{"filings":[{"id":91135,"accession_number":"0001193125-26-188948","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q3: Revenue $317M (+11%), SaaS ARR +29% YoY, GAAP EPS $0.08, $50M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $316.9M, up 11% YoY; product revenue $199.4M, subscription/support $117.5M.","SaaS ARR $236.4M, up 28.6% YoY and 4.2% QoQ, driven by Extreme Platform ONE growth.","GAAP diluted EPS $0.08 (vs $0.03 YoY); Non-GAAP diluted EPS $0.26 (vs $0.21 YoY).","GAAP gross margin 61.7% flat YoY; Non-GAAP gross margin 62.3% flat; operating margins improved to 5.5% GAAP and 15.2% non-GAAP.","Executed $50M accelerated share repurchase; ending cash $210.1M; free cash flow $7.8M (vs $24.2M YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":945044000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101058,"accession_number":"0001193125-26-025650","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q2 FY2026: revenue $317.9M (+14%), SaaS ARR $226.8M (+25%), non-GAAP EPS $0.26","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $317.9M (+14% YoY); GAAP EPS $0.06; non-GAAP EPS $0.26 vs $0.21 YoY.","SaaS ARR $226.8M (+25% YoY); cash from operations $50.1M; free cash flow $43.0M.","Non-GAAP operating margin 15.0% vs 14.7% YoY; GAAP gross margin 61.4% vs 62.7%.","Q2 cash balance $219.8M, net cash $47.3M; guidance raised for fiscal 2026 revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":628170000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101057,"accession_number":"0001193125-26-005441","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Extreme Networks appoints Ron Pasek to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ron Pasek appointed to Board effective January 5, 2026; will receive pro rata portion of $110,000 annual retainer.","Received initial RSU award of 11,075 shares under 2013 Equity Incentive Plan, vesting at next annual meeting or Nov 12, 2026.","Eligible for committee fees of $12,500 (Audit), $10,000 (Compensation), or $5,000 (Nominating and Corporate Governance) if appointed.","Entered standard director indemnification agreement with Extreme."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117406,"accession_number":"0001193125-25-280277","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Extreme Networks shareholders approve equity plan amendment adding 6.8M shares at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["6,800,000 shares added to 2013 Equity Incentive Plan; voted 88,997,473 for, 14,651,251 against.","Advisory vote on executive compensation approved: 97,922,278 for, 5,714,907 against.","Ratification of Grant Thornton LLP as auditor for FY2026 approved: 116,578,376 for, 60,129 against.","All seven director nominees elected; John C. Shoemaker received highest withheld votes (18,947,550)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117405,"accession_number":"0001193125-25-273961","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Extreme Networks reaffirms Q2 FY2026 outlook, provides detailed full-year FY2026 guidance at Investor Day","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Reaffirmed Q2 FY2026 business outlook issued on Oct 29, 2025.","Provided detailed full-year FY2026 financial outlook at Investor Day on Nov 10, 2025.","Full-year guidance details not included in provided filing excerpt; refer to press release for numbers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117404,"accession_number":"0001193125-25-254626","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q1 FY26: Revenue $310M (+15% YoY), GAAP EPS $0.04, Non-GAAP $0.22, SaaS ARR $216M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $310.2M up 15.2% YoY; SaaS ARR $216.2M up 24.2% YoY.","GAAP diluted EPS $0.04 vs -$0.08 YoY; Non-GAAP diluted EPS $0.22 vs $0.17 YoY.","GAAP gross margin 60.6%; Non-GAAP gross margin 61.3%; GAAP operating margin 3.6%.","Full-year revenue growth guidance re-accelerated to ~10% at midpoint; expects higher earnings and cash flow.","Repurchased $12M in shares (~0.6M shares) during Q1; cash $209M, net cash $7.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":310245000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133818,"accession_number":"0000950170-25-103531","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q4 revenue $307M, up 20% YoY; Non-GAAP EPS $0.25 vs loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $307.0M (+19.6% YoY, +7.9% QoQ); SaaS ARR $207.6M (+24.4% YoY).","GAAP diluted EPS loss of $0.06 improved from loss $0.42; Non-GAAP diluted EPS $0.25 vs loss $0.08.","GAAP gross margin 61.6% (vs 44.7%); Non-GAAP operating margin 15.2% (vs -4.6%).","Free cash flow $75.3M in Q4; full-year free cash flow $127.3M; cash balance $231.7M.","FY2025 revenue $1.14B (+2% YoY); Non-GAAP EPS $0.84 vs $0.33; outlook for re-acceleration."