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EXTREME NETWORKS INC (EXTR) Form 10-K — Aug 14, 2026

$EXTRForm 10-KFiled Aug 14, 2026, 7:42 PM ET0001193125-26-352872Original filing

Extreme Networks filed its fiscal 2026 annual report (fiscal year ended June 30, 2026) as a large accelerated filer, with roughly $1.5 billion in common stock held by non-affiliates as of December 31, 2025 and 130,490,653 shares outstanding as of August 7, 2026. Product backlog fell to $51.8 million at June 30, 2026 from $72.3 million a year earlier, a decline of roughly 28%, while international sales rose to 55% of consolidated net revenues from 52% in fiscal 2025 and 48% in fiscal 2024.

Key figures

Shares Outstanding
130490653
Backlog FY2025
$72.3 million at June 30, 2025
Backlog FY2026
$51.8 million at June 30, 2026
Employee Count
2894
Us Patents Issued
612
Backlog Change Yo Y
decline of roughly 28% (computed from stated backlog figures)
Intl Patents Issued
394
Non Affiliate Market Value
$1.5 billion as of December 31, 2025
International Revenue Share
55% of consolidated net revenues in fiscal 2026 vs 52% in fiscal 2025
Total Addressable Market2025
over $46 billion
Service Provider Segment TAM2026
approximately $2 billion
Total Addressable Market2030 Projection
$77 billion (approximately 11% five-year CAGR per 650 Group)
Cloud Managed Networking Market2030 Projection
$19 billion (approximately 13% CAGR)

Price after filing

1 day: 0.0%7 days: -5.7%30 days: -9.1%

Close on the filing date to close N calendar days later (from $24.41). Historical, not a forecast.

AI analysis

Red flags7 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    EXTREME NETWORKS INC (EXTR) Form 10-K — Aug 14, 2026: AI Analysis | Signal8