)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Extreme Networks (EXTR) investor relations material
Extreme Networks Oppenheimer 28th Annual Technology, Internet & Communications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Oppenheimer 28th Annual Technology, Internet & Communications Conference summary11 Aug, 2025
Market and technology trends
AI and new technologies like Wi-Fi 7 and cloud are transforming networking, driving both public and private network innovation.
The company is positioned to gain significant market share in private networking, leveraging advanced automation and fabric technology.
Solutions focus on simplicity, reliability, and innovation, addressing complex networking and security needs for diverse sectors.
High performance networks are deployed in public venues, retail, and government, offering analytics and centralized management.
Video and AI-driven applications are major drivers for modern network infrastructure upgrades in venues and airports.
Product innovation and AI integration
Platform One, an AI-enabled networking solution, became generally available last month, integrating conversational AI for network management.
New SaaS licensing requires most new equipment sales to include a bundled AI-based subscription and support, boosting recurring revenue.
AI-driven support reduces mean time to resolution, enabling customers to automate troubleshooting and optimize IT staffing.
Platform One is priced with a 10–20% uplift over previous offerings to cover AI-related costs, with gradual customer migration planned.
The platform is designed for future expansion, allowing additional AI, security, and automation features to be added over time.
Financial performance and growth outlook
SaaS ARR reached $208M, growing 24% year over year, with expectations for 20% growth in the coming fiscal year.
Recurring revenue from software and subscriptions now represents 36% of total revenue, driven by SaaS and managed services.
The managed services program doubled its partner base, contributing to SaaS ARR growth and expanding market reach.
EBITDA run rate exiting Q4 was about $100M, supporting ongoing share buybacks and financial flexibility.
Double-digit total revenue growth is possible, with strong confidence in sustained double-digit growth for subscription and support.
How does Platform One address network issues?
What is driving video infrastructure upgrades?
What factors drive SaaS ARR growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Extreme Networks earnings date
Q1 202629 Oct, 2025
Next Extreme Networks earnings date
Q1 202629 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Extreme Networks Inc is a networking company that provides software-driven network solutions for enterprises, data centers, and service providers. The company offers products for wired and wireless connectivity, network management, and cloud-based analytics. Extreme Networks Inc is headquartered in Morrisville, North Carolina, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage