NASDAQ
EXTR
5 stories
$2.9B Market cap · 2026-10-16
Voss's Q3 letter is out. We take a look at some macro fears that failed to materialize this year, comment on historically cheap small cap valuations, and provide brief updates on our top 4 longs ( $GFF $IMXI $EXTR $BXC) and one new core idea ( $CROX). https://t.co/qG5Mo94ORB
1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw
This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ
They've implemented EXTR IOT into their $EXTR CloudIQ apps for free w/ the Pilot version. It has built in analytics, data collection, can adjust security on an IoT device by device basis, e.g. can set a security policy to only allow an MRI machine to communicate w/ imaging server https://t.co/IDFDer7M9T
Letters that discuss EXTR.
Companies the stories above are also about, besides EXTR.
