What Mike is saying, is pretty simple. Service provider revenue for the last quarter was $20 million lower than the previous two quarters, and they need something to blame that drop on.
No, it's not like someone stole money out of their bank account, it's just that they didn't make as much as they were probably expected to, based on their history. but the result is, that they don't have $20 million that investors probably expected them to have, and that has to be explained. ________________________________ From: ubnt_users-boun...@wispa.org [ubnt_users-boun...@wispa.org] on behalf of Matt Hoppes [mattli...@rivervalleyinternet.net] Sent: Sunday, August 12, 2018 8:37 AM To: Ubiquiti Users Group Subject: Re: [Ubnt_users] Ubiquiti Sues Cambium How do you lose revenue you haven’t made? It’s not like someone stole money out of their bank account. A sale not made isn’t a lost sale unless you can prove someone was going to buy something and then didn’t. That’s hard to prove. And how did you get this information ahead of the call? On Aug 12, 2018, at 09:18, Mike Hammett <wispaubntus...@ics-il.net<mailto:wispaubntus...@ics-il.net>> wrote: I think I figured out the motivation. They lost $20m in service provider revenue last quarter. Next quarter's call is in 2 weeks. They needed something to say. https://docs.google.com/spreadsheets/d/1RppWkREqtinzA2obwaZuItc5553tqqYYiEhcXefnb7I/edit?usp=sharing ----- Mike Hammett Intelligent Computing Solutions<http://www.ics-il.com/> [http://www.ics-il.com/images/fbicon.png]<https://www.facebook.com/ICSIL>[http://www.ics-il.com/images/googleicon.png]<https://plus.google.com/+IntelligentComputingSolutionsDeKalb>[http://www.ics-il.com/images/linkedinicon.png]<https://www.linkedin.com/company/intelligent-computing-solutions>[http://www.ics-il.com/images/twittericon.png]<https://twitter.com/ICSIL> Midwest Internet Exchange<http://www.midwest-ix.com/> [http://www.ics-il.com/images/fbicon.png]<https://www.facebook.com/mdwestix>[http://www.ics-il.com/images/linkedinicon.png]<https://www.linkedin.com/company/midwest-internet-exchange>[http://www.ics-il.com/images/twittericon.png]<https://twitter.com/mdwestix> The Brothers WISP<http://www.thebrotherswisp.com/> [http://www.ics-il.com/images/fbicon.png]<https://www.facebook.com/thebrotherswisp>[http://www.ics-il.com/images/youtubeicon.png]<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg> ________________________________ From: "Mike Hammett" <wispaubntus...@ics-il.net<mailto:wispaubntus...@ics-il.net>> To: "Ubiquiti Users Group" <ubnt_users@wispa.org<mailto:ubnt_users@wispa.org>> Sent: Friday, August 10, 2018 9:30:58 AM Subject: [Ubnt_users] Ubiquiti Sues Cambium https://www.facebook.com/thebrotherswisp/posts/1660546944070751 Ubiquiti Networks, Inc. sues Cambium Networks . https://www.law360.com/articles/1071813/wireless-co-ubiquiti-says-rival-sells-hacking-firmware I'd like to see more of the claims. They've also sued Sakid Ahmed and Dmitry Moiseev of Cambium. They've sued WINNCOM TECHNOLOGIES, CORP. . They've sued BLIP Networks , a WISP in southern Illinois. ----- Mike Hammett Intelligent Computing Solutions<http://www.ics-il.com/> [http://www.ics-il.com/images/fbicon.png]<https://www.facebook.com/ICSIL>[http://www.ics-il.com/images/googleicon.png]<https://plus.google.com/+IntelligentComputingSolutionsDeKalb>[http://www.ics-il.com/images/linkedinicon.png]<https://www.linkedin.com/company/intelligent-computing-solutions>[http://www.ics-il.com/images/twittericon.png]<https://twitter.com/ICSIL> Midwest Internet Exchange<http://www.midwest-ix.com/> [http://www.ics-il.com/images/fbicon.png]<https://www.facebook.com/mdwestix>[http://www.ics-il.com/images/linkedinicon.png]<https://www.linkedin.com/company/midwest-internet-exchange>[http://www.ics-il.com/images/twittericon.png]<https://twitter.com/mdwestix> The Brothers WISP<http://www.thebrotherswisp.com/> [http://www.ics-il.com/images/fbicon.png]<https://www.facebook.com/thebrotherswisp>[http://www.ics-il.com/images/youtubeicon.png]<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg> _______________________________________________ Ubnt_users mailing list Ubnt_users@wispa.org<mailto:Ubnt_users@wispa.org> http://lists.wispa.org/mailman/listinfo/ubnt_users _______________________________________________ Ubnt_users mailing list Ubnt_users@wispa.org<mailto:Ubnt_users@wispa.org> http://lists.wispa.org/mailman/listinfo/ubnt_users
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