects. I find it interesting to peruse LinkedIn and >>>> try to figure out where Tarana hired all their R&D people. Or look at what >>>> Ubiquiti did when they hired most of the Canopy engineers to staff their >>>> airFiber design center. They managed to do it without buying the company >>>> though. >>>> >>>> >>>> >>>> *From:* AF <[email protected]> *On Behalf Of *Tyson Burris >>>> *Sent:* Friday, September 18, 2026 2:25 PM >>>> *To:* AnimalFarm Microwave Users Group <[email protected]> >>>> *Subject:* Re: [AFMUG] RIP Cambium Networks? >>>> >>>> >>>> >>>> I have no direct knowledge of any of this, but I have now had several >>>> people openly tell me the following: >>>> >>>> The PMP 450 product line is supposedly being purchased by Airspan, >>>> which itself previously went through bankruptcy and later became a >>>> privately held company. >>>> >>>> I have also heard that the ePMP business was being shopped for >>>> somewhere in the $4-$5 million range. >>>> >>>> None of this really makes sense to me. Cambium was still doing roughly >>>> $35-$45 million in sales per quarter. It seems like deeper workforce >>>> reductions and the discontinuation of underperforming product lines should >>>> have happened much earlier rather than allowing the situation to >>>> deteriorate to this point. >>>> >>>> There is a lot of head-scratching over the whole situation because, >>>> from the outside, U.S. sales still appear to be largely intact. While the >>>> stock itself is delisted and on the non-filer expert market, it is still >>>> trading though worthless. >>>> >>>> *Tyson Burris* >>>> *President & CEO* >>>> >>>> >>>> >>>> Internet Communications Inc (ICI) >>>> >>>> 739 Commerce Dr. Franklin, IN 46131 >>>> <https://www.google.com/maps/search/739+Commerce+Dr.+Franklin,+IN+46131?entry=gmail&source=g> >>>> >>>> >>>> >>>> >>>> [image: Mobile mobile-icon]317-412-1540 <(317)%20412-1540> >>>> (emergency/after-hours) >>>> [image: phone phone-icon]317-738-0320 <(317)%20738-0320> (office) >>>> [image: Email email-icon] [email protected] >>>> [image: website website-icon] www.surfici.net >>>> >>>> >>>> >>>> >>>> >>>> *Fixed Wireless & Fiber Broadband Solutions* >>>> *PtP / PtMP • Indoor & Outdoor Wi-Fi • IP Cameras • MDUs* >>>> >>>> *Member: WISPA.ORG <http://WISPA.ORG> | NBBC.COOP <http://NBBC.COOP>* >>>> ------------------------------ >>>> >>>> >>>> *Confidentiality NoticeThis email and any attachments may contain >>>> confidential or proprietary information intended solely for the use of the >>>> individual or entity to whom it is addressed. If you are not the intended >>>> recipient, please notify the sender immediately and delete this message. >>>> Any unauthorized review, use, disclosure, or distribution is prohibited.* >>>> >>>> >>>> *No Binding AgreementThis email does not constitute a binding agreement >>>> or contract unless it expressly states otherwise and refers to a written >>>> agreement executed by authorized representatives of all parties. Any views >>>> or opinions expressed are those of the sender and do not necessarily >>>> reflect those of the company.* >>>> >>>> >>>> >>>> *From:* AF <[email protected]> *On Behalf Of *Ken Hohhof >>>> *Sent:* Friday, September 18, 2026 3:15 PM >>>> *To:* 'AnimalFarm Microwave Users Group' <[email protected]> >>>> *Subject:* Re: [AFMUG] RIP Cambium Networks? >>>> >>>> >>>> >>>> It’s a challenge trying to decipher the communication and activity or >>>> lack thereof from Cambium. Like they just did an ePMP firmware release, >>>> although maybe just to move it from RC to release status. Support is still >>>> available and guidance is being issued on transitioning to cnMaestro >>>> onprem. Very quiet regarding PMP. >>>> >>>> >>>> >>>> If I had to take a guess, I’d say all this indicates (1) they have a >>>> buyer lined up for PMP, (2) they are trying to find a buyer for ePMP and >>>> have some hopes that can be accomplished, and (3) the Enterprise stuff is >>>> being flushed. (anybody remember “getting flushed” from Men In Black?) If >>>> that’s true, it would be the exact reverse of what I would have expected, I >>>> would have expected the new switching and WiFi stuff to be hot, ePMP to be >>>> warm, and legacy 450 to get flushed. >>>> >>>> >>>> >>>> I echo what Dev says about the people there. Obviously at the top >>>> levels, mistakes were made (to quote Ronald Reagan). Somebody dropped the >>>> ball either on financial or M&A management or both. Chuck will recognize >>>> the acronym CFIT. >>>> >>>> >>>> >>>> But all the individuals we deal with are as Dev said, solid folks. My >>>> network is 450 with a smattering of ePMP and licensed PTP, so I mostly know >>>> people on the PMP side. The head of PMP Product Management is Matt >>>> Mangriotis, and I hope he stays or if not that he lands somewhere good. >>>> Maybe because I spent 20 years around 1980-2000 in telecom equipment >>>> engineering management, so I might have an old fashioned concept of what a >>>> Product Manager does, but Matt is very professional and well qualified, and >>>> has always responded quickly and rolled up his sleeves to solve problems. >>>> I’ve talked to him at trade shows, and never felt I was getting hype or >>>> spin. Yes, 450 had some questionable product direction decision over the >>>> years that didn’t work out so well or that I disagreed with, not sure who >>>> to blame for those. But Matt as well as all the support people I’ve dealt >>>> with are indeed solid folks. >>>> >>>> >>>> >>>> Unfortunately there’s no way this adventure doesn’t negatively impact >>>> whatever remains of Cambium, or that some good people don’t end up leaving >>>> because of the uncertainty. It’s always the best people who can easily >>>> find a job elsewhere. Customers and distributors may also avoid them, even >>>> under new ownership. I don’t know about creditors especially supply chain >>>> companies, I’m guessing they get burned by bankruptcies all the time. >>>> >>>> >>>> >>>> *From:* AF <[email protected]> *On Behalf Of *Dev >>>> *Sent:* Thursday, September 17, 2026 1:22 PM >>>> *To:* AnimalFarm Microwave Users Group <[email protected]> >>>> *Subject:* Re: [AFMUG] RIP Cambium Networks? >>>> >>>> >>>> >>>> I’m sure the remaining employees at Cambium are also waiting for a >>>> resolution anxiously. I’ve always had good relations with them as >>>> individuals and they seem like solid folks. We should wish them well and >>>> assume they’re trying to help. >>>> >>>> >>>> >>>> The corporate dynamics very likely have hard constraints placed upon >>>> them by other parties that they have to sort though, which will take time. >>>> I’m sure that they want to retain maximum value through this (regardless of >>>> where things land), which involves engaging customers and others as soon as >>>> they possibly can. This will take time, like days and weeks, not hours. >>>> >>>> >>>> >>>> On 17 Sep 2026, at 8:30 AM, Ken Hohhof <[email protected]> wrote: >>>> >>>> >>>> >>>> There are other odd things as well. Like moving PMP production from >>>> Mexico to Thailand, not clear why, and it wasn’t handled well. Were they >>>> on credit hold with Flextronics? >>>> >>>> >>>> >>>> >>>> >>>> -- >>>> AF mailing list >>>> [email protected] >>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>> >>>> -- >>>> AF mailing list >>>> [email protected] >>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>> >>> -- >> AF mailing list >> [email protected] >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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