Extreme Networks Inc.

EXTR · Nasdaq · ·

对比

US$26.74-1.7%11月13日收盘

数据截至2026年9月30日，来自2026年10月29日提交的10-Q

1W: +11.3%
1M: +19.1%
3M: +9.5%

Extreme Networks Inc.（EXTR）股票——这是一门好生意吗？ — InspectStocks

Extreme Networks Inc.

EXTR · Nasdaq · ·

对比

US$26.74-1.7%11月13日收盘

数据截至2026年9月30日，来自2026年10月29日提交的10-Q

1W: +11.3%
1M: +19.1%
3M: +9.5%

Just reported

Q1 FY2027 results

From Extreme Networks's results release of 2026年10月28日; its quarterly report has since been filed.

Revenue
Actual
US$341.1M
+9.9% y/y
+0.8% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$0.12
+200% y/y
-7.7% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$23.1M
+104% y/y
+9.6% q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

EPSUS$0.19First given

Full year 2027

EPSUS$0.77Raised +13%

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

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.

All 44 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

怎么赚钱

Network equipment63%
Subscriptions and support37%

各项收入占比是对quarter ended 2026-03-31的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买4

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于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.

总部: Morrisville, North Carolina, United States
成立于: May 1996 (high confidence)
员工人数: 2,894 (June 30, 2026, high)
上市于: Nasdaq
财年结束: June 30

基于 Extreme Networks Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported