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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
NETGEAR
NETGEAR (NTGR) investor relations material
NETGEAR Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue was $167.3M, down 9.3% YoY; manufacturing constraints limited shipments despite strong Enterprise demand, while non-GAAP operating income was $3.3M.
Enterprise represented over 54% of revenue and ~70% of non-GAAP gross profit, reflecting a higher-margin business mix.
Financial highlights
Q3 GAAP net revenue was $167.3M vs. $184.6M YoY; gross profit was $67.1M vs. $72.3M.
GAAP operating loss was $13.7M vs. $7.1M, and net loss was $12.3M vs. $4.8M; non-GAAP operating income was $3.3M and non-GAAP net income was $3.7M.
GAAP diluted EPS was $(0.45) vs. $(0.17); non-GAAP diluted EPS was $0.13 vs. $0.12 YoY.
Nine-month revenue was $494.7M vs. $517.2M; net loss was $32.6M vs. $17.2M in 2025.
Outlook and guidance
Q4 revenue guidance is $160M–$175M; service-provider and related revenue is expected to be $17M, down 28% YoY.
Q4 GAAP operating margin guidance is (8.7)%–(5.7)%; non-GAAP operating margin is 0%–3%.
Q4 gross margin is expected to decline ~150 bps sequentially, primarily due to higher memory and transportation costs; gross margin may be in line with or below Q3's 40.1%.
Enterprise revenue is expected to increase modestly QoQ and Consumer revenue to decline modestly; production constraints are expected to persist into Q1 2027.
Normal production levels are expected by Q1 2027; consumer price increases are planned for early 2027 and Enterprise pricing increases took effect in November.
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Latest events from NETGEAR
- Enterprise growth and record margins offset Consumer declines; supply and cost risks remain.NTGR
Q2 2026 - B2B growth and margin expansion lead the outlook, with Wi-Fi 7 and strong cash reserves fueling strategy.NTGRRaymond James 2024 TMT & Consumer Conference
- All proposals passed, including director elections and auditor ratification.NTGRAGM 2026
- Record gross margins and Enterprise growth offset Consumer softness and higher costs.NTGRQ1 2026
- Board recommends approval of all proposals, with enhanced pay-for-performance and ESG focus.NTGRProxy filing
- Virtual annual meeting to vote on directors, auditor, and executive pay, all board-recommended.NTGRProxy filing
- Enterprise transformation and AI-driven strategy fuel growth and margin expansion.NTGR47th Annual Raymond James Institutional Investor Conference
- Record margins and revenue growth in 2025, with memory risks and margin pressure ahead.NTGRQ4 2025
- Q3 net income surged on a $135M settlement, with strong ProAV growth and robust cash flow.NTGRQ3 2024
Next NETGEAR earnings date
Q4 20263 Feb, 2027
NETGEAR
Next NETGEAR earnings date
Q4 20263 Feb, 2027
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Frequently asked questions
NETGEAR Inc designs and markets networking products and solutions for consumers, businesses, and service providers. Its product portfolio includes wireless routers, mesh Wi-Fi systems, network switches, and security cameras. The company supports connectivity and smart home applications through both retail and commercial distribution channels. The company is headquartered in San Jose, California, and its shares are listed on the NASDAQ.