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NETGEAR
NETGEAR (NTGR) investor relations material
NETGEAR Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Achieved first year of revenue growth since 2020, with record gross margins and full-year non-GAAP profitability in 2025.
Enterprise segment delivered double-digit revenue growth year-over-year, driving profitability improvements.
Strategic restructuring, software acquisitions, and expansion of subscription and services revenue supported operational turnaround.
Repurchased $50 million of common stock during 2025.
Ended 2025 with strong momentum and $323 million in cash and short-term investments.
Financial highlights
FY 2025 net revenue was $699.6 million, up 3.8% year-over-year.
Q4 2025 revenue was $182.5 million, flat year-over-year.
Q4 non-GAAP gross margin was 41.2%, up 840 basis points year-over-year.
Q4 non-GAAP EPS was $0.26; full-year non-GAAP EPS was $0.44.
Ended Q4 with $323 million in cash and short-term investments.
Outlook and guidance
Q1 2026 net revenue expected between $145 million and $160 million.
Q1 2026 non-GAAP operating margin expected between -6% and -3%.
Anticipates a 100 basis point gross margin headwind in Q1 due to rising memory costs.
Service provider revenue projected to decline ~35% year-over-year in Q1.
Q2 2026 expected to see sequential revenue and margin improvement as enterprise price increases take effect.
What drove the significant FY25 cash balance decline?
Strategy for declining Service Provider revenue?
How sustainable is the gross margin improvement?
Detail H2 memory impact on consumer business
Impact of new FCC rules on foreign competitors?
Enterprise networking/security operating leverage?
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Next NETGEAR earnings date
Q1 202629 Apr, 2026
NETGEAR
Next NETGEAR earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
NETGEAR Inc designs and markets networking products and solutions for consumers, businesses, and service providers. Its product portfolio includes wireless routers, mesh Wi-Fi systems, network switches, and security cameras. The company supports connectivity and smart home applications through both retail and commercial distribution channels. The company is headquartered in San Jose, California, and its shares are listed on the NASDAQ.
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