Welcome to our dedicated page for Rambus Del news (Ticker: RMBS), a resource for investors and traders seeking the latest updates and insights on Rambus Del stock.
Rambus Inc. reports developments as a semiconductor chips and silicon IP provider focused on high-performance memory and interconnect technology for data-intensive computing. Company news commonly covers PCIe IP, HBM memory controller IP, DDR5 and LPDDR5 memory interface chipsets, and related products for AI, cloud, data center, and high-performance computing systems.
Recurring updates also include quarterly financial results, product revenue and licensing activity, cash flow commentary, conference presentations, and leadership or board changes. Product announcements often center on bandwidth scaling, low latency, signal and power integrity, and secure data movement across memory subsystems and advanced computing infrastructure.
Rambus (NASDAQ: RMBS) announced that Desmond Lynch, senior vice president and chief financial officer, will resign effective February 27, 2026. John Allen, vice president and chief accounting officer, will serve as interim CFO while a formal search for a permanent successor is underway. Rambus reaffirmed its previously issued guidance for Q1 FY2026.
The company emphasized continuity, citing its finance organization and interim leadership to support execution of its growth strategy and long‑term value delivery.
Rambus (NASDAQ:RMBS) reported record 2025 results, driven by product and licensing strength. Q4 GAAP revenue was $190.2M and Q4 product revenue was $96.8M; full-year product revenue reached $347.8M, up 41% YoY. Cash from operations was a record $99.8M in Q4 and $360.0M for 2025. GAAP net income was $63.8M with diluted EPS of $0.58 (non-GAAP diluted EPS $0.68). Cash and marketable securities totaled $761.8M at year-end. The company provided Q1 2026 outlook ranges for licensing billings, royalties, product revenue, and operating costs, and noted guidance assumes certain customer agreements and a 16% tax rate.
Rambus (Nasdaq: RMBS) will hold a conference call on Monday, February 2, 2026 at 2:00 p.m. Pacific Time to discuss fourth quarter and fiscal year 2025 results. The call will be webcast and accessible via the company's investor website at investor.rambus.com.
A replay will be available after the call on the Rambus Investor Relations website or by phone for one week at (866) 813-9403 (domestic) or +1 929-458-6194 (international) using ID# 958497.
Rambus (Nasdaq: RMBS) said its executives will present at two investor conferences in late 2025.
At the Wells Fargo 9th Annual TMT Summit in Rancho Palos Verdes, CA, Luc Seraphin, CEO, and Desmond Lynch, CFO, will present on Tuesday, November 18, 2025 at 8:45 a.m. PT. At the Nasdaq 53rd Investor Conference in London, UK, Luc Seraphin will present on Wednesday, December 10, 2025 at 5:30 a.m. PT.
Both presentations will be available live via webcast and replays will be posted on Rambus' Investor Relations website at investor.rambus.com.
Rambus (NASDAQ:RMBS) reported Q3 2025 GAAP revenue of $178.5M, driven by product revenue $93.3M (record fourth consecutive quarter) and licensing billings $66.1M. The company generated $88.4M cash from operations and held $673.3M in cash and marketable securities as of September 30, 2025. GAAP diluted EPS was $0.44 and net income was $48.4M. Management provided Q4 2025 guidance including product revenue $94–100M, licensing billings $60–66M, and contract revenue $25–31M, with a diluted share count assumption of 109.5M. The company noted a higher Q3 tax provision of $20.9M due to new tax legislation.
Rambus (Nasdaq: RMBS) will hold a conference call on Monday, October 27, 2025 at 2:00 p.m. Pacific Time to discuss third quarter fiscal 2025 results. The call will be webcast and accessible at investor.rambus.com.
A replay will be available on the Rambus Investor Relations website and by phone for one week at (866) 813-9403 (domestic) or +1 929-458-6194 (international) using ID# 786764.
Rambus (NASDAQ:RMBS) reported strong Q2 2025 financial results, exceeding expectations. The company achieved record quarterly product revenue of $81.3 million, up 43% year-over-year, and generated record quarterly cash from operations of $94.4 million.
Key financial highlights include total GAAP revenue of $172.2 million, with licensing billings of $66.4 million and contract revenue of $22.3 million. Operating income reached $63.0 million with a 37% operating margin, while diluted EPS was $0.53. The company ended the quarter with $594.8 million in cash and equivalents.
For Q3 2025, Rambus expects product revenue between $87-93 million, licensing billings of $58-64 million, and contract revenue of $22-28 million, demonstrating continued growth momentum in high-performance computing and AI infrastructure markets.
Rambus (Nasdaq: RMBS), a leading chip and silicon IP provider, has scheduled its second quarter fiscal year 2025 earnings conference call for Monday, July 28, 2025, at 2:00 p.m. Pacific Time. The call will be accessible via webcast through the company's investor relations website at investor.rambus.com. A replay will be available on the website and by phone for one week using the numbers (866) 813-9403 (domestic) or (+1) 929-458-6194 (international) with ID# 136025.
Rambus Inc. (RMBS) has announced its executives' participation in three upcoming investor conferences in June 2025:
1. Baird 2025 Global Consumer, Technology & Services Conference - CFO Desmond Lynch and VP Matt Jones will present on June 3 at 9:40 a.m. ET in New York
2. BofA Securities 2025 Global Technology Conference - CEO Luc Seraphin and CFO Desmond Lynch will present on June 5 at 8:40 a.m. PT in San Francisco
3. Rosenblatt 5th Annual Technology Virtual Summit - Fellow Steve Woo will present on June 10 at 11:00 a.m. PT virtually
All presentations will be accessible via webcast on the Rambus Investor Relations website, with replays available after each event.
Rambus (NASDAQ: RMBS) has announced new client chipsets for next-generation AI PC memory modules, introducing two key Power Management ICs (PMICs): the PMIC5200 for LPDDR5 CAMM2 memory modules and the PMIC5120 for DDR5 CSODIMMs and CUDIMMs. These chipsets, which include Client Clock Driver (CKD) and Serial Presence Detect Hub, are designed to enable high-performance memory modules for AI PC notebooks, desktops, and workstations.
The company now offers complete memory interface chipsets for all JEDEC standard DDR5 and LPDDR5 memory modules for both servers and clients. The new solutions are backed by Micron and Intel, with Micron implementing the PMIC solutions in their next-generation LPCAMM2 modules and Intel supporting the technology in their Core Ultra processors family.