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Ryan Koons

Research Analyst at Needham & Co

Ryan Koontz is a Managing Director, Senior Equity Research Analyst at Needham & Company, specializing in broadband networking, cloud communications, and satellite sectors within computer and technology. He covers 34 companies including Planet Labs, RADCOM, Coherent, Harmonic, Clearfield, and ADTRAN, with a track record of issuing 137 ratings over the last 7 years, predominantly Buy recommendations at 82.5%, though specific success rates and returns require subscription access on platforms like MarketBeat. Koontz joined Needham in 2021 after three years at Rosenblatt Securities covering cloud communications and networking, founding independent research firms at Woodside Capital and Inflection Point Research, and holding management roles at Advanced Fibre Communications, Ericsson, and AT&T. He holds a Bachelor of Science in Electrical Engineering, an M.B.A., and an M.S. in Engineering Management from California Polytechnic State University, San Luis Obispo.

Ryan Koons's questions to EXTREME NETWORKS (EXTR) leadership

Question · Q2 2026

Ryan Koons sought clarification on the drivers behind cloud ARR growth, specifically identifying strengths in subscription sales and areas needing improvement. He also inquired about the factors contributing to strong EMEA sales, including any impact from forthcoming EU regulatory requirements on data sovereignty.

Answer

President and CEO Ed Meyercord and EVP and CFO Kevin Rhodes attributed cloud ARR strength to Platform One's success, which significantly exceeded internal booking targets, and its simple licensing model. They noted the Agentic AI's efficiency benefits for customers. For EMEA, Meyercord highlighted Extreme's unique ability to deliver data sovereign solutions, positioning it for future tailwinds from returning government spending. Rhodes added that a new EMEA sales leader is optimistic about regional opportunities.

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