Recent 8-K filings for NLST

• July 2, 2026, 4:37 PM ET other material materiality 0.60 neutral item 5.02item 9.01

  Netlist adopts 2026 Performance Equity Plan reserving 33.6M shares for equity awards

  Plan adopted July 1, 2026; reserves 33,600,000 shares of common stock for issuance.

• May 12, 2026, 8:00 AM ET earnings materiality 0.90 positive item 2.02item 9.01 ◈ Earnings Releases

  Netlist Q1 revenue $104.9M (+262% YoY), net income $8.6M vs loss

  Net sales $104.9M, up 262% from $29.0M in Q1 2025.

• March 3, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Netlist Q4 revenue up 121% YoY to $75.7M; net loss narrows sharply

  Q4 net sales $75.7M (+121% YoY); full year $188.6M (+28% YoY).

• October 7, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 3.03item 8.01item 9.01 ◈ Equity Issuances ×3

  Netlist announces $10M registered direct offering of 14.3M shares and 28.6M warrants at $0.70/unit

  Gross proceeds of ~$10.0M from sale of 14,285,716 shares and warrants to purchase up to 28,571,432 shares at $0.70 combined purchase price.

• September 25, 2025, 7:59 PM ET other material materiality 0.60 neutral item 5.02item 5.07item 5.03item 9.01 ◈ Governance Changes

  Netlist shareholders approve 50% increase in authorized common shares to 675M and 2025 equity plan

  Shareholders approved amendment to increase authorized common shares from 450M to 675M (146.4M for, 46.2M against).

• August 7, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Netlist Q2 2025 revenue up 44% sequentially; secures $445M damages award against Micron

  Revenue $41.7M (+44% sequential, +13% YoY); net loss improved to ($6.1M) from ($14.8M) YoY.

• June 24, 2025, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 8.01item 9.01

  Netlist raises $12M via registered direct offering of common stock and warrants at $0.70/unit

  Gross proceeds $12M from 17.1M shares and warrants for 34.3M shares at $0.70 combined price.

• March 27, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Netlist reports FY2024 revenue up 113% to $147.1M; net loss narrows to $53.8M

  Full-year net sales $147.1M (+113% YoY); gross profit $2.9M (+21%); net loss ($53.8M) vs ($60.4M) prior year.

• March 14, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 1.01item 2.02item 9.01

  Netlist estimates FY2024 net sales $145M-$150M; enters $75M equity facility with Lincoln Park

  Preliminary FY2024 net sales estimated at $145M-$150M (unaudited, subject to change).

• October 29, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Netlist Q3 revenue up 140% to $40.2M; secures final $303M damages award vs Samsung

  Revenue $40.2M (+140% YoY); net loss improved to ($9.4M) from ($17.3M); EPS ($0.04) vs ($0.07).

• October 11, 2024, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 2.02item 8.01item 9.01

  Netlist prices $15M registered direct offering; prelim Q3 revenue $38-40M

  Offering of 13.64M shares + Series A and B warrants at $1.10/share; gross proceeds $15M, net ~$14.2M.

• July 30, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Netlist Q2 sales up 267% to $36.8M; secures $445M Micron verdict and Samsung breach ruling

  Net sales $36.8M (up 267% YoY from $10.0M); net loss ($14.8M) or ($0.06)/share.

• April 25, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  Netlist Q1 sales surge 297% to $35.8M; net loss widens to $17.0M

  Net sales $35.8M vs $9.0M YoY (+297%), driven by memory market turnaround.

• October 31, 2023, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01 ◈ Earnings Releases

  Netlist Q3 net sales $16.7M, down 51% YoY; net loss widens to $17.3M

  Net sales $16.7M vs $34.4M in Q3 2022; product revenue up 67% sequentially.

• August 15, 2023, 7:59 PM ET other material materiality 0.70 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements ×3

  Netlist raises $30M via registered direct offering of common stock and warrants

  Offering of 11,111,112 shares at $2.70/share plus warrants for 11,111,112 shares at $3.20, 5-year term.

• August 14, 2023, 7:59 PM ET litigation materiality 0.80 positive item 8.01item 9.01

  Netlist secures final judgment against Samsung for $303M patent damages

  Final judgment in E.D. Texas upheld April 2023 jury verdict of $303,150,000 for willful infringement of five Netlist patents.

• August 1, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Netlist Q2 sales drop 82% to $10M; net loss widens to $14M; CEO sees market bottom and legal wins

  Q2 net sales $10.0M vs $55.4M YoY; gross profit $0.2M vs $4.7M.

• April 25, 2023, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  Netlist Q1 revenue plunges 82% to $9.0M; net loss widens to $15.8M; $303M jury verdict against Samsung

  Net sales $9.0M vs $50.2M YoY; gross profit $0.6M vs $3.4M.

• February 21, 2023, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Netlist full-year revenue up 58% to $161.6M; Q4 sales drop 40% YoY, net loss widens

  Full year 2022 net product sales $161.6M (+58% YoY); product gross profit $11.9M (+34% YoY).

• October 27, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Netlist Q3 revenue up 29% to $34.4M; net loss narrows to $9.6M

  Net product sales of $34.4M (+29% YoY) vs $26.7M; product gross profit fell to $2.2M from $2.5M.

• August 2, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Netlist Q2 revenue more than doubles to $55.4M, net loss of $5.0M

  Net product sales $55.4M, up 127% from $24.4M in Q2 2021.

• May 2, 2022, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Netlist Q1 revenue triples to $50.2M; net loss widens to $5.9M

  Revenue $50.2M vs $14.9M YoY (237% increase); gross profit $3.4M vs $1.5M.

• March 1, 2022, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Netlist reports full year revenue up 201% to $142.4M; net income $4.8M vs prior loss

  Full year 2021 revenue $142.4M (+201% YoY); gross profit $48.9M (34.3% margin vs 14.3%).

• November 2, 2021, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Netlist Q3 revenue $26.7M (+162% YoY); net loss widens to $10.7M

  Revenue $26.7M, up 162% from $10.2M a year ago.

• August 3, 2021, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Netlist Q2 2021 net income $27.8M ($0.13 EPS) vs prior-year loss; revenue $64.4M

  Revenue of $64.4M includes $40M licensing fees and $24.4M product revenue, up 123% QoQ and 64% sequentially.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.65 · Most common event earnings

9 positive 4 negative 26 neutral

source · NLST on sec.gov