Extreme Networks, Inc. · NASDAQ:EXTR

Extreme Networks — Shareholder Meeting (December 2010)

20 slides from Extreme Networks's shareholder meeting presentation, Dec 17, 2010

  1. Slide 1: Annual Stockholder Meeting

    © 2010 Extreme Networks, Inc. All rights reserved. Annual Stockholder Meeting Oscar Rodriguez, President & CEO Dec 15, 2010 Exhibit 99.1

  2. Slide 2: The World is Changing

    © 2010 Extreme Networks, Inc. All rights reserved. 2 1960s 1970s 1980s 1990s 2000s 2010s 2020s Minicomputer (10M+ units) Mainframe (1M+ units) The World is Changing Adopted from Morgan Stanley Technology Adoption Life Cycle A New Enterprise • Inflection point around device ownership • 700% growth in

  3. Slide 3: The World is Changing: The Cloud in 2015

    © 2010 Extreme Networks, Inc. All rights reserved. 3 1960s 1970s 1980s 1990s 2000s 2010s 2020s The World is Changing Global Industry Analysts; Gartner; Sand Hill Group; Mimecast A New Enterprise • Inflection point around device ownership • 700% growth in ATPU over the next 3 - 5 yrs • Truly anywhere

  4. Slide 4: Slide 4

  5. Slide 5: Open Architecture

    © 2010 Extreme Networks, Inc. All rights reserved. 5 Open Open Architecture The Extreme Networks Solution Smooth integration into your customer’s environment Dynamic Mobile Engaged Sustainable Elastic Open

  6. Slide 6: Elastic Flexibility

    © 2010 Extreme Networks, Inc. All rights reserved. 6 Elastic Elastic Flexibility The Extreme Networks Solution A Data Center progression from Physical to Virtual to Cloud Dynamic Mobile Engaged Sustainable Elastic Open

  7. Slide 7: Mobile Workforce

    © 2010 Extreme Networks, Inc. All rights reserved. 7 Mobile Mobile Workforce The Extreme Networks Solution A solid roadmap to a converged LAN and WLAN Dynamic Mobile Engaged Sustainable Elastic Open

  8. Slide 8: Pere

    Pere

  9. Slide 9: Slide 9

  10. Slide 10: Slide 10

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  13. Slide 13: ExtremeXOS Extreme Switching Infrastructure

    © 2010 Extreme Networks, Inc. All rights reserved. ExtremeXOS Extreme Switching Infrastructure 11 Embedded Security (e.g. DoS, IP Spoof, ARP) Identity and Role-based Networking Wireless Convergence Device Management Identity Reporting Role Based Network Management Application Monitoring Differentiat

  14. Slide 14: Slide 14

  15. Slide 15: Supporting the world's most demanding customers

    © 2010 Extreme Networks, Inc. All rights reserved. 12 Supporting the world’s most demanding customers Worldwide customers Moving the “Big Bang” The Human Genome Project

  16. Slide 16: Slide 16

  17. Slide 17: Investment Thesis

    © 2010 Extreme Networks, Inc. All rights reserved. 14 Focused Proven Scalable Viable Investment Thesis Serving growing markets Solutions for Emerging Ethernet Markets Breaking price/perf boundaries Sales & Support with worldwide reach Serving 4 of the top 6 mobile NEPs Market price-leading 40Gb tech

  18. Slide 18: Financial Model

    © 2010 Extreme Networks, Inc. All rights reserved. © 2010 Extreme Networks Inc. All rights reserved 15 Financial Model Gross Margin of 57%-59% Research & Development of 13%-14% Sales & Marketing of 25%-26% General & Administrative of 7%-8% Operating Income of ~11%

  19. Slide 19: Risk on Forward-Looking Statements

    © 2010 Extreme Networks, Inc. All rights reserved. 16 Risk on Forward-Looking Statements This presentation contains forward-looking statements that involve risks and uncertainties, including statements regarding the Company’s financial performance, acceptance of the Company’s newer products in the m

  20. Slide 20: Thank you

    © 2010 Extreme Networks, Inc. All rights reserved. Thank you

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