Netlist Inc (NLST)

$1.54 +0.01 (0.95%)
Market Cap 486.42M
Revenue (ttm) 188.63M
Net Income (ttm) -24.82M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -13.16%
Debt to Equity Ratio -0.34
Volume 1,362,500
Avg Vol 1,201,930
Day's Range N/A - N/A
Shares Out 317.92M
Stochastic %K 43%
Beta 1.12
Analysts Sell
Price Target $3.00

Company Profile

Netlist, Inc. designs, manufactures, and markets memory subsystems for the server, high-performance computing, and communications markets in the United States and internationally. The company portfolio of proprietary technologies and design techniques, includes planar design, alternative packaging techniques, and custom semiconductor logic to deliver memory subsystems; and sells specialty memory modules and flash-based products for use in data center and industrial applications. It resells compo...

Industry: Electronics & Computer Distribution
Sector: Technology
Phone: 949 435 0025
Fax: 949 435 0031
Address:
111 Academy, Suite 100, Irvine, United States
Freddy7672
Freddy7672 Apr. 3 at 7:00 AM
$NLST This is the key! https://www.businesskorea.co.kr/news/articleView.html?idxno=263091
0 · Reply
Mammon1978
Mammon1978 Apr. 3 at 6:01 AM
$NLST A large portion of Netlist’s revenue comes from reselling SK hynix products — not just their own IP. That means the hynix relationship isn’t optional, it’s core to current revenue. If supply or terms change, it directly impacts: 👉 revenue 👉 margins 👉 cash flow This is why the upcoming deadline matters so much. The company states in its latest 10-K filing that a “vast majority” of its resale revenue is tied to SK hynix supply.
1 · Reply
EarlyRetirement27
EarlyRetirement27 Apr. 3 at 3:54 AM
I know we might not like waiting for this deal announcement seems like a show of strength by Hong to wait this long. Probably could have had a lesser deal accepted much earlier like the Rambus deal. I think the terms will be much more favorable with our recent wins and their overall growth! $NLST
0 · Reply
TradeSissy
TradeSissy Apr. 3 at 1:55 AM
$NLST This almost broke my heart!
3 · Reply
Nlst4evr
Nlst4evr Apr. 3 at 1:49 AM
$NLST Part 3 of 3 Strategic Factors Shaping the Renewal AI Memory Boom: SK Hynix's high-performance memory (HBM3e, HBM4) is crucial for AI applications, making the underlying Netlist patents highly valuable. Leverage from Other Wins: Netlist’s legal victories against Samsung and Micron, particularly regarding HBM technology, strengthen its position in negotiating a more lucrative deal with SK Hynix.Supply Cooperation: Similar to the 2021 deal, the new agreement is expected to include a supply component where Netlist can access SK Hynix's products
0 · Reply
Drhoho
Drhoho Apr. 3 at 1:49 AM
$NLST is there anyone knowledgeable about the memory technology company Rambus (RMBS) and to what extent their patented technology overlaps/competes with that of Netlist? Rambus shares their patented memory IP (and probably more) contractural relationship with Hkhynix instituted on 11 June, 2013 for 5 years. On two subsequent occasions: in 2015, after 2 years in effect, the original 5 year contract was extended for 6 addional years until 2024. In 2023, one year prior to expiration, the parties agreed to continue the contract until the 2024 timeline and added an additional 10 year extension until 2034. I bring this up, not because of my having any knowledge of any overlap or competition between Netlist and Rambus IP, but to acknowledge that Skhynix has additional contractural experience, including negotiating extensions, with another memory IP company. Any thoughts/impute as the Netlist/Skhynix contract expiration date is so close?
1 · Reply
Nlst4evr
Nlst4evr Apr. 3 at 1:44 AM
$NLST Part 2 of 3 Expanded Scope: The renewal is likely to cover the latest HBM and DDR5 patents that have solidified Netlist's position, rather than the older LRDIMM/RDIMM patents of the previous deal. Lower Initial Cash, Higher Long-Term Value: The deal might feature a smaller immediate cash injection compared to previous settlements, in exchange for higher, long-term annual IP licensing payments based on, for instance, a 087 HBM patent. Continued Collaboration: The agreement is expected to continue covering cross-licensing of patent portfolios and collaboration on future technologies, specifically CXL (Compute Express Link) HybriDIMM
0 · Reply
Nlst4evr
Nlst4evr Apr. 3 at 1:42 AM
$NLST Part 1 of 3 Likely Terms of the Renewed Agreement (April 2026) Based on the upcoming expiration of the Netlist-SK Hynix strategic agreement in April 2026, a renewal is anticipated to transition from a fixed-fee structure to a tiered, ongoing per-unit royalty structure.This new, expanded license agreement is expected to reflect the increased value of Netlist's intellectual property in high-bandwidth memory (HBM) and DDR5, aiming to convert litigation-led revenue into recurring cash flow. Ongoing Royalty Structure: Rather than a one-time payment, the new deal is expected to feature a per-unit royalty based on SK Hynix's memory shipments, particularly in HBM and DDR5. Royalty Rates: Analysts speculate a potential royalty rate of 0.5%–1% on annual HBM and DDR5 revenues. With the rapid growth of AI memory demand, this could potentially lead to hundreds of millions in annual revenue for Netlist, notes.
