Updated
The most significant concentration Extreme Networks discloses is single or limited source components, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Extreme Networks’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1A: 'we currently purchase some key components used in the manufacturing of our products from single or limited sources and are dependent upon supply from these sources to meet our needs'”
“10-K Item 1A: 'International sales constitute a significant portion of our net revenues'”
The company's disclosed concentration profile combines a high-share supply-chain dependency with a medium-share geographic exposure on the revenue side. The company currently purchases certain key components from single or limited sources and depends on those sources to meet its needs, a high-share dependency by disclosed size. The idiosyncratic character of sole-source or limited-source component purchasing means a supply disruption — whether from a manufacturer's operational issue, geopolitical restriction, or natural disaster — could constrain product delivery without a readily available substitute. This is the most acute disclosed risk because it operates outside the company's direct control. International sales constitute a significant portion of net revenues, a medium-share geographic exposure that is structural in character — the company's networking products are sold to enterprise and service-provider customers in markets globally, and the international revenue mix reflects where those end-markets are located. Because the filing does not specify particular countries or regions, the exposure is diffuse rather than concentrated in any single jurisdiction, which limits the likelihood that a single-country political or economic event would materially impair the whole international book simultaneously. The two exposures operate independently: the supply-chain dependency is a manufacturing and procurement risk, while the international revenue mix is a demand and currency risk. Neither directly amplifies the other. On balance, the sole-source component dependency is the higher-priority risk in the disclosed profile, given its potential to directly interrupt product availability regardless of demand conditions.
For the engine’s reasoning on EXTR’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AAOI | Applied Optoelectronics, Inc. | 2 | 1 | 0 | 3 |
| EXTR● | Extreme Networks, Inc. | 1 | 1 | 0 | 2 |
| CSCO | Cisco Systems, Inc. | 1 | 0 | 0 | 1 |
| CIEN | Ciena Corporation | 0 | 2 | 2 | 4 |
| BDC | Belden Inc | 0 | 2 | 1 | 3 |
| ASTS | AST SpaceMobile, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.