Extreme Networks, Inc.

Informe acción NasdaqGS:EXTR

Capitalización de mercado: US$3.3b

Extreme Networks Dirección

Dirección controles de criterios 3/4

El CEO de Extreme Networks es Ed Meyercord , nombrado en Apr 2015, tiene una permanencia de 11.08 años. compensación anual total es $12.96M, compuesta por 6.5% salario y 93.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.39% de las acciones de la empresa, por valor de $46.64M. La antigüedad media del equipo directivo y de la junta directiva es de 4.3 años y 13.3 años, respectivamente.

Información clave

Ed Meyercord

Chief Executive Officer (CEO)

US$13.0m

Compensación total

Porcentaje del salario del CEO6.48%
Permanencia del CEO11.1yrs
Participación del CEO1.4%
Permanencia media de la dirección4.3yrs
Promedio de permanencia en la Junta Directiva13.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 01

EXTR: Future Execution And Margin Delivery Will Shape Balanced Risk Reward Profile

Analysts have lifted the fair value estimate for Extreme Networks from $23.83 to $24.31, reflecting updated views on revenue growth, profit margins, discount rate, and a lower assumed future P/E that are consistent with recent price target increases from firms such as B. Riley, Lake Street, and Rosenblatt.
Seeking Alpha Apr 30

Extreme Networks Q3 Earnings Review: A Blowout Quarter, Keep Holding

Summary Extreme Networks delivered a double beat in Q3 '26, with revenues up 11.2% to $316.9M and EPS of $0.26. SaaS ARR accelerated to 29% y/y, with Extreme Platform One adoption driving recurring revenues to 36% of total; EMEA revenue surged 43%. Gross margins remained stable at 61.7% GAAP, while operating margins improved; the Wi-Fi 7 refresh cycle and Platform One adoption are key forward growth drivers. Despite strong results and a 28% stock surge, I remain cautious on chasing the rally, preferring to monitor sustainability of momentum before adding. Read the full article on Seeking Alpha
Nueva narrativa Apr 19

Extreme Networks Could Reach $52 Over the Next Five Years

Extreme Networks has a credible path to $52 over the next five years because it is shifting from a hardware‑centric model to a cloud‑driven, subscription‑based networking business with strong medium‑term growth forecasts. Analysts expect revenue to grow roughly 8–11% per year and earnings growth closer to 40% per year , with projected returns on equity rising into the mid‑to‑high 60% range as the company scales its software and SaaS platforms.
Artículo de análisis Feb 05

The Strong Earnings Posted By Extreme Networks (NASDAQ:EXTR) Are A Good Indication Of The Strength Of The Business

The subdued stock price reaction suggests that Extreme Networks, Inc.'s ( NASDAQ:EXTR ) strong earnings didn't offer...
Artículo de análisis Nov 06

Increases to CEO Compensation Might Be Put On Hold For Now at Extreme Networks, Inc. (NASDAQ:EXTR)

Key Insights Extreme Networks' Annual General Meeting to take place on 12th of November Salary of US$840.0k is part of...
Artículo de análisis Oct 08

An Intrinsic Calculation For Extreme Networks, Inc. (NASDAQ:EXTR) Suggests It's 24% Undervalued

Key Insights The projected fair value for Extreme Networks is US$26.25 based on 2 Stage Free Cash Flow to Equity...
Artículo de análisis Sep 05

Revenues Not Telling The Story For Extreme Networks, Inc. (NASDAQ:EXTR) After Shares Rise 27%

Despite an already strong run, Extreme Networks, Inc. ( NASDAQ:EXTR ) shares have been powering on, with a gain of 27...
Actualización de narrativa Aug 07

