Q4 FY2026 EarningsFY26 Q4 results beat consensus on both top and bottom lines: revenue $1,283.6M vs. $1,277.5M expected, and GAAP EPS $0.31 vs. $0.25 expected. Product revenue grew 14.9% YoY, while SaaS ARR reached $244.3M, up 17.7% YoY, driven by strong Extreme Platform ONE adoption. Despite a slight gross margin miss (61.5% vs. 61.9%), operating income surged to $62.7M, supported by effective expense management and lower legal costs.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Extreme Networks(EXTR) the Revenue is 338.55 M (+10.28%), Beat estimate;the EBIT is 53.27 M (+13.91%), Beat estimate;the EPS is 0.13 (+316.7%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.34B10.28%
0.33B8.29%
+0.01B1.99%
EBITExceed expectations
0.05B13.91%
0.05B12.16%
+0.00B1.75%
EPSExceed expectations
0.13316.67%
0.0543190.48%
+0.0757126.19%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
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