Extreme Networks Inc (LTS:0IJW)
$ 11.5595 0.3495 (3.12%) Market Cap: 1.49 Bil Enterprise Value: 1.58 Bil PE Ratio: 0 PB Ratio: 22.96 GF Score: 56/100
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Extreme Networks Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript

Mar 03, 2021 / 06:15PM GMT
Release Date Price: $8.78 (-4.65%)
Meta A. Marshall
Morgan Stanley, Research Division - VP

Hey, this is Meta Marshall, Head of the Networking Coverage here at Morgan Stanley. We're delighted today to have Extreme Networks with us here. We have the CEO, Ed Meyercord; we also have Stan Kovler, who's on the line as well, who heads up the IR function, and many of you they know him from his past life. I'm going to read a brief disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

Ed, thanks so much for being here today. I think this is -- it's great to have you here, especially after the Analyst Day last week.

Questions & Answers

Meta A. Marshall
Morgan Stanley, Research Division - VP

So can we maybe start off today with an overview of the path that Extreme has taken over the past couple of years? You rolled up a lot of kind of subscale businesses that have very strong technology and installed bases. But

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