then he should fire the guy who came up with the 2 packs.
-Original Message-
From: G. Nicholas
Sent: Sunday, August 12, 2018 3:19 PM
To: Ubiquiti Users Group
Subject: Re: [Ubnt_users] Ubiquiti Sues Cambium
Troy,
Regarding personnel change at the top highly unlikely. Robert Pera still
Troy,
Regarding personnel change at the top highly unlikely. Robert Pera still owns
about 70% of the stock and if you look at the 600 Million in stock
repurchases the company recently did so he could sell back some of his shares
to Treasury stock without diluting his ownership control to get
Lots of things in play when you miss the $20 million call for expected quarter
results. Investors want answers and blood for lost value, so timing is
perfect, but I bet there may be some personal change at the top of UBNT too.
Troy Gibson
Sent from my Verizon, Samsung Galaxy smartphone
The fact that they did this just a couple weeks before their next report makes
me suspect that service provider revenue fell even more this quarter.
From: ubnt_users-boun...@wispa.org [ubnt_users-boun...@wispa.org] on behalf of
Seth Mattinen
On 8/12/18 11:01 AM, Matt Hoppes wrote:
> People didn’t buy. Move on. Good months and bad. Don’t like it? Stop
> investing. Any other questions?
>
Previous quarter: We'll see at least $20 million in this sector by next
quarter!
This quarter: Uh, actually we didn't see any of that money, but
People didn’t buy. Move on. Good months and bad. Don’t like it? Stop
investing. Any other questions?
Good. This concludes the 4th quarter call.
H. Guess that’s why my company isn’t public.
> On Aug 12, 2018, at 13:51, Mathew Howard wrote:
>
> What Mike is saying, is pretty simple.
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
Financial spreadsheet updated with more quarters.
-
Mike Hammett
Intelligent Computing Solutions
Midwest Internet Exchange
The Brothers WISP
- Original Message -
From: "Mike Hammett"
To: "Ubiquiti Users Group"
Sent: Sunday, August 12, 2018 8:18:48 AM
Subject: Re:
You're reading things I didn't say.
-
Mike Hammett
Intelligent Computing Solutions
Midwest Internet Exchange
The Brothers WISP
- Original Message -
From: "Matt Hoppes"
To: "Ubiquiti Users Group"
Sent: Sunday, August 12, 2018 8:46:15 AM
Subject: Re: [Ubnt_users]
That link is for past data - already reported on. Not the upcoming report.
But, that was sequential, not year over year...year over year, it was close to
flat revenue
> On Aug 12, 2018, at 09:42, Mike Hammett wrote:
>
> Trying to figure out how you got to what you just said has made my head
Trying to figure out how you got to what you just said has made my head hurt.
Clicking the link I provided may help you answer some of that.
-
Mike Hammett
Intelligent Computing Solutions
Midwest Internet Exchange
The Brothers WISP
From: "Matt Hoppes"
To: "Ubiquiti Users
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?
>
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
13 matches
Mail list logo
