2025 Investor Day

Extreme Networks
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

82
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
summarize
Open slide detailBeat · Attention
05
summarize
Open slide detailBeat · Attention
06
The chart illustrates the lifecycle of different Wi-Fi standards over time.establish_context
Open slide detailBeat · NeedLoop · Pattern Hunter
07
summarize
Open slide detailBeat · NeedLoop · Pattern Hunter
08
The slide uses a logo-grid layout to demonstrate market penetration and brand credibility.illustrate_case
Open slide detailBeat · NeedLoop · Pattern Hunter
09
The slide uses a dramatic contrast to emphasize performance improvement.illustrate_case
Open slide detailBeat · NeedLoop · Pattern Hunter
10
The slide uses a high-quality stock photo of a scientist to evoke the biopharma context.illustrate_case
Open slide detailBeat · NeedLoop · Pattern Hunter
11
Uses a sports metaphor to illustrate technical value proposition.illustrate_case
Open slide detailBeat · NeedLoop · Pattern Hunter
12
Features the Kroger logo and a descriptive blurb about their network upgrade.illustrate_case
Open slide detailBeat · NeedLoop · Pattern Hunter
13
The slide uses a spherical diagram to represent the platform's layers, mapped to three key strategic advantages.present_solution
Open slide detailBeat · SatisfactionLoop · Golden Circle
14
The slide uses a quote to frame the competitive tailwinds, which are then listed as specific business factors.establish_context
Open slide detailBeat · SatisfactionLoop · Golden Circle
15
summarize
Open slide detailBeat · SatisfactionLoop · Golden Circle
16
front_matter
Open slide detailBeat · SatisfactionLoop · Golden Circle
17
This appears to be a stock photo used as a background or section divider in a consulting deck.filler
Open slide detailBeat · SatisfactionLoop · Golden Circle
18
The image serves as a visual representation of the company's operational environment.front_matter
Open slide detailBeat · SatisfactionLoop · Golden Circle
19
The image features a da Vinci surgical system and a BK Medical ultrasound console.filler
Open slide detailBeat · SatisfactionLoop · Golden Circle
20
This is a full-bleed image slide, likely used as a section divider or mood-setting slide in a healthcare-focused consulting deck.filler
Open slide detailBeat · SatisfactionLoop · Golden Circle
21
This is a stock-style image used as a visual filler or to establish context for industrial operations.filler
Open slide detailBeat · Satisfaction
22
front_matter
Open slide detailBeat · Satisfaction
23
transition
Open slide detailBeat · Satisfaction
24
The slide uses a central axis of technology/commercial pillars with opposing customer requirements on either side.present_framework
Open slide detailBeat · Satisfaction
25
Includes a hub-and-spoke style network diagram and certification badges (FIPS, Energy Star).summarize
Open slide detailBeat · Satisfaction
26
Includes a grid of industry certification and partnership logos.present_solution
Open slide detailBeat · Satisfaction
27
The slide highlights both the scale of connected devices and the breadth of security/compliance certifications.summarize
Open slide detailBeat · Satisfaction
28
transition
Open slide detailBeat · Satisfaction
29
summarize
Open slide detailBeat · Action
30
summarize
Open slide detailBeat · Action
31
frame_problem
Open slide detailBeat · Action
32
The slide uses a spherical diagram to represent the platform architecture alongside three key outcome pillars.summarize
Open slide detailBeat · Action
33
transition
Open slide detailBeat · Action
34
The slide uses a list-based structure to define two primary pillars and five supporting strategic principles.present_solution
Open slide detailBeat · Action
35
front_matter
Open slide detailBeat · Action
36
present_solution
Open slide detailBeat · Action
37
summarize
Open slide detailBeat · Action
38
quantify_impact
Open slide detailBeat · Action
39
illustrate_case
Open slide detailBeat · Action
40
other
Open slide detailBeat · Action
41
front_matter
Open slide detailBeat · Action
42
