Every 8-K that Rambus Inc (RMBS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow RMBS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RMBS filings page.
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. 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.
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.
Rambus Inc. has appointed Sumeet Gagneja as senior vice president and chief financial officer, effective April 29, 2026, reporting to CEO Luc Seraphin. Interim CFO John Allen will return full-time to his role as vice president, accounting and chief accounting officer.
Gagneja brings more than two decades of finance leadership across major semiconductor and data center companies, including AMD, Western Digital, Xilinx, Innovium, Maxim Integrated, Avago and Intel. He will lead global finance, including financial strategy, capital allocation and investor engagement.
His compensation package includes a base salary of $475,000, a target bonus equal to 75% of base salary (prorated for 2026), a $300,000 new hire bonus, an RSU grant valued at $1,625,000, a performance share award grant valued at $1,625,000, and an additional new hire RSU grant valued at $3,000,000.
Rambus Inc. reported first-quarter 2026 results with GAAP revenue of $180.2 million, up from $166.7 million a year earlier, and product revenue of $88.0 million, a 15% increase. GAAP net income was $59.9 million, with diluted EPS of $0.55 and non-GAAP diluted EPS of $0.63.
The company generated $83.2 million of cash from operating activities, and cash, cash equivalents and marketable securities totaled $786.1 million as of March 31, 2026. Management noted results were in line with guidance and highlighted growing demand from AI-related workloads.
For the second quarter of 2026, Rambus expects licensing billings of $76–$82 million, product revenue of $95–$101 million, contract and other revenue of $19–$25 million, and GAAP operating costs and expenses of $127–$131 million, assuming a 16% tax rate and 110 million diluted shares.
Rambus Inc. held its 2026 annual meeting of stockholders, with 99,399,350 of 108,159,372 eligible shares represented, forming a 91.9% quorum. All proposals described in the 2026 definitive proxy statement were approved, including the election of directors.
The board renamed its Cyber Risk Committee as the AI and Cyber Risk Committee to highlight the role of artificial intelligence in IT and data security, and reassigned independent directors across its key committees, including Audit, Compensation and Human Resource, Corporate Governance/Nominating, and Corporate Development.
Rambus Inc. appointed Victor Peng as a Class II director, effective immediately, increasing the Board to eight members. He will stand for reelection at the 2027 annual stockholders’ meeting and joins the Board’s Compensation and Human Resources Committee as a non-employee director under the standard fee program.
The company also adjusted compensation for John Allen in connection with his role as Interim Chief Financial Officer. He will receive an additional monthly salary stipend of $17,801 while serving in this role and will be eligible for a $150,000 transition bonus, under an employment agreement the company plans to file with a later periodic report.
Rambus Inc. announced that Chief Financial Officer Desmond Lynch will resign effective February 27, 2026 to pursue another professional opportunity. The company states his departure is not related to any disagreement over operations, policies, or practices.
In connection with his departure, Rambus has appointed John Allen, its current Vice President, Accounting and Chief Accounting Officer, as Vice President, Interim Chief Financial Officer. Allen, age 62, will retain his Chief Accounting Officer role and currently receives an annual base salary of $383,985 with a target bonus of $153,594, and eligibility for annual equity grants.
The company has begun a formal search for a permanent CFO and highlights confidence in its finance organization during the transition. Separately, Rambus is reaffirming its previously issued financial guidance for the first quarter of fiscal 2026, signaling no change to its short-term outlook alongside this leadership change.
Rambus Inc. filed a current report to disclose that it issued an earnings press release for the quarter ended December 31, 2025. The company furnished this press release as an exhibit and specified that it is not treated as filed for liability purposes under the Exchange Act.
Rambus Inc. (RMBS) furnished an 8-K to announce results for the quarter ended September 30, 2025. The company issued an earnings press release, which is attached as Exhibit 99.1 and incorporated by reference.
The Item 2.02 information is stated as furnished, not filed under the Exchange Act, and therefore is not subject to Section 18 liabilities nor automatically incorporated into other filings. The submission also includes Exhibit 104 for the Inline XBRL cover page. The report is dated October 27, 2025.