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Why NETGEAR (NTGR) International Revenue Trends Deserve Your Attention

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Did you analyze how NETGEAR, Inc. (NTGR - Free Report) fared in its international operations for the quarter ending September 2025? Given the widespread global presence of this company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.

In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.

Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.

In our recent assessment of NTGR's quarterly performance, we discovered notable trends in its overseas revenue sections, which are typically modeled and scrutinized by Wall Street analysts.

The recent quarter saw the company's total revenue reaching $184.56 million, marking an improvement of 0.9% from the prior-year quarter. Next, we'll examine the breakdown of NTGR's revenue from abroad to comprehend the significance of its international presence.

Exploring NTGR's International Revenue Patterns

APAC generated $19.54 million in revenues for the company in the last quarter, constituting 10.6% of the total. This represented a surprise of -10.04% compared to the $21.72 million projected by Wall Street analysts. Comparatively, in the previous quarter, APAC accounted for $19.88 million (11.7%), and in the year-ago quarter, it contributed $22.3 million (12.2%) to the total revenue.

EMEA accounted for 20% of the company's total revenue during the quarter, translating to $36.94 million. Revenues from this region represented a surprise of +10.62%, with Wall Street analysts collectively expecting $33.39 million. When compared to the preceding quarter and the same quarter in the previous year, EMEA contributed $34.38 million (20.2%) and $32.8 million (17.9%) to the total revenue, respectively.

Prospective Revenues in International Markets

Wall Street analysts expect NETGEAR to report a total revenue of $177.25 million in the current fiscal quarter, which suggests a decline of 2.8% from the prior-year quarter. Revenue shares from APAC and EMEA are predicted to be 13.3%, and 20.7%, corresponding to amounts of $23.63 million, and $36.7 million, respectively.

Analysts expect the company to report a total annual revenue of $693.39 million for the full year, marking an increase of 2.9% compared to last year. The expected revenue contributions from APAC and EMEA are projected to be 12.6% ($87.4 million), and 19.7% ($136.59 million) of the total revenue, in that order.

Concluding Remarks

Relying on global markets for revenues presents both prospects and challenges for NETGEAR. Therefore, scrutinizing its international revenue trends is key to effectively forecasting the company's future outlook.

In an environment where global interconnections and geopolitical skirmishes are intensifying, Wall Street analysts keep a keen eye on these trends, particularly for firms with overseas operations, to adjust their earnings predictions. Moreover, a range of other aspects, including how a company fares in its home country, significantly affects these projections.

At Zacks, a company's changing earnings outlook is given considerable attention due to its proven, strong influence on a stock's price performance in the near term. The connection here is straightforward and positive: when earnings estimates are revised upward, the stock price generally follows suit, increasing as well.

Boasting a remarkable track record that's been externally verified, the Zacks Rank, our unique stock rating system, leverages changes in earnings projections to function as a reliable gauge for predicting short-term stock price movements.

Currently, NETGEAR holds a Zacks Rank #4 (Sell), signifying its potential to underperform the overall market's performance in the forthcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

A Review of NETGEAR, Inc.'s Recent Stock Market Performance

Over the past month, the stock has gained 4.9% versus the Zacks S&P 500 composite's 2.4% increase. The Zacks Computer and Technology sector, of which NETGEAR is a part, has risen 6.6% over the same period. The company's shares have increased 38.1% over the past three months compared to the S&P 500's 8.2% increase. Over the same period, the sector has risen 16.5%


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