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AI brief of an SEC Form 8-K · NETGEAR, INC. (NTGR)

NETGEAR Q3 revenue falls 9.3% to $167.3 million; GAAP loss widens to $0.45 per share

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyNETGEAR, INC. (NTGR)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:16 PM ET
Accession number0001193125-26-447309

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.