{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-059024","form_type":"8-K","ticker":"NLST","cik":"0001282631","company_name":"NETLIST INC","filed_at":"2026-05-12T12:00:29+00:00","discovered_at":"2026-05-12T12:05:00.280224+00:00","generated_at":"2026-05-12T12:12:54.711090+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Netlist Q1 revenue $104.9M (+262% YoY), net income $8.6M vs loss","bullets":["Net sales $104.9M, up 262% from $29.0M in Q1 2025.","Gross profit $22.4M, up 1,622% from $1.3M; net income $8.6M ($0.03 EPS) vs net loss of $9.5M.","Stock-based compensation expense $1.0M, unchanged from prior year.","CEO C.K. Hong cites robust demand and focus on AI memory technologies DDR5 and HBM."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-059024","json":"https://secwatch.observer/filing/0001104659-26-059024.json","markdown":"https://secwatch.observer/filing/0001104659-26-059024.md","text":"https://secwatch.observer/filing/0001104659-26-059024.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1282631/000110465926059024/0001104659-26-059024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1282631/000110465926059024/tm2613581d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-12T12:12:54.711090+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a21777cde4402303f562cfa2c513382c05d32bf4","claim":"NETLIST INC reported first quarter ended March 28, 2026 results: revenue $104.9 million, net income $8.6 million, EPS $0.03 per share.","evidence_excerpt":", May 12, 2026 - Netlist, Inc. (OTCQB: NLST) today reported financial results for the first quarter ended March 28, 2026. Highlights: · Net sales for first quarter of 2026 were $104.9 million, an increase of 262% compared to the first quarter of 2025. · Gross profit for first quarter of 2026 was $22.4 million, an increase of 1,622% compared to the first quarter of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1282631/000110465926059024/0001104659-26-059024-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 28, 2026"},{"label":"Revenue","value":"$104.9 million"},{"label":"Net income","value":"$8.6 million"},{"label":"EPS","value":"$0.03 per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}