Summary
- Extreme's wired and wireless network infrastructure equipment together with its cloud-centric solutions can improve the operating efficiency of customers.
- Its products are competitively well positioned and it is making progress in its supply chain for sourcing components from China and Taiwan.
- It also has some level of pricing power, but, the deteriorating Covid situation in China can have an adverse effect on its growth or profitability for fiscal 2023.
- Thus, it is better to wait for a management update when the second quarter financial results are announced on January 25.
- Still, long-term growth prospects remain intact.
For further details see:
Extreme Networks: Competitive With Pricing Power, But Wait For Supply Chain Update