Extreme Networks, Inc. (EXTR)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-05
$21.05-7.84%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-05
QuarterlyIQ Insights · EXTR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks EXTR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 5 guided quarters · 200.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Based on the strength of our business and visibility of demand for our solutions, we are confident in calling 10% growth next quarter and for the rest of the year.
Stated in 3 of 3 supplied quarters. Management reported: ““We closed Fiscal 2026 delivering 13% year-over-year revenue growth, and the fourth quarter marked our sixth consecutive quarter of double-digit growth.” “Based on the strength of our business and visibility of demand for our solutions, we are confident in calling 10% growth next quarter and for the rest of the year.” Revenue was $341.094 million in 2027-Q1.
“Based on the strength of our business and visibility of demand for our solutions, we are confident in calling 10% growth next quarter and for the rest of the year.”
““We closed Fiscal 2026 delivering 13% year-over-year revenue growth, and the fourth quarter marked our sixth consecutive quarter of double-digit growth.”
““Our fifth straight quarter of double-digit growth highlights strong momentum, fueled by disciplined execution, differentiated technology, and rising demand for our AI-powered platform.”
The supply chain actions we have taken allow us to take more measured, targeted pricing actions than our competitors, while offsetting the incremental supply chain costs the industry is facing.
Stated in 3 of 3 supplied quarters. Management reported: “The targeted pricing actions we implemented are successfully offsetting the incremental supply chain costs the industry is facing and provide increased confidence and visibility into our margin outlook.” “The supply chain actions we have taken allow us to take more measured, targeted pricing actions than our competitors, while offsetting the incremental supply chain costs the industry is facing.” Gross profit was $211.936 million in 2027-Q1.
These trends are adding to our confidence in the growth of cash flow and earnings going forward.”
Stated in 3 of 3 supplied quarters. Management reported: “Kevin Rhodes, Executive Vice President and Chief Financial Officer, noted, “The fourth quarter marked our ninth consecutive quarter of sequential product revenue growth and our third consecutive quarter of gross margin improvement, translating into operating leverage.” “The following statements are forward-looking, and actual results could differ materially based on market conditions and other risks and uncertainties, including the factors described under “Forward-Looking Statements” below.” Operating income was $23.087 million in 2027-Q1.
“Extreme Platform ONE reached over 30% of our subscription bookings in its first year of availability and doubled quarter-over-quarter in the fourth quarter.
Stated in 2 of 3 supplied quarters. Management reported: ““Extreme Platform ONE reached over 30% of our subscription bookings in its first year of availability and doubled quarter-over-quarter in the fourth quarter.” ““SaaS ARR growth accelerated, reflecting rising adoption and deeper customer engagement with Extreme Platform ONE.”
““Extreme Platform ONE reached over 30% of our subscription bookings in its first year of availability and doubled quarter-over-quarter in the fourth quarter.”
Continue returning capital to shareholders through share repurchases as part of the company's capital allocation.
Over the trailing year it converted 3.16x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 51% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
“The supply chain actions we have taken allow us to take more measured, targeted pricing actions than our competitors, while offsetting the incremental supply chain costs the industry is facing.”
“The targeted pricing actions we implemented are successfully offsetting the incremental supply chain costs the industry is facing and provide increased confidence and visibility into our margin outlo…”
“Enterprise networking demand remains resilient, and the targeted pricing actions we implemented are successfully offsetting the incremental supply chain costs we have incurred.”
“These trends are adding to our confidence in the growth of cash flow and earnings going forward.””
“Kevin Rhodes, Executive Vice President and Chief Financial Officer, noted, “The fourth quarter marked our ninth consecutive quarter of sequential product revenue growth and our third consecutive quar…”
“Together, these actions underpin our gross margin results and outlook.”
““SaaS ARR growth accelerated, reflecting rising adoption and deeper customer engagement with Extreme Platform ONE.”