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Company

EXTREME NETWORKS INC

Ticker
EXTR
Sector
Industry
Report date
May 4, 2026
Valye AI Score

63

High visibility
Recent developments
Recent developments summary

Recent developments focus on quarterly earnings reporting and transcripts for Q3 2026 and prior quarters, reflecting ongoing operational updates and financial disclosures.

Recent developments:
  • Extreme Networks reported Q3 2026 earnings and revenues surpassing prior expectations, as detailed in the earnings transcript [N1][N2].
  • The company has released multiple earnings transcripts for Q4 2025 and Q1 2026, indicating consistent quarterly reporting [N1].
  • Financial disclosures from the latest 10-Q filing dated April 30, 2026, provide updated liquidity and income figures for the quarter ended March 31, 2026 [S1].
Overview

Extreme Networks Inc is a publicly traded company identified by ticker EXTR. The company files quarterly reports with the SEC, with the latest 10-Q filed on April 30, 2026, covering the quarter ended March 31, 2026. Financial disclosures include cash and equivalents of approximately $210 million and net income of $10.59 million for that quarter. The company’s current ratio is below 1.0 at 0.91, indicating current liabilities slightly exceed current assets. Recent public coverage consists mainly of earnings transcripts and reports from Q4 2025 through Q3 2026, reflecting ongoing operational updates. However, detailed information about the company’s sector, industry, and specific business model is not provided in the available data.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.

Scenarios for EXTR

Bull case model:

The company demonstrates ongoing profitability with positive net income and earnings per share in the latest quarter. Regular quarterly reporting and earnings transcripts suggest operational transparency and active investor communication. The presence of substantial cash and equivalents supports liquidity.

Bear case model:

The current ratio below 1.0 indicates potential short-term liquidity pressure, as current liabilities exceed current assets. Lack of detailed business model and industry information limits visibility into growth drivers or competitive positioning. The company’s financial disclosures do not provide revenue or segment breakdowns, restricting comprehensive analysis.

Moat:

No explicit information is provided regarding Extreme Networks’ competitive advantages or moat characteristics. The absence of detailed business model or industry data limits assessment of its market positioning or barriers to entry.

Risks overview
Risks summary
The primary risk relates to limited visibility into the company’s business model and sector, combined with a current ratio below 1.0 indicating potential liquidity constraints.
Risks details:

• Liquidity Risk: The current ratio of 0.91 as of March 31, 2026, indicates that current liabilities exceed current assets, which may pose short-term liquidity challenges.
• Information Transparency: Limited disclosure of detailed business model, sector, and industry information reduces clarity on the company’s strategic positioning and operational risks.
• Market and Competitive Risks: Without detailed industry context, it is difficult to assess exposure to competitive pressures or market dynamics that could impact financial performance.

FINAL FORECAST FOR EXTR

Final take one line
Extreme Networks shows moderate visibility with recent quarterly financial disclosures and earnings updates but lacks detailed business model clarity.
Final take 12 to 24 month view

Business trends: The company maintains regular quarterly reporting with positive net income and earnings per share, indicating ongoing operational activity.
Execution milestones: Recent earnings transcripts and SEC filings demonstrate consistent financial disclosure and liquidity monitoring.
Key risks: Limited business model and industry information restricts full visibility; liquidity ratios below 1.0 highlight potential short-term financial pressures.

Valye AI Visibility Research Score

High visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

63
LLM visibility overview
LLM Visibility known facts
  • Extreme Networks Inc is a publicly traded company with ticker EXTR.
  • The latest SEC filing is a 10-Q quarterly report filed on 2026-04-30 covering the period ending 2026-03-31.
  • As of 2026-03-31, the company reported cash and cash equivalents of $210.1 million and current assets of $541.8 million.
  • Current liabilities as of 2026-03-31 were $593.3 million, resulting in a current ratio of 0.91 and a cash ratio of 0.36.
  • Net income for the quarter ending 2026-03-31 was $10.59 million.
  • Basic and diluted earnings per share for the same period were $0.08.
  • Recent news includes multiple earnings transcripts and reports for Q3 2026 and Q4 2025, indicating ongoing quarterly reporting and business updates [N1][N2][N1].
  • The company’s financial figures are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.
  • No detailed sector or industry classification is provided in the available data.
  • No explicit description of the company’s business model or product lines is included in the provided information.
Sources
Sources - Context summary

Generated 2026-05-04

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-04-30 | 10-Q
Sources - News headlines
  • N1 | 2026-04-30 | www.nasdaq.com | Extreme (EXTR) Q3 2026 Earnings Transcript | https://www.nasdaq.com/articles/extreme-extr-q3-2026-earnings-transcript
  • N2 | 2026-04-29 | www.nasdaq.com | Extreme Networks (EXTR) Q3 Earnings and Revenues Surpass Estimates | https://www.nasdaq.com/articles/extreme-networks-extr-q3-earnings-and-revenues-surpass-estimates
  • N3 | 2026-04-27 | www.nasdaq.com | AEIS Set to Report Q1 Earnings: What's in the Cards for the Stock? | https://www.nasdaq.com/articles/aeis-set-report-q1-earnings-whats-cards-stock
  • N4 | 2026-04-27 | www.nasdaq.com | Cognizant to Report Q1 Earnings: What's in Store for the Stock? | https://www.nasdaq.com/articles/cognizant-report-q1-earnings-whats-store-stock
  • N5 | 2026-04-27 | www.nasdaq.com | CGNX Gears Up to Report Q1 Earnings: What's in Store for the Stock? | https://www.nasdaq.com/articles/cgnx-gears-report-q1-earnings-whats-store-stock
  • N6 | 2026-04-27 | www.nasdaq.com | FORM to Report Q1 Earnings: What's in Store for the Stock? | https://www.nasdaq.com/articles/form-report-q1-earnings-whats-store-stock
  • N7 | 2026-04-24 | www.nasdaq.com | Fair Isaac to Report Q2 Earnings: What's in Store for the Stock? | https://www.nasdaq.com/articles/fair-isaac-report-q2-earnings-whats-store-stock
  • N8 | 2026-04-24 | www.nasdaq.com | CoStar Group to Post Q1 Earnings: What's in Store for the Stock? | https://www.nasdaq.com/articles/costar-group-post-q1-earnings-whats-store-stock
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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