0 · Reply
Stokd
Stokd Apr. 3 at 1:20 AM
$NLST Regarding EPR: "The USPTO is announcing a new process for permitting a patent owner to provide information useful for the USPTO to make a determination of whether an ex parte request for reexamination establishes a Substantial New Question..." "35U.S.C.303(a) provides, in pertinent prt: Within three months following the filing of a request for reexamination...the Director will determine whether a substantial new question of patentability affecting any claim of the patent concerned is raised..." "Under the prior process, the Office has not been able to obtain the benefit of relevant information from patent owner prior to making the substantial new question determination—a determination that must be made within three months. This new process permits patent owners to file a paper without filing a petition or paying a fee, subject to the conditions set forth herein. Such patent owner paper will ensure that the Office is better informed regarding the argued teaching(s) in the request."
2 · Reply
flyinFish
flyinFish Apr. 3 at 12:26 AM
$NLST. Bless you NLST fans, I will see you Monday until then stop sweating SK.. we will be okay. Meanwhile Bob Seger back when he was sort of cool in my opinion.. https://youtu.be/U4ayQ4E3zy4?si=tHyrJMi91JXnShfo. It's one of Bob's best albums..
2 · Reply
Latest News on NLST
No data available.
Freddy7672
Freddy7672 Apr. 3 at 7:00 AM
$NLST This is the key! https://www.businesskorea.co.kr/news/articleView.html?idxno=263091
0 · Reply
Mammon1978
Mammon1978 Apr. 3 at 6:01 AM
$NLST A large portion of Netlist’s revenue comes from reselling SK hynix products — not just their own IP. That means the hynix relationship isn’t optional, it’s core to current revenue. If supply or terms change, it directly impacts: 👉 revenue 👉 margins 👉 cash flow This is why the upcoming deadline matters so much. The company states in its latest 10-K filing that a “vast majority” of its resale revenue is tied to SK hynix supply.
1 · Reply
EarlyRetirement27
EarlyRetirement27 Apr. 3 at 3:54 AM
I know we might not like waiting for this deal announcement seems like a show of strength by Hong to wait this long. Probably could have had a lesser deal accepted much earlier like the Rambus deal. I think the terms will be much more favorable with our recent wins and their overall growth! $NLST
0 · Reply
TradeSissy
TradeSissy Apr. 3 at 1:55 AM
$NLST This almost broke my heart!
3 · Reply
Nlst4evr
Nlst4evr Apr. 3 at 1:49 AM
$NLST Part 3 of 3 Strategic Factors Shaping the Renewal AI Memory Boom: SK Hynix's high-performance memory (HBM3e, HBM4) is crucial for AI applications, making the underlying Netlist patents highly valuable. Leverage from Other Wins: Netlist’s legal victories against Samsung and Micron, particularly regarding HBM technology, strengthen its position in negotiating a more lucrative deal with SK Hynix.Supply Cooperation: Similar to the 2021 deal, the new agreement is expected to include a supply component where Netlist can access SK Hynix's products
0 · Reply
Drhoho
Drhoho Apr. 3 at 1:49 AM
$NLST is there anyone knowledgeable about the memory technology company Rambus (RMBS) and to what extent their patented technology overlaps/competes with that of Netlist? Rambus shares their patented memory IP (and probably more) contractural relationship with Hkhynix instituted on 11 June, 2013 for 5 years. On two subsequent occasions: in 2015, after 2 years in effect, the original 5 year contract was extended for 6 addional years until 2024. In 2023, one year prior to expiration, the parties agreed to continue the contract until the 2024 timeline and added an additional 10 year extension until 2034. I bring this up, not because of my having any knowledge of any overlap or competition between Netlist and Rambus IP, but to acknowledge that Skhynix has additional contractural experience, including negotiating extensions, with another memory IP company. Any thoughts/impute as the Netlist/Skhynix contract expiration date is so close?
1 · Reply
Nlst4evr
Nlst4evr Apr. 3 at 1:44 AM
$NLST Part 2 of 3 Expanded Scope: The renewal is likely to cover the latest HBM and DDR5 patents that have solidified Netlist's position, rather than the older LRDIMM/RDIMM patents of the previous deal. Lower Initial Cash, Higher Long-Term Value: The deal might feature a smaller immediate cash injection compared to previous settlements, in exchange for higher, long-term annual IP licensing payments based on, for instance, a 087 HBM patent. Continued Collaboration: The agreement is expected to continue covering cross-licensing of patent portfolios and collaboration on future technologies, specifically CXL (Compute Express Link) HybriDIMM
0 · Reply
Nlst4evr
Nlst4evr Apr. 3 at 1:42 AM
$NLST Part 1 of 3 Likely Terms of the Renewed Agreement (April 2026) Based on the upcoming expiration of the Netlist-SK Hynix strategic agreement in April 2026, a renewal is anticipated to transition from a fixed-fee structure to a tiered, ongoing per-unit royalty structure.This new, expanded license agreement is expected to reflect the increased value of Netlist's intellectual property in high-bandwidth memory (HBM) and DDR5, aiming to convert litigation-led revenue into recurring cash flow. Ongoing Royalty Structure: Rather than a one-time payment, the new deal is expected to feature a per-unit royalty based on SK Hynix's memory shipments, particularly in HBM and DDR5. Royalty Rates: Analysts speculate a potential royalty rate of 0.5%–1% on annual HBM and DDR5 revenues. With the rapid growth of AI memory demand, this could potentially lead to hundreds of millions in annual revenue for Netlist, notes.
