Risk Sleuth

EXTR · 10-K filed 17 Aug 2026 · year to 30 Jun 2026

Extreme Networks

37 named things its latest annual report says its results depend on, each in the company's own words. 25 of them are also named by other companies we've read.

Read the filing on SEC.gov ↗

Customers

K-12 educational institutions

earns fromnamed as a risk

A significant portion of our revenues comes from sales to both public and private K-12 educational institutions.Risk factors (Item 1A)

Telecommunications service providers

earns fromnamed as a risk

our sales to the telecommunications service provider market, which represents a significant source of large product orders, being especially volatile and difficult to forecast;Risk factors (Item 1A)

National Football League

earns from

Included in that portfolio are our custom stadium and large venue outdoor Wi-Fi 7 APs, which, when combined with ExtremeAnalytics, are the basis of our selection as the Official Wi-Fi Solutions Provider for the National Football League and Major League Baseball.Business (Item 1)

Also named by CMCSA, DIS, DKNG

TD Synnex Corporation

earns from

Extreme maintains distribution agreements with our largest distributors, Westcon Group Inc., TD Synnex Corporation and Jenne Inc. on substantially the same material terms as we generally enter into with each of our distribution partners.Business (Item 1)

Also named by ADSK

Westcon Group Inc.

earns from

Extreme maintains distribution agreements with our largest distributors, Westcon Group Inc., TD Synnex Corporation and Jenne Inc. on substantially the same material terms as we generally enter into with each of our distribution partners.Business (Item 1)

Jenne Inc.

earns from

Extreme maintains distribution agreements with our largest distributors, Westcon Group Inc., TD Synnex Corporation and Jenne Inc. on substantially the same material terms as we generally enter into with each of our distribution partners.Business (Item 1)

Major League Baseball

earns from

Included in that portfolio are our custom stadium and large venue outdoor Wi-Fi 7 APs, which, when combined with ExtremeAnalytics, are the basis of our selection as the Official Wi-Fi Solutions Provider for the National Football League and Major League Baseball.Business (Item 1)

Suppliers

Quanta Computer Inc.

depends onnamed as a risk

We primarily rely on our manufacturing partners Alpha Networks, Inc., Senao Networks, Inc., Wistron Neweb Corporation, Sercomm Corporation, Quanta Computer Inc., Lite-On Technology Corporation, and select other partners to manufacture our products.Risk factors (Item 1A)

Also named by CLS, SNX

Alpha Networks, Inc.

depends onnamed as a risk

We primarily rely on our manufacturing partners Alpha Networks, Inc., Senao Networks, Inc., Wistron Neweb Corporation, Sercomm Corporation, Quanta Computer Inc., Lite-On Technology Corporation, and select other partners to manufacture our products.Risk factors (Item 1A)

Senao Networks, Inc.

depends onnamed as a risk

We primarily rely on our manufacturing partners Alpha Networks, Inc., Senao Networks, Inc., Wistron Neweb Corporation, Sercomm Corporation, Quanta Computer Inc., Lite-On Technology Corporation, and select other partners to manufacture our products.Risk factors (Item 1A)

Wistron Neweb Corporation

depends onnamed as a risk

We primarily rely on our manufacturing partners Alpha Networks, Inc., Senao Networks, Inc., Wistron Neweb Corporation, Sercomm Corporation, Quanta Computer Inc., Lite-On Technology Corporation, and select other partners to manufacture our products.Risk factors (Item 1A)

Sercomm Corporation

depends onnamed as a risk

We primarily rely on our manufacturing partners Alpha Networks, Inc., Senao Networks, Inc., Wistron Neweb Corporation, Sercomm Corporation, Quanta Computer Inc., Lite-On Technology Corporation, and select other partners to manufacture our products.Risk factors (Item 1A)

Lite-On Technology Corporation

depends onnamed as a risk

We primarily rely on our manufacturing partners Alpha Networks, Inc., Senao Networks, Inc., Wistron Neweb Corporation, Sercomm Corporation, Quanta Computer Inc., Lite-On Technology Corporation, and select other partners to manufacture our products.Risk factors (Item 1A)

Broadcom Inc.

depends on

Our product development efforts also depend upon continued collaboration with our key suppliers, including our merchant silicon vendors such as Broadcom, Inc..Business (Item 1)

Also named by DELL, MRVL, MTSI, MXL

Partners and platforms

Amazon Web Services (AWS)

depends onnamed as a risk

We increasingly rely on third-party cloud providers, including AWS, GCP, and Azure, to host our cloud solutions and support a growing number of our products, services, and internal operations, including enterprise systems.Risk factors (Item 1A)

Also named by AAON, ABNB, ADSK, AIOT, BLK, CARR, CG, COF and 56 more

Microsoft Azure

depends onnamed as a risk

We increasingly rely on third-party cloud providers, including AWS, GCP, and Azure, to host our cloud solutions and support a growing number of our products, services, and internal operations, including enterprise systems.Risk factors (Item 1A)

Also named by AIOT, AKAM, BLK, DDOG, DOCN, DOCU, FFIV, FTNT and 14 more

Google Cloud Platform (GCP)

depends onnamed as a risk

We increasingly rely on third-party cloud providers, including AWS, GCP, and Azure, to host our cloud solutions and support a growing number of our products, services, and internal operations, including enterprise systems.Risk factors (Item 1A)

Also named by CRWV, DDOG, DOCN, FFIV, INTU, MDB, MELI, OSCR and 5 more

Verizon

earns from

We have active alliance, OEM and strategic relationships with Barco NV, Ericsson Enterprise AB, Lenovo, Motorola Solutions, Schneider Electric, and Verizon as well as other global industry technology leaders in which our products are qualified to be included into an overall solution or reference architecture.Business (Item 1)

Also named by ASTS, CMCSA, ECHO

Competitors

Huawei Technologies Co. Ltd.

competes withnamed as a risk

The market for network switches, routers and software (including analytics) is intensely competitive and dominated primarily by Cisco Systems Inc., Hewlett Packard Enterprise Company, and Huawei Technologies Co. Ltd.Risk factors (Item 1A)

Also named by CSCO, ENPH, LITE, MXL, ONTO

Cisco Systems, Inc.

competes withnamed as a risk

The market for network switches, routers and software (including analytics) is intensely competitive and dominated primarily by Cisco Systems Inc., Hewlett Packard Enterprise Company, and Huawei Technologies Co. Ltd.Risk factors (Item 1A)

Also named by DDOG, PANW

Arista Networks, Inc.

competes withnamed as a risk

To a lesser extent, Extreme competes with products and solutions from Arista Networks, Inc., RUCKUS Networks, Fortinet, Inc., and Ubiquiti Inc.Risk factors (Item 1A)

Also named by CLS, CSCO

Hewlett Packard Enterprise Company

competes withnamed as a risk

The market for network switches, routers and software (including analytics) is intensely competitive and dominated primarily by Cisco Systems Inc., Hewlett Packard Enterprise Company, and Huawei Technologies Co. Ltd.Risk factors (Item 1A)

Places

Outside United States

earns from · 55% of our consolidated net revenuesnamed as a risk

In fiscal 2026, sales to customers outside of the United States accounted for 55% of our consolidated net revenues, compared to 52% in fiscal 2025 and 48% in fiscal 2024.Business (Item 1)

Also named by RGLD, RHI, SON, TPR

Taiwan

depends onnamed as a risk

For example, a significant portion of the world’s advanced semiconductor manufacturing capacity is located in Taiwan, and any military conflict, blockade, trade disruption, or other instability affecting the region could further constrain component availability, increase costs, and adversely affect our ability to manufacture and deliver products.Risk factors (Item 1A)

Also named by AAOI, AAPL, AB, ADI, AEHR, ALAB, AMAT, AMD and 50 more

Vietnam

operates innamed as a risk

While we have diversified our manufacturing presence and limited our reliance on imports from China, tariffs have been imposed and threaten to be increased on other countries where our products are manufactured, such as Taiwan, Vietnam, Thailand, and the Philippines.Risk factors (Item 1A)

Also named by AAPL, AMKR, ANET, ASO, BBW, CGNX, CIEN, CROX and 16 more

Ireland

operates innamed as a risk

We are a U.S. multinational company subject to income tax as well as non-income-based taxes in various jurisdictions including Ireland, where we have an operating company supporting our business in most non-U.S. jurisdictions.Risk factors (Item 1A)

