Inferra AI / Company / RMBS
Rambus Inc.
RMBS · Information Technology
Last earnings Oct 26, 2026
Key results
Revenuequarter
$93.3 million
htm EX-99.1 EX-99.1 Exhibit 99.1 News Release RAMBUS REPORTS THIRD QUARTER 2025 FINANCIAL RESULTS • Delivered very strong Q3 results and generated excellent quarterly cash from operations of $88.4 million • Achieved fourth consecutive quarterly product revenue record at $93.3 million SAN JOSE, Calif.
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
GAAP revenuequarter
$178.5 million
GAAP revenue for the third quarter was $178.5 million, licensing billings were $66.1 million, product revenue was $93.3 million, and contract and other revenue was $20.1 million.
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
The Company also had licensing billings of $66.1 million, product revenue of $93.3 million, and contract and other revenue of $20.1 million.
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
The Company had total GAAP cost of revenue of $36.5 million and operating expenses of $78.7 million.
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
The Company also had total non-GAAP operating expenses of $99.3 million (including non-GAAP cost of revenue of $34.7 million).
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Net incomequarter
$0.44
The Company had GAAP diluted net income per share of $0.44.
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
AI analysis
Q3 2025 · reported Oct 27, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $93.3 million | — | — |
| GAAP revenue | $178.5 million | — | — |
| Net income | $0.44 | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
Cash, cash equivalents, and marketable securities as of September 30, 2025 were $673.3 million, an increase of $78.5 million as compared to June 30, 2025, mainly due to $88.4 million in cash provided by operating activities, offset by $8.4 million paid for capital expenditures.
This issue clarifies the permissible methods of accounting for the excess of the repurchase price over par or stated value upon retirement of treasury shares.
Event summary
Rambus Inc. — Earnings release (2025-10-27)
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Cash, cash equivalents, and marketable securities as of September 30, 2025 were $673.3 million, an increase of $78.5 million as compared to June 30, 2025, mainly due to $88.4 million in cash provided by operating activities, offset by $8.4 million paid for capital expenditures.
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
This issue clarifies the permissible methods of accounting for the excess of the repurchase price over par or stated value upon retirement of treasury shares.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Stockholders Equity Share Repurchase Program On October 29, 2020, the Company s board of directors (the Board ) approved a share repurchase program authorizing the repurchase of up to an aggregate of 20.0 million shares (the 2020 Repurchase Program ).
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Share repurchases under the 2020 Repurchase Program may be made through the open market, established plans or privately negotiated transactions in accordance with all applicable securities laws, rules and regulations.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
There is no expiration date applicable to the 2020 Repurchase Program.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
During the nine months ended September 30, 2026, the Company repurchased shares of its common stock under multiple repurchase arrangements as part of the 2020 Repurchase Program, including a $ 100.0 million accelerated share repurchase program and two share repurchase plans.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Strategy & priorities
“Rambus delivered a very strong third quarter, with record product revenue and excellent cash from operations, while continuing to execute on our strategic roadmap,” said Luc Seraphin, president and chief executive officer of Rambus.
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Forward-Looking Statements This release contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to Rambus’ expectations regarding business opportunities, the Company’s ability to deliver long-term, profitable growth, product and investment strategies, and the Company’s outlook and financial guidance for the fourth quarter of 2025 and related drivers, and the Company’s ability to effectively manage market challenges.