The slide uses a 3D cloud icon with an upward trend arrow to symbolize growth and execution.summarize
Open slide detailBeat · Action
43
The slide uses a combination of an area chart for market growth and circular callouts for key performance metrics.size_opportunity
Open slide detailBeat · Action
44
The chart uses a stacked area format to show the shift from non-AI to AI-driven networking.size_opportunity
Open slide detailBeat · Action
45
The slide uses a dark, tech-themed background with a central glowing orb containing key metrics.summarize
Open slide detailBeat · Action
46
The slide uses a circular layout to present four strategic focus areas.prioritize
Open slide detailBeat · Action
47
Uses a Formula 1 racing car as a visual metaphor for speed and performance.summarize
Open slide detailBeat · Action
48
The slide uses a logo-grid layout to establish credibility through external validation.summarize
Open slide detailBeat · Action
49
The chart is a classic IDC MarketScape bubble chart plotting Strategies vs Capabilities.compare_peers
Open slide detailBeat · Action
50
The diagram uses a circular segmentation to represent the integration of three core business functions around a central financial goal.present_solution
Open slide detailBeat · Action
51
The diagram shows a continuous loop of 7 steps. Below the loop, three categories of plays are listed: Extreme Platform ONE, Competitive, and Cross-Sell/Upsell.present_framework
Open slide detailBeat · Action
52
present_solution
Open slide detailBeat · Action
53
summarize
Open slide detailBeat · Action
54
front_matter
Open slide detailBeat · Action
55
This is a visual mood board/thematic slide rather than a data-driven slide.other
Open slide detailBeat · Action
56
present_solution
Open slide detailBeat · Action
57
The matrix axes are 'High/Low Upfront Cost' (vertical) and 'Low/High Customer Ownership' (horizontal).compare_options
Open slide detailBeat · Action
58
The slide uses a logo-grid layout to categorize partners.establish_context
Open slide detailBeat · Action
59
quantify_impact
Open slide detailBeat · Action
60
quantify_impact
Open slide detailBeat · Action
61
transition
Open slide detailBeat · Action
62
The slide uses a metaphorical image of a tractor to represent innovation and continuous operation, likely in an industrial or agricultural IoT context.summarize
Open slide detailBeat · Action
63
The slide uses a testimonial-style format to showcase a specific client relationship.illustrate_case
Open slide detailBeat · Action
64
transition
Open slide detailBeat · Action
65
size_opportunity
Open slide detailBeat · Action
66
illustrate_case
Open slide detailBeat · Action
67
The slide uses a photo of a healthcare worker to contextualize the NHS client win.illustrate_case
Open slide detailBeat · Action
68
transition
Open slide detailBeat · Action
69
summarize
Open slide detailBeat · Action
70
The chart uses a stacked bar visual to show ranges or potential outcomes for 2Q26 and 4Q26.quantify_impact
Open slide detailBeat · Action
71
present_solution
Open slide detailBeat · Action
72
quantify_impact
Open slide detailBeat · Action
73
The slide uses a before-and-after comparison to demonstrate the value of bundling.quantify_impact
Open slide detailBeat · Action
74
The chart illustrates a 30%+ CAGR over the period.quantify_impact
Open slide detailBeat · Action
75
The chart illustrates a shift in revenue mix where subscription revenue grows as a proportion of total recurring revenue.quantify_impact
Open slide detailBeat · Action
76
quantify_impact
Open slide detailBeat · Action
77
The slide includes a disclaimer defining the non-GAAP metrics used.quantify_impact
Open slide detailBeat · Action
78
quantify_impact
Open slide detailBeat · Action
79
Includes a footnote referencing a reconciliation slide.summarize
Open slide detailBeat · Action
80
front_matter
Open slide detailBeat · Action
81
appendix
Open slide detailBeat · Action
82
The slide provides a detailed breakdown of specific adjustments (Share-Based Compensation, Amortization, Restructuring, etc.) to bridge GAAP and Non-GAAP figureanalyze_data
Open slide detailBeat · Action