Short answer
EXTREME NETWORKS INC (EXTR) filed its fiscal 2025 10-K annual report with the SEC on Aug 18, 2025. It reported revenue of $1.1B (+2.0% year over year) and net income of −$7M.
- Top risk flagged: US tariffs and retaliatory trade restrictions risk, including on Taiwan, Vietnam, Philippines manufacturing, potentially increasing costs and causing delays
FY2025 key financial metrics · XBRL
- Revenue
- $1.1B
- +2.0% YoY
- Net income
- −$7M
- +91.3% YoY
- Operating margin
- 1.5%
- +7.3 pp YoY
- Gross margin
- 62.2%
- +5.7 pp YoY
- EPS (diluted)
- −$0.06
- +90.9% YoY
- ROE
- -11.4%
- +328.6 pp YoY
- Operating cash flow
- $152M
- +174.0% YoY
Source: XBRL data from the EXTREME NETWORKS INC (EXTR) FY2025 10-K on SEC EDGAR. USD.
EXTREME NETWORKS INC FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business model: AI-powered cloud networking solutions integrating wired, wireless, SD-WAN infrastructure, software subscriptions, and services for enterprise and service provider markets
- New product introduced: Extreme Platform ONE, launched Dec 2024, integrates networking, security, AI automation with generative, multimodal, agentic AI capabilities and simplified licensing
- Strategic shift: Focus on AI for networking category, emphasizing autonomous network management and unified cloud-managed platform with integrated security and operations
- Quantitative metric: ExtremeCloud IQ manages over 3 million devices globally, Extreme Platform ONE targets AI Networking segment growing at 72% CAGR
- Noteworthy fact: ExtremeCloud Universal ZTNA offers first integrated network, application, device security SaaS solution combining NAC and Zero Trust Network Authentication
Risk Factors
- US tariffs and retaliatory trade restrictions risk, including on Taiwan, Vietnam, Philippines manufacturing, potentially increasing costs and causing delays
- Geopolitical exposure to China/Taiwan tensions threatening supply chain continuity and component availability of rare earth minerals
- Concentration risk on top six suppliers and single-source components, risking operational disruptions from supplier failure or quality issues
- Market disruption from competitors Cisco, Hewlett-Packard Enterprise, and cloud hyperscalers AWS, Microsoft Azure, GCP impacting pricing and market share
- Key-person dependency and management turnover risk amid competitive labor market for AI-skilled technical employees affecting business execution
Generated from the filing text; verify against the original. How to read a 10-K
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