RMBS — Rambus Inc.
NASDAQ · Technology · Semiconductors
About Rambus Inc.
Rambus Inc. is a global provider of semiconductor solutions, operating across key regions including the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, and China. Their product portfolio encompasses advanced DDR memory interface chips, such as DDR5, DDR4, and DDR3, which are supplied to module manufacturers and original equipment manufacturers (OEMs). Additionally, Rambus delivers silicon intellectual property (IP), offering interface and security solutions vital for moving and safeguarding data in sophisticated applications. They also provide physical interface and digital controller IP, enabling the creation of industry-leading, integrated memory and interconnect subsystems. The company further holds an extensive patent portfolio, encompassing innovations in memory architecture, high-speed serial link technologies, and security products. Rambus distributes its offerings via a direct sales team and a network of distributors. Established in 1990, Rambus Inc. maintains its corporate headquarters in San Jose, California.
🤖 AI Earnings Analysis
Rambus delivered a strong semiconductor quarter, beating EPS by $0.05 at $0.84 and revenue by $5M at $218M; revenue grew 21% year over year, with EPS up 35%.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-26 | Q3 2026 | 0.79 | 0.84 | +6.46% | $218.3M | ✅ Beat | -1.56% | — | — |
| 2026-07-27 | Q2 2026 | 0.69 | 0.77 | +11.59% | $207.4M | ✅ Beat | -8.99% | -4.37% | -6.80% |
| 2026-04-27 | Q1 2026 | 0.62 | 0.63 | +1.61% | $180.2M | ✅ Beat | -21.26% | -21.10% | +5.20% |
| 2026-02-02 | Q4 2025 | 0.54 | 0.68 | +25.93% | $190.2M | ✅ Beat | -13.42% | -2.45% | -19.06% |
| 2025-10-27 | Q3 2025 | 0.50 | 0.62 | +24.00% | $179.5M | ✅ Beat | -8.71% | -6.91% | -18.63% |
| 2025-07-28 | Q2 2025 | 0.50 | 0.61 | +22.00% | $170.0M | ✅ Beat | +13.87% | +17.89% | +16.80% |
| 2025-04-28 | Q1 2025 | 0.50 | 0.59 | +18.00% | $166.0M | ✅ Beat | -5.65% | -2.87% | +3.85% |
| 2025-02-03 | Q4 2024 | 0.58 | 0.59 | +1.72% | $166.5M | ✅ Beat | +6.78% | +11.30% | -10.60% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $218.3M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Product Revenue | 52.4% | $114.3M | +22.5% | $76.3M | $81.3M | $93.3M | $96.8M |
| Royalty | 35.3% | $77.0M | +18.2% | $74.0M | $68.6M | $65.1M | $71.7M |
| Contract and other Revenue | 12.4% | $27.0M | +34.7% | $16.4M | $22.3M | $20.1M | $21.8M |
By region
Q3 FY26 · $218.3M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| KOREA, REPUBLIC OF | 36.4% | $79.4M | -13.4% | $68.0M | $78.8M | $91.7M | $90.7M |
| SINGAPORE | 21.7% | $47.4M | +26.2% | $51.7M | $38.1M | $37.6M | $36.5M |
| UNITED STATES | 18.0% | $39.2M | +47.9% | $26.4M | $34.7M | $26.5M | $36.5M |
| Other Countries | 12.9% | $28.1M | +23.7% | $20.6M | $20.6M | $22.7M | $26.6M |
| CHINA | 11.0% | $24.1M | — | — | — | — | — |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.