Welcome to our dedicated page for RAMBUS SEC filings (Ticker: RMBS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. 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.
Rambus Inc. director Charles Kissner, through Kissner and Associates LLC, sold 5,000 shares of Common Stock of Rambus on August 7, 2026 at an exact price of $100.92 per share. The sale was effected under a Rule 10b5-1 trading plan adopted on May 8, 2026. Following this transaction, the LLC held 13,747 shares indirectly attributed to Kissner, and he also reported 40,545 shares held directly.
Rambus Inc. entered into an accelerated share repurchase agreement with Mizuho Markets Americas LLC, through Mizuho Securities USA LLC, to buy back its common stock for an aggregate purchase price of approximately $100 million as part of its existing share repurchase program.
Rambus will pre-pay $100 million to the dealer and receive an initial delivery of approximately 796,000 shares. The final number of shares will be based on the volume-weighted average price of its stock during the transaction term, less a discount, and the program is expected to be completed by the end of the third quarter of 2026.
BlackRock, Inc. reports beneficial ownership of 13,203,935 shares of Rambus Inc. common stock, representing 12.2% of the class. BlackRock has sole voting power over 12,911,062 shares and sole dispositive power over 13,203,935 shares, with no shared voting or dispositive power.
Various underlying persons have rights to receive dividends or sale proceeds from these shares, but no single such person holds an interest in more than five percent of Rambus’s outstanding common stock. The filing is made by BlackRock on behalf of certain of its business units.
Rambus Inc. reported strong Q2 2026 results, with revenue of $207.4 million, up from $172.2 million a year earlier, and net income of $67.6 million, or diluted EPS of $0.61. Product revenue from memory interface chips rose to $99.2 million, while royalties reached $84.2 million, keeping gross margin at 79.7%.
The business remains cash‑generative and asset‑light, producing $144.5 million of operating cash flow in the first half and ending June 30, 2026 with $824.9 million in cash, cash equivalents and marketable securities against $145.7 million of total liabilities. R&D and sales, general and administrative spending increased as Rambus invests in AI-focused memory solutions, while revenue is still concentrated among a few large international customers.
Rambus Inc. reported record second-quarter 2026 revenue of $207.4 million, up 20% year over year and above its guidance range. Revenue comprised $99.2 million of record product revenue, $84.2 million of royalties and $24.0 million of contract and other revenue. GAAP diluted EPS was $0.61 and non-GAAP diluted EPS was $0.77, with the non-GAAP figure exceeding the company’s guidance range.
GAAP operating income was $72.7 million (35% margin) and non-GAAP operating income was $93.7 million (45% margin). Net income was $67.6 million. Rambus generated $61.2 million of operating cash flow and ended June 30, 2026 with $824.9 million in cash, cash equivalents and marketable securities. Management highlighted expanded product and IP offerings for next-generation AI systems, including DDR5 9600 chipsets and a PCIe 7 Switch.
For the third quarter of 2026, Rambus expects revenue between $210 million and $216 million, GAAP diluted EPS of $0.59–$0.67 and non-GAAP diluted EPS of $0.75–$0.82, assuming a diluted share count of 110 million and specified adjustments for stock-based compensation and amortization of acquired intangibles.