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NETGEAR Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | -$0.0900 |
| EPS actual | $0.120 |
| EPS Surprise | 233.33% |
| Revenue estimate | 177.247M |
| Revenue actual | 184.561M |
| Revenue Surprise | 4.13% |
| Release date | Jul 30, 2025 |
| EPS estimate | -$0.160 |
| EPS actual | $0.0600 |
| EPS Surprise | 137.50% |
| Revenue estimate | 177.241M |
| Revenue actual | 170.532M |
| Revenue Surprise | -3.79% |
| Release date | Apr 30, 2025 |
| EPS estimate | -$0.350 |
| EPS actual | $0.0200 |
| EPS Surprise | 105.71% |
| Revenue estimate | 152.242M |
| Revenue actual | 162.06M |
| Revenue Surprise | 6.45% |
| Release date | Feb 05, 2025 |
| EPS estimate | -$0.240 |
| EPS actual | -$0.0600 |
| EPS Surprise | 75.00% |
| Revenue estimate | 167.467M |
| Revenue actual | 182.419M |
| Revenue Surprise | 8.93% |
Last 4 Quarters for NETGEAR
Below you can see how NTGR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 05, 2025 |
| Price on release | $28.15 |
| EPS estimate | -$0.240 |
| EPS actual | -$0.0600 |
| EPS surprise | 75.00% |
| Date | Price |
|---|---|
| Jan 30, 2025 | $27.76 |
| Jan 31, 2025 | $27.65 |
| Feb 03, 2025 | $27.50 |
| Feb 04, 2025 | $28.25 |
| Feb 05, 2025 | $28.15 |
| Feb 06, 2025 | $28.53 |
| Feb 07, 2025 | $29.39 |
| Feb 10, 2025 | $30.35 |
| Feb 11, 2025 | $30.91 |
| 4 days before | 1.40% |
| 4 days after | 9.80% |
| On release day | 1.35% |
| Change in period | 11.35% |
| Release date | Apr 30, 2025 |
| Price on release | $24.12 |
| EPS estimate | -$0.350 |
| EPS actual | $0.0200 |
| EPS surprise | 105.71% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $22.43 |
| Apr 25, 2025 | $24.76 |
| Apr 28, 2025 | $24.32 |
| Apr 29, 2025 | $24.00 |
| Apr 30, 2025 | $24.12 |
| May 01, 2025 | $28.00 |
| May 02, 2025 | $27.82 |
| May 05, 2025 | $27.08 |
| May 06, 2025 | $27.48 |
| 4 days before | 7.53% |
| 4 days after | 13.93% |
| On release day | 16.09% |
| Change in period | 22.51% |
| Release date | Jul 30, 2025 |
| Price on release | $24.66 |
| EPS estimate | -$0.160 |
| EPS actual | $0.0600 |
| EPS surprise | 137.50% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $26.02 |
| Jul 25, 2025 | $25.78 |
| Jul 28, 2025 | $25.52 |
| Jul 29, 2025 | $25.09 |
| Jul 30, 2025 | $24.66 |
| Jul 31, 2025 | $23.25 |
| Aug 01, 2025 | $22.50 |
| Aug 04, 2025 | $23.69 |
| Aug 05, 2025 | $23.94 |
| 4 days before | -5.23% |
| 4 days after | -2.92% |
| On release day | -5.72% |
| Change in period | -7.99% |
| Release date | Oct 29, 2025 |
| Price on release | $33.61 |
| EPS estimate | -$0.0900 |
| EPS actual | $0.120 |
| EPS surprise | 233.33% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $32.19 |
| Oct 24, 2025 | $32.99 |
| Oct 27, 2025 | $33.23 |
| Oct 28, 2025 | $33.91 |
| Oct 29, 2025 | $33.61 |
| Oct 30, 2025 | $33.89 |
| Oct 31, 2025 | $34.72 |
| Nov 03, 2025 | $31.65 |
| Nov 04, 2025 | $29.77 |
| 4 days before | 4.41% |
| 4 days after | -11.43% |
| On release day | 0.83% |
| Change in period | -7.52% |
NETGEAR Earnings Call Transcript Summary of Q3 2025
NETGEAR reported a strong Q3 2025 with revenue of $184.6M (up 8.2% sequentially, +0.9% YoY) and record non-GAAP gross margin of 39.6%, driven by robust demand and improved supply for higher-margin Enterprise ProAV managed switches. All three segments (Enterprise, Home Networking, Mobile) delivered positive contribution margin. Enterprise revenue was $90.8M (+15.7% YoY) and achieved a 51% segment gross margin. Annual recurring revenue (ARR) grew 17.2% YoY to $37.9M with 560k subscribers. The company repurchased $20M of stock in the quarter and ended with $326.4M cash & short-term investments. NETGEAR is reorganizing reporting into two segments (NETGEAR Enterprise and NETGEAR Consumer) beginning Q4, and is emphasizing software, security (notably SME SASE/hybrid firewall from Exium acquisition), cloud management, and MSP-targeted offerings to grow recurring revenue. Guidance for Q4 2025: revenue $170M–$185M; GAAP operating margin (loss) -7.3% to -4.3%; non-GAAP operating margin -2% to 1%. Management cited a near-term headwind of ~150 bps to gross margin due to rising memory (DDR4) costs and ongoing supply constraints—particularly impacting Home Networking and limiting capture of full Enterprise demand until supply normalizes in Q1 2026. Investor Day planned Nov 17 for more detail and product demos.
