Key Points – Strong Q4 performance: Extreme Networks reported fiscal Q4 revenue of $339 million, up 10% year over year, with non-GAAP EPS rising 28% to $0.32.
Gross margin reached 62.7%, supported by pricing actions and supply-chain cost management. – Platform and deal momentum: Extreme Platform ONE accounted for nearly half of subscription bookings in Q4, while customers with more than $1 million in annual bookings increased to 187
The company also cited growing Wi-Fi 7 demand, larger projects and expanding managed-service-provider activity. – Positive fiscal 2027 outlook: Management projects full-year revenue of $1.38 billion to $1.40 billion and non-GAAP EPS of $1.28 to $1.33, alongside operating-margin expansion. Extreme expects earnings growth above 20% as it pursues market-share gains and broader Platform ONE adoption. – Ciena Stock: Powering the AI Boom – A Network Infrastructure Play Extreme Networks (NASDAQ:EXTR) reported fourth-quarter fiscal 2026 revenue of $339 million, up 10% from a year earlier and 7% sequentially, as the networking company cited continued product demand, higher gross margins and growing adoption of its Extreme Platform ONE platform. For the full fiscal year, revenue rose 13% to $1.28 billion, while non-GAAP earnings per share increased 26% to $1.06.
President and CEO Ed Meyercord said the company’s performance reflected competitive wins, larger customer projects and operating leverage. The fourth quarter marked Extreme’s sixth consecutive quarter of double-digit growth, according to Meyercord. Fourth-Quarter Results and Margins – Arista Networks Advances the Era of AI and Microperimeters Executive Vice President and CFO Kevin Rhodes said fourth-quarter product demand increased 14% year over year and 10% sequentially.