{"filings":[{"id":2061196,"accession_number":"0001193125-26-333887","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2026-08-05T11:50:45+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Rambus initiates $100M accelerated share repurchase program with Mizuho","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rambus entered ASR with Mizuho to repurchase $100M of common stock; initial delivery ~796,000 shares.","Final repurchase number based on VWAP less discount; expected completion by end of Q3 2026.","ASR is part of broader share repurchase program previously authorized by the board.","CEO Luc Seraphin cited confidence in business and commitment to disciplined capital allocation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1885959,"accession_number":"0001193125-26-318063","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2026-07-27T20:06:16+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q2 revenue $207.4M record, up 20% YoY; beats guidance; Q3 outlook above consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly revenue of $207.4M, exceeding guidance of $192-198M; GAAP EPS $0.61, non-GAAP EPS $0.77.","Product revenue $99.2M (record), up 22% YoY; royalties $84.2M, up 23% YoY; contract/other $24.0M.","Q3 2026 guidance: revenue $210-216M, non-GAAP EPS $0.75-0.82; product revenue $110-116M.","Operating cash flow $61.2M; cash & securities $824.9M, up $38.8M from prior quarter.","Expanded DDR5 9600 chipsets and PCIe 7 Switch IP for AI/data center infrastructure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99750,"accession_number":"0001193125-26-192210","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rambus appoints Sumeet Gagneja as CFO effective April 29, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gagneja previously served as divisional CFO for AMD's Data Center segment from Oct 2024 to Apr 2026.","He replaces interim CFO John Allen, who returns to VP Accounting and CAO role.","Compensation includes base salary of $475,000, target bonus of 75% of salary, and equity awards totaling $6.25M.","Gagneja also held CFO roles at Western Digital Flash and senior finance roles at Xilinx, Innovium, and Intel.","CEO Luc Seraphin cites Gagneja's deep semiconductor/data center expertise to support long-term profitable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99749,"accession_number":"0001193125-26-182076","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q1 product rev $88M (+15% YoY); Q2 guide product rev $95-101M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Product revenue $88.0M (+15% YoY); GAAP revenue $180.2M (+8% YoY); licensing billings $70.8M.","GAAP diluted EPS $0.55; non-GAAP diluted EPS $0.63; cash from operations $83.2M.","Q2 2026 outlook: product rev $95-101M, licensing billings $76-82M, contract & other $19-25M.","Launched LPDDR5X SOCAMM2 server module chipset and industry's fastest HBM4E memory controller IP.","Cash, equivalents and marketable securities $786.1M, up $24.3M from Q4 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":180189000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99748,"accession_number":"0001193125-26-177140","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["5.07","8.01"],"status":"ready","headline":"Rambus annual meeting passes all proposals; board renames Cyber Risk Committee to AI and Cyber Risk Committee","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders elected Charles Kissner, Meera Rao, Necip Sayiner, and Luc Seraphin as Class I directors (over 78M votes each).","KPMG ratified as independent auditor for FY2026 with 99.1M votes in favor (99.8% of votes cast).","Advisory vote on named executive officer compensation approved with 89.8M votes (96.0% of votes cast).","Board renamed Cyber Risk Committee to AI and Cyber Risk Committee; new chairs: Laub (AI/Cyber), Rao (Audit), Stang (Comp), Higashi (Governance), Sayiner (Corp Dev).","Quorum achieved with 99.4M shares (91.9%) represented at meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115930,"accession_number":"0001193125-26-048728","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rambus appoints Victor Peng (ex-AMD president) to board; interim CFO John Allen receives stipend and bonus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Victor Peng, former AMD president and Xilinx CEO, appointed as Class II director effective Feb 12, 2026.","Board expanded to eight members; Peng joins Compensation and Human Resources Committee.","Interim CFO John Allen receives additional $17,801 monthly stipend during his tenure.","John Allen also eligible for $150,000 transition bonus for service as Interim CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115929,"accession_number":"0001193125-26-044677","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rambus CFO Desmond Lynch resigns effective Feb 27; John Allen interim CFO; Q1 guidance reaffirmed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Desmond Lynch resigns effective Feb 27, 2026 to pursue another opportunity; no disagreement with company.","John Allen appointed VP, Interim CFO; continues as Chief Accounting Officer.","Company begins formal search for a permanent CFO.","Rambus reaffirms previously issued Q1 FY2026 guidance.","Allen's current base salary is $383,985 with target bonus of $153,594."