Netgear Inc Stock Price, News & Analysis

NETGEAR (NASDAQ: NTGR) reported strong Q2 2025 financial results, with revenue of $170.5 million, up 18.5% year-over-year. The company achieved record-high gross margins of 37.5% GAAP and 37.8% non-GAAP, up 1,540 basis points from Q2 prior year. NETGEAR posted a non-GAAP EPS of $0.06 compared to $(0.74) in Q2 2024.

The company's three business segments showed significant improvements: NETGEAR For Business (NFB) revenue grew 38% to $82.6 million, Home Networking revenue increased 13.1% to $67.5 million, while Mobile segment revenue declined 16.1% to $20.4 million. Notable developments include the completion of the Exium acquisition to enhance security offerings and the launch of their most affordable WiFi 7 mesh system.

For Q3 2025, NETGEAR expects revenue between $165-180 million with non-GAAP operating margin of (5.5)% to (2.5)%.

NETGEAR (NASDAQ: NTGR) has launched its most affordable WiFi 7 mesh system, the Orbi 370 Series. The new system delivers speeds up to 5Gbps and features Multi-Link Operation (MLO) technology, combining 2.4GHz and 5GHz bands for enhanced performance.

The system includes built-in security features and 2.5Gbps Ethernet ports on both router and satellites. Pricing starts at $249.99 for a router and one satellite, with a three-pack available for $349.99. Additional satellites can be purchased for $149.99.

The Orbi 370 comes with standard security features at no monthly cost, plus optional premium services including NETGEAR Armor™ and Smart Parental Controls™ with 30-day free trials.

NETGEAR (NASDAQ: NTGR) has announced a significant expansion of its B2B strategy with two major initiatives. The company has appointed Massimo Mazzeo Ocello as VP of Global Systems Engineering, Customer Support and Services, and launched its first professional services offering focused on commercial AV customers.

Mazzeo, who joined NETGEAR in April 2025 from RUCKUS/Commscope, brings over 20 years of international leadership experience in systems engineering and technical solutions. The new professional services catalog aims to simplify AV-over-IP and IT rollouts, with on-site engineering assistance for critical installations and live events.

The company plans to expand its service offerings to include advanced design and planning, training and certification programs, and premium support tiers in the future.

NETGEAR (NASDAQ: NTGR), a global intelligent networking solutions provider, has scheduled its Q2 2025 earnings conference call for July 30, 2025, at 5:00 p.m. ET. The company will release its second quarter results after market close on the same day and provide insights into its Q3 2025 business outlook.

Investors and analysts can join via phone using the toll-free number (888) 660-6392 for US callers or (929) 203-0899 for international participants, using conference ID 1030183. A live webcast and replay will be available on NETGEAR's Investor Relations website.

NETGEAR (NASDAQ: NTGR) has appointed Jonathan Oakes as Senior Vice President and General Manager of Home Networking. Oakes, who brings over 20 years of experience in consumer product innovation, will oversee NETGEAR's home networking business, including hardware, software, and subscription services.

Previously holding product leadership roles at Google's Wearables and Health group, Fitbit, Amazon's Kindle division, and Hewlett-Packard, Oakes will implement four key pillars: customer experience focus, delivering high-performing products, security-first design, and industry partnership development. CEO CJ Prober emphasized Oakes' proven track record in driving innovation and leading high-performing teams as crucial for NETGEAR's future in connectivity solutions.

NETGEAR announced inducement equity awards for new employees, particularly those joining through the VAAG Systems acquisition. The awards include time-based RSUs of 75,470 shares for NFB employees and 62,500 shares for Jonathan Oakes, the new SVP of Home Networking. Oakes also received performance-based RSUs targeting 62,500 shares tied to NETGEAR's total shareholder return compared to the Nasdaq Telecommunications Index from April 2025 to December 2027. The time-based RSUs vest over 3 years with 1/3 vesting after one year and 1/12 quarterly thereafter. The performance RSUs vest after 3 years based on TSR performance, subject to continued employment.

NETGEAR (NASDAQ: NTGR) has announced its acquisition of cybersecurity company Exium to enhance its enterprise networking solutions. The acquisition aims to integrate Secure Access Service Edge (SASE) capabilities into NETGEAR's portfolio, creating the first fully integrated network and security solution specifically designed for MSPs and SMEs. The SASE market is projected to grow at 29% CAGR, reaching $25 billion by 2027. The integration will combine Exium's security expertise with NETGEAR's Insight cloud management platform, offering a comprehensive solution that includes wired and wireless networking, firewall, and integrated security features. Exium CEO Farooq Khan will join NETGEAR's Business leadership team. The transaction is expected to close by the end of Q2 2025.

NETGEAR has announced a strategic transformation of its business networking division, focusing on delivering enterprise-grade solutions for small and medium enterprises. Under new leadership of President and GM Pramod Badjate, the company reported 15% revenue growth last quarter and projects double-digit growth for 2025.

Key developments include the acquisition of VAAG Systems in Chennai, India, establishing a new Software Development Center focused on AI-driven networking solutions. The company is prioritizing simplicity and reliability while expanding its AV-over-IP technology division, which has built partnerships with over 400 industry partners.

CEO CJ Prober emphasizes NETGEAR's evolution from traditional networking to driving innovation and experiences. The company plans increased R&D investment over the next three years, targeting businesses seeking alternatives to complex, overpriced systems or fragmented solutions lacking proper support.

NETGEAR reported strong Q1 2025 results with revenue of $162.1 million, showing improved profitability despite a 1.5% year-over-year decline. The company's GAAP gross margin increased significantly to 34.8%, up 550 basis points from the previous year.

Key highlights include the acquisition of VAAG Systems to establish a software development center in Chennai, India, and contribution margin improvements exceeding 400 basis points across all business units. The NETGEAR For Business (NFB) segment showed impressive growth of 15.4% year-over-year, while Mobile and Home Networking segments demonstrated margin improvements despite revenue declines.

Looking ahead to Q2 2025, NETGEAR expects revenue between $155-170 million. The company maintains a strong financial position with $392 million in cash and short-term investments, and implemented restructuring saving over $20 million in annual operating expenses. Notably, the majority of NETGEAR products are currently exempt from recent tariffs, positioning the company favorably in the current trade environment.