Netlist, Inc. (NLST) Q3 2024 Earnings Call Transcript Summary
Netlist, Inc. (NLST) Q3 2024 Earnings Call Transcript Summary
The following is a summary of the Netlist, Inc. (NLST) Q3 2024 Earnings Call Transcript:
以下是Netlist公司(NLST)2024年第三季度業績會交流會議記錄摘要:
Financial Performance:
金融業績:
Netlist reported Q3 revenue of $40.2 million, up 140% year-over-year from $16.7 million.
Operating expenses were $10.8 million, down 41% from $18.3 million in the same quarter last year.
Anticipate Q4 revenue to remain consistent with Q3 2024 levels.
Netlist報告第三季度營業收入爲4020萬美元,同比增長140%,去年同期爲1670萬美元。
營業費用爲1080萬美元,較去年同期的1830萬美元減少了41%。
預計第四季度營業收入將與2024年第三季度的水平保持一致。
Business Progress:
業務進展:
Introduced ultra-low latency memory products for workstations and servers under the name 'Lightning'.
Developing the next-generation CXL NVDIMM, a persistent NAND memory solution.
Significant progress in IP enforcement, secured $0.75 billion from patent infringement jury awards.
推出了以「Lightning」爲名的工作站和服務器超低延遲內存產品。
正在開發下一代CXL NVDIMm,一種持久性NAND存儲解決方案。
在知識產權執法方面取得重大進展,從專利侵權陪審團獲得了7.5億美元。
Opportunities:
機會:
Positioning for a growing DDR5 server market projected at over $25 billion by 2025.
Addressing the market for ultra-low latency RDIMM memory, expected to exceed $250 million.
Tapping into a potential $200 million market for CXL NVDIMM starting next year.
定位於到2025年預計超過250億美元的不斷增長的DDR5服務器市場。
針對超低延遲RDIMm內存市場,預計將超過25000萬美元。
利用明年開始的CXL NVDIMm潛在20000萬美元市場。
Risks:
風險:
Dependency on market adoption of new memory technologies and designs.
Litigation outcomes could impact financial stability, pending significant potential earnings from ongoing patent infringement cases.
依賴於市場對新內存技術和設計的採用。
訴訟結果可能會影響財務穩定性,有待從進行中的專利侵權案件中獲得重要的潛在收益。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。
譯文內容由第三人軟體翻譯。