Netgear Inc Stock Price, News & Analysis

NETGEAR (NASDAQ: NTGR) reported Q3 2025 results with net revenue $184.6M (+0.9% YoY) and record gross margins: GAAP 39.1% (+820 bps) and non‑GAAP 39.6% (+850 bps). Non‑GAAP operating income was $3.8M vs $1.6M prior year; GAAP operating loss reflected a prior‑year legal settlement. Cash and short‑term investments were $326M and the company repurchased ~$20M of stock (~815k shares at $24.55).

Enterprise revenue grew 15.7% YoY to $90.8M with non‑GAAP gross margin 51.0%. ARR was $37.9M (+17.2% YoY). Q4 revenue guide: $170M–$185M; non‑GAAP operating margin guide: (2.0)%–1.0%.

NETGEAR (NASDAQ: NTGR) will hold a conference call with investors and analysts on Wednesday, October 29, 2025 at 5:00 p.m. ET (2:00 p.m. PT) to discuss third quarter 2025 results and fourth quarter 2025 outlook. The company will release the Q3 2025 results after the market closes on October 29, 2025.

Live audio access is available via toll-free dial-in (888) 660-6392 or international dial-in (929) 203-0899 using conference ID 1030183. A live webcast and replay will be available at https://investor.netgear.com.

NETGEAR (NASDAQ: NTGR) has launched Exium, an enterprise-grade security solution specifically designed for small and medium-sized enterprises (SMEs). The solution integrates the recently acquired Exium SASE platform, combining advanced threat protection, AI-powered zero-trust network access, secure web gateway, SD-WAN, and firewall capabilities in a unified platform.

The launch comes as SMEs face increasing cybersecurity threats, with over 3,000 reported incidents in 2025, nearly four times more than large enterprises. The platform offers a centralized, user-friendly interface for managing security across multiple sites and remote locations, making enterprise-grade protection accessible to smaller businesses.

NETGEAR (NASDAQ: NTGR), a global intelligent networking solutions provider, has announced its upcoming Investor Day scheduled for November 17, 2025 in New York City from 2:00 p.m. to 4:00 p.m. ET.

During the event, the company's leadership team will present updates on business transformation initiatives, outline strategic priorities, and share their vision for future growth and shareholder value creation. The event will include a live Q&A session with management and will be accessible via webcast on NETGEAR's investor relations website.

NETGEAR (NASDAQ: NTGR) has unveiled the WAX610W, its most compact wall-mount WiFi 6 access point, specifically designed for hospitality environments, multi-dwelling units (MDUs), and educational settings. The device delivers up to 1.8 Gbps of total throughput across dual bands and features one Gigabit PoE-In port plus four Gigabit LAN ports.

The WAX610W offers enterprise-grade security, seamless roaming, and cloud management through NETGEAR Insight. It supports multiple WiFi standards (WiFi 4, 5, 6E, and 7) and includes features like 8 separate wireless networks, VLAN support, and mesh backhaul capabilities. The device is currently available through NETGEAR's authorized partners and comes with a 5-year warranty.

NETGEAR (Nasdaq: NTGR) has announced significant inducement equity grants to new employees, including those from its recent Exium, Inc. acquisition. The company granted 60,141 time-based restricted stock units (RSUs) to new employees unrelated to the Exium acquisition.

For Exium-related grants, Farooq Khan, former Exium CEO and now NETGEAR's VP of Software Security, received 33,333 RSUs and performance-based RSUs (PSUs) with a target of 33,333 shares. Other Exium team members received 31,110 RSUs and PSUs with a target of 15,557 shares. The PSUs are tied to performance metrics through 2027, with up to 195% potential vesting for highest achievement levels.

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.