EXTR at a glance
EXTREME NETWORKS INC (EXTR, SEC CIK 1078271) filed its latest 10-K annual report on August 17, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), EXTREME NETWORKS INC (EXTR) reported revenue of $1.3 billion (up 12.6% from FY2025) and net income of $42.1 million. Diluted EPS was $0.31.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding EXTREME NETWORKS INC (EXTR) shares worth $2.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by MEYERCORD EDWARD on October 1, 2026 of 50,000 shares at $21.77 per share.
- In the last 90 days, EXTR insiders reported 0 open-market purchases ($0) and 6 open-market sales ($4.5M) on Form 4, a net sale of $4.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.3B
- +12.6% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$4.5M
- 13F holders
- 34 funds
- $2.4B · +2 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 4.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Risk Factors
- Regulatory risk: ongoing U.S. investigation by Treasury, BIS, DOJ over potential export violations of sanctions on Russia with unresolved loss exposure
- Geopolitical risk: semiconductor supply chain concentration in Taiwan poses risk from military conflict or trade disruptions affecting component availability
- Operational risk: reliance on six concentrated suppliers, some sole-source, risks production delays and cost increases impacting product delivery
- Competitive risk: intense competition from Cisco, HPE, and hyperscalers like AWS, Microsoft Azure, GCP offering cloud-based alternatives threatens market share
- Financial risk: 2026 Credit Agreement with restrictive covenants, potential default risks lenders foreclosing on substantially all assets and control transfer
Management Discussion & Analysis
- Revenue $1,283.6M, up 12.6% YoY; product revenue $809.6M +14.9%, subscription/support $474.0M +8.8%
- Gross margin 61.5% vs 62.2%; operating income $62.7M (4.9% margin) vs $16.9M (1.5% margin) prior year
- Best segment: APAC revenue +34.9% to $123.7M; worst: Americas revenue down 4.8% last year but up 4.8% in 2026 to $625.5M
- Operating cash flow $123.2M vs $152.0M; capex $27.9M; share repurchases $87.0M; debt repayments $15.0M
- Management expects cash and available credit to fund operations 12+ months; ongoing risks include supply chain and legal expenses
Business Overview
- Core business: AI-powered cloud networking platform integrating networking, security, and automation for enterprise network infrastructure
- New products: Extreme Platform ONE generally available July 2025; introduced Extreme Agent ONE in May 2026 with Coworker and Operator AI modes
- Strategic shift: Platform-led strategy with unified cloud management, AI-native autonomous network operations, and flexible deployment options (public, private, hybrid, sovereign cloud)
- Quantitative metrics: Employee count 2,894 worldwide with 1,050 in R&D; international sales 55% of revenues, up from 52% in prior year; backlog $51.8M vs $72.3M prior year
- Noteworthy fact: AI Networking for the Campus addressed by Extreme Platform ONE, targeting a forecasted 60% CAGR market growth over five years versus 11% overall market CAGR
AI summary of the EXTR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Risk Factors
- No material changes to risk factors since June 30, 2025 Form 10-K
- Carried-forward business, financial, cash-flow, and share-price risks from the 10-K
- $200.0 million three-year repurchase authorization increases capital-allocation exposure
- 2026 accelerated share repurchase required $50.0 million cash payment
- $138.0 million remaining repurchase authorization reduces available liquidity for other uses
AI summary of the EXTR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 4.01: Changes in Registrant's Certifying Accountant
- Grant Thornton dismissed effective August 21, 2026, after serving as auditor for fiscal years 2026 and 2025
- Deloitte appointed auditor for fiscal year ending June 30, 2027, and related interim periods
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 and FY2026 financial results announced for period ended June 30, 2026
- Investor-relevant figures and management commentary contained in furnished Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q4 revenue $338.6M, up 10.3%, with GAAP EPS $0.13 versus $(0.06) year-over-year
- FY26 revenue $1,283.6M, up 12.6%, while non-GAAP EPS increased to $1.06 from $0.84
Item 1.02: Termination of a Material Definitive Agreement
- Existing first-lien term loan and revolving facilities terminated upon entry into replacement Credit Agreement
