Logotype for Extreme Networks Inc

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.
Logotype for Extreme Networks Inc
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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Extreme Networks earnings date

Logotype for Extreme Networks Inc
Q1 202629 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Extreme Networks earnings date

Logotype for Extreme Networks Inc
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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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