Extreme Networks (EXTR) Corporate presentation summary

Business profile and positioning

• FY26 revenue $1.3B, up 13%; 2,800+ employees, customers in 80+ countries, 11,000+ channel partners and 1,000+ patents.

• Customer satisfaction score 9.5; 14th consecutive 5-star CRN Partner Program rating; 30+ years supporting complex networks.

• Customer deployments span government, education, manufacturing, healthcare, hospitality and venues, retail, transportation, energy and service providers.

Products and customer outcomes

• Extreme Platform ONE combines networking, security, AI capabilities and cloud choice in a composable workspace; the portfolio spans wired, wireless and SD-WAN fabric.

• Extreme Fabric has 5,000+ deployments; typical 200 ms failover, automated edge provisioning and inclusion with most Universal Switches without a premium Fabric license.

• Hill College resolved a network issue in 20 minutes using AI-powered insights; Nissan Stadium’s Wi-Fi 7 deployment reduced deployment needs by 86%.

• Groupe ADP reports zero unplanned outages during record travel surges; Kroger operates a cloud-managed network with 110,000+ access points.

• Extreme Platform ONE bookings exceeded half of subscription bookings in 1Q27, while subscription bookings continued double-digit YoY growth.

Market opportunity and growth strategy

• FY30E addressable market totals $73B versus $49B in FY26, with ~10% CAGR; emerging SD-WAN and access security is forecast at 26% CAGR to $10.7B.

• Cloud-managed campus networking subscription TAM is forecast to grow at 14% CAGR from CY25 to CY30; the presentation cites top-three vendor status and 10% market share.

• Campus AI networking market CAGR is forecast at 58% from CY25 to CY30; campus wired and wireless networking TAM is shown at $31B in 2025 and $45B in 2030.

• Subscription and support growth is expected to trough in FY27 as legacy support shifts into Platform ONE, then accelerate above the 12%-14% long-term CAGR in FY28-FY29.

• Recurring revenue is projected to rise from 36% of total revenue in FY26 to 41% in FY29; standalone support declines as subscription expands through platform bundling.