| Stage | EXTR | % of rev | CSCO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $341M | 100.00% | $17.3B | 100.00% | CSCO ×50.58 |
| Gross profit | $212M | 62.13% | $11.1B | 64.13% | CSCO +2.0pp |
| Operating income | $23M | 6.77% | $4.3B | 24.72% | CSCO +17.9pp |
| Pre-tax income | $18M | 5.41% | $4.9B | 28.59% | CSCO +23.2pp |
| Net income | $16M | 4.68% | $3.9B | 22.37% | CSCO +17.7pp |
| Stage | EXTR | CSCO | Gap · A − B |
|---|---|---|---|
| Revenue | $341M100.00% | $17.3B100.00% | CSCO ×50.58 |
| Gross profit | 62.13%$212M | 64.13%$11.1B | CSCO +2.0pp |
| Operating income | 6.77%$23M | 24.72%$4.3B | CSCO +17.9pp |
| Pre-tax income | 5.41%$18M | 28.59%$4.9B | CSCO +23.2pp |
| Net income |
| 4.68%$16M |
| 22.37%$3.9B |
| CSCO +17.7pp |
None
No disclosed counterparties: EXTR.