secwatch.observer — SEC 8-K summary
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Issuer:     EXTREME NETWORKS INC (EXTR)
CIK:        0001078271
Form:       8-K
Filed at:   2026-01-28T23:59:59+00:00
Accession:  0001193125-26-025650
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Extreme Networks Q2 FY2026: revenue $317.9M (+14%), SaaS ARR $226.8M (+25%), non-GAAP EPS $0.26
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1078271/000119312526025650/0001193125-26-025650-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1078271/000119312526025650/extr-20260128.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-025650

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer