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Netlist Inc  (NLST)
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    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology
 

Netlist Inc's Customers Performance

NLST


 
 
NLST's Source of Revenues Netlist Inc's Corporate Customers have recorded an advance in their cost of revenue by 8.28 % in the 1 quarter 2025 year on year, sequentially costs of revenue were trimmed by -8.62 %. During the corresponding time, Netlist Inc saw a revenue deteriorated by -20.76 % year on year, sequentially revenue fell by -17.38 %. While revenue at the Netlist Inc's corporate clients recorded rose by 4.97 % year on year, sequentially revenue fell by -12.37 %.

List of NLST Customers




Netlist Inc's Customers have recorded an advance in their cost of revenue by 8.28 % in the 1 quarter 2025 year on year, sequentially costs of revenue were trimmed by -8.62 %, for the same period Netlist Inc revnue deteriorated by -20.76 % year on year, sequentially revenue fell by -17.38 %.

List of NLST Customers

Netlist Inc's Business Units
Resales of third-party products    97.7 % of total Revenue
Sale of the Company s modular memory subsystems    4.69 % of total Revenue




   
Customers Net Income grew in Q1 by Customers Net margin fell to %
2.17 % 15.11 %
Customers Net Income grew in Q1 by 2.17 %


Customers Net margin fell to 15.11 % 15.11 %



Netlist Inc's Customers, Q1 2025 Revenue Growth By Industry
Customers in Aerospace & Defense Industry      11.11 %
Customers in Appliance & Tool Industry -32.29 %   
Customers in Electronic Parts & Equipment Industry -3.57 %   
Customers in Communications Services Industry      67.08 %
Customers in Communications Equipment Industry      17.43 %
Customers in Computer Hardware Industry      4.92 %
Customers in Computer Networks Industry      11.74 %
Customers in Computer Peripherals & Office Equipment Industry -3 %   
Customers in Cloud Computing & Data Analytics Industry -11.42 %   
Customers in Semiconductors Industry      0.59 %
Customers in Software & Programming Industry      16.22 %
Customers in Consumer Electronics Industry      10.35 %
     
• Customers Valuation • Customers Mgmt. Effect.


Netlist Inc's Comment on Sales, Marketing and Customers



We resell certain component products that we purchase for the purpose of resale to certain end-customers that are not reached in the distribution models of the component manufacturers, including storage customers, appliance customers, system builders and cloud and datacenter customers. We also market and sell our memory subsystem products, primarily to OEMs in the server, high-performance computing and communications markets.

Our target markets are characterized by a limited number of large companies, and consolidation in one or more of our target markets may further increase this concentration. As a result, sales to small numbers of customers have historically represented a substantial portion of our net product revenues. Additionally, the composition of major customers and their respective contributions to our net product revenues have fluctuated and will likely continue to fluctuate from period to period as our existing and prospective customers progress through the life cycle of the products they produce and sell and experience resulting fluctuations in their product demand. See Note 10 to our consolidated financial statements included elsewhere in this annual report for more information about our customer concentrations.

We do not have long-term agreements with any of our customers. Instead, our product sales are made primarily pursuant to stand-alone purchase orders that we often receive no more than two weeks in advance of the desired delivery date and that may be rescheduled or cancelled on relatively short notice, which reduces our backlog of firm orders. Customers are generally allowed limited rights of return for up to 30 days, except for sales of excess inventories, which contain no right-of-return privileges.

Additionally, we offer warranties on our memory subsystems generally ranging from one to three years, depending on the product and negotiated terms of purchase orders from our customers. These warranties require us to repair or replace defective products returned to us during such warranty period at no cost to the customer.






Netlist Inc's Comment on Sales, Marketing and Customers


We resell certain component products that we purchase for the purpose of resale to certain end-customers that are not reached in the distribution models of the component manufacturers, including storage customers, appliance customers, system builders and cloud and datacenter customers. We also market and sell our memory subsystem products, primarily to OEMs in the server, high-performance computing and communications markets.

Our target markets are characterized by a limited number of large companies, and consolidation in one or more of our target markets may further increase this concentration. As a result, sales to small numbers of customers have historically represented a substantial portion of our net product revenues. Additionally, the composition of major customers and their respective contributions to our net product revenues have fluctuated and will likely continue to fluctuate from period to period as our existing and prospective customers progress through the life cycle of the products they produce and sell and experience resulting fluctuations in their product demand. See Note 10 to our consolidated financial statements included elsewhere in this annual report for more information about our customer concentrations.

