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.
Gagneja Sumeet reported acquisition or exercise transactions in this Form 4 filing.
Rambus Inc. SVP and CFO Sumeet Gagneja received two new stock-based compensation awards. On May 1, 2026, he was granted 26,802 shares of common stock represented by RSUs that vest in four equal annual installments beginning on May 1, 2027. He was also granted 14,518 shares of common stock represented by RSUs that vest in two equal annual installments beginning on May 1, 2027. Each RSU represents a contingent right to receive one share of RMBS common stock upon vesting, and both awards are held directly.
RAMBUS INC executive Sumeet Gagneja, the company’s SVP and CFO, filed an initial Form 3 reporting his insider status. The filing lists his direct beneficial ownership of Common Stock as 0 shares as of the reported date, establishing a baseline for future ownership disclosures.
Rambus Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 5,651,568 shares of Rambus Inc common stock, representing 5.22% of the class as of 03/31/2026.
The filing shows Vanguard holds sole dispositive power over 5,651,568 shares and sole voting power for 823,714 shares. The filing identifies affiliated Vanguard entities that exercise voting or dispositive authority over some holdings and notes holdings include shares held in Vanguard-managed funds. The form is signed by Ashley Grim, Head of Global Fund Administration, on 04/30/2026.
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.
Vanguard Portfolio Management reported beneficial ownership of 6,742,464 shares of Rambus Inc common stock, representing 6.23% of the class as of 03/31/2026. The filer states it has sole dispositive power over all 6,742,464 shares and sole voting power for 98,144 shares.
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.