Extreme Networks, Inc.

NasdaqGS:EXTR 주식 리포트

시가총액: US$4.1b

Extreme Networks 경영진

경영진 기준 점검 3/4

Extreme Networks CEO는 Ed Meyercord, Apr2015 에 임명되었습니다 의 임기는 11.17 년입니다. 총 연간 보상은 $12.96M, 6.5% 급여 및 93.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $50.46M 가치에 해당하는 회사 주식의 1.24% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.4 년과 13.3 년입니다.

핵심 정보

Ed Meyercord

최고경영자

US$13.0m

총 보수

CEO 급여 비율6.48%
CEO 재임 기간11.2yrs
CEO 지분 보유율1.2%
경영진 평균 재임 기간4.4yrs
이사회 평균 재임 기간13.3yrs

최근 경영진 업데이트

Recent updates

새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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
새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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 보수 분석

Ed Meyercord의 보수는 Extreme Networks의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Ed의 총 보수(USD12.96M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.94M)보다 높습니다.

보상과 수익: Ed의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Ed Meyercord (61 yo)

11.2yrs
재임 기간
US$12,958,781
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 Platforms5.9yrs데이터 없음데이터 없음
Anisha Vaswani
Chief Information & Customer Officer1.3yrs데이터 없음데이터 없음
Stanley Kovler
Senior Vice President of Finance & Corporate Developmentno data데이터 없음데이터 없음
Monica Kumar
Executive VP & Chief Marketing Officer2.5yrs데이터 없음데이터 없음
Kimberley Basnight
Chief People Officer4.4yrs데이터 없음데이터 없음
Norman Rice
Chief Commercial Officer2.4yrsUS$886.60k데이터 없음
Gina Christopher
Deputy General Counselno data데이터 없음데이터 없음
John Morrison
Senior Vice President of EMEAno data데이터 없음데이터 없음
Paul Semak
Senior Vice President of Americas International5.1yrs데이터 없음데이터 없음
4.4yrs
평균 재임 기간
54.5yo
평균 나이

경험이 풍부한 관리: EXTR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.4 년).


이사회 구성원

이름직위재임 기간보수지분
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 year데이터 없음데이터 없음
Rajendra Khanna
Independent Director11.5yrsUS$355.00k0.16%
$ 6.5m
Ingrid Burton
Independent Director6.8yrsUS$330.00k0.072%
$ 2.9m
13.3yrs
평균 재임 기간
70yo
평균 나이

경험이 풍부한 이사회: EXTR의 이사회는 노련하고 경험이 풍부합니다(평균 재임 13.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/14 15:40
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Extreme Networks, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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