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NETGEAR (NTGR) investor relations material
NETGEAR Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Q2 2025 revenue reached $170.5M, up 18.5% year-over-year, with record gross margins and improved profitability across all business units.
All business units achieved positive contribution margins, led by NETGEAR for Business (NFB) and Home Networking; Mobile segment returned to positive contribution income.
Operational discipline and restructuring led to lowest DSOs in nearly eight years and streamlined inventory.
Transformation efforts included new leadership, business unit realignment, and investments in software, services, and cybersecurity through the Exium acquisition.
Ended Q2 with $363.5M in cash and short-term investments, down $28.5M sequentially due to the Exium acquisition and share repurchases.
Financial highlights
Q2 net revenue was $170.5M, up 18.5% year-over-year and 5.2% sequentially, exceeding guidance.
Non-GAAP gross margin reached 37.8%, up 1,540 bps year-over-year; GAAP gross margin at 37.5%.
Non-GAAP net income was $1.7M ($0.06 per share); GAAP net loss narrowed to $6.4M ($0.22 per share).
Operating margin improved to (5.6)% GAAP and (0.7)% non-GAAP, both significantly better year-over-year.
Recurring service revenue grew 16.6% year-over-year to $9M, with 559,000 recurring subscribers.
Outlook and guidance
Q3 net revenue expected between $165M and $180M.
Q3 GAAP operating margin forecasted at (11)% to (8)%; non-GAAP at (5.5)% to (2.5)%.
NFB segment to maintain strong demand, but supply constraints may limit topline potential.
Home Networking to benefit from expanded WiFi 7 portfolio; Mobile revenue expected to remain flat until new product launches.
Q3 gross margin anticipated to be in line with or slightly below Q2 levels.
Assess impact of supply constraints on NFB.
Elaborate on Mobile's strategy for 2026 growth.
Explain the lowest DSO levels in eight years.
Detail ProAV supply chain constraints.
OpEx ramp through the back half of 2025?
Gross margin trends as we progress?
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Q3 202529 Oct, 2025
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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.
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