0 · Reply
Stokd
Stokd Apr. 3 at 1:20 AM
$NLST Regarding EPR: "The USPTO is announcing a new process for permitting a patent owner to provide information useful for the USPTO to make a determination of whether an ex parte request for reexamination establishes a Substantial New Question..." "35U.S.C.303(a) provides, in pertinent prt: Within three months following the filing of a request for reexamination...the Director will determine whether a substantial new question of patentability affecting any claim of the patent concerned is raised..." "Under the prior process, the Office has not been able to obtain the benefit of relevant information from patent owner prior to making the substantial new question determination—a determination that must be made within three months. This new process permits patent owners to file a paper without filing a petition or paying a fee, subject to the conditions set forth herein. Such patent owner paper will ensure that the Office is better informed regarding the argued teaching(s) in the request."
2 · Reply
flyinFish
flyinFish Apr. 3 at 12:26 AM
$NLST. Bless you NLST fans, I will see you Monday until then stop sweating SK.. we will be okay. Meanwhile Bob Seger back when he was sort of cool in my opinion.. https://youtu.be/U4ayQ4E3zy4?si=tHyrJMi91JXnShfo. It's one of Bob's best albums..
2 · Reply
BlueDiamondL
BlueDiamondL Apr. 2 at 11:38 PM
$NLST how many fell for this April fools post
0 · Reply
NewLvL
NewLvL Apr. 2 at 10:46 PM
$NLST sk Hynix could have a little room from supply to keep selling or delivering on old orders… wasn’t there like a delay before recieving hbm products do to demand with SK Hynix maybe they over booked to apply some more pressure as I’m sure Nlst is pushing for best deal possible
0 · Reply
DRACDAN
DRACDAN Apr. 2 at 10:30 PM
$NLST Apart of d SK saga, there's been a brief discussion regarding GLOBAL SETTLEMENT after long time. God willingly if it occurs. The scenario might be like...
0 · Reply
alanicu
alanicu Apr. 2 at 10:12 PM
$NLST the SK Hynix contract signing will be announced by Foster Brooks
1 · Reply
jerry_autofj
jerry_autofj Apr. 2 at 10:08 PM
$NLST you guys are feeding AI 😂😂😂
1 · Reply
ratatouille420
ratatouille420 Apr. 2 at 9:51 PM
$NLST The contract with SKH is pretty straight forward right? No auditing or inventory accounting needed. 40M cash (done), 600M product at a friends and family price (Hopefully used to fullest extent), cross-pahtent usage of each others I.P. and a joint effort to work on CXL tech right? So no nosy auditing of sales/inventory etc. Pretty simple compared to the intricacies of a royalty based contract. I would think any shortfall in the 600M alloted for purchases would be ordered immediately if contract was/is not going to be renewed in some form. From everything I have read and seen implied we are not at a stalemate. We don't know what we don't know but I'm sure the big boys have this well in hand....
3 · Reply
RansomCanyon
RansomCanyon Apr. 2 at 9:48 PM
$NLST get guy what happened here🤣🤣
1 · Reply
Hammersquirt
Hammersquirt Apr. 2 at 9:41 PM
$NLST Let see how long his acknowledgement takes shall we?
0 · Reply
Hammersquirt
Hammersquirt Apr. 2 at 9:39 PM
Looky here $NLST while I was waiting from 1:36 pmfor @Rosalinda3 to respond with the question today's date, in comes @Saucerhead at 1:42 pm and now @Rosalinda3 is nowhere to be found. Gee is that a coincidence or what. I think I should have a word with @Saucerhead
0 · Reply
SparkleByRS
SparkleByRS Apr. 2 at 9:01 PM
$NLST Did anyone tune in to mister Hongs big IP settlement seminar? If so how was it? I’m curious what was his disposition. Maybe gives us some insight if a SK deal was in the bag, finalizing, or on going.
0 · Reply
MACDgou
MACDgou Apr. 2 at 8:58 PM
$NLST All you Netlisters have a Good Friday and a Happy Easter!
0 · Reply
DRACDAN
DRACDAN Apr. 2 at 8:56 PM
$NLST IMO, NLST/SK deal is already done. We only waiting for announcement. Mr Hong sounded so confident regarding the result of nxt quatr. This indicates heavy merchandise would be provided to NLST. Deal might include products supply from SK for approximately $3/$5 Billion and royalty for another 5 years .
2 · Reply