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Rambus Inc. reported solid first-quarter 2026 results, with total revenue of $180.2 million, up about 8% from a year earlier. Product revenue grew to $88.0 million, driven by memory interface chips, while royalties were $69.6 million and contract and other revenue reached $22.6 million.
Net income was $59.9 million, essentially flat versus $60.3 million a year ago, with diluted earnings per share of $0.55. Gross margin remained high at 79.8%, though operating margin eased as research and development and sales, general and administrative expenses rose on higher headcount, prototyping, legal and payroll costs.
Rambus generated strong operating cash flow of $83.2 million and ended the quarter with $786.1 million in cash, cash equivalents and marketable securities. The company continued modest share repurchases and remains highly reliant on a concentrated customer base and international revenue, particularly in South Korea and Singapore.
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. director Meera Rao reported an open-market sale of 2,972 shares of Rambus common stock at $150.30 per share. The transaction occurred on April 24, 2026 and was executed under a pre-arranged Rule 10b5-1 trading plan adopted on November 14, 2025. Following the sale, Rao directly holds 19,974 shares of Rambus common stock.
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.
Meera Rao submitted a Form 144 notice to sell 2,972 shares of Common Stock through Morgan Stanley Smith Barney LLC. The filing lists a sale on 04/14/2026 of 8,538 shares in the past three months and reports a figure of $446,691.60. The securities are listed on NASDAQ.
Rambus Inc. director Meera Rao sold 8,538 shares of Common Stock in an open-market transaction. The shares were sold at an exact price of $118.08 per share pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2025.
Following this planned sale, Rao continues to hold 22,946 Rambus shares directly, indicating she retains a sizable equity stake in the company despite reducing her position.
Rambus Inc. Chief Accounting Officer John K. Allen reported a tax-withholding disposition of 1,131 shares of common stock. The shares were withheld by the company at a price of $92.22 per share to cover his tax liability related to the vesting of restricted stock units.
After this non‑open‑market transaction, Allen directly holds 17,131 shares of Rambus common stock. This type of withholding is a routine administrative step associated with equity compensation and does not represent an open‑market sale or purchase decision.
Rambus director Emiko Higashi received an equity grant of 2,223 shares of common stock in the form of restricted stock units (RSUs). The RSUs were awarded at no cash cost and will fully vest on April 1, 2027, or the first business day thereafter. Each RSU converts into one share of RMBS common stock upon vesting. Following this grant, Higashi directly holds 64,519 shares, reflecting ongoing use of stock-based compensation to align director interests with shareholders over the long term.
Rambus Inc. director Steven Laub received an equity grant of 2,223 shares of common stock in the form of restricted stock units (RSUs). These RSUs vest on April 1, 2027, or the first business day thereafter, at which time each unit converts into one share of RMBS common stock.
Following this grant, Laub holds 9,019 shares of Rambus common stock directly, indicating this is a relatively small, routine compensation-related award rather than an open-market purchase or sale.