AI And Cloud Automation Will Unlock Future Markets

Despite a decline in consensus revenue growth forecasts, Extreme Networks’ higher future P/E multiple has driven a notable increase in the consensus analyst price target from $19.33 to $21.42. What's in the News Extreme Networks provided guidance for Q1 ending September 30, 2025, expecting revenue of $292.0-$300.0 million and EPS of ($0.03)-$0.02; FY2026 revenue outlook is $1,228.0-$1,238.0 million.
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Nueva narrativa Jul 20

Cloud-managed Networking And AI Automation Will Shape Digital Transformation

Strong shift toward cloud-managed, subscription-based solutions and advanced technology is driving sustained revenue growth, higher margins, and improved customer retention.
Artículo de análisis Jul 11

Is Extreme Networks (NASDAQ:EXTR) Using Debt Sensibly?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 28

Extreme Networks, Inc. (NASDAQ:EXTR) Looks Just Right With A 30% Price Jump

Extreme Networks, Inc. ( NASDAQ:EXTR ) shares have had a really impressive month, gaining 30% after a shaky period...
Artículo de análisis May 26

What Is Extreme Networks, Inc.'s (NASDAQ:EXTR) Share Price Doing?

Extreme Networks, Inc. ( NASDAQ:EXTR ), might not be a large cap stock, but it received a lot of attention from a...
Artículo de análisis May 04

Extreme Networks, Inc. (NASDAQ:EXTR) Shares Could Be 43% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Extreme Networks is US$24.62 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Apr 17

Extreme Networks: Undervalued, Overlooked And Undercovered

Summary Extreme Networks is undervalued, overlooked and underfollowed but is making significant strides with AI and cloud-based innovations, driving strong financial improvements. The company's integrated platform and AI-driven products like Extreme AI Expert and Platform One offer advanced analytics and secure network management, boosting revenues by 14%. Future growth is expected from advanced AI capabilities and cloud AI integration, expanding the addressable market and attracting new subscribers. Strategic partnerships, like the one with Intel, and continuous AI integration in products are key drivers for long-term profitability and industry leadership. Read the full article on Seeking Alpha
Artículo de análisis Apr 07

Investors Give Extreme Networks, Inc. (NASDAQ:EXTR) Shares A 26% Hiding

To the annoyance of some shareholders, Extreme Networks, Inc. ( NASDAQ:EXTR ) shares are down a considerable 26% in the...
Artículo de análisis Mar 25

Here's Why Extreme Networks (NASDAQ:EXTR) Can Afford Some Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Jan 24

Extreme Networks Inc.: Profitability Isn't Too Far Off Given These Catalysts

Summary Extreme Networks is positioned for sustainable growth with a strong focus on recurring revenue, operational efficiency, and strategic partnerships with tech giants like Microsoft and AWS. Recent financial performance shows recovery, with three consecutive quarters of rising revenue and a strategic shift towards cloud-first, subscription-driven models. Key growth catalysts include the expansion of cloud-driven networking solutions and strategic partnerships. Despite near-term challenges, EXTR's alignment with industry trends and strong strategic initiatives suggest substantial long-term upside potential for investors. Read the full article on Seeking Alpha
Artículo de análisis Jan 19

Extreme Networks, Inc.'s (NASDAQ:EXTR) Price Is Out Of Tune With Revenues

When close to half the companies in the Communications industry in the United States have price-to-sales ratios (or...
Artículo de análisis Dec 16

Would Extreme Networks (NASDAQ:EXTR) Be Better Off With Less Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Oct 29

Is Now An Opportune Moment To Examine Extreme Networks, Inc. (NASDAQ:EXTR)?

