Extreme Networks Inc
0IJW.L
$17.55 1.74%
Exchange: LSE | Sector: Technology | Industry: Communication Equipment
Q4 2025
Published: Aug 18, 2025

Earnings Highlights

  • Revenue of $307.00M up 19.6% year-over-year
  • EPS of $-0.06 increased by 86% from previous year
  • Gross margin of 61.6%
  • Net income of -7.80M
  • "N/A" - N/A
0IJW.L
Company 0IJW.L

Executive Summary

Extreme Networks reported Q4 2025 revenue of $307.0 million, up 19.6% year over year and 7.9% quarter over quarter, supported by higher demand for software-driven networking solutions and a cloud-centric product mix. Gross profit rose 65.7% YoY to $189.1 million, yielding a gross margin of 61.6%. Despite this growth, operating income remained modestly negative at $(1.38) million and net income deteriorated to $(7.80) million, translating to an EPS of $(0.0588). The disparity between top-line strength and bottom-line profitability reflects ongoing investments in R&D and sales/marketing, plus non-cash or unusual items that are not fully captured in EBITDA. Cash flow remained robust, with net cash from operating activities of $92.99 million and free cash flow of $86.35 million, supporting a cash balance of $231.75 million and a net cash position near zero after liabilities. The balance sheet shows a substantial deferred revenue balance (current $325.1 million; non-current $292.4 million), indicative of a growing software/subscription component and long-duration bookings. Management commentary in the available data is limited, with no transcript provided, but the results point to continued emphasis on ExtremeCloud IQ and software-enabled networking as a growth vector, while profitability improvements require ongoing operating discipline and scale benefits.

Key Performance Indicators

Revenue
Increasing
307.00M
QoQ: 7.91% | YoY: 19.62%
Gross Profit
Increasing
189.09M
61.59% margin
QoQ: 7.80% | YoY: 65.70%
Operating Income
Increasing
-1.38M
QoQ: -113.26% | YoY: 96.47%
Net Income
Increasing
-7.80M
QoQ: -325.65% | YoY: 85.60%
EPS
Increasing
-0.06
QoQ: -326.15% | YoY: 86.00%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 310.25 0.04 +15.3% View
Q4 2025 307.00 -0.06 +19.6% View
Q3 2025 284.51 0.00 +34.8% View
Q2 2025 279.36 0.08 -5.7% View
Q1 2025 269.20 -0.08 -23.8% View