NETGEAR reported strong financial performance with record gross margins and significant growth in key segments like NFB. However, supply constraints and challenges in the mobile segment tempered some of the positive outcomes. The company is focusing on long-term growth strategies and expanding its services offerings.

Company Guidance -

Q3 2025

In the recent NETGEAR conference call, guidance for the third quarter of 2025 was provided, highlighting expectations for continued strong performance across the company's business units. NETGEAR anticipates third-quarter net revenue to range between $165 million and $180 million, driven by robust demand in the NFB segment, particularly ProAV products, despite ongoing supply constraints. The company projects a non-GAAP operating margin between negative 5.5% and negative 2.5%, reflecting investments in software development and go-to-market capabilities. Additionally, NETGEAR expects its non-GAAP tax expense to range from a $500,000 benefit to a $500,000 expense.

Record Gross Margin

NETGEAR achieved an all-time high non-GAAP gross margin of 37.8%, marking a sequential increase and a significant year-over-year improvement of 1,540 basis points.

NFB Segment Growth

Revenue in the NFB segment increased by 38% year-over-year, with ProAV products showing strong performance despite supply constraints.

Successful Product Launches

NETGEAR launched the Orbi 370, expanding their product portfolio and targeting a broader market segment.

Strong Cash Position

The company ended the quarter with $363.5 million in cash and short-term investments.

Positive Contribution Margins Across All Business Units

Each business unit reported positive contribution margins, reflecting improved profitability.

Expansion of Services

NETGEAR launched a new AV Professional Services group to enhance their enterprise value proposition.

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

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NTGR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	-0.10 / -	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 -0.1.

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