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The themes Extreme Networks is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Communication Equipment
Graded A or B and worth $2B or more: A first, then the largest.
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Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research CorporationOct 22, 2026BAGraded B, now A
IBMInternational Business Machines CorporationOct 21, 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.Oct 28, 2026BAGraded B, now A
NXPINXP Semiconductors N.V.Oct 27, 2026BAGraded B, now A- UIUbiquiti Inc.Nov 6, 2026BAGraded B, now A
How it makes money
- Network equipment63%
- Subscriptions and support37%
Shares of revenue are estimates for quarter ended 2026-03-31, not figures from a filing.
Competes with
What it sells6
Extreme Platform ONE
A software platform that brings network management, security tools, and artificial-intelligence-based automation together for business network teams.
ExtremeCloud IQ
Software for managing wired and wireless networks, including setting them up, monitoring connected devices, and troubleshooting problems. It can run in public or private cloud environments or on a customer's premises.
Wireless access points
Indoor and outdoor equipment that connects phones, computers, and other devices to a wireless network, including equipment for busy venues and campuses.
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Ethernet switches and routers
Equipment that moves data between devices and networks in offices, campuses, and data centers.
ExtremeCloud SD-WAN
A subscription service for connecting a company's offices and cloud services over wide-area networks, with tools to direct application traffic and manage network performance.
Universal ZTNA
A security service that applies identity-based rules to control access to company networks, applications, and connected devices.
Who buys it4
- Businesses of different sizes, including companies with offices, campuses, data centers, stores, factories, hotels, and large venues; they usually buy through networking resellers or systems integrators.
- Schools, colleges, hospitals, and government organizations, which buy network equipment and management software through channel partners or, in some cases, directly.
- Service providers that deliver voice, data, or internet services to businesses and consumers.
- Distributors and resellers that buy or resell Extreme products and provide sales or initial customer support.
What it stands on, and what could break it
What the business leans on
- 1Extreme relies on outside manufacturers to build and ship its equipment, including Alpha Networks, Lite-On, Quanta Computer, Senao Networks, Sercomm, and Wistron Neweb.
- 2Its products depend on components such as network chips and power supplies, which come from a limited number of suppliers; some components have sole-source suppliers. Broadcom is a key silicon supplier.
- 3Extreme sells primarily through distributors and resellers, so its sales depend in part on those partners reaching end customers.
- 4Sales outside the United States accounted for 55% of revenue (fiscal 2026, high), exposing the company to changes in trade rules and conditions in international markets.
- 5Extreme's cloud services rely on third-party cloud providers, including Amazon Web Services, Google Cloud Platform, and Microsoft Azure.
What could go wrong
- 1Extreme competes with much larger networking companies, including Cisco, Hewlett Packard Enterprise, and Huawei; rapid technology changes and new products can make it harder to win sales if its products do not meet changing customer needs.
- 2Disruptions at manufacturing partners or shortages of key components from a limited supplier base can delay product shipments, increase costs, or leave customer orders unfilled.
- 3A substantial portion of sales comes from outside the United States, so trade restrictions, tariffs, geopolitical events, or weaker economic conditions in international markets could reduce sales or raise costs.
About Extreme Networks Inc.
Extreme makes wired and wireless equipment that connects computers, phones and other devices across offices, campuses, data centers and large venues. Its software lets customers monitor and manage those networks, control who and what can connect, and automate some network tasks. Customers can also buy wide-area networking services, security tools, and technical support.
- Head office
- Morrisville, North Carolina, United States
- Founded
- May 1996 (high confidence)
- Employees
- 2,894 (June 30, 2026, high)
- Listed on
- Nasdaq
- Financial year ends
- June 30
Built from Extreme Networks Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
