{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-188948","form_type":"8-K","ticker":"EXTR","cik":"0001078271","company_name":"EXTREME NETWORKS INC","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.919005+00:00","generated_at":"2026-05-15T01:33:24.040289+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Extreme Networks Q3: Revenue $317M (+11%), SaaS ARR +29% YoY, GAAP EPS $0.08, $50M buyback","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-188948","json":"https://secwatch.observer/filing/0001193125-26-188948.json","markdown":"https://secwatch.observer/filing/0001193125-26-188948.md","text":"https://secwatch.observer/filing/0001193125-26-188948.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1078271/000119312526188948/0001193125-26-188948-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1078271/000119312526188948/extr-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:33:24.040289+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c66ab1626a988cbc9952b0efa025a283b5d5414e","claim":"EXTREME NETWORKS INC reported third quarter of fiscal 2026 ended March 31, 2026 results: revenue $316.9 million.","evidence_excerpt":"through an accelerated share repurchase, underscoring our confidence in the durability of our operating model and cash flow generation.” Fiscal Third Quarter Results: • Revenue $316.9 million, up 11% year-over-year and relatively flat quarter-over-quarter • SaaS ARR $236.4 million, up 28.6% year-over-year and 4.2% quarter-over-quarter • GAAP diluted EPS $0.08,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1078271/000119312526188948/0001193125-26-188948-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter of fiscal 2026 ended March 31, 2026"},{"label":"Revenue","value":"$316.9 million"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}