I am still in shock they completely abandoned us nLOS customers. We have no recourse at this point. If it wasn’t for the secondary market I don’t know what we would do.
But its not just Cambium, its all vendors. I don’t really understand it. Not all of us operate in the desert.
Isn’t there a 2.4GHz 802.11AX product coming?
That’s a negative ghost rider
Unless its been updated after all the complaints. It was almost to mob with pitchforks status
“Product Coming” doesn’t help when I still have 100s of customers on 2.4 and 900 who can not use any other frequency and the customer has issues today. Its like they want people to switch to starlink.
The 2.4AX thread is pretty much the most read, liked, and commented upon thread.
As far as I’m aware, ePMP uses OTS hardware rather than custom FPGA like that’s found on 450, surely a 2.4GHz AX ePMP platform shouldn’t be an huge RnD investment
While 2.4Ghz AX gear would be a welcome addition and there would be some that would benefit from it’s availability, the number of units sold might not make the R&D costs ever worth it. 5Ghz gear sells at an order of magnitude higher than any other band I suspect.
One really needs to look at the direction of the market, which is a desire for high throughput numbers to (hopefully) a high number of subscribers per AP. Neither of these things are possible to today’s market standards at 2.4Ghz or 900Mhz due primarily to limited spectrum. Add noise to the equation and there are fewer and fewer places where 2.4Ghz or 900Mhz work “well enough” as-is.
If Cambium today were a privately held company with tons of free cash it might make sense to spend money developing more niche product lines like 2.4Ghz AX, but I’m not convinced that in the current situation it makes any sense at all.
The one massive downside of a being a public company is short term shareholder gains are sometimes the only path forward; though it appears that Cambium Networks Board of Directors and CEO don’t seem to be trying short term bandaids, rather more long term solutions for financial viability which is great.
Lessor companies would find legacy companies and bury them in increase subscriptions, looking at you vmware.
As usual negative inspired noise for stocks turned out to be the best place to bet on them $. I am closely watching the improvement of the software for p2mp in recent months. Soon the share price with the weakening $ will break through $2 and go much higher.
I’m happy for you that it worked out for a quick gain. Being in the PMP450m/i space and weighing out the pro’s and con’s of moving to the next iteration of 450, the stock uncertainty does not build confidence. Stock wise if/when it gets back down in the $0.50 range I may buy some for a quick flip
Delays 10-K during terrible market sentiment—perhaps not accidental timing. 0.33 Buying again.
Still following these happenings. I understood the 10-K delay, but it still hasn’t been filed and now they’ve got another issue. Cambium Networks receives deficiency notice from Nasdaq – Company Announcement - FT.com
Not amazing in the outlook realm, So what’s next?
2Q revenue should bump up if they can fill a backlog of PMP450 backorders. I keep hearing June 30 ETA for some model numbers, that can’t be a coincidence. Downside would be the protracted transition has probably lost them some customers to Tarana and some sales to the secondary market (eBay, Surplus Wireless Gear, Wireless Units, etc.).
Tarana isn’t a competitor for Cambium outside of WISP
They have until the 16th of this month to file a plan or the delinquent documents. Missing the Q4 2024 report and now Q1 2025. Deficiency and Delinquency are used in the notice a few times. But on the positive side, with all of the BEAD shake up. Maybe, Just maybe, Their 5Ghz and 6Ghz products will get a surge of orders.
Ooof, guess the negative outlook had some merit this time. Delisting tomorrow due to inability to produce financial reports. Should be an interesting rest of the year.
LOL “Delays 10-K during terrible market sentiment—perhaps not accidental timing. 0.33 Buying again.” 0.33 & u can sell many times over 1000-2000% profit bad ? Even now u can sell 0.45 or risk again.
