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 profile centers on the supply chain. The company purchases some key manufacturing components from single or limited sources, a high-share dependency that leaves it exposed to disruption at any one of those suppliers with limited substitution options. Compounding this, its top six suppliers accounted for a significant portion of purchases during the year, a medium-share dependency that broadens the base somewhat but still concentrates procurement risk among a small group of counterparties. On the revenue side, international sales constitute a significant portion of net revenues, a medium-share exposure that is structural rather than counterparty-specific — tied to global demand patterns, currency, and cross-border trade conditions rather than any single customer or vendor. Taken together, the supply-side exposures are the more idiosyncratic risk, since a single vendor failure or a shift in negotiating leverage could compress margins or delay shipments, while the international-sales concentration is a broader macro exposure that moves with global demand cycles. None of the three disclosures carries a specific percentage, but the filing's own framing indicates supply-chain dependency is the dominant theme.
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.