Extreme Networks Gestion
Gestion contrôle des critères 3/4
Le PDG Extreme Networks est Ed Meyercord, nommé en Apr2015, a un mandat de 11.42 ans. La rémunération annuelle totale est $ 14.24M, composée du salaire de 5.9% et des bonus 94.1%, y compris les actions et options de la société. détient directement 1.35% des actions de la société, d'une valeur de $ 39.27M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.7 ans et 13.6 ans.
Informations clés
Ed Meyercord
Directeur général
US$14.2m
Rémunération totale
| Pourcentage du salaire du PDG | 5.90% |
| Durée du mandat du directeur général | 11.4yrs |
| Propriété du PDG | 1.3% |
| Durée moyenne d'occupation des postes de direction | 4.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 13.6yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Sep 03
EXTR: Platform ONE Transition Will Drive Recurring Revenue Story Into 2027
Extreme Networks now carries an updated analyst fair value estimate of $28.00, reflecting higher Street price targets in the $31 to $39 range as analysts point to resilient enterprise demand, a shift toward Platform ONE driven recurring revenue, and expectations for healthier margins supported by product mix and execution. Analyst Commentary Recent research on Extreme Networks centers on how quickly the company can convert interest in its Platform ONE offering into durable recurring revenue while managing short term noise in reported results.
Mise à jour du récit • Aug 20
EXTR: AI Networking Platform Adoption Will Drive Future Risk Reward Profile
Analysts lifted the fair value estimate for Extreme Networks to $33.50 from $32.19, reflecting higher Street price targets in the $31 to $39 range and research that points to steady demand for Platform ONE, recurring revenue growth, and resilient product fundamentals despite recent share price volatility. Analyst Commentary Recent Street research on Extreme Networks centers on how quickly the company can convert interest in Platform ONE into durable recurring revenue and how that trend supports the new fair value estimate.Seeking Alpha • Aug 07
Extreme Networks Q4: Fine Print But Still Overvalued After The Pullback
Summary Extreme Networks delivered solid FY26 results, with 12.6% revenue growth and strong product momentum, but shares fell over 25% post-earnings. Despite decelerating growth and investor disappointment, EXTR's guidance for next year was in line with or above consensus, suggesting the sell-off may be overdone. The transition to the Platform ONE subscription is ongoing, with SaaS ARR up 17.7%, and long-term margin expansion is expected as recurring revenues increase. I maintain a 'Hold' rating, targeting entry below $20, as the recent pullback brings EXTR closer to its intrinsic value based on conservative DCF assumptions. Read the full article on Seeking AlphaMise à jour du récit • Aug 06
EXTR: AI Networking Platform Momentum Will Shape Future Risk Reward Profile
Analysts have lifted their fair value estimate for Extreme Networks to $32.19 from $30.56, citing higher revenue growth assumptions related to interest in the Extreme Platform ONE offering, as well as broader networking sector discussions that have supported higher price targets in the $33 to $39 range. Analyst Commentary Recent research on Extreme Networks points to growing interest in the Extreme Platform ONE offering, with price targets now clustered in the low to high US$30s.Mise à jour du récit • Jul 22
EXTR: AI Networking Execution And Data Center Demand Will Shape Measured Risk Reward
Analysts have nudged the fair value estimate for Extreme Networks higher, lifting the price target from $29.06 to $30.56. They cite Street research that points to stronger order momentum for the Extreme Platform ONE offering and expectations for continued market share gains versus larger networking peers.
Nouveau récit • Jun 26
AI-Powered Networking Complexity Will Drive Stronger Long-Term Upside Potential
Catalysts About Extreme Networks Extreme Networks provides enterprise networking hardware, software and cloud-based management platforms for wired and wireless networks. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Jun 17
EXTR: AI Networking Adoption And Execution Will Shape Measured Stock Risk Reward Profile
Analysts have raised their fair value estimate for Extreme Networks stock from $26.06 to $29.06, reflecting updated price targets tied to expectations for continued order momentum for the Extreme Platform ONE offering and projected market share gains compared with larger networking peers. Analyst Commentary Recent Street research on Extreme Networks highlights a cluster of higher price targets, with bullish analysts pointing to product traction for Extreme Platform ONE and potential market share shifts against larger networking competitors.Nouveau récit • Jun 11
AI Networking Demand And Margin Assumptions Will Likely Pressure Future Earnings Potential
Catalysts About Extreme Networks Extreme Networks provides enterprise networking hardware and software, including cloud managed platforms and AI supported automation tools. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Jun 01
EXTR: AI Platform Adoption And Execution Will Shape Balanced Risk Reward Profile
Narrative Update on Extreme Networks The updated analyst price target for Extreme Networks moves from $24.31 to $26.06, with analysts pointing to refreshed fair value estimates and revised assumptions for discount rate and future P/E as key drivers of the change. Analyst Commentary Recent Street research on Extreme Networks centers on revised price targets, with several firms adjusting their fair value views and underlying assumptions for discount rates and future P/E levels.Mise à jour du récit • 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.
Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | US$14m | US$840k | US$42m |
| Mar 31 2026 | n/a | n/a | US$16m |
| Dec 31 2025 | n/a | n/a | US$9m |
| Sep 30 2025 | n/a | n/a | US$9m |
| Jun 30 2025 | US$13m | US$840k | -US$7m |
| Mar 31 2025 | n/a | n/a | -US$54m |
| Dec 31 2024 | n/a | n/a | -US$122m |
| Sep 30 2024 | n/a | n/a | -US$125m |
| Jun 30 2024 | US$15m | US$840k | -US$86m |
| Mar 31 2024 | n/a | n/a | -US$6m |
| Dec 31 2023 | n/a | n/a | US$80m |
| Sep 30 2023 | n/a | n/a | US$94m |
| Jun 30 2023 | US$16m | US$800k | US$78m |
| Mar 31 2023 | n/a | n/a | US$58m |
| Dec 31 2022 | n/a | n/a | US$49m |
| Sep 30 2022 | n/a | n/a | US$44m |
| Jun 30 2022 | US$9m | US$760k | US$44m |
| Mar 31 2022 | n/a | n/a | US$49m |
| Dec 31 2021 | n/a | n/a | US$40m |
| Sep 30 2021 | n/a | n/a | US$23m |
| Jun 30 2021 | US$6m | US$725k | US$2m |
| Mar 31 2021 | n/a | n/a | -US$30m |
| Dec 31 2020 | n/a | n/a | -US$77m |
| Sep 30 2020 | n/a | n/a | -US$98m |
| Jun 30 2020 | US$5m | US$617k | -US$127m |
Rémunération vs marché: La rémunération totale de Ed ($USD 14.24M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.02M ).
Rémunération et revenus: La rémunération de Ed a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Ed Meyercord (61 yo)
11.4yrs
Titularisation
US$14,244,704
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 11.4yrs | US$14.24m | 1.35% $ 39.3m | |
| Executive VP of Finance & CFO | 3.3yrs | US$5.44m | 0.15% $ 4.4m | |
| Chief Legal | 8.8yrs | US$3.17m | 0.12% $ 3.5m | |
| President of AI Platforms | 6.2yrs | pas de données | pas de données | |
| Chief Information & Customer Officer | 1.5yrs | pas de données | pas de données | |
| Senior Vice President of Finance & Corporate Development | no data | pas de données | pas de données | |
| Executive VP & Chief Marketing Officer | 2.8yrs | pas de données | pas de données | |
| Chief People Officer | 4.7yrs | pas de données | pas de données | |
| Chief Commercial Officer | 2.7yrs | US$886.60k | pas de données | |
| Deputy General Counsel | no data | pas de données | pas de données | |
| Senior Vice President of EMEA | no data | pas de données | pas de données | |
| Senior Vice President of Americas International | 5.3yrs | pas de données | pas de données |
4.7yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de EXTR est considérée comme expérimentée (ancienneté moyenne 4.7 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 16.9yrs | US$14.24m | 1.35% $ 39.3m | |
| Independent Chairman | 18.9yrs | US$446.98k | 0.45% $ 13.0m | |
| Independent Director | 29.9yrs | US$349.98k | 0.29% $ 8.5m | |
| Independent Director | 15.4yrs | US$347.48k | 0.44% $ 12.9m | |
| Independent Director | 10.8yrs | US$352.48k | 0.17% $ 4.9m | |
| Director | less than a year | US$243.01k | pas de données | |
| Independent Director | 11.8yrs | US$354.98k | 0.15% $ 4.4m | |
| Independent Director | 7.1yrs | US$329.98k | 0.072% $ 2.1m |
13.6yrs
Durée moyenne de l'emploi
70yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la EXTR est chevronné et expérimenté ( 13.6 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/20 02:44 |
| Cours de l'action en fin de journée | 2026/09/18 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2026/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Extreme Networks, Inc. est couverte par 13 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tomer Zilberman | BofA Global Research |
| Ku Kang | B. Riley Securities, Inc. |
| Erik Suppiger | Citizens JMP Securities, LLC |