earnings
confidence high
sentiment neutral
materiality 0.65
NETGEAR Q3 revenue $184.6M, above high end of guidance; non-GAAP EPS $0.12
NETGEAR, INC.
2025-Q3 EPS reported
-$0.60
revenue$517,153,000
- Revenue $184.6M (+0.9% YoY); GAAP gross margin 39.1% (record high, +820 bps).
- GAAP operating loss $7.1M from year-ago legal settlement; non-GAAP operating income $3.8M.
- Enterprise segment revenue $90.8M (+15.7%); non-GAAP gross margin 51.0%.
- Home Networking revenue $72.6M (-6.6%); gross margin improved 590 bps to 27.7%.
- Q4 guidance: revenue $170-185M; non-GAAP operating margin (2.0%)-1.0%; memory cost headwind 150 bps.