NETGEAR Inc（NTGR）資訊與事件NTGRNETGEAR Inc

Q2 Revenue Reaches $168.6M, Exceeds Expectations

Reports Q2 revenue $168.6M, consensus $157.8M. CJ Prober, Chief Executive Officer, commented, "We delivered another strong quarter of disciplined execution and improved profitability, led by the continued momentum in our Enterprise business. Our growing Enterprise business now represents more than half of our topline and approximately 69% of our non-GAAP gross profit, so we remain encouraged that the investments here are driving the intended results. We are also pleased to welcome Douglas Murray to our Board of Directors, whose deep enterprise networking and security leadership over the past 30 years at companies like Juniper Networks, Extreme Networks and in his current role as CEO of Auvik, will be a tremendous asset. We remain well positioned to create long term value for shareholders by continuing to profitably scale our Enterprise business while preserving optionality for our Consumer business as the supply and regulatory landscape evolves."

Murray Expects Q3 Net Revenue of $165 to $175 Million

Mr. Murray continued, "Within Enterprise, we expect continued growth led by the strong demand for our ProAV line of managed switches. On the Consumer side, while we have our broader product portfolio to address the market, we will continue to prioritize gross profit over revenue to mitigate the effect of the rising cost of memory. For Service Provider and related products, we expect revenue to be approximately $22 million, which would be a decline of approximately 19% as compared to the third quarter of 2025. Accordingly, we expect third quarter net revenue to be in the range of $165 million to $175 million. We continue to have visibility of cost impacts for the balance of the year due to the great progress in accessing supply directly from memory manufacturers. In the third quarter we expect the memory impact to continue to be nominal for our Enterprise business given the relatively higher ASPs and margins and the offset provided by our recent price increases. On the Consumer side we expect increased impact from these headwinds, despite mitigation from actions being taken with our channel partners. The memory cost challenge is expanding to other parts of the BOM, and we are also experiencing modest production delays given the tightening environment. All together, we are continuing to expect approximately 200 basis point headwind to our combined gross margin in the second half compared to the first half with the impact skewed to Q3 due to near-term supply constraints. Accordingly, we expect our third quarter GAAP operating margin to be in the range of (12.0)% to (9.0)%, and non-GAAP operating margin to be in the range of (3.0)% to 0.0%. Our GAAP tax expense is expected to be in the range of $0.5 million to $1.5 million, and our non-GAAP tax expense is expected to be in the range of $1.0 to $2.0 million for the third quarter of 2026."

NETGEAR Unveils Insight 10.0 Cloud Network Management Platform

NETGEAR unveiled NETGEAR Insight 10.0, the next generation of its cloud network management platform and a major step toward AI-powered network operations for small and medium-sized enterprises and managed service providers. The company said, "As organizations increasingly rely on AI applications, cloud services, connected devices, and distributed workforces, network infrastructure has become both more critical and more complex. Yet most SMEs lack the specialized teams and resources available to large enterprises. Insight 10.0 was designed to help close that gap-bringing enterprise-grade intelligence, AIOps, and operational simplicity to organizations that need to do more with less.