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    Jay Goldberg

    Senior Analyst at Seaport Research Partners

    Jay Goldberg is a Senior Analyst at Seaport Research Partners, specializing in semiconductor equity research with coverage of leading companies such as Nvidia, AMD, Intel, Qualcomm, Texas Instruments, Analog Devices, and Broadcom. Known for his contrarian views, Goldberg notably delivered Wall Street’s only sell rating on Nvidia as it reached a $4 trillion market cap, and maintains coverage characterized by rigorous valuation analysis and caution. According to quantitative metrics tracked by analyst ranking platforms, Goldberg has a career success rate of approximately 28-33% and an average return near 1.6% across his investment calls. He began his tenure at Seaport in early 2025, building on previous experience in technology analysis, and holds credentials including FINRA registration and securities licenses.

    Jay Goldberg's questions to NETGEAR (NTGR) leadership

    Jay Goldberg's questions to NETGEAR (NTGR) leadership • Q2 2025

    Question

    Jay Goldberg from Seaport Research Partners asked for an update on the Home Networking business strategy, the key drivers of the record gross margin and its sustainability, and the progress of the company's software insourcing initiative.

    Answer

    CEO Charles (CJ) Prober described the Home Networking market as a 'dogfight' but noted NETGEAR is now better positioned with its expanded product portfolio, including the new Orbi 370. He also confirmed the software insourcing initiative is progressing well, leading to better quality and faster execution. CFO Bryan Murray attributed the record 37.8% gross margin to a strong NFB business mix and getting past higher-cost inventory, stating he expects margins to remain in the mid-to-high 30% range.

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