- All outstanding debt, accrued interest, and fees repaid at closing
Item 1.01: Entry into a Material Definitive Agreement
- $500M five-year revolving facility replaces prior credit agreement, supporting working capital and general corporate needs
- $200M drawn at closing to refinance existing debt; $300M remains available
AI summaries of EXTR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EXTR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MEYERCORD EDWARD | Sell | Oct 1, 2026 | 50,000 | $21.77 |
| MEYERCORD EDWARD | Sell | Sep 1, 2026 | 50,000 | $21.90 |
| RHODES KEVIN R | Sell | Aug 21, 2026 | 21,825 | $22.30 |
| MEYERCORD EDWARD | A | Aug 16, 2026 | 115,522 | - |
| MOTIEY KATAYOUN | A | Aug 16, 2026 | 18,593 | - |
| MOTIEY KATAYOUN | F | Aug 16, 2026 | 9,219 | $24.41 |
| RHODES KEVIN R | A | Aug 16, 2026 | 35,919 | - |
| RHODES KEVIN R | F | Aug 16, 2026 | 15,931 | $24.41 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.3B |
| Gross Profit | - | $709.1M | $789.1M |
| Operating Income | - | $16.9M | $62.7M |
| Net Income | - | -$7.5M | $42.1M |
| Gross Margin | - | 62.2% | 61.5% |
| Op. Margin | - | 1.5% | 4.9% |
| Net Margin | - | -0.7% | 3.3% |
| Balance Sheet | |||
| Total Assets | $1.0B | $1.2B | $1.2B |
| Equity | - | $65.6M | $88.6M |
| ROE | - | -11.4% | 47.5% |
| Per Share | |||
| EPS | - | $-0.06 | $0.31 |
| Cash Flow | |||
| Operating CF | - | $152.0M | $123.2M |
| CapEx | $18.1M | $24.7M | $27.9M |
Source: XBRL data in EXTREME NETWORKS INC (EXTR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EXTR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.38B |
| Q1 2026 | 32 | $993.2M |
| Q4 2025 | 28 | $1.06B |
| Q3 2025 | 30 | $1.27B |
| Q2 2025 | 30 | $1.08B |
| Q1 2025 | 27 | $550.9M |
| Q4 2024 | 23 | $582.5M |
| Q3 2024 | 20 | $252.4M |
- T. Rowe Price Group+5.17M (+3350%)
- Ameriprise Financial+882.0K (+108%)
- Millennium Management+869.8K (+547%)
- BlackRock+652.3K (+3%)
- Bank of America Corp+649.5K (+86%)
- Vanguard Portfolio Management LLC−733.9K (-5%)
- D.E. Shaw & Co−532.3K (-36%)
- State Street Corp−312.7K (-5%)
- Renaissance Technologies LLC−213.5K (-10%)
- Goldman Sachs Group−123.3K (-4%)
- Marex Group plc+20.0K
- Mangrove Partners+9.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 224 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EXTR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-K | Aug 17, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - |
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EXTR SEC filings: frequently asked questions
Are EXTR insiders buying or selling?
In the last 90 days, EXTREME NETWORKS INC (EXTR) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $4.5 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EXTR stock?
As of June 30, 2026, the largest EXTREME NETWORKS INC (EXTR) holders among the 13F filers tracked by SignalX were BlackRock ($674.7 million), Vanguard Portfolio Management LLC ($415.7 million), State Street Corp ($198.6 million), Vanguard Capital Management LLC ($183.9 million), T. Rowe Price Group ($172.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EXTR's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), EXTREME NETWORKS INC (EXTR) reported revenue of $1.3 billion (up 12.6% from FY2025) and net income of $42.1 million. Diluted EPS was $0.31. The figures come from the XBRL data in the 10-K.
What are the main risks in EXTR's latest 10-K?
In the 10-K filed August 17, 2026, EXTREME NETWORKS INC (EXTR) flagged: Regulatory risk: ongoing U.S. investigation by Treasury, BIS, DOJ over potential export violations of sanctions on Russia with unresolved loss exposure. Geopolitical risk: semiconductor supply chain concentration in Taiwan poses risk from military conflict or trade disruptions affecting component availability. (AI summary of the Risk Factors section.)
What did EXTR report in its latest 8-K?
EXTREME NETWORKS INC (EXTR) filed an 8-K on August 26, 2026 reporting Item 4.01 (Changes in Registrant's Certifying Accountant). Grant Thornton dismissed effective August 21, 2026, after serving as auditor for fiscal years 2026 and 2025.
What are the latest EXTR SEC filings?
EXTREME NETWORKS INC (EXTR) filed its latest 10-K annual report on August 17, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on October 2, 2026.
What is EXTR's SEC CIK number?
EXTREME NETWORKS INC (EXTR)'s SEC Central Index Key (CIK) is 1078271. EDGAR lists every EXTR filing under that number.
Ask anything about EXTR
The research agent reads EXTR's filings, financials, insider trades and 13F holders, then answers with sources.