Welcome to our dedicated page for Rambus Del 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.
The Rambus Inc. (RMBS) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq Global Select Market issuer, Rambus submits periodic and current reports that detail its financial performance, business developments, and material events.
Rambus’ filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, which present information on revenue from product sales, royalties, and contract and other revenue, as well as operating expenses, cash flows, and segment-related metrics. These reports also contain management’s discussion and analysis and risk factor disclosures relevant to its semiconductor and IP licensing activities.
The company also files current reports on Form 8-K to announce material events, such as quarterly financial results. Recent 8-K filings reference earnings press releases for quarters ended June 30 and September 30, 2025, providing investors with detailed GAAP and non-GAAP financial data and commentary on business performance.
In addition, investors can review proxy statements and other governance-related filings that address topics such as board structure, executive compensation, and shareholder matters, as available in the SEC’s EDGAR system.
On Stock Titan, AI-powered tools help summarize lengthy Rambus filings, highlighting key figures, trends, and disclosures so users can quickly understand the implications of 10-Ks, 10-Qs, and 8-Ks without reading every page. The platform also surfaces relevant sections for topics like revenue composition, non-GAAP adjustments, and risk discussions.
Use this page to track new RMBS filings as they are posted to EDGAR, review historical reports, and compare disclosures across reporting periods with the assistance of AI-generated insights.
Rambus Inc. director Victor Peng filed an initial insider ownership report on Form 3. The filing identifies him as a director of the company but does not report any share purchases, sales, or other transactions, indicating this is a baseline regulatory disclosure rather than a trading event.
Rambus Inc. files its annual report describing a semiconductor and silicon IP business centered on high‑performance memory and security for data center and AI infrastructure.
The company reports strong execution in 2025 across DDR5 and LPDDR5 memory interface chips, expansion into high‑performance and AI PCs, and growing demand for HBM4, GDDR7, PCIe 7.0 and security IP. It highlights a fabless manufacturing model and long-term patent licensing agreements as key cash generators and sources of shareholder returns.
Rambus spent $187.7 million on research and development in 2025, up from $162.9 million in 2024 and $156.8 million in 2023. As of December 31, 2025 it had 791 employees, about 71% in engineering, and held 2,049 patents with 486 applications pending. Revenue is concentrated, with the top five customers providing 66% of 2025 revenue and international customers 82%. The report outlines extensive risk factors including industry cyclicality, AI demand uncertainty, supply chain and cybersecurity exposure, high customer concentration, and complex global regulatory and tax environments.
T. Rowe Price Associates, Inc. has filed a Schedule 13G reporting a passive ownership stake in Rambus Inc. common stock. The firm beneficially owns 5,385,603 shares, representing 5.0% of the outstanding common stock as of the event date 12/31/2025.
T. Rowe Price reports sole voting power over 5,338,341 shares and sole dispositive power over 5,385,570 shares, with no shared voting or dispositive power. The securities are stated to be held in the ordinary course of business and not for the purpose of changing or influencing control of Rambus.
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. SVP and General Counsel John Shinn reported equity compensation activity and related tax withholding. On February 1, 2026, he acquired 17,276 shares of common stock at $0 through performance restricted stock units that vest based on company performance and continued service. On the same date, 9,884 shares at $113.71 per share were withheld to cover his tax liability from restricted stock unit vesting. After these transactions, Shinn directly owned 27,580 shares of Rambus common stock.
Rambus Inc. SVP and CFO Desmond Lynch reported equity-related transactions in company common stock. On February 1, 2026, he acquired 34,554 shares at $0 upon vesting of performance restricted stock units tied to company metrics and continued service. On the same date, 22,105 shares were withheld at $113.71 per share to satisfy tax obligations from restricted stock vesting. After these transactions, Lynch directly owned 67,891 shares of Rambus common stock.
Rambus Inc. President and CEO Seraphin Luc reported equity compensation and related tax withholding in company stock. On February 1, 2026, he acquired 143,744 shares of common stock at $0 per share, represented by performance restricted stock units that vest based on company performance metrics and continued service through February 1, 2026.
On the same date, 92,523 shares of common stock were withheld at a price of $113.71 per share to satisfy his tax liability arising from the vesting of restricted stock units. After these transactions, he directly beneficially owned 370,984 shares of Rambus common stock, including 522 shares acquired through the Rambus Inc. 2015 Employee Stock Purchase Plan.
Rambus executive EVP, COO Fan Xianzhi Sean reported equity compensation activity in company stock. On February 1, 2026, he acquired 148,802 shares of Rambus common stock at $0 per share through vesting of performance restricted stock units, each representing one share.
On the same date, 92,403 shares were withheld at $113.71 per share to cover tax liabilities related to restricted stock unit vesting. After these transactions, he directly beneficially owned 193,954 shares of Rambus common stock.