Does Airspan have a large international business? They've been around a long time, but never seemed to have nearly the presence that the companies they've acquired had previous to becoming part of Airspan.
On Tue, Sep 22, 2026, 12:58 PM castarritt <[email protected]> wrote: > 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 >> > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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