earnings
confidence high
sentiment positive
materiality 0.80
Netlist Q2 2025 revenue up 44% sequentially; secures $445M damages award against Micron
NETLIST INC
2025-Q2 EPS
reported -$0.06
vs consensus -$0.02
▼ miss
(-194.1%)
- Revenue $41.7M (+44% sequential, +13% YoY); net loss improved to ($6.1M) from ($14.8M) YoY.
- Gross profit $1.4M vs $0.8M YoY; operating expenses down 31% sequentially and 52% YoY.
- CEO cites strong DDR5 demand for AI/data centers; new patent lawsuits against Samsung and Micron.
- Court order finalizes $445M damages award against Micron from prior patent litigation.
- Cash and equivalents $29.0M; working capital deficit ($8.2M); stockholders' deficit ($7.0M).