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115928,"accession_number":"0001193125-26-033624","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus reports record Q4 and fiscal year 2025 revenue and earnings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Achieved record annual product revenue of $347.8 million, up 41% from 2024.","Record Q4 product revenue of $96.8 million and cash from operations of $99.8 million.","GAAP revenue for Q4 was $190.2 million, above expectations; non-GAAP diluted EPS $0.68.","Provides Q1 2026 guidance: product revenue $84-90M, licensing billings $66-72M.","CEO Luc Seraphin cited sustained DDR5 RCD leadership and new products driving growth."],"consensus_eps_estimate":null,"consensus_eps_actual":2.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":707630000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132345,"accession_number":"0001193125-25-251595","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q3 product revenue record $93.3M, cash flow $88.4M; guides Q4 product rev $94-100M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP revenue $178.5M (up 23% YoY); product revenue record $93.3M vs $66.4M; licensing billings $66.1M.","GAAP net income $48.4M ($0.44 diluted EPS) vs $48.7M ($0.45) prior year; cash from ops $88.4M, up 42% YoY.","Q4 2025 outlook: product rev $94-100M, licensing billings $60-66M, contract+other rev $25-31M; GAAP ops costs $116-120M.","Cash and marketable securities $673.3M, up $78.5M sequentially; capex $8.4M in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":1.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":517386000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148921,"accession_number":"0000950170-25-099166","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q2 revenue $172.2M beats expectations; record product revenue $81.3M (+43% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.53 vs $0.33 YoY; net income $57.9M.","Record product revenue $81.3M (+43% YoY); licensing billings $66.4M.","Record quarterly cash from operations $94.4M; cash & securities $594.8M.","Q3 guidance: product revenue $87-93M; licensing billings $58-64M.","CEO cites DDR5 memory chips and AI infrastructure as growth drivers."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":338873000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167838,"accession_number":"0001193125-25-107516","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rambus shareholders elect all three Class II directors at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Three Class II directors elected: Emiko Higashi (74.7M for), Steven Laub (81.9M for), Eric Stang (79.8M for).","Ratification of KPMG as independent auditor for fiscal 2025 approved with 98.9M votes for.","Advisory vote on executive compensation passed with 89.1M for vs 2.8M against.","Voter turnout 92.33% of 107.4M eligible shares; all proposals passed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167837,"accession_number":"0000917273-25-000072","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus beats Q1 expectations: revenue $166.7M, product revenue $76.3M record, EPS $0.56","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $166.7M ($117.9M YoY); product revenue record $76.3M, up 52% YoY; licensing billings $73.3M.","GAAP diluted EPS $0.56 vs $0.30 YoY; net income $60.3M vs $32.9M.","Operating cash flow $77.4M vs $39.1M; cash and securities $514.4M.","Q2 guidance: product revenue $77-83M, licensing billings $64-70M, GAAP op costs $106-110M.","CEO cites strong start, market leadership in DDR5 chips, and record product revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":166664000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185090,"accession_number":"0000917273-25-000003","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q4 revenue $161.1M; record product revenue up 37% YoY; extends Micron license through 2029","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $161.1M; product revenue $73.4M (record, +37% YoY); licensing billings $63.6M.","GAAP net income $62.2M ($0.58 diluted EPS); annual cash from ops $230.6M (record, +18% YoY).","Extended patent license agreement with Micron through 2029.","Q1 2025 outlook: licensing billings $59-65M, product revenue $72-78M; GAAP operating costs $105-101M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":556624000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201702,"accession_number":"0001193125-24-273999","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Rambus and Micron extend patent license agreement through 2029","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment signed Dec 9, 2024 extends patent license for memory/semiconductor products to 2029.","Existing licensing terms maintained; other terms and details are confidential.","CEO Luc Seraphin stated the extension enables continued collaboration with Micron."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201701,"accession_number":"0000917273-24-000104","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q3 product revenue $66.4M, up 27% YoY; introduces DDR5 chipsets for AI/data center","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $145.5M; product revenue $66.4M (+17% seq, +27% YoY); licensing billings $65.4M.","GAAP net income $48.7M ($0.45 diluted EPS); cash from operations $62.1M.","Unveiled industry-first complete chipsets for DDR5 MRDIMM and RDIMM targeting data center and AI.","Q4 guidance: product revenue $72-78M, licensing billings $57-63M, contract/other revenue $22-28M.","Repurchased $50M in shares during Q3; cash & marketable securities $432.7M flat sequentially."],"consensus_eps_estimate":null,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":395522000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217685,"accession_number":"0000917273-24-000097","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q2 revenue $132.1M, product revenue up 13% sequentially; Q3 guidance signals continued growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $132.1M (Q2 2024) vs $119.8M YoY; diluted EPS $0.33 vs $1.51 (prior year included large gain).","Product revenue $56.7M, up 13% sequentially; cash from operations $70.4M vs $50.4M YoY.","Licensing billings $61.5M, roughly flat YoY; contract and other revenue $19.0M.","Q3 guidance: product revenue $62–68M, licensing billings $60–66M, non-GAAP opex $78–82M.","CEO expects double-digit sequential chip growth in Q3; portfolio expansion in DDR5 PMICs, PCIe 7."