Extreme Networks: Cloud and AI Fantasy Meets Strong Seasonality

Extreme Networks is a U.S.-based networking specialist that provides businesses, government agencies, universities, and sports stadiums with Wi-Fi, switching, and cloud networking solutions. The company develops hardware and software for building modern IT infrastructures and primarily generates revenue through the sale of networking hardware, subscription-based cloud management platforms, as well as service and maintenance contracts. Particularly interesting for investors is the increasing shift towards software-defined networks and AI-driven network...