EXTR · Extreme Networks Inc · Earnings Call Transcripts & Audio
$21.45
+0.38 (+1.80%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$2.81B
Shares
130.49M
Volume · Sep 30
1.99M
Avg daily vol (3M)
1.63M
Extreme Networks Inc Earnings Call Transcripts
Quarterly earnings calls for Extreme Networks Inc (EXTR), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. 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
▲11.4%
$316.87M
$10.59M
'26 Q3
26-04-29
LATEST
▲10.3%
$338.55M
$18.04M
'26 Q4
26-08-05
Conference
Investor event
2026-08-11
Extreme Networks Inc (EXTR) August 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q4
2026-08-05
Extreme Networks Inc (EXTR) Q4 2026 Earnings Call Transcript
Confident tone
Platform One adoption
Revenue and EPS growth
Enterprise Fabric differentiation
Revenue
$338.55M*
▲ 10.3% YoY Gross margin
62.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-05-12
Extreme Networks Inc (EXTR) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-04-29
Extreme Networks Inc (EXTR) Q3 2026 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-04
Extreme Networks Inc (EXTR) March 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-01-28
Extreme Networks Inc (EXTR) Q2 2026 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-10-29
Extreme Networks Inc (EXTR) Q1 2026 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-06
Extreme Networks Inc (EXTR) Q4 2025 Earnings Call Transcript
Confident tone
Extreme Platform 1 (AI Platform)
Geographic Expansion
Gross Margin Guidance
Revenue
$307.00M*
▲ 19.6% YoY Gross margin
61.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-04-30
Extreme Networks Inc (EXTR) Q3 2025 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-01-29
Extreme Networks Inc (EXTR) Q2 2025 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-30
Extreme Networks Inc (EXTR) Q1 2025 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-07
Extreme Networks Inc (EXTR) Q4 2024 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-05-01
Extreme Networks Inc (EXTR) Q3 2024 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-01-31
Extreme Networks Inc (EXTR) Q2 2024 Earnings Call Transcript
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-11-01
Extreme Networks Inc (EXTR) Q1 2024 Earnings Call Transcript
Revenue
$353.14M
▲ 18.6% YoY Diluted EPS
$0.21
▲ 133.3% YoY Gross margin
60.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-02
Extreme Networks Inc (EXTR) Q4 2023 Earnings Call Transcript
Revenue
$363.91M*
▲ 30.8% YoY Gross margin
58.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-04-26
Extreme Networks Inc (EXTR) Q3 2023 Earnings Call Transcript
Revenue
$332.51M
▲ 16.5% YoY Diluted EPS
$0.17
▲ 70% YoY Gross margin
57.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-01-25
Extreme Networks Inc (EXTR) Q2 2023 Earnings Call Transcript
Revenue
$318.35M
▲ 13.3% YoY Diluted EPS
$0.13
▲ 30% YoY Gross margin
57.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-10-27
Extreme Networks Inc (EXTR) Q1 2023 Earnings Call Transcript
Revenue
$297.69M
▲ 11.2% YoY Diluted EPS
$0.09
▼ 10% YoY Gross margin
56.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-07-27
Extreme Networks Inc (EXTR) Q4 2022 Earnings Call Transcript
Revenue
$278.20M*
▲ 0% YoY Gross margin
55.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-04-27
Extreme Networks Inc (EXTR) Q3 2022 Earnings Call Transcript
Revenue
$285.51M
▲ 12.7% YoY Diluted EPS
$0.10
▲ 233.3% YoY Gross margin
56.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-01-27
Extreme Networks Inc (EXTR) Q2 2022 Earnings Call Transcript
Revenue
$280.93M
▲ 16% YoY Diluted EPS
$0.10
Gross margin
56.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-11-02
Extreme Networks Inc (EXTR) Q1 2022 Earnings Call Transcript
Revenue
$267.68M
▲ 13.5% YoY Diluted EPS
$0.10
Gross margin
58.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-07-28
Extreme Networks Inc (EXTR) Q4 2021 Earnings Call Transcript
Revenue
$278.09M*
▲ 29% YoY Gross margin
57.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-04-28
Extreme Networks Inc (EXTR) Q3 2021 Earnings Call Transcript
Revenue
$253.40M
▲ 20.9% YoY Diluted EPS
$0.03
Gross margin
58.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-01-27
Extreme Networks Inc (EXTR) Q2 2021 Earnings Call Transcript
Revenue
$242.13M
▼ 9.5% YoY Diluted EPS
$-0.02
Gross margin
57.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-10-28
Extreme Networks Inc (EXTR) Q1 2021 Earnings Call Transcript
Revenue
$235.80M
▼ 7.7% YoY Diluted EPS
$-0.07
Gross margin
57.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-05
Extreme Networks Inc (EXTR) Q4 2020 Earnings Call Transcript
Revenue
$215.52M*
▼ 14.6% YoY Gross margin
56.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-04-08
Extreme Networks Inc (EXTR) Q3 2020 Earnings Call Transcript
Revenue
$209.52M
▼ 16.5% YoY Diluted EPS
$-0.37
Gross margin
53.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-01-29
Extreme Networks Inc (EXTR) Q2 2020 Earnings Call Transcript
Revenue
$267.47M
▲ 5.9% YoY Diluted EPS
$-0.20
▼ 433.3% YoY Gross margin
55.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–30 of 30 earnings calls