When Demand Accelerates, Supply Becomes a Competitive Advantage

Enterprise networking is entering another major investment cycle.

We hear it every day from our customers. The influx of devices, data, applications and AI-powered operations are putting new demands on the network, while enterprises are modernizing infrastructure for what comes next. It’s creating significant opportunity across our industry. But there's another side to growing demand: you must be able to deliver.

Product availability is becoming a bigger concern. Component costs are rising, supply remains constrained and we're hearing from partners that some competitors' lead times continue to extend into months and years. For customers planning large network transformations across hundreds or thousands of locations, delays can have significant business impact.

Extreme Networks planned ahead

Extreme has secured critical supply well into our Fiscal 2028 (starts in July 2027), giving us strong visibility into our ability to support customer demand as industry conditions become more challenging.

Our supply chain is built around resilience, flexibility and speed. We plan early, work closely with suppliers and move quickly when conditions change. We've proven that ability through multiple periods of industry-wide disruption, and we're applying those lessons again today.

AI is raising the stakes for the network

AI is making enterprise infrastructure more critical, not less. As organizations deploy AI-powered applications and automate more IT operations, they need networks with greater capacity, performance and intelligence that are also simpler to operate and scale.

Customers aren't just thinking about their next access point or switch. They're building the infrastructure that will support the next several years of innovation. You can have the best technology roadmap in the world, but if customers can't get the products, that roadmap doesn't solve their problem.

Certainty when it matters

Supply chain strength ultimately comes down to certainty, confidence that the technology customers commit to will be available when they need it, at a cost they can plan around. Our partners are on the frontlines of this supply issue, as they try to help customers secure products.

• David Woods, GM of Nexon, said: “One of the biggest differentiators we've seen from Extreme is the resilience and consistency of its supply chain. Extreme has continued to deliver reliable product availability, predictable lead times, and commercial certainty, enabling us to confidently plan and execute complex, large-scale customer deployments. That level of reliability has been instrumental in helping us meet customer expectations and deliver projects on time.”
• Tom Kirk, President of CNI, sees the same advantage: “Across the industry, we've seen customers frustrated by shifting costs and uncertain lead times. Extreme has been a reliable exception, pairing pricing stability with dependable product availability that helps us deliver for customers when it matters most.”

As component costs rise across the industry, Extreme will adjust pricing effective October 1. But we planned ahead to protect customers and partners. Our Deal Registration Price Guarantee locks in pricing for eligible registered opportunities through November 1. This is a commitment we made months ago and will continue to honor.

Ready for what's next

We've secured supply well into Fiscal 2028 while continuing to invest in the technology driving the next generation of networking, from Wi-Fi 7 and Fabric to Extreme Platform ONE and AI-driven network operations.

Customers shouldn't have to choose between innovation, availability and predictability. They need a technology partner that can deliver all three.

As demand accelerates, our job is straightforward: innovate ahead of the market, anticipate what our customers will need and make sure we're ready to deliver when they need it.