NETGEAR, INC.
For the period ended Nov 4, 2026. Filed Nov 4, 2026.
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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.
Nov 4, 2026 · Filed Nov 4, 2026
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NTGR$18.88-0.8%Stored close · as of Nov 6, 2026
Contents
EX-99.1 · SEGMENT DATA:
SEGMENT DATA:
| Three Months Ended | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| September 27, 2026 | June 28, 2026 | September 28, 2025 | |||||||
| Enterprise | Consumer | Total | Enterprise | Consumer | Total | Enterprise | Consumer | Total | |
| Net revenue | $90,718 | $76,627 | $167,345 | $88,954 | $79,608 | $168,562 | $90,838 | $93,723 | $184,561 |
| Segment cost of revenue | 42,487 | 55,803 | 40,854 | 57,890 | 44,486 | 67,081 | |||
| Segment gross profit | 48,231 | 20,824 | 69,055 | 48,100 | 21,718 | 69,818 | 46,352 | 26,642 | 72,994 |
| Segment gross margin | 53.2% | 27.2% | 54.1% | 27.3% | 51.0% | 28.4% | |||
| Reconciliation of gross profit | |||||||||
| Amortization of intangible assets | (1,415) | (1,416) | (180) | ||||||
| Stock-based compensation expense | (547) | (616) | (562) | ||||||
| Total Consolidated gross profit | $67,093 | $67,786 | $72,252 | ||||||
| Segment operating expenses | 25,980 | 22,246 | 25,050 | 23,452 | 23,737 | 24,790 | |||
| Contribution income (loss) | 22,251 | (1,422) | 20,829 | 23,050 | (1,734) | 21,316 | 22,615 | 1,852 | 24,467 |
| Contribution margin | 24.5% | (1.9)% | 25.9% | (2.2)% | 24.9% | 2.0 % | |||
| Corporate and unallocated costs | (17,481) | (17,294) | (20,650) | ||||||
| Amortization of intangible assets | (1,416) | (1,418) | (180) | ||||||
| Stock-based compensation expense | (9,835) | (10,020) | (8,808) | ||||||
| Acquisition related expenses | (244) | (244) | (286) | ||||||
| Restructuring and other charges | (5,554) | (782) | (1,514) | ||||||
| Litigation reserves, net | - | 1 | (98) | ||||||
| Other income, net | 1,037 | 1,701 | 3,028 | ||||||
| Income (loss) before income taxes | $(12,664) | $(6,740) | $(4,041) | ||||||
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