Rambus Inc. filings document the reporting obligations of a Nasdaq-listed semiconductor company with common stock registered under the Exchange Act. Recent 8-K reports disclose operating and financial results, earnings-release exhibits, executive appointments and departures, board matters, and other material-event updates tied to the company’s chips, silicon IP, licensing, and product revenue model.
Proxy and shareholder-vote filings describe director elections, auditor ratification, executive compensation votes, governance practices, and voting outcomes from annual meetings. The filing record also includes capital-structure disclosure for Rambus common stock, material agreements and governance matters, and formal exhibits that support the company’s periodic financial and corporate-event reporting.
Rambus Inc. (RMBS) is the issuer whose common stock is covered by an amended ownership report from FMR LLC and Abigail P. Johnson. Each reports beneficial ownership of 7,113,727 shares, or 6.6% of the class, as of September 30, 2026. FMR LLC reports sole voting power over 6,526,215 shares; Abigail P. Johnson reports zero sole and shared voting power. Both report sole dispositive power over 7,113,727 shares. Other persons may receive dividends or sale proceeds, but none is reported to have an interest above 5%.
Rambus Inc. (RMBS) is the issuer in a beneficial-ownership report by BlackRock, Inc., which reported beneficial ownership of 11,268,097 common shares, or 10.4% of the class, as of September 30, 2026. BlackRock reported sole voting power over 10,943,092 shares and sole dispositive power over 11,268,097 shares; shared voting and dispositive power were both zero.
The reported figures cover certain BlackRock business units and subsidiaries and affiliates, excluding other business units whose holdings are disaggregated. Various persons have rights to receive dividends or direct proceeds from sales of the shares, but no one person's interest exceeds 5% of total outstanding common shares.
Rambus Inc. (RMBS) reported third-quarter 2026 revenue of $218.3 million, up 22.3% from $178.5 million a year earlier. Product revenue rose to $114.3 million, royalties to $77.0 million and contract and other revenue to $27.0 million. Operating income was $83.7 million versus $63.3 million, while net income was $74.6 million versus $48.4 million; diluted earnings per share was $0.69, compared with $0.44.
For the first nine months of 2026, revenue was $605.9 million versus $517.4 million, while net cash provided by operating activities was $246.9 million versus $260.2 million. Rambus repurchased approximately 1.5 million shares for $138.9 million during the nine-month period, including approximately 1.4 million shares for $135.9 million in the third quarter; about 4.1 million shares remained under the repurchase authorization as of September 30, 2026. Contracted but unsatisfied performance obligations were approximately $42.9 million, primarily expected to be recognized over the next two years. The company’s five largest customers generated approximately 64% of third-quarter revenue.
Rambus Inc. (RMBS) reported third-quarter 2026 revenue of $218.3 million, up 22% year over year and above its $210 million to $216 million guidance range. Product revenue was $114.3 million, up 15% quarter over quarter and 22% year over year; royalties were $77.0 million and contract and other revenue was $27.0 million. GAAP diluted earnings per share were $0.69, compared with $0.44 a year earlier, while non-GAAP diluted earnings per share were $0.84 versus $0.62.
Cash from operating activities was a record $102.5 million. Cash, cash equivalents and marketable securities totaled $776.9 million at September 30, 2026, down $48.0 million from June 30, 2026, mainly reflecting $135.4 million paid for common-stock repurchases and $11.2 million for capital expenditures, partly offset by operating cash.
For Q4 2026, Rambus expects revenue of $227 million to $233 million and GAAP diluted earnings per share of $0.68 to $0.76; non-GAAP diluted earnings per share are expected at $0.84 to $0.92. The company said achieving the revenue range will require signing customer agreements for product sales and solutions licensing, among other matters.
Rambus Inc. director Charles Kissner’s entity, Kissner and Associates LLC, sold 5,000 common shares on October 2, 2026, at $111.00 per share. The sale was made under a Rule 10b5-1 trading plan adopted on May 8, 2026. After the sale, Kissner and Associates LLC held 3,747 shares; Charles Kissner reported 40,545 shares held directly as of October 2, 2026.
RAMBUS INC (RMBS) common shares are subject to a proposed sale of 5,000 shares for Charles Kissner’s account by Kissner & Associates, LLC, at an aggregate market value of $555,000 and an approximate sale date of October 2, 2026. Kissner is identified as a director. The shares are to be sold through UBS Financial Services Inc. The reported prior sales by Charles Kissner include 5,000 shares on August 7, 2026, and 5,000 on September 22, 2026, with aggregate market values of $504,600 and $525,000, respectively.
Rambus Inc. director Charles Kissner reported that Kissner and Associates LLC sold 5,000 shares of Common Stock at $105.00 per share on September 22, 2026. The sale was made under a Rule 10b5-1 trading plan adopted on May 8, 2026. The LLC held 8,747 shares after the sale; Charles Kissner reported direct holdings of 40,545 shares.
RAMBUS INC (RMBS) is the issuer of common stock that Charles Kissner, through Kissner & Associates, LLC, has notified for resale under Rule 144. The notice covers 5,000 shares of common stock, with an indicated aggregate value of $525,000, to be sold through UBS Financial Services Inc. on NASDAQ.
The filer also reports that during the past three months, 5,000 shares of RAMBUS common stock were sold for aggregate proceeds of $504,600. UBS Financial Services Inc. signed the notice as attorney-in-fact for Charles Kissner on September 22, 2026.
RAMBUS INC (RMBS) reported the initial equity holdings of Chief Accounting Officer William Clarence Taulbee II on a Form 3. He holds 8,293 shares of common stock, represented by restricted stock units (RSUs) that vest in four equal annual installments beginning on September 1, 2027, with each RSU delivering one share of RMBS common stock upon vesting.
RAMBUS INC (RMBS) announced that John Allen, Vice President, Accounting, Chief Accounting Officer, and Principal Accounting Officer, has decided to retire effective September 8, 2026, and will remain employed through September 30, 2026 to support the transition. The company states that his retirement does not involve any disagreement regarding its operations, policies, or practices.
The board appointed William Taulbee as Vice President and Chief Accounting Officer, serving as Principal Accounting Officer, effective September 8, 2026. His compensation includes a $355,000 base salary, a target annual bonus of $142,000, a sign-on bonus of $175,000 paid over two years, and a $700,000 restricted stock unit grant vesting annually over four years. He will receive the company’s standard indemnification agreement and be eligible for executive benefit plans.