Extreme Networks Gestione
Criteri Gestione verificati 3/4
Extreme Networks Il CEO è Ed Meyercord, nominato in Apr2015, e ha un mandato di 11.33 anni. la retribuzione annua totale è $ 12.96M, composta da 6.5% di stipendio e 93.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.22% delle azioni della società, per un valore di $ 41.81M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.6 anni e 13.5 anni.
Informazioni chiave
Ed Meyercord
Amministratore delegato
US$13.0m
Compenso totale
| Percentuale dello stipendio del CEO | 6.48% |
| Mandato del CEO | 11.3yrs |
| Proprietà del CEO | 1.2% |
| Durata media del management | 4.6yrs |
| Durata media del Consiglio di amministrazione | 13.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • 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.Seeking Alpha • Jul 09
Extreme Networks Has Moved Into Overbought Territory
Summary Extreme Networks has surged after solid Q3 results and guidance, with shares doubling since early April. EXTR posted its fifth consecutive quarter of double-digit sales growth, highlighted by 29% SaaS ARR growth and record large-customer wins. Despite positive analyst sentiment, EXTR now trades at ~30x forward earnings with a 2.7% free cash flow yield, below the risk-free rate. Notable insider selling and shares trading above some bullish analyst targets suggest near-term profit taking may be warranted. An updated analysis around Extreme Networks follows in the paragraphs below. Read the full article on Seeking Alpha
Nuova narrativa • 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?Aggiornamento narrativa • 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.
Nuova narrativa • 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?Aggiornamento narrativa • 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.Aggiornamento 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.
Nuova 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento 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.Nuova 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | 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$127m |
Compensazione vs Mercato: La retribuzione totale di Ed ($USD 12.96M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.92M ).
Compensazione vs guadagni: La retribuzione di Ed è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Ed Meyercord (61 yo)
11.3yrs
Mandato
US$12,958,781
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 11.3yrs | US$12.96m | 1.22% $ 41.8m | |
| Executive VP of Finance & CFO | 3.3yrs | US$4.67m | 0.12% $ 4.0m | |
| Chief Legal | 8.8yrs | US$2.96m | 0.092% $ 3.2m | |
| President of AI Platforms | 6.1yrs | Nessun dato | Nessun dato | |
| Chief Information & Customer Officer | 1.4yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Finance & Corporate Development | no data | Nessun dato | Nessun dato | |
| Executive VP & Chief Marketing Officer | 2.7yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 4.6yrs | Nessun dato | Nessun dato | |
| Chief Commercial Officer | 2.6yrs | US$886.60k | Nessun dato | |
| Deputy General Counsel | no data | Nessun dato | Nessun dato | |
| Senior Vice President of EMEA | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Americas International | 5.3yrs | Nessun dato | Nessun dato |
4.6yrs
Durata media
54.5yo
Età media
Gestione esperta: Il team dirigenziale di EXTR è considerato esperto (durata media dell'incarico 4.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 16.8yrs | US$12.96m | 1.22% $ 41.8m | |
| Independent Chairman | 18.8yrs | US$447.00k | 0.44% $ 15.3m | |
| Independent Director | 29.8yrs | US$350.00k | 0.29% $ 10.0m | |
| Independent Director | 15.3yrs | US$347.50k | 0.44% $ 15.1m | |
| Independent Director | 10.8yrs | US$352.50k | 0.17% $ 5.7m | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 11.7yrs | US$355.00k | 0.16% $ 5.5m | |
| Independent Director | 7yrs | US$330.00k | 0.071% $ 2.4m |
13.5yrs
Durata media
70yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di EXTR è composto da personale esperto e esperto (durata media dell'incarico 13.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/06 21:39 |
| Prezzo dell'azione a fine giornata | 2026/08/06 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Extreme Networks, Inc. è coperta da 13 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tomer Zilberman | BofA Global Research |
| Ku Kang | B. Riley Securities, Inc. |
| Erik Suppiger | Citizens JMP Securities, LLC |