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• Douglas Murray was elected to NETGEAR's Board of Directors on August 3, 2026, effective immediately.
• Murray will be compensated under NETGEAR's Non-Employee Director Compensation Policy and has signed the standard director indemnification agreement.
• No committee assignment has been determined yet, and no arrangements or transactions requiring disclosure were reported.
• The company also reported Q2 2026 results with net revenue of $168.6 million and non-GAAP EPS of $0.16.

2.02 Results of Operations and Financial Condition · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• NETGEAR held its 2026 Annual Meeting of Stockholders virtually on May 28, 2026, with 22,948,062 shares represented, constituting a quorum.
• Stockholders ratified the appointment of PricewaterhouseCoopers, LLP as independent auditor for fiscal year 2026, with 22,460,670 votes for and 475,197 against.
• The non-binding advisory proposal on executive compensation was approved, with 19,453,024 votes for, 408,787 against, and 19,617 abstentions.
• The report was filed under Item 5.07 to disclose the voting results of the annual meeting.

5.07 Submission of Matters to a Vote of Security Holders

• GAAP gross margin was 40.5%, up 570 basis points from 34.8% in Q1 prior year; non-GAAP gross margin was 41.7%, up 670 basis points from 35.0%.
• GAAP operating loss was $(13.6) million, compared to $(12.8) million in Q1 prior year; non-GAAP operating income was $1.7 million, compared to $(2.6) million.
• GAAP EPS was $(0.47) versus $(0.21) in Q1 prior year; non-GAAP EPS was $0.06 versus $0.02.
• Company repurchased $20 million of shares at an average price of $21.53; Board approved an additional $75 million for repurchases, totaling approximately $89 million available.
• Q2 2026 guidance: net revenue of $150 million to $165 million; GAAP operating margin of (8.4)% to (5.4)%; non-GAAP operating margin of (1.0)% to 2.0%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Bradley L. Maiorino informed NETGEAR on April 12, 2026, that he will not stand for re-election at the upcoming 2026 Annual Meeting of Stockholders.
• Maiorino will continue serving as director, Chair of the Cybersecurity Committee, and member of the Audit Committee until the Annual Meeting.
• The Board will appoint replacements for his committee seats and post them on the Company's Committee Governance website before the Annual Meeting.
• The Company thanked Maiorino for his 8 years of service.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• NETGEAR announced it is the first retail consumer router company to receive conditional approval from the FCC under new regulations adding foreign-made routers to the Covered List.
• The FCC's March 23, 2026 regulations added all routers produced in a foreign country to the Covered List, which identifies equipment posing an unacceptable risk to U.S. national security.
• NETGEAR stated all its current and future consumer routers, including Orbi and Nighthawk lines, are approved and unaffected by the ruling.
• The company disclosed that competitors without approval are not restricted from selling existing products but face software update limitations starting March 2027.
• NETGEAR also provided a customer letter and FAQ (Exhibit 99.1) detailing supply chain changes, including no longer procuring internet-connected components from China.

7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Q4 GAAP gross margin was 40.4%, up 780 basis points year over year; non-GAAP gross margin was 41.2%, up 840 basis points.
• Q4 GAAP operating loss was $4.7 million, improved from a $15.1 million loss in Q4 2024; non-GAAP operating income was $5.9 million.
• Full year 2025 net revenue was $699.6 million, up 3.8% from the prior year; GAAP EPS was $(0.63) and non-GAAP EPS was $0.44.
• For Q1 2026, the company expects net revenue between $145 million and $160 million, with non-GAAP operating margin between (6.0)% and (3.0)%.
• The company repurchased $50 million of shares in 2025 and ended Q4 with $323 million in cash and short-term investments.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• GAAP gross margin was 39.1%, up 820 basis points from 30.9% in Q3 2024; non-GAAP gross margin was 39.6%, up 850 basis points.
• GAAP operating loss was $7.1 million, compared to $95.8 million income in Q3 2024 (which included a legal settlement over $100 million); non-GAAP operating income was $3.8 million.
• GAAP EPS was $(0.17) versus $2.9 in Q3 2024; non-GAAP EPS was $0.12 versus $0.17.
• Q4 2025 guidance: net revenue $170M-$185M, GAAP operating margin (7.3)%-(4.3)%, non-GAAP operating margin (2.0)%-1.0%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• GAAP gross margin was 37.5%, up 1,540 basis points from 22.1% in Q2 prior year; non-GAAP gross margin was 37.8%.
• GAAP operating loss narrowed to $(9.5) million from $(46.9) million; non-GAAP operating loss was $(1.2) million.
• GAAP EPS was $(0.22) vs $(1.56) prior year; non-GAAP EPS was $0.06 vs $(0.74).
• Q3 2025 revenue guidance: $165 million to $180 million; non-GAAP operating margin (5.5)% to (2.5)%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits