Extreme Networks: Cloud Transition Intact, Execution Is The Catalyst

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  Posted by Two Blokes Jul 2 - Filed in Stock - 5 views
  
  I remain Buy-rated on Extreme Networks, as its cloud-first, subscription-led transformation is delivering ARR growth, improved margins, and strong free cash flow. Despite some SaaS growth deceleration and margin pressure from product mix, the long-term drivers and strategic partnerships remain intact and compelling. Key watchpoints are ARR reacceleration, Platform ONE's enterprise traction, and maintaining gross margins above 61% as the business scales.