Commercial Install Trend
I've been eying Ubiquiti's stock price and whether or not to invest. It seems like they are making great headway with residential and small businesses. For those who operate in the commercial or large business space, does Ubiquiti seem like they are positioned to take market share from the big boys like Cisco?
Cisco's market cap is huge, and if Ubiquiti can capture just a small portion of that it seems like they have a lot of runway ahead. I've personally seen new Ubiquiti systems being installed in new SMB builds such as daycares etc., and I have installed all new equipment at my house. It's been seamless for me so far, but I'm wondering if they have a shot at the larger markets.
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