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":1140067000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150553,"accession_number":"0000950170-25-060571","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q3 revenue $285M (+34.8% YoY), GAAP EPS $0.03, Non-GAAP EPS $0.21","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $284.5M, up 34.8% YoY and 1.8% QoQ; fourth consecutive quarter of sequential revenue growth.","GAAP diluted EPS $0.03 vs -$0.50; Non-GAAP diluted EPS $0.21 vs -$0.19; GAAP gross margin 61.7% vs 56.8%.","SaaS ARR $184M, +13.4% YoY; operating cash flow $30M, free cash flow $24.2M in Q3.","Cash $185.5M, net cash $3.0M; share repurchases $13M (853K shares) during quarter.","Guidance expects FY2025 year-over-year topline growth; Platform ONE pre-orders near 100 customers."],"consensus_eps_estimate":0.2192,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":833064000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169516,"accession_number":"0000950170-25-021808","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Extreme Networks authorizes $200M share repurchase over 3 years starting July 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$200M share repurchase authorized by Board; program commences July 1, 2025, runs three years.","Company has $50M remaining from prior $200M authorization (May 2022) that expires June 30, 2025.","CFO Kevin Rhodes says resumed buyback follows sequential growth and cash flow improvement; aims to deleverage and offset dilution.","Purchases may be made in open market or via 10b5-1 plan; program can be suspended or terminated without notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169515,"accession_number":"0000950170-25-010203","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q2 FY25 revenue $279.4M, down 5.7% YoY; EPS $0.06 GAAP, $0.21 non-GAAP","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $279.4M, down 5.7% YoY but up 3.8% sequentially; SaaS ARR $181.1M, +14.4% YoY.","GAAP diluted EPS $0.06; non-GAAP diluted EPS $0.21; non-GAAP operating margin 14.7%.","Q2 cash from ops $21.5M, FCF $16.1M; net debt $14.7M down from $28M in prior quarter.","Guidance: better-than-seasonal Q3 revenue at midpoint; FY25 revenue growth and higher margins expected.","Introduced Extreme Platform ONE with integrated AI agents and security; multiple new customer wins."],"consensus_eps_estimate":0.2295,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":548559000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186565,"accession_number":"0000950170-24-127573","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2024-11-15T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Extreme Networks shareholders elect all seven director nominees at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors elected: Ingrid Burton, Charles Carinalli, Kathleen Holmgren, Edward Kennedy, Rajendra Khanna, Edward Meyercord, John Shoemaker.","Equity plan amended, adding 2,300,000 shares; approved with 93,955,903 for, 9,345,120 against.","Advisory vote on named executive officer compensation passed: 94,883,858 for, 8,414,346 against.","Ratification of Grant Thornton LLP as FY2025 auditor approved: 115,750,714 for, 261,114 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186564,"accession_number":"0000950170-24-118589","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q1 revenue $269.2M (-24% YoY), beats guidance; Non-GAAP EPS $0.17","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $269.2M, down 23.8% YoY but up 4.9% sequentially; beat company guidance.","Non-GAAP diluted EPS $0.17 ($0.35 prior year); GAAP loss per share $0.08.","SaaS ARR $174.1M, up 23.4% YoY; continued cloud platform growth and competitive wins.","Q1 operating cash flow $18.6M, free cash flow $11.7M; net debt $28.0M.","Guidance: expects sequential revenue growth in Q2 and full-year revenue growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":269204000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203142,"accession_number":"0000950170-24-092273","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q4 revenue $256.7M (-29% YoY), GAAP EPS -$0.42, $46.5M inventory charge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net loss $54.2M ($0.42 loss per share) vs net income $25.4M ($0.19 EPS) a year ago.","Revenue $256.7M, down 29% YoY but up 22% sequentially; full year revenue $1,117.2M, down 15%.","Recorded $46.5M excess/obsolete inventory provision in Q4 ($64.5M for FY2024), related to end-of-sale products.","SaaS ARR reached $167M, up 29% YoY; management optimistic about return to growth in FY2025.","Free cash flow $10.9M in Q4; cash balance $156.7M with net debt $33.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":1117203000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219445,"accession_number":"0000950170-24-050891","cik":1078271,"company_name":"EXTREME NETWORKS INC","ticker":"EXTR","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Extreme Networks Q3 FY2024 revenue $211M (-36.5% YoY); GAAP EPS -$0.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $211M, down 36.5% YoY; GAAP diluted EPS ($0.50) vs $0.17 prior year.","Non-GAAP diluted EPS ($0.19) vs $0.29; non-GAAP operating margin (12.2%).","SaaS ARR $162M, up 38% YoY; double-digit net new logo growth, led by Americas.","Cash $151M, net debt $41.5M; free cash flow negative $73.6M for Q3.","Expects sequential revenue growth in Q4 but industry impacted by customer inventory digestion; targeting FY25 growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":860550000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3487851757.2279787,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}