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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Netlist
Netlist (NLST) investor relations material
Netlist Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Nov, 2026
Executive summary
Q3 net sales rose 149% YoY to $105.104M; net income was $85.448M, or $0.22 diluted EPS, including a $43.982M income tax benefit.
Five-year Samsung and Micron licensing agreements establish recurring license revenue alongside product-growth opportunities in AI memory.
Financial highlights
Q3 net sales were $105.104M versus $42.234M; product sales were $60.2M, up 43%, and license fees were $44.9M.
Q3 gross profit was $68.857M and operating income was $40.571M, versus an operating loss of $7.150M; net income was $85.448M versus a $7.010M loss.
9M net sales rose 183% YoY to $319.841M; net income was $95.496M versus a $22.575M loss.
Outlook and guidance
Projected gross recurring license payments are $73M per quarter from Q4 2026, with licensing payments projected at up to $292M annually from 2027–2030.
Q4 operating income and product sales are projected significantly higher, supported by Micron recurring fees, strong demand and a full quarter of Samsung supply.
Samsung quarterly fees use a revenue-based formula and may be adjusted; Micron fees of $30M quarterly are expected to result in ~$28M recognized license revenue after share consideration.
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Latest events from Netlist
- Five-year Samsung alliance brings $750M in license fees, $1.5B supply, and joint tech innovation.NLST
Investor update - Shareholders will vote on director elections and auditor ratification at the 2026 annual meeting.NLSTProxy filing
- Annual Meeting to elect directors, ratify auditor, and address governance and compensation.NLSTProxy filing
- Q2 2026 delivered triple-digit sales growth and major Samsung deals amid strong AI memory demand.NLSTQ2 2026
- Q1 revenue up 262% to $104.9M, with strong AI demand and legal wins driving profitability.NLSTQ1 2026
- Q4 revenue soared 121% year-over-year as AI demand and memory shortages drove sharp price gains.NLSTQ4 2025
- Q3 sales up 5% to $42.2M, net loss narrowed, but litigation and supply risks persist.NLSTQ3 2025
- Q3 sales up 140% to $40.2M, net loss narrows, and major patent awards boost liquidity.NLSTQ3 2024
- Q2 sales up 267% to $36.8M, $750M in legal wins, but losses and collection risks persist.NLSTQ2 2024
Next Netlist earnings date
Q4 20269 Mar, 2027
Netlist
Next Netlist earnings date
Q4 20269 Mar, 2027
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Frequently asked questions
Netlist Inc. is a technology company specializing in the design, manufacture, and sale of high-performance memory subsystems. The company provides solutions for applications in data centers, enterprise computing, and embedded systems, focusing on products such as solid-state drives (SSDs) and advanced memory modules. Netlist's offerings are designed to enhance server performance and optimize data storage and retrieval for enterprise and cloud-based systems. The company is headquartered in Irvine, California, and its shares are listed on the OTCQB.