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) reported Q1 2026 results with GAAP revenue of $180.2M, product revenue of $88.0M (up 15% YoY), licensing billings of $70.8M, and $83.2M cash provided by operations. GAAP diluted EPS was $0.55. Cash, cash equivalents, and marketable securities totaled $786.1M as of March 31, 2026.
The company provided Q2 2026 outlook: product revenue $95–$101M, licensing billings $76–$82M, and diluted share count of 110M.
Rambus (NASDAQ: RMBS) announced a SOCAMM2 server-module chipset to enable LPDDR5X-based memory modules for AI servers. The chipset supports JEDEC-standard LPDDR5X up to 9.6 Gb/s, adds an SPD Hub for module ID/telemetry, and includes 12A and 3A voltage regulators.
This is the first product in a planned family of LPDDR-based server module chipsets designed for lower-power, high-bandwidth, compact, serviceable memory in AI data centers.
Rambus (Nasdaq: RMBS) said it will discuss first quarter fiscal 2026 results on a conference call on Monday, April 27, 2026 at 2:00 p.m. Pacific Time. The call will be webcast and accessible via the Rambus investor website.
A replay will be available on the investor website and by phone for one week using the provided access numbers and ID# 9039474.
Rambus (NASDAQ: RMBS) unveiled an industry-leading HBM4E Memory Controller IP on March 4, 2026, targeting AI accelerators, GPUs and HPC. The controller supports up to 16 Gbps per pin, delivering 4.1 TB/s per HBM4E device and enabling over 32 TB/s for systems with eight devices. The IP pairs with third-party PHYs and is available for licensing with early access design engagements.
Rambus (Nasdaq: RMBS) announced executives will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Monday, March 2, 2026 at 1:05 p.m. PT.
The presentation will stream live via webcast and a replay will be available on the Rambus Investor Relations website at investor.rambus.com.
Rambus (NASDAQ: RMBS) appointed Victor Peng to its Board of Directors, effective February 12, 2026. Mr. Peng brings more than 40 years of semiconductor leadership, including roles as president of AMD overseeing embedded and data center GPU businesses, AI software, and R&D.
He previously served 14 years at Xilinx in senior roles and currently sits on the boards of KLA and Microchip Technology, adding governance and industry expertise as Rambus pursues AI and data center opportunities.
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.