NETGEAR, Inc.

NASDAQ•NTGR

CEO: Mr. Bryan D. Murray CPA

Sector: Technology

Industry: Communication Equipment

Listing Date: 2003-07-31

NETGEAR, Inc. provides connectivity solutions the Americas; Europe, the Middle East, Africa; and the Asia Pacific. The company operates in two segments, Connected Home, and NETGEAR for Business. The Connected Home segment offers Wi-Fi routers and home Wi-Fi mesh systems, Wi-Fi hotspots, digital displays, broadband modems, Wi-Fi gateways, Wi-Fi range extenders, powerline adapters, and Wi-Fi network adapters; and provides value-added service offerings, including security and privacy, technical support, and parental controls. The NETGEAR for Business segment provides pro AV Solutions; pro routers; enterprise grade cloud managed or standalone access points; general purpose ethernet switches; NETGEAR Insight remote management software; and NETGEAR engage controller. It markets and sells its products through wholesale distributors, traditional and online retailers, direct market resellers, value-added resellers, and broadband service providers, as well as through its direct online store. The company was incorporated in 1996 and is headquartered in San Jose, California.

Contact Information

350 East Plumeria Drive, San Jose, CA, 95134, United States

408-907-8000

www.netgear.com

Market Cap

$670.31M

P/E (TTM)

-20.8

51.5

Dividend Yield

52W High

$36.86

52W Low

$19.00

52W Range

26%

Rank44Top 53.8%

3.7

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Weak • 3.7 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$176.20M+0.00%

4-Quarter Trend

EPS

-$0.54+0.00%

4-Quarter Trend

FCF

$13.62M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Revenue Increased Net revenue reached $699.62M USD, showing 3.8% growth compared to prior year results.

Gross Margin Significantly Improved Gross margin percentage rose sharply to 38.0% from 29.1%, driven by favorable Enterprise product mix.

Enterprise Segment Strong Growth Enterprise revenue grew 18.8% to $342.03M USD; contribution margin increased to 22.4%.

Consumer Margin Recovery Consumer segment achieved 2.4% contribution margin, recovering from prior period operating losses.

Risk Factors

Supply Chain Component Reliance Obtaining key components from limited or sole sources risks increased costs and potential loss of sales volume.

Channel Inventory Optimization Managing channel partner inventory levels is challenging, potentially leading to excess inventory costs or lost sales opportunities.

Rapid Product Price Erosion Average selling prices decline quickly over product cycles, negatively affecting net revenue and overall gross margins.

Cybersecurity and Data Risks Product security vulnerabilities and data breaches could disrupt operations, leading to regulatory actions and reputational harm.

Outlook

Executing Multi-Phase Transformation Entering second phase focused on strengthening core businesses through improved execution and cost structure alignment.

Accelerating Growth Initiatives Subsequent phase expected to focus on accelerating growth, including selective inorganic opportunities for expansion.

Software and Security Focus Continued investment in differentiating portfolio through software, services, and enhanced security offerings.

WiFi 7 Product Pipeline Commitment to introducing additional and improved WiFi 7 products across major product lines in 2026.

Peer Comparison

Revenue (TTM)

SCSC

$3.02B

+0.1%

CRSR

$1.47B

+11.9%

GCT

$1.29B

+11.1%

Gross Margin (Latest Quarter)

AIOT

55.2%

+0.3pp

ITRN

50.5%

+2.2pp

CRCT

47.4%

+9.1pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
COHU	$1.77B	-23.7	-9.1%	28.9%
GCT	$1.66B	12.1	30.7%	39.0%
CTS	$1.59B	24.6	11.9%	16.0%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

2.8%

Moderate Growth

4Q Net Income CAGR

N/M

Profitability Shift

Cash Flow Stability

25%

Cash Flow Needs Attention

Deep Research

Next earnings:Apr 28, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data