---
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"
generated_at: "2026-05-15T01:33:24.040289+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Extreme Networks Q3: Revenue $317M (+11%), SaaS ARR +29% YoY, GAAP EPS $0.08, $50M buyback

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-188948
- JSON: https://secwatch.observer/filing/0001193125-26-188948.json
- Plain text: https://secwatch.observer/filing/0001193125-26-188948.txt

## Key facts
- Earnings Releases
  EXTREME NETWORKS INC reported third quarter of fiscal 2026 ended March 31, 2026 results: revenue $316.9 million.
  - Period: third quarter of fiscal 2026 ended March 31, 2026
  - Revenue: $316.9 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1078271/000119312526188948/0001193125-26-188948-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.