Also named by AAPL, ACN, ADI, AGX, BEN, CDNS, CELH, COR and 13 more

Commodities and inputs

Rare earth minerals

depends onnamed as a risk

For instance, China has, in the past, made threats of restricting exports of critical raw materials, including rare earth minerals essential to several of our components.Risk factors (Item 1A)

Also named by ALAB, AMAT, COHR, DE, GE, GEHC, GWW, JCI and 10 more

Memory chips

exposed to its pricenamed as a risk

In particular, we rely on certain memory and semiconductor components that have experienced supply constraints, reduced production capacity, and significant price volatility as suppliers shift to newer technologies, resulting in increased costs, longer lead times, and potential allocation limitations that could adversely affect our ability to manufacture and deliver products.Risk factors (Item 1A)

Also named by ANET, FTNT, INTC, TOST

Merchant silicon and semiconductor components

depends onnamed as a risk

Our products rely on key components, including merchant silicon, integrated circuit components and power supplies purchased from a limited number of suppliers, including certain sole source providers.Business (Item 1)

Regulators

Office of Foreign Assets Control (OFAC)

subject tonamed as a risk

For example, on October 7, 2022, we submitted voluntary disclosures to the U.S. Treasury Department’s Office of Foreign Assets Control, the Bureau of Industry and Security’s Office of Export Enforcement, and the Department of Justice (collectively, the “Agencies”) regarding the potential export and sale of certain of our networking equipment to end users in Russia subject to U.S. sanctions and export control restrictions.Risk factors (Item 1A)

Also named by ABNB, ADP, AIG, APP, BMI, BMNR, BPOP, CAT and 46 more

Federal Communications Commission (FCC)

subject tonamed as a risk

Our products must also comply with various U.S. federal government regulations and standards defined by agencies such as the FCC, standards established by governmental authorities in various foreign countries and recommendations of the International Telecommunication Union.Risk factors (Item 1A)

Also named by AIOT, AMT, ANET, ASTS, CCI, CMCSA, DIS, ECHO and 26 more

Bureau of Industry and Security (BIS)

subject tonamed as a risk

For example, on October 7, 2022, we submitted voluntary disclosures to the U.S. Treasury Department’s Office of Foreign Assets Control, the Bureau of Industry and Security’s Office of Export Enforcement, and the Department of Justice (collectively, the “Agencies”) regarding the potential export and sale of certain of our networking equipment to end users in Russia subject to U.S. sanctions and export control restrictions.Risk factors (Item 1A)

Also named by AAOI, AMD, APH, CRWV, GLW, GTLB, LITE, MTSI and 5 more

Laws and programs

OECD Pillar Two

subject to · 15%named as a risk

The Organization for Economic Co-operation and Development (“OECD”), an international association comprised of 38 countries including the U.S. and Ireland, has made changes to numerous long-standing tax principles in the form of its Pillar Two framework, which effectively imposes a minimum tax rate of 15% in each taxing jurisdiction globally.Risk factors (Item 1A)

Also named by APO, BAM, BAX, BF/B, CHRW, COHR, CPNG, CRM and 45 more

2026 Credit Agreement

$165.0 million of debt outstandingnamed as a risk

As of June 30, 2026, we had $165.0 million of debt outstanding, all of which was from the Amended Credit Agreement.Market risk (Item 7A)

Also named by CPRT

U.S. tariffs

subject tonamed as a risk

While we have diversified our manufacturing presence and limited our reliance on imports from China, tariffs have been imposed and threaten to be increased on other countries where our products are manufactured, such as Taiwan, Vietnam, Thailand, and the Philippines.Risk factors (Item 1A)

Also named by A, AAPL, ACHR, ADI, AEHR, AEP, AIOT, AKAM and 170 more

Export Administration Regulations

subject tonamed as a risk

We are required to comply with laws, rules and regulations of the United States and other countries, as applicable, relating to export controls and economic sanctions, including, but not limited to, trade sanctions administered by the Office of Foreign Assets Control within the U.S. Department of the Treasury, as well as the Export Administration Regulations administered by the U.S. Department of Commerce.Risk factors (Item 1A)

Also named by ADI, ALAB, AMD, APP, ARW, AVGO, CARR, CDRE and 40 more

E-Rate

earns fromnamed as a risk

A portion of our sales to educational institutions depends on government funding programs, including E-Rate.Risk factors (Item 1A)

Also named by GLIBK