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":250009000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237584,"accession_number":"0000917273-24-000083","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q1 revenue $117.9M, net income $32.9M; launches DDR5 PMICs for AI","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.30 vs $0.03 YoY; revenue up 4% from $113.8M.","Product revenue $50.4M (down 21% YoY); royalties $47.5M (up 68% YoY).","Operating income $30.1M, margin 26%, vs $1.9M and 2% a year ago.","Completed $50M accelerated share repurchase; cash and securities $391.1M.","Q2 guidance: licensing billings $61-67M, product rev $52-58M, non-GAAP op costs $80-76M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":117871000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237583,"accession_number":"0001193125-24-117938","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Rambus shareholders elect four Class I directors, ratify KPMG, approve executive compensation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All four Class I director nominees elected: Kissner (78M for, 13.3M against), Rao (88.9M for), Sayiner (88.7M for), Seraphin (89.6M for).","Ratification of KPMG LLP as auditor for FY2024 passed with 98.4M for, 330k against, 136k abstain.","Advisory vote on named executive officer compensation approved: 89.1M for, 2.22M against, 84.9k abstain.","Meeting held April 25, 2024; 91.06% of outstanding shares voted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255122,"accession_number":"0001193125-24-054639","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2024-03-01T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Rambus initiates $50M accelerated share repurchase program with RBC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pre-pays $50M to RBC; expects initial delivery of ~675,000 shares within first week.","Final repurchase quantity based on VWAP of RMBS common stock during valuation period, less discount.","Program expected to complete by end of Q1 2024; part of board-authorized repurchase plan.","CEO Seraphin cites strong balance sheet, cash generation, confidence in long-term growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255121,"accession_number":"0001193125-24-050784","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Rambus dismisses PwC as auditor, appoints KPMG after competitive process","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dismissed PwC effective Feb 26, 2024; PwC's audit reports for FY2022 and FY2023 were unqualified.","No disagreements or reportable events between Rambus and PwC during the relevant periods.","Appointed KPMG as new independent auditor for FY2024, contingent on execution of engagement letter.","KPMG had no prior consultations with Rambus on accounting or audit matters before appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255120,"accession_number":"0000917273-24-000012","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2024-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q4 net income $58.5M, EPS $0.53; revenue at high end of guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP rev $122.2M (flat YoY); net income $58.5M vs $15.9M; diluted EPS $0.53 vs $0.14.","Product rev $53.7M (down 20% YoY) offset by royalty rev $52.4M (up 67% YoY).","Generated $54.8M cash from ops in Q4; cash & securities $425.8M, up $50.3M QoQ.","Launched industry's first Gen4 DDR5 RCD for server memory modules.","Q1 2024 guidance: product rev $47-53M, licensing billings $59-65M, non-GAAP op ex $75-71M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":461117000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272585,"accession_number":"0000917273-23-000025","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q3 revenue $105.3M beats guidance; net income includes $90.8M PHY IP sale gain","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $105.3M, product revenue $52.2M, licensing billings $57.9M; diluted EPS $0.93 (includes $90.8M gain on PHY IP sale).","Generated $51.6M cash from ops; completed $100M accelerated share repurchase program.","Sold PHY IP business to strengthen focus on chips and digital IP.","Q4 outlook: licensing billings $56-62M, product revenue $52-58M, total operating costs $88-84M GAAP.","Non-GAAP operating costs $73-69M; diluted share count ~110M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":338892000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289423,"accession_number":"0001193125-23-230180","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-09-07T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Rambus completes sale of PHY IP business to Cadence for $110M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Rambus sold SerDes and memory interface PHY IP assets to Cadence Design Systems for $110M cash, subject to adjustments.","Transaction strengthens Rambus' focus on high-growth chips and digital IP for data center and AI.","Rambus affirmed prior Q3 FY2023 guidance issued on July 31, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289422,"accession_number":"0001193125-23-209953","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-08-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Rambus enters $100M accelerated share repurchase agreement with RBC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pre-paid $100M to RBC; initial delivery of ~1.6M shares within first week.","Final share count based on VWAP during transaction; expected completion by Q3 2023.","Part of broader board-authorized buyback; CEO cites strong balance sheet and cash generation.","Program reflects management confidence in long-term growth and stockholder value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289421,"accession_number":"0001193125-23-201710","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Rambus appoints John Allen as Chief Accounting Officer effective Aug 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Allen appointed VP, Accounting and CAO; had served as VP, Accounting since March 2023.","Previously SVP, Corporate Controller at Xperi Inc. (2012–2023).","Annual compensation: base salary $350,000, target bonus $140,000, RSU grant $450,000.","No family relationships with directors/officers; standard indemnification agreement to be entered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289420,"accession_number":"0000917273-23-000018","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q2 GAAP EPS $1.51 on $119.8M revenue; product rev $55M, licensing billings $60.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $168.9M ($1.51 diluted EPS), includes $155.3M net tax benefit from valuation allowance release.","Total revenue $119.8M, down ~1% YoY; product revenue $55.0M (up 3%), licensing billings $60.2M.","Generated $50.4M cash from ops; cash and securities $332.6M, up $40.5M from Q1.","Q3 guidance: licensing billings $59-65M, product revenue $47-53M, non-GAAP op costs $71-75M.","Revenue in line with guidance, earnings at high end; CEO cites strong execution in challenging market."],"consensus_eps_estimate":null,"consensus_eps_actual":1.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":233594000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289419,"accession_number":"0001193125-23-190498","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-07-20T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Rambus sells SerDes and memory interface PHY IP business to Cadence for $110M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Rambus signs agreement to sell SerDes and memory interface PHY IP assets to Cadence for $110M cash, subject to adjustments.","Transaction expected to close in Q3 2023, subject to conditions; Rambus agrees to 5-year non-compete on licensing such PHYs.","Rambus retains digital IP business (memory/interface controllers, security IP); focuses on high-growth chips and digital IP.","Cadence gains PHY engineering teams in US, India, Canada, expanding IP portfolio for AI, data center, and networking."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310234,"accession_number":"0001193125-23-132453","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Rambus shareholders approve equity plan share increase and officer exculpation at 2023 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2015 Equity Incentive Plan, increasing shares by 5,210,000 and adopting a new ten-year term.","Shareholders approved amendment and restatement of certificate of incorporation to provide officer exculpation under Delaware law.","Board adopted amended and restated bylaws, including universal proxy rules and exclusive forum provisions for certain claims.","Voting results: 91.13% of outstanding shares represented; directors Emiko Higashi, Steven Laub, and Eric Stang elected with 80.4M to 87.9M votes each.","Advisory votes: 86.9M votes for executive compensation approval, 85.3M votes for an annual frequency of such votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310233,"accession_number":"0000917273-23-000011","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q1 revenue $113.8M, product revenue up 33% YoY; extends SK hynix license through 2034","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP revenue $113.8M; product revenue $63.8M (+33% YoY); net income $3.3M vs loss $66.2M YoY.","Licensing billings $63.4M; extended SK hynix patent license agreement by 10 years through 2034.","Q2 guidance: licensing billings $61-67M, product revenue $50-56M, contract/other $18-24M.","GAAP diluted EPS $0.03; operating cash flow $38.9M; cash & securities $292.1M.","Revenue and earnings at high end of guidance, driven by memory interface chips and data center AI trends."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":113762000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310232,"accession_number":"0001193125-23-090998","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-04-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Rambus extends patent license with SK hynix through 2034; ~$440M expected over term","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment extends SK hynix license by 10 years to July 1, 2034, effective July 1, 2024.","New quarterly cash payment mechanism averages ~$11M (~$440M over the extended term).","Amendment adds coverage for SK hynix's acquisition of Intel's NAND flash business (Solidigm).","Payments start higher, adjust lower in 2029; certain acquisitions can increase quarterly payments.","Rambus also grants SK hynix a right to license transferred/assigned patents for life of patents."