NETGEAR Q4 Earnings & Revenue Exceed Estimates; Q1 Guidance Provided.

NETGEAR reported Q4 non-GAAP EPS of 26 cents, beating estimates, and net revenues of $182.5 million, also exceeding expectations. The higher-margin enterprise segment drove performance, with 558,000 recurring subscribers and over $40 million in annual recurring revenues. For 2025, revenues were up 3.8% to $699.6 million, and non-GAAP EPS came in at 44 cents. The company expects Q1 revenues between $145 million and $160 million, impacted by government shutdowns and softening demand in the Consumer segment.