Netlist Inc's Customers Performance
NLST
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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
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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
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Resales of third-party products |
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97.7 % |
of total Revenue |
Sale of the Company s modular memory subsystems |
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4.69 % |
of total Revenue |
Select the Relationship:
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Select the Category:
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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 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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