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328888,"accession_number":"0001193125-23-061370","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-03-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Sanjay Saraf resigns from Rambus board effective March 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sanjay Saraf resigned from the board of directors effective March 1, 2023.","Resignation is for personal reasons and not due to any dispute with the company.","No replacement director has been announced as of the filing date.","Company thanked Mr. Saraf for his dedicated service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328887,"accession_number":"0000917273-23-000003","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2023-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus reports Q4 revenue $122.4M, full-year product revenue up 58% to record","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $122.4M, net income $15.9M, diluted EPS $0.14.","Record annual product revenue, up 58% YoY, driven by memory interface chips.","Full-year cash from operations $230.4M, a record, up 10% YoY.","Q1 2023 guidance: product revenue $57-63M, licensing billings $61-67M.","Cash and marketable securities $313.2M at Dec 31, 2022, up $48.4M from prior quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":454793000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346549,"accession_number":"0001193125-22-273343","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-10-31T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Rambus extends Samsung patent license deal 10 years to 2033; quarterly payments capped at $15M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Second Amendment effective Oct 1, 2023 extends SPLA term to Sep 30, 2033.","Variable quarterly payments based on revenue with a $15M quarterly cap starting Q4 2023.","Existing perpetual paid-up product license maintained; right-of-first-refusal procedures clarified.","Change-of-control provisions allow negotiation or termination under specific conditions.","Press release states terms substantially maintain existing financial arrangement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346548,"accession_number":"0000917273-22-000028","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q3 revenue $112.2M, record product revenue; initiates $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $112.2M, product revenue $58.6M (record), licensing billings $62.2M, contract $23.7M.","Net income $0.9M ($0.01 diluted EPS); generated $80M cash from operations.","Q4 guidance: product revenue $63-69M, licensing billings $59-65M, contract $21-27M.","Initiated $100M accelerated share repurchase program; repaid $58.9M senior notes.","Non-GAAP operating expenses outlook $82-86M for Q4; tax rate 24%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":332426000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362938,"accession_number":"0001193125-22-242481","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-09-12T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Rambus launches $100M accelerated share repurchase with Wells Fargo","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rambus enters ASR agreement with Wells Fargo to repurchase $100M of common stock.","Initial delivery of approximately 3.1 million shares expected within first week.","Final share count based on VWAP during transaction minus agreed discount.","Program expected to be completed within four months; part of broader authorized buyback.","CEO Luc Seraphin cites confidence in future growth and capital allocation strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362937,"accession_number":"0001193125-22-218524","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-08-11T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Rambus repurchases ~$39M of 2023 convertible notes for ~$57M; remaining $10M outstanding","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchasing ~$39M aggregate principal of 1.375% Convertible Senior Notes due 2023 for ~$57M cash.","Cash consideration based on assumed stock price of $26.88; actual amount subject to 10-day measurement period.","After closing, ~$10M principal of 2023 Notes remain outstanding with unchanged terms.","Expects to terminate corresponding portions of convertible note hedge and warrant transactions.","Option counterparties may sell shares of common stock in secondary market as a result of unwinding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362936,"accession_number":"0001193125-22-208704","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Rambus appoints Desmond Lynch as CFO; interim CFO Keith Jones resigns effective Aug 5","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Desmond Lynch appointed SVP, Finance and CFO effective August 1, 2022; reports to CEO Luc Seraphin.","Lynch was previously VP, Finance at Rambus since 2020; brings 20+ years finance and semiconductor experience.","Annual base salary $350,000, target bonus 75% of salary, long-term equity incentive up to $1,225,000.","Keith Jones resigns as interim CFO effective Aug 5, 2022 to pursue another opportunity; no disagreement with company.","Lynch eligible for change-of-control severance: 100% base salary, 100% target bonus, full equity vesting, 12-month COBRA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362935,"accession_number":"0000917273-22-000022","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q2 revenue $121.1M at guidance high end; record product revenue $53.