NTGR
Market read
No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 27 directly disclosed connections are confirming.
Invalidation: The isolated read changes if NTGR's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 27 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Enterprise Segment Three Months Ended (In thousands, except percentage data) March 29, 2026 % Change March 30, 2025 Net revenue $ 83,802 5.8% $ 79,191 Percentage of net revenue 52.8% 48.9% Contribution income $ 20,057 13.7% $ 17,635 Contribution margin 23.9%…”10-Q · May 1, 2026 ↗
“The Company enters into non-designated hedges that are generally expected to offset the changes in value of its net non-functional currency asset and liability position resulting from foreign exchange rate fluctuations.”10-Q · May 1, 2026 ↗
“Cost of Revenue and Gross Margin Cost of revenue consists primarily of the following: the cost of finished products from our third party manufacturers; overhead costs, including purchasing, product planning, inventory control, warehousing and distribution log…”10-Q · May 1, 2026 ↗
“The evolving trade environment may also exacerbate broader macroeconomic and financial market weakness, including decreased consumer spending, inflationary pressures affecting interest rates, exchange rate volatility, and financing challenges due to market in…”10-Q · May 1, 2026 ↗
Valuation discipline
Price/sales 0.9× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for NTGR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for NTGR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our main wholesale distributors include Ingram Micro, TD Synnex, and D&H Distribution Company.”
“Our main wholesale distributors include Ingram Micro, TD Synnex, and D&H Distribution Company.”
Depended on by
“Our key customers include Amazon, Apple Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 28 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
NTGR is currently a Follower in the organic co-movement group Network Infrastructure Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for NTGR; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.