Robert is rather toxic.
-- Mike Hammett ----- Original Message ----- From: "Mathew Howard" <[email protected]> To: "AnimalFarm Microwave Users Group" <[email protected]> Sent: Sunday, September 20, 2026 7:58:55 PM Subject: Re: [AFMUG] RIP Cambium Networks? 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 Mobile mobile-icon317-412-1540 (emergency/after-hours) phone phone-icon317-738-0320 (office) Email [email protected] website website-iconwww.surfici.net Fixed Wireless & Fiber Broadband Solutions PtP / PtMP • Indoor & Outdoor Wi-Fi • IP Cameras • MDUs Member: WISPA.ORG | NBBC.COOP Confidentiality Notice This 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 Agreement This 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
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