{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-191607","form_type":"8-K","ticker":"NTGR","cik":"0001122904","company_name":"NETGEAR, INC.","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.977856+00:00","generated_at":"2026-05-15T01:34:31.252934+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"NETGEAR Q1 beats operating margin guidance; record gross margins","bullets":["Net revenue $158.8M, down 2% YoY; GAAP gross margin 40.5% (up 570 bps), non-GAAP 41.7% (up 670 bps).","GAAP operating income $(13.6)M; non-GAAP operating income $1.7M, above guidance high end.","GAAP EPS $(0.47); non-GAAP EPS $0.06, up from $0.02 YoY.","Enterprise revenue $83.8M (+5.8% YoY); Consumer $75.0M (-9.5% YoY). Subscription ARR ~$40M.","Q2 net revenue guidance $150-165M; non-GAAP operating margin (1.0)% to 2.0%."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-191607","json":"https://secwatch.observer/filing/0001193125-26-191607.json","markdown":"https://secwatch.observer/filing/0001193125-26-191607.md","text":"https://secwatch.observer/filing/0001193125-26-191607.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1122904/000119312526191607/0001193125-26-191607-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1122904/000119312526191607/ntgr-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:34:31.252934+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e11aeb3b44419e4f74f500c963c050b062fe8cbb","claim":"NETGEAR, INC. reported first quarter ended March 29, 2026 results: revenue $158.8 million, EPS GAAP EPS of $(0.47).","evidence_excerpt":"networking solutions designed to power extraordinary experiences, today reported financial results for the first quarter ended March 29, 2026. Q1 2026 • Net revenue of $158.8 million, down 2.0% as compared to Q1 prior year • GAAP gross margin of 40.5%, up 570 basis points from 34.8% in Q1 prior year Non-GAAP gross margin of 41.7%, up 670 basis points from","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1122904/000119312526191607/0001193125-26-191607-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 29, 2026"},{"label":"Revenue","value":"$158.8 million"},{"label":"EPS","value":"GAAP EPS of $(0.47)"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}