NETGEAR, Inc. (NTGR)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-05
$19.03-14.74%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-05
QuarterlyIQ Insights · NTGR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our Enterprise business continues to benefit from strong customer demand, particularly across our line of ProAV managed switches, while our expanding software and services capabilities are strengthen…
Stated in 2 of 2 supplied quarters. Management reported: “Enterprise Segment Results • Revenue was $90.7 million, down 0.1% year over year • Non-GAAP gross margin was 53.2%, up 220 basis points year over year • Non-GAAP contribution margin was 24.5%, down 40 basis points year over year Mr. Prober continued, “Our Enterprise business continues to demonstrate encouraging underlying momentum, particularly across our Pro AV line of managed switches.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Our Enterprise business continues to benefit from strong customer demand, particularly across our line of ProAV managed switches, while our expanding software and services capabilities are strengthen…”
“Page 1 Enterprise Segment Results • Revenue was $83.8 million, up 5.8% year over year • Non-GAAP gross margin was 52.7%, up 640 basis points year over year • Non-GAAP contribution margin was 23.9%, u…”
When combined with our supply constraints, our strategy to harvest our consumer Service Provider products and optimize the Consumer segment for gross profit are intentionally constraining our topline…
Stated in 2 of 2 supplied quarters. Management reported: “Consumer Segment Results • Revenue was $76.6 million, down 18.2% year over year • Non-GAAP gross margin was 27.2%, down 120 basis points year over year • Non-GAAP contribution margin was (1.9)%, down 390 basis points year over year Mr. Prober continued, “In Consumer, we continued to execute our transformation with discipline, prioritizing gross profit in core home networking while managing the service provider business for value as we navigate the higher cost supply environment.”
“When combined with our supply constraints, our strategy to harvest our consumer Service Provider products and optimize the Consumer segment for gross profit are intentionally constraining our topline…”
“Consumer Segment Results • Revenue was $75.0 million, down 9.5% year over year • Non-GAAP gross margin was 29.4%, up 520 basis points year over year • Non-GAAP contribution margin was (0.2)%, up 160…”
We also maintained a strong balance sheet, ending the quarter with over $242 million in cash and short-term investments, while repurchasing approximately $15 million of common stock during Q3, bringi…
Stated in 2 of 2 supplied quarters. Management reported: “We also maintained a strong balance sheet, ending the quarter with over $242 million in cash and short-term investments, while repurchasing approximately $15 million of common stock during Q3, bringing our cumulative share repurchases since the beginning of 2024 to more than $131 million.”
“We also maintained a strong balance sheet, ending the quarter with over $242 million in cash and short-term investments, while repurchasing approximately $15 million of common stock during Q3, bringi…”
“Continuing our opportunistic approach to stock repurchases, we repurchased $20 million of shares at an average price of $21.53 per share, and our Board of Directors has approved an additional $75 mil…”
When combined with our supply constraints, our strategy to harvest our consumer Service Provider products and optimize the Consumer segment for gross profit are intentionally constraining our topline…
Stated in 2 of 2 supplied quarters. Management reported: “For service provider and related products, we expect revenue of approximately $17 million and, while it reflects our focus on optimizing contribution profits, this would represent an approximate 28% year over year decline for this category.”
“When combined with our supply constraints, our strategy to harvest our consumer Service Provider products and optimize the Consumer segment for gross profit are intentionally constraining our topline…”
“For Service Provider and related products, we remain steadfast in our approach of harvesting this business and expect revenue to be around $18 million, which would be a decline of approximately 33% a…”
Continue strong operational discipline and cost management to improve profitability and margin despite macroeconomic and supply challenges.
Over the trailing year it converted -1.67x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.