{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-125199","form_type":"8-K","ticker":"NLST","cik":"0001282631","company_name":"NETLIST INC","filed_at":"2026-11-10T21:15:49+00:00","discovered_at":"2026-11-10T21:17:00.251075+00:00","generated_at":"2026-11-10T21:17:14.832140+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Netlist Q3 2026 sales jump 149% to $105.1M on $44.9M Samsung license revenue; net income $85.4M","bullets":["Net sales $105.1M, up 149% YoY; net product sales $60.2M (+43%); license fee revenue $44.9M recognized under the Samsung License Agreement.","Gross margin 65.5% vs 4.4% in Q3 2025; operating income $40.6M versus an operating loss of $7.2M a year earlier.","Net income $85.4M, or $0.22 per diluted share, compared with a net loss of $7.0M, or $(0.02) per share, in Q3 2025.","Cash and restricted cash $327.7M at Sept 26, 2026 vs $40.7M at June 27, 2026 on Samsung's $200M initial and $27.5M quarterly payments; operating cash flow $245M.","CEO C.K. Hong said product revenue growth was driven by strong demand from AI and data center customers; CFO Gail Sasaki cited focus on higher-margin opportunities."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-125199","json":"https://secwatch.observer/filing/0001104659-26-125199.json","markdown":"https://secwatch.observer/filing/0001104659-26-125199.md","text":"https://secwatch.observer/filing/0001104659-26-125199.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1282631/000110465926125199/0001104659-26-125199-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1282631/000110465926125199/tm2628618d1_8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-11-10T21:17:14.832140+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}