secwatch.observer — SEC 8-K summary
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Issuer:     NETGEAR, INC. (NTGR)
CIK:        0001122904
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0001193125-26-037642
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

NETGEAR Q4 revenue flat at $182.5M; non-GAAP EPS $0.26 vs -$0.06 YoY; Enterprise up 10.6%
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- Q4 net revenue $182.5M flat YoY; GAAP gross margin 40.4% (up 780bps); record quarterly non-GAAP gross margin 41.2%.
- Non-GAAP EPS $0.26 vs ($0.06) YoY; Enterprise segment revenue $89.4M (+10.6% YoY) with 51.4% non-GAAP gross margin.
- FY2025 revenue $699.6M (+3.8% YoY); non-GAAP gross margin 38.5% vs 29.3% prior year; non-GAAP EPS $0.44 vs ($0.91).
- Q1 2026 guidance: net revenue $145-160M; non-GAAP operating margin (6.0%) to (3.0%); GAAP op margin (16.3%)-(13.3%).
- Repurchased $50M shares in 2025; ended Q4 with $323M cash and short-term investments.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1122904/000119312526037642/0001193125-26-037642-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1122904/000119312526037642/ntgr-20260204.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-037642

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