Updated
The most significant concentration Extreme Networks discloses is key components from single or limited sources, 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'”
“10-K Item 1A: 'Our top six suppliers accounted for a significant portion of our purchases during the year.'”
Extreme Networks' disclosed concentrations are both supply-side dependencies. The company states that it purchases some key components used in manufacturing from single or limited sources and is dependent upon supply from these sources, a high-share exposure with no disclosed percentage. This is the more idiosyncratic risk: a shortage, allocation decision, or price increase at a constrained component source could delay shipments or compress margins, and qualifying replacements can take time. Separately, the top six suppliers accounted for a significant portion of purchases during the year, a medium-share exposure. This points to a procurement base concentrated among a small group of vendors, which adds negotiating-leverage and continuity considerations on top of the component-level constraint. Taken together, the two disclosures describe a single theme viewed at two levels: specific components are hard to second-source, and overall purchasing is concentrated in few vendors. Because the sources provide no percentages, the exact weight of either cannot be quantified. The exposure is counterparty-specific rather than macro-cyclical, so monitoring should focus on supply availability, vendor relationships, and any disclosed progress on dual-sourcing critical parts.
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 |
| 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.