Extreme Networks, Inc.

NasdaqGS:EXTR 株式レポート

時価総額:US$4.1b

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 11.17年です。 の年間総報酬は$ 12.96Mで、 6.5%給与と93.5%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1.24%を直接所有しており、その価値は$ 50.46M 。経営陣と取締役会の平均在任期間はそれぞれ4.4年と13.3年です。

主要情報

Ed Meyercord

最高経営責任者

US$13.0m

報酬総額

CEO給与比率6.48%
CEO在任期間11.2yrs
CEOの所有権1.2%
経営陣の平均在職期間4.4yrs
取締役会の平均在任期間13.3yrs

経営陣の近況

Recent updates

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?
ナラティブの更新 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.
ナラティブの更新 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.
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
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...
ナラティブの更新 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...
分析記事 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
分析記事 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...
分析記事 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...

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
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

報酬と市場: Edの 総報酬 ($USD 12.96M ) は、 US市場 ($USD 6.94M ) 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)

11.2yrs
在職期間
US$12,958,781
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
President11.2yrsUS$12.96m1.24%
$ 50.5m
Kevin Rhodes
Executive VP of Finance & CFO3.1yrsUS$4.67m0.12%
$ 4.7m
Katayoun Motiey
Chief Legal8.6yrsUS$2.96m0.092%
$ 3.8m
Syed Anwar Bukhari
President of AI Platforms5.9yrsデータなしデータなし
Anisha Vaswani
Chief Information & Customer Officer1.3yrs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 Officer2.5yrsデータなしデータなし
Kimberley Basnight
Chief People Officer4.4yrsデータなしデータなし
Norman Rice
Chief Commercial Officer2.4yrsUS$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 International5.1yrsデータなしデータなし
4.4yrs
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 ( 4.4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
President16.7yrsUS$12.96m1.24%
$ 50.5m
John Shoemaker
Independent Chairman18.7yrsUS$447.00k0.45%
$ 18.1m
Charles Carinalli
Independent Director29.7yrsUS$350.00k0.29%
$ 11.8m
Edward Kennedy
Independent Director15.2yrsUS$347.50k0.44%
$ 17.9m
Kathleen Holmgren
Independent Director10.6yrsUS$352.50k0.17%
$ 6.8m
Ronald Pasek
Directorless than a yearデータなしデータなし
Rajendra Khanna
Independent Director11.5yrsUS$355.00k0.16%
$ 6.5m
Ingrid Burton
Independent Director6.8yrsUS$330.00k0.072%
$ 2.9m
13.3yrs
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 ( 13.3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2026/06/15 05:28
終値2026/06/15 00:00
収益2026/03/31
年間収益2025/06/30

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

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