We do not have long-term agreements with any of our customers. Instead, our product sales are made primarily pursuant to stand-alone purchase orders that we often receive no more than two weeks in advance of the desired delivery date and that may be rescheduled or cancelled on relatively short notice, which reduces our backlog of firm orders. Customers are generally allowed limited rights of return for up to 30 days, except for sales of excess inventories, which contain no right-of-return privileges.

Additionally, we offer warranties on our memory subsystems generally ranging from one to three years, depending on the product and negotiated terms of purchase orders from our customers. These warranties require us to repair or replace defective products returned to us during such warranty period at no cost to the customer.










NLST's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Netlist Inc 196.09 139.47 -46.38 66
Apple Inc 2,945,581.86 400,366.00 97,294.00 164,000
Adtran Holdings Inc 596.51 944.24 -128.33 3,227
Alpine 4 Holdings Inc 0.01 103.73 -56.75 120
Amplitech Group Inc 21.03 9.51 -11.24 27
Arlo Technologies Inc 1,744.84 505.85 -21.70 363
Arrow Electronics inc 6,427.81 27,813.08 390.27 22,100
Audiocodes ltd 272.66 242.18 15.31 1,700
Avid Technology Inc 1,255.41 395.18 33.26 1,200
Avnet Inc 4,386.37 21,834.72 247.30 15,462
Bos Better Online Solutions Ltd 27.22 43.21 2.01 0
Casa Systems Inc 3.41 249.41 -107.17 485
Ciena Corp 10,648.19 4,264.56 104.80 8,657
Clearfield Inc 535.76 176.73 -1.85 160
Cleartronic Inc 3.44 3.87 -0.39 18
Cambium Networks Corp 9.03 170.47 -98.12 625
Cisco Systems Inc 261,450.66 55,623.00 9,792.00 90,400
Cyberark Software Ltd 17,047.37 1,000.74 -93.46 1,644
Dell Technologies Inc 81,658.72 89,559.00 3,205.00 108,000
Amdocs Limited 10,670.46 5,004.99 496.32 29,000
Electronic Systems Technology Inc 0.79 1.30 -0.31 8
Extreme Networks Inc 2,164.21 1,088.66 -53.87 2,656
Falconstor Software Inc 13.60 10.27 -1.20 165
Franklin Wireless Corp 46.19 45.28 -1.94 69
Garmin Ltd 38,313.35 6,449.96 1,468.24 16,200
Hewlett Packard Enterprise Company 23,333.30 31,649.00 1,455.00 61,000
Hp inc 23,221.24 54,298.00 2,517.00 51,000
International Business Machines Corporation 267,595.47 62,832.00 5,473.00 305,300
Infinera Corp 1,559.76 1,417.56 -150.34 2,119
Irobot Corporation 98.63 633.40 -241.40 440
Ironnet Inc 0.41 24.62 -171.47 265
Juniper Networks Inc 12,187.46 5,204.30 352.80 11,144
Lumentum Holdings Inc 5,714.82 1,387.30 -151.70 1,500
Methode Electronics Inc 0.00 1,067.30 -91.60 7,500
Motorola Solutions inc 69,008.42 10,956.00 2,052.00 21,000
Maxlinear Inc 995.11 360.35 -222.60 941
Netapp Inc 21,586.46 6,572.00 1,186.00 11,800
Nutanix Inc 21,408.47 2,432.69 23.62 3,700
Okta Inc 17,717.38 2,334.00 -253.00 5,908
Plantronics Inc. 1,729.74 1,665.53 21.64 3,500
Pure Storage Inc 16,865.74 2,915.64 82.33 6,000
Quantum Corp 48.78 222.78 -122.38 770
Quantum Computing Inc 2,552.14 0.35 -0.32 41
Super Micro Computer Inc 26,806.19 21,568.85 1,150.94 2,800
Turtle Beach Corporation 263.30 0.00 0.00 0
Tessco Technologies Incorporated 83.15 452.06 -4.35 520
Unisys Corp 306.94 1,952.70 -74.50 16,500
Utstarcom Holdings Corp 22.19 9.91 -4.37 481
Vuzix Corp 224.84 5.33 -72.13 76
Xerox Holdings Corporation 690.59 6,176.00 -193.00 42,300
SUBTOTAL 3,896,899.42 832,043.58 125,033.36 1,022,891


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