EXTRNasdaqComputer Communications EquipmentUS GAAP · USD

Extreme Networks, Inc

Extreme Networks designs and sells cloud-managed networking infrastructure for enterprises and service providers, including wired, wireless, SD-WAN, and network management software. The company also sells subscription, support, maintenance, and professional services, with a growing emphasis on AI-powered automation through its Platform ONE offering.

Kysy yhtiöstä
Liikevaihto1 284milj. USD
+12,6 %v/v
Liikevoitto (EBIT)62,7milj. USD
+269,9 %v/v
EBIT-marginaali4,9%
+3,4 %-yks.v/v
Nettotulos42,1milj. USD
+664,1 %v/v
Vapaa kassavirta95,2milj. USD
−25,2 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−50005001 0001 500milj. USD2021: 1 009 milj. USD2021: EBIT 34 milj. USD20212022: 1 112 milj. USD2022: EBIT 64 milj. USD20222023: 1 312 milj. USD2023: EBIT 108 milj. USD20232024: 1 117 milj. USD2024: EBIT −65 milj. USD20242025: 1 140 milj. USD2025: EBIT 17 milj. USD20252026: 1 284 milj. USD2026: EBIT 63 milj. USD20261 28463
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Networking hardware62 %

Ethernet switching, wired infrastructure, wireless access, and SD-WAN equipment.

Subscription and support38 %

SaaS, maintenance contracts, support services, professional services, and training.

Tuotteet

Raportoitu · osuus liikevaihdosta
63,1%36,9%FY2026100 %
  • Products63,1 %
  • Subscription and Support36,9 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Extreme sells to organizations with complex IT environments that need secure, centrally managed networking. Its customer base spans mid-market, enterprise, and service provider accounts, with strong exposure to education, healthcare, government, manufacturing, hospitality, retail, and sports/entertainment venues. Customers buy Extreme to simplify network operations, reduce cost of ownership, and support cloud migration and AI-enabled automation.

Enterprise customers

Large organizations with complex, global-scale networks buy switching, WLAN, SD-WAN, and security-integrated management to improve control and compliance.

Mid-market customers

Regional and national businesses buy cloud-managed networking to reduce IT complexity and operating costs.

Service providers

Telecom and network service providers buy infrastructure and management tools to support voice, data, internet, and 5G use cases.

Education and public sector

Higher education and government customers buy secure campus networking and centralized management for constrained IT teams.

Venue and hospitality operators

Stadiums, entertainment venues, hotels, and retail operators buy wireless and switching solutions for high-density connectivity.

Strategia

Extreme is positioning itself around AI-powered cloud networking that combines networking, security, and automation in one platform. The strategy centers on Platform ONE, simpler licensing, and cloud-managed solutions that reduce customer complexity and improve switching costs. It is also focused on expanding in enterprise, campus, and service-provider networking where cloud management and AI are gaining traction.

Scale Platform ONE adoptionLyhyt aikaväli

A unified platform can simplify buying, management, and support while improving customer stickiness.

Grow cloud-managed networkingKeskipitkä aikaväli

Cloud-managed switching and WLAN are the fastest-growing parts of the market and fit Extreme's software-led model.

Increase recurring revenue mixKeskipitkä aikaväli

Subscription and support revenue improves visibility and reduces dependence on hardware cycles.

Maantiede

Q1/2026

Extreme is headquartered in Morrisville, North Carolina and serves customers globally through direct sales and a broad reseller network. The company reports a global footprint, with sales and expenses mostly denominated in U.S. dollars but with meaningful foreign-currency activity and international operations. Its business is exposed to cross-border supply chain, tariff, and geopolitical risks because products are manufactured and shipped into global markets.

EMEA34 %
Americas31 %
USA29 %
Asia Pacific5,6 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Extreme faces competitive pressure from much larger networking vendors with broader product portfolios and deeper resources. Demand can also be affected by macro weakness, elongated sales cycles, tariffs, and geopolitical disruption, while supply chain issues can delay component availability and shipments. Cybersecurity threats, product interoperability failures, and legacy-product vulnerabilities are additional risks because the company sells connected infrastructure and cloud-managed services.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Intense competition from larger networking vendors1Geopolitical and tariff-related demand/cost volatility2Cybersecurity incidents3Supply chain and component availability4Product interoperability and installation delays5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Intense competition from larger networking vendorsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Cisco, HPE, Huawei, Arista, Fortinet, and others have greater scale and resources.

    KohdistuuPricing pressureSlower share gainsHigher salesMarketing spend
  2. Geopolitical and tariff-related demand/cost volatilityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Trade policy changes and geopolitical tensions can reduce demand and increase input costs.

    Kohdistuu: Global supply chain and international customer demand

  3. Cybersecurity incidentsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company operates cloud-based services and connected infrastructure that are attractive targets.

    KohdistuuIT systemsProduct integrityCustomer trustService continuity
  4. Supply chain and component availabilityVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Hardware products depend on timely procurement and transport of key components.

    KohdistuuManufacturing lead timesFreight costsDelivery schedules
  5. Product interoperability and installation delaysVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Solutions must work with customer networks and existing equipment to avoid cancellations.

    Kohdistuu: Implementation success and customer retention

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition

Mixed hardware and recurring-service contracts require judgment on timing and allocation.

Vaikutus: Can shift revenue between quarters and affect recurring revenue mix

Inventory valuation and purchase commitments

Hardware manufacturing exposes the company to excess stock and component cost changes.

Vaikutus: Can affect gross margin and write-down risk

Foreign exchange

Some sales and expenses are in foreign currencies, though most are in USD.

Vaikutus: Can create translation and transaction gains/losses

Goodwill and intangible assets

Past acquisitions created goodwill and amortizable intangibles that require ongoing assessment.

Vaikutus: Potential impairment charges or amortization expense

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Fastly, Inc.

FSLY · Services-Prepackaged Software

High Wire Networks, Inc.

HWNI · Telephone Communications (No Radiotelephone)

SuperX AI Technology Ltd

SUPX · Services-Management Consulting Services

Snowflake Inc.

SNOW · Services-Prepackaged Software

Arista Networks, Inc.

ANET · Computer Communications Equipment

Tenable Holdings, Inc.

TENB · Services-Prepackaged Software

Päivitetty: 24.9.2026