Updated
The most significant concentration Extreme Networks discloses is single or limited-source component suppliers, 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: 'Our top six suppliers accounted for a significant portion of our purchases during the year.'”
“10-K Item 1A: 'International sales constitute a significant portion of our net revenues.'”
Extreme Networks' concentration risk centers on its supply chain, with a geographic exposure layered on top. The company purchases some key components used in manufacturing from single or limited sources, a high-share dependency it says it relies on to meet its needs, making this the most consequential of the disclosed exposures. More broadly, its top six suppliers accounted for a significant portion of purchases during the year, a medium-share concentration that is more diffuse than the single-source dependency above it but still notable across a small supplier base. Separately, international sales constitute a significant portion of net revenues, a medium-share, structural exposure reflecting the company's global sales footprint rather than a fragile dependency on any one supplier or customer. Netting these together, the two supply-side exposures are the ones most capable of disrupting operations if a key component or one of the top six suppliers became unavailable, since both are counterparty-specific dependencies, while the international-sales concentration is a structural feature of an already globally diversified go-to-market model and less likely on its own to move the verdict.
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 | 2 | 0 | 3 |
| ADTN | ADTRAN Holdings, Inc. | 1 | 0 | 2 | 3 |
| 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.