NASDAQ$NTGR

NETGEAR Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

NETGEAR reported Q4 2025, revenue of $182.5M, diluted EPS of $0.26.

For Q4 2025, NETGEAR reported revenue of $182.5M, diluted EPS was $0.26. The filing highlights segment trends, liquidity, and management commentary on the period.

  • Revenue $182.5M.
  • Diluted EPS $0.26.
  • NETGEAR discusses capital allocation and near-term priorities.

Headline financials

Total Revenue

$183M

Previous: $182M+0.0%
EPS (adj)

$0.26

Previous: -$0.06+533.3%
Days Sales Outstanding

73

Previous: 80-8.8%
Ending Inventory Turns

2.5

Previous: 3-16.7%
U.S. Retail Channel Weeks of Inventory

11

Previous: 9.7+13.4%
U.S. Distribution Channel Weeks of Inventory

5

Previous: 3.3+51.5%
EMEA Distribution Channel Weeks of Inventory

4.6

Previous: 4.8-4.2%
APAC Distribution Channel Weeks of Inventory

13.7

Previous: 10+37.0%
Annual Recurring Revenue

$40M

No prior period
Net Income

-$684K

Previous: -$8.89M+92.3%
Operating Income

-$4.74M

Previous: -$15.1M+68.6%
Gross Profit

$73.6M

Previous: $59.4M+24.0%

Revenue & EPS history

NETGEAR · Revenue · Quarterly

$183M

Q4 2025+0%vs Q4 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector-specific risks in the quarterly filing.

Tailwinds

  • Headline results and segment commentary anchor the quarter narrative.
  • Balance sheet and liquidity support ongoing operations or returns.
  • Strategic initiatives cited in the release or MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.
  • Execution risk on guidance or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.9%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-3.7%

Avg return

30 days after

38%

25 / 65 earnings

Positive

+30.6%

Q3 2015

Best reaction

-20.3%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.2%-1.0%+0.3%
Q4 2025-1.5%+2.2%+0.5%
Q3 2025+1.1%-11.4%-21.3%
Q1 2025+16.1%+13.9%+21.6%
Q4 2024+1.3%+9.8%-17.2%
Q3 2024+7.2%+13.4%+20.4%
Q2 2024+2.5%-9.0%+1.2%
Q1 2024-20.3%-18.4%-6.6%
Q4 2023-7.8%-2.7%+3.3%
Q3 2023+14.1%+14.6%+18.9%
Q2 2023-2.1%-4.2%-10.5%
Q1 2023-13.1%-13.9%-16.4%
Q4 2022-3.3%-2.3%-8.8%
Q3 2022-10.0%-9.7%-11.3%
Q2 2022+26.0%+31.0%+21.0%
Q1 2022-0.0%-1.1%-12.4%
Q4 2021+1.4%-5.1%-5.2%
Q3 2021-4.0%-5.7%-15.7%
Q2 2021-9.0%-6.2%-4.5%
Q1 2021-2.5%+3.2%+1.9%
Q4 2020-7.9%-3.5%-11.3%
Q3 2020-1.8%-5.6%-13.4%
Q2 2020+5.4%+0.1%+11.2%
Q1 2020-7.9%-3.2%+7.6%
Q4 2019-4.1%-10.5%-27.7%
Q3 2019-18.5%-14.5%-21.9%
Q2 2019+23.4%+24.3%+21.2%
Q1 2019-15.6%-11.3%-26.1%
Q4 2018-3.8%-0.5%-10.9%
Q3 2018-1.6%-2.2%-4.0%
Q2 2018-13.3%-8.6%-7.2%
Q1 2018-14.1%-11.2%-3.1%
Q4 2017-13.7%-11.0%-11.5%
Q3 2017-4.5%-5.4%+0.0%
Q2 2017+10.9%+7.8%+6.9%
Q1 2017-12.3%-10.8%-19.7%
Q4 2016-6.6%-5.1%-7.3%
Q3 2016-5.8%-5.5%-1.9%
Q2 2016+6.0%+6.9%+15.5%
Q1 2016+11.6%
Q4 2015-3.4%
Q3 2015+30.6%
Q2 2015+17.1%
Q1 2015-9.5%
Q4 2014-9.6%
Q3 2014+4.3%
Q2 2014-7.6%
Q1 2014-5.8%
Q4 2013+4.9%
Q3 2013-8.9%
Q2 2013-9.0%
Q1 2013+2.6%
Q4 2012-9.9%
Q3 2012-4.4%
Q2 2012+2.8%
Q1 2011-0.8%
Q1 2012+16.0%
Q4 2011-1.2%
Q4 2009-1.2%
Q1 2010-1.2%
Q3 2010+1.8%
Q3 2011+1.8%
Q4 2010+3.3%
Q2 2011+3.3%
Q2 2010+3.3%

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