Netgear

The FCC has banned the import of new consumer routers manufactured outside the US over national security risks, blocking the rollout of new products from many foreign-dependent competitors. NETGEAR has already received a conditional exemption allowing firmware updates and support for existing devices, giving the company a competitive advantage. The enterprise segment recently showed 7.7% revenue growth and a record gross margin of 54.1% (non-GAAP), supporting the stock's positive valuation. The measure has pushed NETGEAR shares significantly off their 52-week low and given investors hope for market share gains in the US market. » Więcej na de.investing.com

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. » Więcej na 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. » Więcej na 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. » Więcej na golem.de

The US communications regulator FCC has granted Netgear an exemption from the previously imposed router sales ban. The clearance is based on a conditional approval from the Pentagon for several Netgear products and is valid until October 1, 2027. Netgear has not presented plans to shift production to the US and apparently did not have to meet any of the originally demanded concessions. Without further exemptions, Netgear would effectively hold a monopoly on router and modem sales in the US. » Więcej na heise.de