Extreme Networks Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
17.4%projected annual EPS growth
Analyst Coverage
8analysts covering
FY Revenue (est.)
$1.4Bnext fiscal year
Monitoring Framework
Key Performance Indicators
SaaS Annual Recurring Revenue (ARR) Quarterly236.4MTarget: Continued double-digit growth to support long-term recurring revenue mix
Non-GAAP Gross Margin Quarterly6,230.0%Target: 61.8% - 62.2%
Non-GAAP Operating Margin Quarterly1,520.0%Target: 15.2% - 16.1%
Watch Items
- Memory and Component Sourcing StabilityTrigger: Supply shortages or cost spikes in key components like memoryAction: Evaluate alternative component qualification, multi-sourcing agreements, and product redesign progress.
- Competitive Share Gains vs. Cisco and HPE/JuniperTrigger: Slowing of sequential product revenue growth or loss of large deals (> $1M)Action: Assess partner program profitability incentives and Platform ONE booking momentum.
Research as of 20 Jun 2026