Netgear

NETGEAR reported non-GAAP EPS of $0.16 and revenue of $168.6 million for Q2 2026, both well above its own guidance. Drivers included stronger demand in the enterprise business, record-high gross margins in that segment, and a 15% increase in annual recurring revenue to $41.6 million. Management highlighted the shift toward more software- and service-based revenue; the enterprise division now contributes over half of revenue and roughly 69% of gross profit. For Q3, NETGEAR expects revenue of $165–175 million but sees pressure on gross margins from higher storage costs and supply-chain issues in the second half of the year. » Altro su de.investing.com

Bradley L. Maiorino informed Netgear on April 12 that he will not stand for re-election at the 2026 annual general meeting. He cites increased demands from his new full-time leadership role and not disagreements with the company; he will remain a director and member of key committees until the meeting. The board plans to appoint a successor before the annual meeting and will publish committee assignments on the company’s website. » Altro su de.investing.com

The US regulator FCC has granted Netgear an exemption allowing Nighthawk, Orbi, CAX routers and CM cable modems to be sold again in the US. The approval is valid until October 1, 2027; the exact conditions and whether Netgear presented US manufacturing plans are not known. Netgear says it now manufactures parts of its production in Vietnam, Thailand and Indonesia after pulling production out of China. At the same time, Adtran received a similar authorization for its SDG routers. » Altro su golem.de