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $121.1M, net income $35.0M, diluted EPS $0.31; at high end of guidance.","Record product revenue $53.3M (+71% YoY) driven by memory interface chips.","Licensing billings $66.1M (flat YoY); operating cash flow $56.5M.","Q3 guidance: licensing billings $63-69M, product revenue $51-57M, non-GAAP costs $77-81M.","Paid $24.7M to repay 2023 senior notes and $16.1M for Hardent acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":220182000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382609,"accession_number":"0001193125-22-141470","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Rambus acquires Hardent for $20M CAD to boost CXL data center solutions","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Hardent, a leading electronic design company, for $20 million (CAD) in cash, subject to adjustments.","Expected to close in Q2 2022, pending customary conditions; will not materially impact results.","Adds SoC digital design, verification, compression, and ECC expertise to accelerate Rambus CXL Memory Interconnect Initiative.","Hardent brings complementary IP and services for automotive and consumer applications, expanding Rambus Silicon IP portfolio."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382608,"accession_number":"0001193125-22-140580","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Rambus appoints Steven Laub to Board of Directors; annual meeting votes pass","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Steven Laub, former Atmel CEO, appointed to Rambus Board as Class II director, effective April 28, 2022; Board expanded to nine members.","Laub will serve on Audit and Corporate Development Committees; receives standard non-employee director compensation including $170K annual RSU grant.","At April 28 annual meeting, stockholders elected Kissner, Sayiner, and Seraphin as Class I directors with >85M For votes each.","Ratification of PwC as auditor passed (93.8M For) and advisory vote on executive compensation approved (86.7M For)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382607,"accession_number":"0000917273-22-000015","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q1 revenue $99M beats guidance; record product revenue $48M, net loss $66M from debt actions","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $99.0M exceeded guidance; product revenue record $48.0M (+56% YoY), driven by memory interface chips for data center.","GAAP net loss $66.2M ($0.60/share) vs $2.6M loss a year ago; loss includes $174.5M senior notes repayment and warrant settlement costs.","Generated $42.6M cash from operations; cash & securities $343.7M after repaying $174.5M of 2023 senior notes.","Q2 outlook: licensing billings $61-67M, product revenue $49-55M, contract revenue $18-24M; non-GAAP operating costs $75-79M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":99050000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400488,"accession_number":"0001193125-22-073427","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-03-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Rambus board member James Mitarotonda to step down, become advisor; 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actual cash subject to adjustment over 19-day measurement period ending March 29, 2022.","Closing expected on or about March 31, 2022; after repurchase, $49.4M principal of 2023 Notes will remain outstanding.","Rambus also expects to terminate corresponding portions of convertible note hedge and warrant transactions with option counterparties.","Option counterparties may sell shares of Common Stock in secondary market or unwind derivative transactions shortly after the repurchase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400486,"accession_number":"0000917273-22-000004","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2022-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus beats Q4 expectations with $91.8M revenue, record product revenue of $45.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $91.8M, net income $6.1M ($0.05 diluted EPS); exceeded Q4 guidance.","Record annual product revenue $143.9M, up 26% YoY, driven by memory interface chips.","Record cash from operations $209.2M in FY2021, $72.2M in Q4; cash balance $485.6M.","Q1 2022 guidance: licensing billings $64-70M, product revenue $43-49M, non-GAAP op costs $69-73M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":328304000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419469,"accession_number":"0000917273-21-000025","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2021-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q3 2021: GAAP revenue $81.3M, record product revenue $36.7M, net income positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $81.3M (+43% YoY); 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Keith Jones named interim CFO; guidance reaffirmed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Rahul Mathur resigned effective Nov 15, 2021 to pursue an opportunity outside the semiconductor industry.","Keith Jones, current VP, CAO and Corporate Controller, appointed interim CFO effective Nov 15.","Company reaffirmed previously issued Q3 FY2021 guidance; Q3 results call scheduled Nov 1, 2021.","Jones will receive $324,571 annual salary plus monthly stipend of $6,250 and a $150K retention bonus after 12 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16075641600.817785,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":437022,"accession_number":"0000917273-21-000019","cik":917273,"company_name":"RAMBUS INC","ticker":"RMBS","form_type":"8-K","filed_at":"2021-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Rambus Q2 revenue $84.9M beats guidance; 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