secwatch.observer — SEC 8-K summary
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Issuer:     NETGEAR, INC. (NTGR)
CIK:        0001122904
Form:       8-K
Filed at:   2026-08-06T20:25:28+00:00
Accession:  0001193125-26-338138
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

NETGEAR Q2 revenue $168.6M, down 1.2% YoY; non-GAAP EPS $0.16 beats; Enterprise grows 7.7%
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- Q2 net revenue $168.6M (-1.2% YoY); GAAP EPS -$0.27, non-GAAP EPS $0.16 (vs $0.06 YoY).
- Enterprise segment revenue $89.0M (+7.7% YoY); non-GAAP gross margin 54.1% (all-time high, +740 bps).
- Consumer segment revenue $79.6M (-9.4% YoY); non-GAAP gross margin 27.3% (-210 bps).
- Q3 guidance: revenue $165M-$175M; non-GAAP operating margin -3% to 0%; memory cost headwind ~200 bps in H2.
- Douglas Murray (CEO of Auvik, former Juniper/Extreme) elected to Board effective Aug 3, 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1122904/000119312526338138/0001193125-26-338138-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1122904/000119312526338138/ntgr-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-338138

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