Extreme Networks, Inc., together with its subsidiaries, develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers ExtremeCloud IQ, an ML/AI powered, wired and wireless cloud network management solution that offers advanced visibility and control over users, devices, and applications; ExtremeCloud IQ-Site Engine, which provides task …
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Competitive advantage assessment
Key strengths
ROIC Sustainably Above PeersROIC at 90.4th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Scale Supporting ProfitabilityProfitability at scale is strong (score 0.83), demonstrating competitive advantages.
Key risks
Liquidity ConcernsLiquidity is concerning (score 0.13), raising questions about short-term obligations.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Extreme Networks, Inc. ranks #14 of 59
scored companies in Communication Equipment by moat score — the top 24%.
The widest moat in the group is Ubiquiti Inc. (UI)
at 82/100.
Moat scores for companies ranked near EXTR in Communication Equipment
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 50
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 65
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 73
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 50
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 69
· 15% of the moat score
Scale matters only when it converts into economics.
Extreme Networks, Inc. (EXTR) scores 64 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #14 of 59 scored companies in Communication Equipment, the top 24%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 58 companies in Communication Equipment. Its strongest defense is Pricing Power (73/100) and its weakest is Resilience (50/100).
How does Extreme Networks, Inc. compare with other Communication Equipment companies?
Extreme Networks, Inc. ranks #14 of 59 scored companies in Communication Equipment by moat score. The widest moat in Communication Equipment is Ubiquiti Inc. (UI) at 82/100. The companies ranked closest are Gilat Satellite Networks Ltd. (GILT) at 64 just above it and Harmonic Inc. (HLIT) at 62 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 58 companies in Communication Equipment. The defenses are then weighted to produce the overall score out of 100.
Why is Extreme Networks, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Extreme Networks, Inc.?
The Corporate Default template measures 6 defenses, and EXTR scores: Pricing Power (73), Cost Advantage (50), Customer Stickiness (65), Capital Efficiency (73), Resilience (50), Scale & Market Position (69). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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