While Extreme Networks, Inc. ( NASDAQ:EXTR ) might not have the largest market cap around , it saw a decent share price...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ed Meyercord en comparación con los beneficios de Extreme Networks?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$16m

Dec 31 2025n/an/a

US$9m

Sep 30 2025n/an/a

US$9m

Jun 30 2025US$13mUS$840k

-US$7m

Mar 31 2025n/an/a

-US$54m

Dec 31 2024n/an/a

-US$122m

Sep 30 2024n/an/a

-US$125m

Jun 30 2024US$15mUS$840k

-US$86m

Mar 31 2024n/an/a

-US$6m

Dec 31 2023n/an/a

US$80m

Sep 30 2023n/an/a

US$94m

Jun 30 2023US$16mUS$800k

US$78m

Mar 31 2023n/an/a

US$58m

Dec 31 2022n/an/a

US$49m

Sep 30 2022n/an/a

US$44m

Jun 30 2022US$9mUS$760k

US$44m

Mar 31 2022n/an/a

US$49m

Dec 31 2021n/an/a

US$40m

Sep 30 2021n/an/a

US$23m

Jun 30 2021US$6mUS$725k

US$2m

Mar 31 2021n/an/a

-US$30m

Dec 31 2020n/an/a

-US$77m

Sep 30 2020n/an/a

-US$98m

Jun 30 2020US$5mUS$617k

-US$127m

Mar 31 2020n/an/a

-US$123m

Dec 31 2019n/an/a

-US$85m

Sep 30 2019n/an/a

-US$55m

Jun 30 2019US$4mUS$625k

-US$26m

Compensación vs. Mercado: La compensación total de Ed($USD12.96M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.02M).

Compensación vs. Ingresos: La compensación de Ed ha sido consistente con los resultados de la empresa en el último año.


CEO

Ed Meyercord (60 yo)

11.1yrs
Permanencia
US$12,958,781
Compensación

Mr. Edward B. Meyercord, III, also known as Ed, has been the President and Chief Executive Officer of Extreme Networks, Inc. since April 19, 2015. Mr. Meyercord has extensive executive experience in leader...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Edward Meyercord
President11.1yrsUS$12.96m1.39%
$ 46.6m
Kevin Rhodes
Executive VP of Finance & CFO3yrsUS$4.67m0.12%
$ 3.9m
Katayoun Motiey
Chief Legal8.5yrsUS$2.96m0.14%
$ 4.8m
Syed Anwar Bukhari
President of AI Platforms5.8yrssin datossin datos
Anisha Vaswani
Chief Information & Customer Officer1.2yrssin datossin datos
Stanley Kovler
Senior Vice President of Finance & Corporate Developmentno datasin datossin datos
Monica Kumar
Executive VP & Chief Marketing Officer2.4yrssin datossin datos
Kimberley Basnight
Chief People Officer4.3yrssin datossin datos
Norman Rice
Chief Commercial Officer2.3yrsUS$886.60ksin datos
Gina Christopher
Deputy General Counselno datasin datossin datos
John Morrison
Senior Vice President of EMEAno datasin datossin datos
Paul Semak
Senior Vice President of Americas International5yrssin datossin datos
4.3yrs
Permanencia media
53.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de EXTR se considera experimentado (4.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Edward Meyercord
President16.6yrsUS$12.96m1.39%
$ 46.6m
John Shoemaker
Independent Chairman18.6yrsUS$447.00k0.45%
$ 14.9m
Charles Carinalli
Independent Director29.6yrsUS$350.00k0.29%
$ 9.7m
Edward Kennedy
Independent Director15.1yrsUS$347.50k0.44%
$ 14.7m
Kathleen Holmgren
Independent Director10.5yrsUS$352.50k0.17%
$ 5.6m
Ronald Pasek
Directorless than a yearsin datossin datos
Rajendra Khanna
Independent Director11.4yrsUS$355.00k0.16%
$ 5.4m
Ingrid Burton
Independent Director6.8yrsUS$330.00k0.072%
$ 2.4m
13.3yrs
Permanencia media
69yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de EXTR son experimentados ( 13.3 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 12:42
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Extreme Networks, Inc. está cubierta por 13 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tomer ZilbermanBofA Global Research
Ku KangB. Riley Securities, Inc.
Erik SuppigerCitizens JMP Securities, LLC