Netlist Inc (NLST) Q1 2026 Earnings Call

Concluded May 12, 2026

May 12, 2026 0 turns

Period: FY2026 Q1
Runtime: —
Sources: 3 artifacts

Revenue $104.89M +262% YoY

Diluted EPS $0.03

Gross margin 21.3% +16.8 pp YoY

Net income $8.64M

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Executive readout · one minute

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ITC case against Samsung, Google, Supermicro 20 Product portfolio and DDR5 ramp 6 Appellate proceedings and DOJ support 5 IP litigation and patent enforcement 5 Liquidity and balance sheet 5 Next-generation CXL and low-power MR-DIM 5

Management tone

Confident

Net tone +82 · low hedging

Grounding quotes

“We delivered a strong first quarter performance, achieving record quarterly revenue, and a significant improvement in profitability.”
“We delivered a strong top and bottom line performance in the first quarter. Revenue was $104.9 million, an increase of 262 percent as compared to the first quarter of 2025.”
“These outcomes further validate the strength of our IP and puts us in a favorable position in the ITC case.”

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8-K earnings release Filed Jul 30, 2026 8-K call announcement Filed May 12, 2026 10-Q report Filed May 12, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Revenue · products & services

Resales of Third Party Products$100.59M +263.8% YoY

Modular Memory Subsystems$4.30M +224.1% YoY

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