​Extreme Networks, Inc. (NASDAQ:EXTR) is one of the Best Small Cap Stocks Ready to Explode in 2026. On January 28, Extreme Networks, Inc. (NASDAQ:EXTR) reported results for its fiscal Q2 2026. The company grew its quarterly revenue by 14% year-over-year to $317.9 million. The non-GAAP EPS of $0.26 also came in ahead of the $0.21 EPS last year. ​Management noted that the fiscal Q2 2026 marked the seventh consecutive quarter of sequential growth. The quarterly revenue was driven by a 25.5% year-over-year i ...

Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ______ Commission file number 000-25711 EXTREME NETWORKS, INC. (Exact name of registrant as specified in its charter) DELAWARE 77-0430270 [State or othe ...

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Extreme also highlighted growth in recurring revenue and cloud metrics. Subscription and support revenue was $120 million , up 12% year over year and up 3% sequentially. SaaS annual recurring revenue (ARR) grew 25% year over year to $227 million , which management attributed to Platform One subscriptions. Deferred revenue metrics increased as well, with SaaS deferred revenue rising to $334 million (up 15% year over year) and overall deferred recurring revenue reaching $628 million (up 9% year over year).Rho ...

分组1 - Extreme Networks reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, and showing an increase from $0.21 per share a year ago, resulting in an earnings surprise of +6.86% [1] - The company achieved revenues of $317.93 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.08%, and up from $279.36 million in the same quarter last year [2] - Over the last four quarters, Extreme Networks has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] 分组2 - The stock has underperformed, losing about 11.7% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $308.2 million, and for the current fiscal year, it is $1.00 on revenues of $1.25 billion [7] - The Zacks Industry Rank for Computer - Networking is currently in the bottom 18% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Extreme Networks (NasdaqGS:EXTR) Q2 2026 Earnings call January 28, 2026 08:00 AM ET Company ParticipantsEd Meyercord - President and CEOKevin Rhodes - EVP and CFOStan Kovler - SVP of Finance and Corporate DevelopmentTomer Zilberman - Associate in TMT Equity ResearchConference Call ParticipantsChristian Schwab - Senior Research AnalystDave Kang - Research Analyst Covering the Electronics IndustryDavid Vogt - Managing Director and Senior Equity AnalystEric Martinuzzi - Senior Research AnalystMike Genovese - S ...

Extreme Networks (NasdaqGS:EXTR) Q2 2026 Earnings call January 28, 2026 08:00 AM ET Company ParticipantsEd Meyercord - President and CEOKevin Rhodes - EVP and CFOStan Kovler - SVP of Finance and Corporate DevelopmentTomer Zilberman - Associate in TMT Equity ResearchConference Call ParticipantsChristian Schwab - Senior Research AnalystDave Kang - Research Analyst Covering the Electronics IndustryDavid Vogt - Managing Director and Senior Equity AnalystEric Martinuzzi - Senior Research AnalystMike Genovese - S ...

Financial Data and Key Metrics Changes - Total revenue for Q2 2026 was $318 million, representing a 14% year-over-year increase and exceeding guidance [14] - Earnings per share (EPS) rose to $0.26, a 24% improvement from $0.21 in the prior year quarter [14] - Non-GAAP gross margin increased to 62%, up 70 basis points from the previous quarter [16] - Adjusted EBITDA was $52.4 million, with an adjusted EBITDA margin of 16.5% [19] Business Line Data and Key Metrics Changes - Product revenue increased double digits year-over-year for the fourth consecutive quarter [4] - SaaS ARR grew by 25% year-over-year, reaching $227 million [4] - Subscription and support revenue reached $120 million, up 12% year-over-year [15] Market Data and Key Metrics Changes - The company experienced strong revenue growth across all regions, indicating robust demand for critical IT infrastructure [15] - The company closed 34 deals over $1 million, showcasing its ability to win large enterprise projects [5] - The company noted strong momentum in the EMEA region, with record sales attributed to regulatory requirements around data sovereignty [52] Company Strategy and Development Direction - The company aims to accelerate its leadership position in the market, driven by innovation and competitive differentiation [7] - The introduction of the Extreme Partner First program aims to enhance partner profitability and streamline deal registration [9] - The company is focused on moving upmarket and winning larger enterprise networking projects, leveraging its unique technology [5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand environment, citing low elasticity of demand for networking infrastructure [11] - The company anticipates continued growth in profit faster than revenue, with expected profitability growth of around 20% [12] - Management highlighted the importance of AI in customer conversations and the company's unique agentic AI platform as a competitive advantage [30] Other Important Information - The company is actively managing supply chain challenges and has implemented a replacement strategy for components [11] - The company expects to see a significant multi-year growth opportunity due to competitive displacements in the market [10] Q&A Session Summary Question: Evidence of share gain and impact of restructuring - Management uses third-party analysts to track share gains and has confidence in their booking outlook due to recent restructuring efforts [24][26] Question: Importance of AI in offerings - AI is a top priority for customers, and the company believes its agentic AI platform provides a competitive edge [30][32] Question: Competitive displacements and project scope - Projects vary in scope, with some starting in one area and expanding to others, leveraging unique solutions like data sovereignty [36][38] Question: Customer reaction to price increases - Customers have shown resilience to price increases, and the company plans to evaluate further price adjustments as needed [42][44] Question: Impact of professional services on margins - Professional services have lower margins compared to subscription services, affecting overall margin mix in the short term [75][78] Question: Long-term growth expectations - Management is optimistic about continued double-digit growth in 2027, driven by market share gains and improved solutions [66][70]

2Q26 Financial Results January 28, 2026 DISCLAIMER Non - GAAP Financial Measures This presentation includes certain financial measures that are not presented in accordance with generally accepted accounting principles in the United States ("GAAP"), such as, among other things, Non - GAAP Gross Profit, Non - GAAP EPS, Free Cash Flow, Non - GAAP Gross Margin, Non - GAAP Operating Margin, Net Cash (Debt), Non - GAAP Operating Income (Loss), Non - GAAP Net Income (Loss), Non - GAAP Operating Expense, Gross Debt ...

Exhibit 99.1 For more information, contact: Investor Relations Media Contact Stan Kovler Amy Aylward 919/595-4196 603/952-5138 Investor_relations@extremenetworks.com pr@extremenetworks.com Extreme Networks Reports Second Quarter Fiscal Year 2026 Financial Results Revenue up 14% year-over-year, seventh consecutive quarter of sequential growth SaaS ARR up 25% YoY Morrisville, NC, January 28, 2026 -- Extreme Networks, Inc. ("Extreme") (Nasdaq: EXTR) today released financial results for its second quarter of fi ...