SEC original ↗Rambus Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Business Overview Rambus is a global semiconductor company providing industry-leading chips and silicon IP for data-intensive computing systems, focusing on data center and artificial intelligence ( AI ) infrastructure.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Our strategic objectives include focusing our product portfolio and research investments on our core strength in semiconductor technologies, improving operational efficiency and reinvesting cash generation to support growth.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Risks & headwinds
Legal Proceedings 37 Item 1A.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
government restrictions on exports, including to China; Effects of current and future uncertainty in the worldwide economy, including major central bank policies and worldwide changes in credit markets; Effects of changes in macroeconomic conditions, increased risk of recession and geopolitical issues; and Management of supply chain risks.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
The Company cannot provide any assurance that its portfolio of cash, cash equivalents and marketable securities will not be impacted by adverse conditions in the financial markets, which may require the Company in the future to record an impairment charge for credit losses which could adversely impact its financial results.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Litigation and Loss Contingency Rambus is not currently a party to any material pending legal proceeding; however, from time to time, Rambus may become involved in legal proceedings or be subject to claims arising in the ordinary course of its business.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Although the results of litigation and claims cannot be predicted with certainty, the Company currently believes that the final outcome of these ordinary course matters will not have a material adverse effect on its business, operating results, financial position or cash flows.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Regardless of the outcome, litigation can have an adverse impact on the Company because of defense and settlement costs, diversion of management attention and resources and other factors.
SEC original ↗Rambus Inc. — 10-Q Quarterly report10-QOct 26, 2026
Earnings deck slides
1 deck with slide viewCompetitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
59 documents- Q3 2026
- 8-KRMBS
Oct 26, 2026
- 10-QRMBS
Oct 26, 2026
- Q2 2026
- 8-KRMBS
Sep 4, 2026
- 8-KRMBS
Aug 5, 2026
- 10-QRMBS
Jul 28, 2026
- 8-KRMBS
Jul 27, 2026
- Q1 2026
- 8-KRMBS
Apr 29, 2026
- 10-QRMBS
Apr 28, 2026
- 8-KRMBS
Apr 27, 2026
- 8-KRMBS
Apr 24, 2026
- Q4 2025
- 10-KRMBS
Feb 18, 2026
- 8-KRMBS
Feb 12, 2026
- 8-KRMBS
Feb 10, 2026
- 8-KRMBS
Feb 2, 2026
- Q3 2025
- 10-QRMBS
Oct 28, 2025
- 8-KRMBS
Oct 27, 2025
- Q2 2025
- 10-QRMBS
Jul 29, 2025
- 8-KRMBS
Jul 28, 2025
- Q1 2025
- 8-KRMBS
Apr 30, 2025
- 10-QRMBS
Apr 29, 2025
- 8-KRMBS
Apr 28, 2025
- Q4 2024
- 10-KRMBS
Feb 24, 2025
- 10-KRMBS
Feb 24, 2025
- 10-KRMBS
Feb 24, 2025
- 10-KRMBS
Feb 24, 2025
- 8-KRMBS
Feb 3, 2025
- Q3 2024
- 8-KRMBS
Dec 10, 2024
- 10-QRMBS
Oct 30, 2024
- 8-KRMBS
Oct 28, 2024
- Q2 2024
- 10-QRMBS
Jul 31, 2024
- 8-KRMBS
Jul 29, 2024
- Q1 2024
- 10-QRMBS
May 2, 2024
- 8-KRMBS
Apr 29, 2024
- 8-KRMBS
Apr 26, 2024
- Q4 2023
- 8-KRMBS
Mar 1, 2024
- Q1 2023
- 10-QRMBS
May 5, 2023
- 8-KRMBS
Apr 4, 2023
- Q4 2020
