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$24.41 +0.36 (+1.50%) At close · Aug 14
Market Cap
$3.19B
Shares
130.78M

Extreme Networks Inc Earnings Call Transcripts

Every quarterly earnings call for Extreme Networks Inc (EXTR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲11.2% $297.69M $12.59M '23 Q1 22-10-27 ▲13.3% $318.35M $17.93M '23 Q2 23-01-25 ▲16.5% $332.51M $22.13M '23 Q3 23-04-26 ▲30.8% $363.91M $25.43M '23 Q4 23-08-02 ▲18.6% $353.14M $28.68M '24 Q1 23-11-01 ▼6.9% $296.38M $3.99M '24 Q2 24-01-31 ▼36.5% $211.04M −$64.42M '24 Q3 24-05-01 ▼29.5% $256.65M −$54.20M '24 Q4 24-08-07 ▼23.8% $269.20M −$10.50M '25 Q1 24-10-30 ▼5.7% $279.36M $7.38M '25 Q2 25-01-29 ▲34.8% $284.50M $3.46M '25 Q3 25-04-30 ▲19.6% $307.00M −$7.80M '25 Q4 25-08-06 ▲15.2% $310.25M $5.61M '26 Q1 25-10-29 ▲13.8% $317.93M $7.88M '26 Q2 26-01-28 LATEST ▲11.4% $316.87M $10.59M '26 Q3 26-04-29
Conference
Investor event
2026-09-15
Piper Sandler Growth Frontiers Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-10
B. Riley Consumer & TMT Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-09
Citi Global TMT Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-08-25
Jefferies Semiconductor, IT Hardware & Communications Technology Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-08-11
Oppenheimer 29th Annual Technology, Internet & Communications Conference (11:35 am ET Fireside Chat)
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q4
2026-08-05
Extreme Networks Schedules Fourth Quarter and Fiscal Year 2026 Financial Results Conference Call
Confident tone Platform One adoption Revenue and EPS growth Enterprise Fabric differentiation
Results not yet reported
Audio Transcript Slides 8-K10-K
Conference
Investor event
2026-05-12
21st Annual Needham Technology, Media, & Consumer 1x1 Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q3
2026-04-29
Extreme Networks Inc Q3 FY2026 Earnings Call
Confident tone Revenue Growth and Beat Gross Margin and Pricing Supply Chain Resolution
Revenue
$316.87M
▲ 11.4% YoY
Diluted EPS
$0.08
▲ 166.7% YoY
Gross margin
61.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-03-04
Morgan Stanley Technology, Media, & Telecom Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-01-28
Extreme Networks Inc Q2 FY2026 Earnings Call
Confident tone AI-powered Platform and Platform One Revenue growth and market share gains Supply chain and pricing flexibility
Revenue
$317.93M
▲ 13.8% YoY
Diluted EPS
$0.06
▲ 0% YoY
Gross margin
61.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-10-29
Extreme Networks Inc Q1 FY2026 Earnings Call
Confident tone Extreme Platform ONE & Agentic AI Component Cost Pressure (Memory / Optics) Gross Margin Headwinds & Recovery
Revenue
$310.25M
▲ 15.2% YoY
Diluted EPS
$0.04
Gross margin
60.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-08-06
Extreme Networks Inc Q4 FY2025 Earnings Call
Confident tone Extreme Platform 1 (AI Platform) Geographic Expansion Gross Margin Guidance
Revenue
$307.00M*
▲ 19.6% YoY
Gross margin
61.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-04-30
Extreme Networks Inc Q3 FY2025 Earnings Call
Confident tone Data center business and 400 gig switch MSP / channel and consumption-based model Extreme Platform ONE / AI for networking
Revenue
$284.50M
▲ 34.8% YoY
Diluted EPS
$0.03
Gross margin
61.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-01-29
Extreme Networks Inc Q2 FY2025 Earnings Call
Confident tone Market Recovery and Bookings Momentum Subscription and Recurring Revenue Federal Government Spending Risk
Revenue
$279.36M
▼ 5.7% YoY
Diluted EPS
$0.06
▲ 100% YoY
Gross margin
62.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-10-30
Extreme Networks Inc Q1 FY2025 Earnings Call
Confident tone Campus fabric and competitive differentiation Market recovery and demand Geographic performance and EMEA softness
Revenue
$269.20M
▼ 23.8% YoY
