They will at some point just cash out.
Boy I hope Broadcom didn’t hear that…
Once you invest thousands in network equipment or cameras you’re less likely to jump ship when they start sneaking things in. And this is long lived equipment, not the kind you anyway replace every couple of years. So that’s a relatively strong lock-in.
In my opinion, as long as the majority of their profits come from people continuing to buy the self-host devices, it is fairly unlikely they'll ever stop offering those devices. Why change a working business model?
Yes, subscription models are enticing for that recurring revenue... number must go up, right? /s
If a majority of your sales are not in subscription products though, I think it would be foolish for a business to blow off its own leg trying to chase that particular dragon.
Then again... businesses have made dumber calls in the past out of nowhere...
Does that make the rotting corpse of Twitter public again?
I've only been using Ubiquiti as a pro-sumer, but it has held up well for my use case of Plex and little game servers.
I use a Synology NAS for my storage though, which is a slightly beefier mobile AMD chipset.
I'd be very interested to know what I should and shouldn't expect from my ARM based network stack though!
1. My UDM Pro absolutely chokes and stalls with intrusion detection enabled on the firewall and 8 cameras connected. Network goes down, cameras disconnect, devices disconnect from Wi-Fi every time a car drives past a camera due to AI features triggering, etc.
For something meant for small businesses I wish they would just shove an Intel i5 or something in it. They make great switches, great APs, great everything else, just too stingy on processors on the few pieces of central equipment that people would actually be willing to spend more on.
And for a $3999 enterprise NAS with dual 25 Gbps SFP ports and 16 drives? It could surely use something more beefy than a Neoverse N2. I'd say an i7 or even i9 is warranted here.
3. The UNAS 8 I don't own but I believe it would struggle with >1Gbps links and encryption enabled
I dont mind using ARM for NAS, but (to be fair I have not looked in a while) the issue is they tend to not have many pcie lanes. Looks like the N2 can have up to 64 @pcie5 so if it's built well, I don't think the CPU will be too much of a bottleneck.
Hell I'll put it out there - some company should make a NAS-specific ARM chip line to make lines of way less expensive (well pre the current troubles) base NAS enclosures with lots of NVMe etc.
It's even underpowered for streaming -- I found Protect to be extremely laggy, taking often 30+ seconds to open the camera stream when 3-4 stream receivers were connected.
I have a udm se, 10 g3 cams, 4k bullet+ai, door entry + cam +ai, couple of the display viewports running all day and a nano hd access point and symmetric gig with intrusion etc turned on. I also have wireguard users connecting in remotely.
No problems with performance whatsoever at this point.
Ok its not enterprisy its just a small business with 20 people but seems fine to me. I run synology servers.
This is worse with the older devices.
For example: https://www.youtube.com/watch?v=p4yKf044meY
https://community.ui.com/questions/UniFi-Gateway-Intrusion-D...
Stay away from IPS and complicated firewall rules which usually are done in CPU, and you should be fine. HW acceleration for those (esp. TLS decryption) is a major reason fancy firewalls are very expensive. You're better off building an IDS or picking up a smaller FortiGate or Palo Alto firewall if you really want to get serious there.
The ENAS looks like fairly nice hardware. It even has ECC RAM. Not cheap, though.