NETGEAR, INC.
NETGEAR (NTGR) reported a wider Q2 net loss of $7.3 million, or $0.27 per share, versus $6.4 million, or $0.22 per share a year earlier. Adjusted EPS was $0.16 versus $0.06. Revenue fell 1.2% to $168.6 million. Enterprise revenue rose to $89.0 million, while consumer revenue fell to $79.6 million. Q3 revenue guidance is $165 million to $175 million.
NETGEAR, INC. (NTGR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ntgr-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 NEWS RELEASE NETGEAR ® REPORTS SECOND QUARTER 2026 RESULTS Revenue and operating margin above the high end of guidance Enterprise segment grows 7.7% year over year and delivers all-time-high non-GAAP gross margin of 54.1% ARR
Maravedis Research says Netgear is repositioning from consumer networking to enterprise networking and SaaS. It claims enterprise is about 55% of revenue, near $400M annually, and cites Q3 2025 enterprise revenue of $90.8M (+15.7% YoY). It also reports Insight cloud management ARR of $37.9M (+17%) and record non-GAAP gross margin of 39.6%.
Over the past 7 days, alphai's AI scored 2 news stories mentioning NTGR (NETGEAR, INC.). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.
Recent NTGR coverage spans insider activity, financial news and earnings.
In the last 30 days, NTGR insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($72K). The most active reporter was Badjate Pramod, President & GM, NFB, with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Q2 deterioration with a modest revenue decline and a specific Q3 revenue range suggests continued margin pressure but some stability in enterprise demand.
Enterprise momentum and margin expansion are offset by expected memory-cost headwinds, with Q3 profitability guided to remain negative.
The piece frames a strategic shift from consumer hardware to enterprise SaaS and automation, supported by specific Q3 2025 segment and margin metrics.
Insider selling disclosed via Form 4; likely low fundamental signal but can affect near-term sentiment/positioning.
Insider selling disclosed via Form 4; likely low signal given 10b5-1 pre-arrangement, but can still affect near-term sentiment.
alphai scores every news story that mentions NTGR with an AI model for sentiment and relevance, and aggregates insider trades from NETGEAR, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
NETGEAR (NTGR) reported a wider Q2 net loss of $7.3 million, or $0.27 per share, versus $6.4 million, or $0.22 per share a year earlier. Adjusted EPS was $0.16 versus $0.06. Revenue fell 1.2% to $168.6 million. Enterprise revenue rose to $89.0 million, while consumer revenue fell to $79.6 million. Q3 revenue guidance is $165 million to $175 million.
3 min readNETGEAR, INC. (NTGR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ntgr-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 NEWS RELEASE NETGEAR ® REPORTS SECOND QUARTER 2026 RESULTS Revenue and operating margin above the high end of guidance Enterprise segment grows 7.7% year over year and delivers all-time-high non-GAAP gross margin of 54.1% ARR
6 min readMaravedis Research says Netgear is repositioning from consumer networking to enterprise networking and SaaS. It claims enterprise is about 55% of revenue, near $400M annually, and cites Q3 2025 enterprise revenue of $90.8M (+15.7% YoY). It also reports Insight cloud management ARR of $37.9M (+17%) and record non-GAAP gross margin of 39.6%.
7 min readGoli Shravan sold 1,840 shares of NETGEAR, INC. (NTGR) at $27.05 on 2026-06-01 under a Rule 10b5-1 trading plan.
2 min readGoli Shravan sold 1,541 shares of NETGEAR, INC. (NTGR) at $26.69 on 2026-06-01 under a Rule 10b5-1 trading plan.
2 min readButterfass Sarah sold 1,134 shares of NETGEAR, INC. (NTGR) at $27.08 on 2026-06-01 under a Rule 10b5-1 trading plan.
2 min readButterfass Sarah sold 1,570 shares of NETGEAR, INC. (NTGR) at $26.77 on 2026-06-01 under a Rule 10b5-1 trading plan.
2 min readNETGEAR reported Q1 2026 earnings, highlighting record profitability with a non-GAAP gross margin of 41.7% and non-GAAP EPS of $0.06, despite a slight revenue decline of 2% year-over-year to $158.8 million. The strong performance was driven by the enterprise segment, which saw revenue increase by 5.8% year-over-year, while the consumer segment softened due to memory cost pressures and deliberate portfolio actions. The company also announced share buybacks and provided Q2 revenue guidance between $150 million and $165 million.
3 min readNETGEAR reported strong Q1 2026 earnings, significantly beating EPS expectations with $0.06 against a forecasted loss, and revenue slightly surpassing estimates. The company achieved record high gross margins driven by an improved product mix and efficient operations, with its stock seeing a modest post-earnings increase. Despite memory cost pressures and a year-over-year revenue decline, NETGEAR remains optimistic about future profitability and growth, particularly in its enterprise segment and through strategic investments in AI and new product development.
3 min readNETGEAR ($NTGR) reported its Q1 2026 earnings, beating analyst estimates for both earnings per share and revenue. The company posted earnings of $0.06 per share on revenue of $158.82 million. The article also details recent insider trading activity, showing three sales and no purchases, and summarizes hedge fund movements with 82 institutional investors adding shares and 114 decreasing positions.
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