---
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"
generated_at: "2026-05-15T01:34:31.252934+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# NETGEAR Q1 beats operating margin guidance; record gross margins

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-191607
- JSON: https://secwatch.observer/filing/0001193125-26-191607.json
- Plain text: https://secwatch.observer/filing/0001193125-26-191607.txt

## Key facts
- Earnings Releases
  NETGEAR, INC. reported first quarter ended March 29, 2026 results: revenue $158.8 million, EPS GAAP EPS of $(0.47).
  - Period: first quarter ended March 29, 2026
  - Revenue: $158.8 million
  - EPS: GAAP EPS of $(0.47)
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1122904/000119312526191607/0001193125-26-191607-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.