Diluted EPS
$-0.08
▼ 138.1% YoY
Gross margin
63.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-08-07
Extreme Networks Inc Q4 FY2024 Earnings Call
Confident tone AI and Intel co-innovation Excess and obsolete inventory charge Security convergence (NAC, ZTNA, Fabric)
Revenue
$256.65M*
▼ 29.5% YoY
Gross margin
44.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-05-01
Extreme Networks Inc Q3 FY2024 Earnings Call
Positive tone Channel inventory digestion and normalization Revenue recovery and fiscal 2025 outlook Security and networking platform innovation (ZTNA, Fabric)
Revenue
$211.04M
▼ 36.5% YoY
Diluted EPS
$-0.50
▼ 394.1% YoY
Gross margin
56.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-01-31
Extreme Networks Inc Q2 FY2024 Earnings Call
Positive tone SaaS and Subscription Growth Competitive Positioning / Industry Consolidation Product Launches and Innovation
Revenue
$296.38M
▼ 6.9% YoY
Diluted EPS
$0.03
▼ 76.9% YoY
Gross margin
61.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-11-01
Extreme Networks Inc Q1 FY2024 Earnings Call
Revenue
$353.14M
▲ 18.6% YoY
Diluted EPS
$0.21
▲ 133.3% YoY
Gross margin
60.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-08-02
Extreme Networks Inc Q4 FY2023 Earnings Call
Revenue
$363.91M*
▲ 30.8% YoY
Gross margin
58.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-04-26
Extreme Networks Inc Q3 FY2023 Earnings Call
Revenue
$332.51M
▲ 16.5% YoY
Diluted EPS
$0.17
▲ 70% YoY
Gross margin
57.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-01-25
Extreme Networks Inc Q2 FY2023 Earnings Call
Revenue
$318.35M
▲ 13.3% YoY
Diluted EPS
$0.13
▲ 30% YoY
Gross margin
57.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-10-27
Extreme Networks Inc Q1 FY2023 Earnings Call
Revenue
$297.69M
▲ 11.2% YoY
Diluted EPS
$0.09
▼ 10% YoY
Gross margin
56.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-07-27
Extreme Networks Inc Q4 FY2022 Earnings Call
Revenue
$278.20M*
▲ 0% YoY
Gross margin
55.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-04-27
Extreme Networks Inc Q3 FY2022 Earnings Call
Revenue
$285.51M
▲ 12.7% YoY
Diluted EPS
$0.10
▲ 233.3% YoY
Gross margin
56.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-01-27
Extreme Networks Inc Q2 FY2022 Earnings Call
Revenue
$280.93M
▲ 16% YoY
Diluted EPS
$0.10
Gross margin
56.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-11-02
Extreme Networks Inc Q1 FY2022 Earnings Call
Revenue
$267.68M
▲ 13.5% YoY
Diluted EPS
$0.10
Gross margin
58.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-07-28
Extreme Networks Inc Q4 FY2021 Earnings Call
Revenue
$278.09M*
▲ 29% YoY
Gross margin
57.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-04-28
Extreme Networks Inc Q3 FY2021 Earnings Call
Revenue
$253.40M
▲ 20.9% YoY
Diluted EPS
$0.03
Gross margin
58.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-01-27
Extreme Networks Inc Q2 FY2021 Earnings Call
Revenue
$242.13M
▼ 9.5% YoY
Diluted EPS
$-0.02
Gross margin
57.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-10-28
Extreme Networks Inc Q1 FY2021 Earnings Call
Revenue
$235.80M
▼ 7.7% YoY
Diluted EPS
$-0.07
Gross margin
57.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-08-05
Extreme Networks Inc Q4 FY2020 Earnings Call
Revenue
$215.52M*
▼ 14.6% YoY
Gross margin
56.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-04-08
Extreme Networks Inc Q3 FY2020 Earnings Call
Revenue
$209.52M
▼ 16.5% YoY
Diluted EPS
$-0.37
Gross margin
53.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-01-29
Extreme Networks Inc Q2 FY2020 Earnings Call
Revenue
$267.47M
▲ 5.9% YoY
Diluted EPS
$-0.20
▼ 433.3% YoY
Gross margin
55.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–34 of 34 earnings calls
Key facts CIK 1078271 CUSIP 30226D106 13F (30d) 326 filings 323 filers Visit website Investor relations

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