Botfet / Company detail

EXTR

rejected

Extreme Networks, Inc.

AI/compute

Moat scoreNot available: not scored quality failout of 100

Rejectionquality_fail

The numbers

Financial metrics

Quality gate and thesis context

Roic8.4%

Gross Margin61.5%

Revenue Cagr3.6%

Fcf Conversion226.1%

Fcf Yield3.2%

Interest Coverage6.1x

Market Cap B$3.0B

Pe68.5

Quality PassFail

Founder LedNo

Thesis AlignedYes

Moat QuantNot available: not scored quality fail

Why it may endure

Quant: · Curator:

Market Share StabilityNot available: not scored quality fail

Network EffectsNot available: not scored quality fail

Pricing PowerNot available: not scored quality fail

Regulatory MoatNot available: not scored quality fail

Switching CostsNot available: not scored quality fail

ConvictionNot available: not scored quality fail

LeadershipNot available: not scored quality fail

VisionNot available: not scored quality fail