Extreme Networks, Inc. (EXTR) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 11:45 AM EDT
Company Participants
Edward Meyercord - President, CEO & Executive Director
Conference Call Participants
Samik Chatterjee - JPMorgan Chase & Co, Research Division
Presentation
Samik Chatterjee
JPMorgan Chase & Co, Research Division
Welcome, everyone. Thank you for your patience. For the next fireside chat, we have Extreme Networks, and we have the pleasure of hosting Ed Meyercord, who's the CEO of Extreme. Ed, thank you for being here, and thank you to the audience as well.
Question-and-Answer Session
Samik Chatterjee
JPMorgan Chase & Co, Research Division
Ed, a Lot has changed since we spoke last time at this conference. You've had 5 straight quarters of double-digit growth. Platform ONE has fully launched. Agent ONE has been unveiled as well. I mean just maybe outline for investors where you are in terms of the transformation or the evolution of the company and how much more to go in terms of transforming the platform that you're trying to build?
Edward Meyercord
President, CEO & Executive Director
Yes. And Samik, thank you for having us. Full schedule here. We appreciate that. We -- just 2 weeks ago, we had a user conference in Orlando. We have customers. We also have our partners. We had some industry analysts there. And we announced our second-generation AI platform. Keep in mind, we came out with the first platform in July. So I guess I say that because it's moving fast.
And what we announced is the evolution of our platform to include Agent ONE which is -- highlights the Agentic platform and the capabilities that it has as a coworker to an IT team in networking. And then we also announced this operator mode, which was an agent Exchange, which got
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