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Extreme Networks EXTR Product — Cost of Goods Sold

Other product segments

Subscription And Support
$35.12M+6.3%

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Other financials

Income statement

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Revenue$316.9M+11.4%
Gross profit$195.5M+11.5%
Operating income$17.3M+67.1%
Net income$10.6M+206%
EPS (diluted)$0.08+167%

Balance sheet

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Cash & equivalents$210.1M+13.3%
Total debt$235.7M+3.7%
Total equity$79.0M+10.1%
Total assets$1.2B+9.0%

Cash flow

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Operating cash flow$14.2M-52.6%
CapEx$6.4M+12.3%
Free cash flow$7.8M-68.0%

Valuation

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Market cap$3.19B+18.9%
Enterprise value$3.22B+20.3%
P/E196.1×
P/S2.6×+0.2×

Profitability

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Gross margin61.3%+3.1pp
Operating margin3.3%+2.3pp
Net margin1.3%+0.7pp
FCF margin8.4%+2.6pp

Returns & leverage

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Return on equity21.6%+12.1pp
Debt / equity-0.2×
Current ratio0.9×0.0×

Where this comes from

Reported directly by Extreme Networks in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: Extreme Networks’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 4:07 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q1 2026
Accession
0001193125-26-197200
Line itemThree Months Ended / March 31, 2026Three Months Ended / March 31, 2025Nine Months Ended / March 31, 2026Nine Months Ended / March 31, 2025
Subscription and support117,529106,445353,893320,459
Total net revenues316,874284,505945,044833,064
Cost of revenues:
Product86,20676,059259,334218,065
Subscription and support35,12433,037107,05794,960
Total cost of revenues121,330109,096366,391313,025
Gross profit:
Product113,139102,001331,817294,540

ITEM 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is Extreme Networks's product — cost of goods sold?
Extreme Networks (EXTR) reported product — cost of goods sold of $86.21M in Q1 2026.
How has Extreme Networks's product — cost of goods sold changed year-over-year?
Extreme Networks's product — cost of goods sold increased by 13.3% year-over-year, from $76.06M to $86.21M.
What is the long-term trend for Extreme Networks's product — cost of goods sold?
Over 3 years (2022 to 2025), Extreme Networks's product — cost of goods sold has grown at a -5.9% compound annual growth rate (CAGR), from $360.56M to $300.83M.
What does product — cost of goods sold mean?
This metric captures the direct costs associated with manufacturing, sourcing, and delivering the company's networking hardware and software products. It includes expenses such as raw materials, component procurement, and direct labor involved in product production. Monitoring this metric is essential for evaluating supply chain efficiency and the direct cost structure of the product segment.

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