- 10-K/ARMBS
Mar 29, 2021
- 10-K/ARMBS
Mar 29, 2021
- 10-KRMBS
Feb 26, 2021
- 10-KRMBS
Feb 26, 2021
- Q3 2016
- 10-QRMBS
Oct 28, 2016
- Q2 2016
- 10-QRMBS
Jul 22, 2016
- Q1 2016
- 10-QRMBS
Apr 22, 2016
- Q3 2015
- 10-QRMBS
Oct 23, 2015
- Q2 2015
- 10-QRMBS
Jul 23, 2015
- 10-QRMBS
Jul 23, 2015
- Q1 2015
- 8-KRMBS
Jun 18, 2015
- Q2 2014
- 10-QRMBS
Jul 25, 2014
- Q4 2013
- 10-Q/ARMBS
Jan 13, 2014
- 10-Q/ARMBS
Jan 13, 2014
- Q3 2013
- 10-QRMBS
Oct 25, 2013
- Q2 2013
- 10-QRMBS
Jul 29, 2013
- 10-QRMBS
Jul 29, 2013
- 10-QRMBS
Jul 29, 2013
- 10-QRMBS
Jul 29, 2013
- 10-QRMBS
Jul 29, 2013
- 10-QRMBS
Jul 29, 2013
- Q1 2013
- 8-KRMBS
Jun 12, 2013
Earnings releases
21 documents- Q3 2026
- EX-99RMBS
Oct 26, 2026
- Q2 2026
- EX-99RMBS
Aug 5, 2026
- EX-99RMBS
Jul 27, 2026
- Q1 2026
- EX-99RMBS
Apr 29, 2026
- EX-99RMBS
Apr 27, 2026
- Q4 2025
- EX-99RMBS
Feb 12, 2026
- EX-99RMBS
Feb 10, 2026
- EX-99RMBS
Feb 2, 2026
- Q3 2025
- EX-99RMBS
Oct 27, 2025
- Q2 2025
- EX-99RMBS
Jul 28, 2025
- Q1 2025
- EX-99RMBS
Apr 28, 2025
- Q4 2024
- EX-99RMBS
Feb 3, 2025
- Q3 2024
- EX-99RMBS
Oct 28, 2024
- Q2 2024
- EX-99RMBS
Jul 29, 2024
- Q1 2024
- EX-99RMBS
Apr 29, 2024
- Q1 2023
- EX-99RMBS
Apr 4, 2023
- Q1 2015
- EX-99RMBS
Jun 18, 2015
- Q2 2014
- EX-99RMBS
Jul 21, 2014
- Q3 2013
- EX-99RMBS
Oct 17, 2013
- Q1 2013
- EX-99RMBS
Jun 12, 2013
- EX-99RMBS
May 9, 2013
Presentations
1 document- Other presentations
- RMBSDeck
Oct 26, 2026
Transcripts
0 documentsNo transcripts for Rambus Inc. are held in this edition of the library.
Mentioned by
7 companiesOther tracked companies whose held documents mention Rambus Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
Orchid Island Capital, Inc. (ORC)
“OCTOBER 2026 MONTHLY DIVIDEND, ESTIMATED THIRD QUARTER RESULTS AND SEPTEMBER 30, 2026 RMBS PORTFOLIO CHARACTERISTICS ● October… …This press release contains forward-looking statements within the meaning of the Private Securities Litigation Ref”
“te Securities Litigation Reform Act of 1995 relating, among other things, to the terms of Rambus’ accelerated share repurchase… …d122300dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Rambus Initiates $100 Million Accelerated Share Repurchase ”
“s under the Private Securities Litigation Reform Act of 1995, including those relating to Rambus’ expectations regarding business opportunities,… … 60.4 Operating income $ 72.7 $ 63.0 $ 93.7 $ 79.0 Ope”
“s under the Private Securities Litigation Reform Act of 1995, including those relating to Rambus’ expectations regarding business opportunities,… … Innovium, Maxim Integrated, Avago, and Intel. Across these roles, he supported capital allocation, mer”
“s full revenue guidance for the second quarter… …president and chief executive officer of Rambus. “The growth of AI inference and agentic workloads in the data center continues to drive demand for higher memory bandwidth, efficient data movement, and”
“rements and limiting our counterparty exposure. We also finance the acquisition of Agency RMBS by entering into TBA dollar roll transactions through which we simultaneously sell a… …or anticipated shifts in monetary or fiscal policy resulting from th”
United Community Banks Inc. (UCB)
“ ~$340 million, up more than 40% from $240 million prior to restructuring ABS 5% Agency RMBS 30%… … BILLION IN TOTAL ASSETS BILLION IN TOTAL DEPOSITS BILLION IN TOTAL LOANS $0.26 QUARTERLY COMMON DIVIDEND $3.5 BILLION IN AUM 13.0% CET1 RBC 20”
See also the earnings calendar for every tracked company’s next earnings date.