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Extreme Networks, Inc.

NasdaqGS:EXTR 株式レポート

時価総額:US$2.9b

  • 会社概要
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Extreme Networks マネジメント

マネジメント 基準チェック /34

Extreme Networksの CEO はEd Meyercordで、 Apr2015年に任命され、 の在任期間は 11.42年です。 の年間総報酬は$ 14.24Mで、 5.9%給与と94.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.35%を直接所有しており、その価値は$ 39.27M 。経営陣と取締役会の平均在任期間はそれぞれ4.7年と13.6年です。

主要情報

Ed Meyercord

最高経営責任者

US$14.2m

報酬総額

CEO給与比率5.90%
CEO在任期間11.4yrs
CEOの所有権1.3%
経営陣の平均在職期間4.7yrs
取締役会の平均在任期間13.6yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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 Alpha
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
新しいナラティブ • 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?
User avatar
ナラティブ更新 • 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.
User avatar
新しいナラティブ • 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?
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...

CEO報酬分析

Extreme Networks の収益と比較して、Ed Meyercord の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026US$14mUS$840k

US$42m

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

報酬と市場: Edの 総報酬 ($USD 14.24M ) は、 US市場 ($USD 7.02M ) の同規模の企業の平均を上回っています。

報酬と収益: Edの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ed Meyercord (61 yo)

11.4yrs
在職期間
US$14,244,704
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Edward Meyercord
President11.4yrsUS$14.24m1.35%
$ 39.3m
Kevin Rhodes
Executive VP of Finance & CFO3.3yrsUS$5.44m0.15%
$ 4.4m
Katayoun Motiey
Chief Legal8.8yrsUS$3.17m0.12%
$ 3.5m
Syed Anwar Bukhari
President of AI Platforms6.2yrsデータなしデータなし
Anisha Vaswani
Chief Information & Customer Officer1.5yrsデータなしデータなし
Stanley Kovler
Senior Vice President of Finance & Corporate Developmentno dataデータなしデータなし
Monica Kumar
Executive VP & Chief Marketing Officer2.8yrsデータなしデータなし
Kimberley Basnight
Chief People Officer4.7yrsデータなしデータなし
Norman Rice
Chief Commercial Officer2.7yrsUS$886.60kデータなし
Gina Christopher
Deputy General Counselno dataデータなしデータなし
John Morrison
Senior Vice President of EMEAno dataデータなしデータなし
Paul Semak
Senior Vice President of Americas International5.3yrsデータなしデータなし
4.7yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: EXTRの経営陣は 経験豊富 であると考えられます ( 4.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Edward Meyercord
President16.9yrsUS$14.24m1.35%
$ 39.3m
John Shoemaker
Independent Chairman18.9yrsUS$446.98k0.45%
$ 13.0m
Charles Carinalli
Independent Director29.9yrsUS$349.98k0.29%
$ 8.5m
Edward Kennedy
Independent Director15.4yrsUS$347.48k0.44%
$ 12.9m
Kathleen Holmgren
Independent Director10.8yrsUS$352.48k0.17%
$ 4.9m
Ronald Pasek
Directorless than a yearUS$243.01kデータなし
Rajendra Khanna
Independent Director11.8yrsUS$354.98k0.15%
$ 4.4m
Ingrid Burton
Independent Director7.1yrsUS$329.98k0.072%
$ 2.1m
13.6yrs
平均在職期間
70yo
平均年齢

経験豊富なボード: EXTRの 取締役会 は経験豊富で 経験豊富 です ( 13.6年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/20 21:09
終値2026/09/18 00:00
収益2026/06/30
年間収益2026/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
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アナリストのコンセンサス予想+プラス3年
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  • Blue Matrix
市場価格30年
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所有権10年
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マネジメント10年
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主な進展10年
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

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私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Extreme Networks, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Tomer ZilbermanBofA Global Research
Ku KangB. Riley Securities, Inc.
Erik SuppigerCitizens JMP Securities, LLC

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