Every material Form 8-K NETGEAR, INC. has filed with the SEC since April 29, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
NETGEAR reported third-quarter fiscal 2026 results, with net revenue down 9.3% year over year to $167.3 million and a GAAP net loss of $12.3 million, or $0.45 per share, compared with $0.17 per share a year earlier. Non-GAAP EPS rose to $0.13 from $0.12, and management attributed the revenue decline mainly to manufacturing constraints at a key production partner. The company guided fourth-quarter 2026 net revenue to $160 million to $175 million, so shareholders face near-term revenue pressure while the company expects production to return to normal levels by Q1 2027.
Q3 net revenue was $167.3 million, down 9.3% year over year; GAAP operating loss was $13.7 million versus $7.1 million a year earlier.
Non-GAAP operating income was $3.3 million, a 2.0% non-GAAP operating margin that management said exceeded the high end of its guidance range.
Fourth-quarter 2026 net revenue guidance is $160 million to $175 million, with non-GAAP operating margin guided to 0% to 3%.
Cash and short-term investments totaled over $242 million at quarter end, and Q3 share repurchases were approximately $15 million.
NETGEAR reported second-quarter 2026 net revenue of $168.6 million, down 1.2% year over year, with GAAP net loss per share of $0.27 versus $0.22 a year earlier and non-GAAP EPS of $0.16 versus $0.06. The company guided third-quarter net revenue to $165 million to $175 million and GAAP operating margin to (12.0)% to (9.0)%, and it added Douglas Murray to its board effective August 3, 2026.
Q2 2026 net revenue was $168.6 million, down 1.2% year over year; GAAP gross margin rose to 40.2% and non-GAAP gross margin to 41.4%.
GAAP EPS was $(0.27) versus $(0.22) a year earlier; non-GAAP EPS was $0.16 versus $0.06.
Third-quarter 2026 guidance: net revenue of $165 million to $175 million; GAAP operating margin of (12.0)% to (9.0)%; non-GAAP operating margin of (3.0)% to 0.0%.
Douglas Murray was elected to the board on August 3, 2026; his committee assignment has not yet been determined.
NETGEAR reported first-quarter 2026 results for the period ended March 29, 2026, with net revenue down 2.0% year over year to $158.8 million and a GAAP net loss of $13.0 million, or $0.47 per share, versus $0.21 a year earlier. Non-GAAP EPS rose to $0.06 from $0.02, and the company guided second-quarter net revenue to $150 million to $165 million.
Net revenue was $158.8 million, down from $162.1 million in the prior-year quarter; GAAP gross margin rose to 40.5% from 34.8%.
GAAP operating loss was $13.6 million versus $12.8 million a year earlier; non-GAAP operating income was $1.7 million versus a $2.6 million loss.
Second-quarter guidance calls for net revenue of $150 million to $165 million and a non-GAAP operating margin of (1.0)% to 2.0%.
The company repurchased $20 million of shares at an average of $21.53, and the board approved an additional $75 million, bringing the total authorization to about $89 million.
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