The earnings call conveyed a positive sentiment overall, highlighting significant achievements such as record-breaking gross margins and strong growth in both the NFB and home networking segments. Despite some challenges, including supply constraints in ProAV and a decline in mobile segment revenue, the company demonstrated strategic progress and confidence in future growth.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call, NETGEAR provided guidance for Q3 2025, projecting net revenue between $165 million and $180 million. They expect GAAP operating margins to range from negative 11% to negative 8%, and non-GAAP operating margins to range from negative 5.5% to negative 2.5%. The company plans to continue investing in software development and market capabilities, especially within their NFB business. Despite supply constraints, particularly in their ProAV line, NETGEAR anticipates improvements in their supply position by Q1 2026. They also highlighted ongoing investments in insourcing software development, with expected benefits in product quality and execution speed. NETGEAR's focus remains on driving growth and profitability through strategic investments and operational efficiencies.

Record-Breaking Gross Margins

NETGEAR reported non-GAAP gross margins of 37.8%, an all-time high for the company, reflecting a 1,540 basis point increase compared to the previous year.

NFB Business Segment Growth

The NFB segment saw revenue growth of 38% year-over-year and 4.3% sequentially, with a gross margin increase of 1,300 basis points year-over-year to 46.7%.

Home Networking Business Performance

The home networking segment delivered net revenue growth of 13.1% year-over-year and 10% sequentially. The gross margin for this segment improved by 1,800 basis points year-over-year to 29.5%.

Successful Exium Acquisition

NETGEAR completed the purchase of Exium to add security specifically designed for small and medium enterprises to its NFB portfolio.

Strong Subscriber Growth

NETGEAR exited the second quarter with 559,000 recurring subscribers, generating $9 million in recurring services revenue, a year-over-year increase of 16.6%.

Netgear (NTGR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NTGR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	-0.09 / -	0.17	―	―	―
Jul 30, 2025	2025 (Q2)	-0.15 / 0.06	-0.74	108.11% (+0.80)	―
Apr 30, 2025	2025 (Q1)	-0.37 / 0.02	-0.28	107.14% (+0.30)	―
Feb 05, 2025	2024 (Q4)	-0.24 / -0.06	0.09	-166.67% (-0.15)	―
Oct 30, 2024	2024 (Q3)	-0.04 / 0.17	0.23	-26.09% (-0.06)	―
Jul 31, 2024	2024 (Q2)	-0.88 / -0.74	-0.16	-362.50% (-0.58)	―
May 01, 2024	2024 (Q1)	-0.28 / -0.28	-0.19	-47.37% (-0.09)
Feb 07, 2024	2023 (Q4)	0.04 / 0.09	-0.03	400.00% (+0.12)
Oct 25, 2023	2023 (Q3)	-0.04 / 0.23	0.21	9.52% (+0.02)
Jul 26, 2023	2023 (Q2)	-0.30 / -0.16	-0.19	15.79% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NTGR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$24.66	$23.25	-5.72%
Apr 30, 2025	$24.12	$28.00	+16.09%
Feb 05, 2025	$28.15	$28.53	+1.35%
Oct 30, 2024	$20.68	$21.92	+6.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Netgear (NTGR) report earnings?

Netgear (NTGR) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Netgear (NTGR) earnings time?

Netgear (NTGR) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NTGR EPS forecast?

NTGR EPS forecast for the fiscal quarter 2025 (Q3) is -0.09.

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