{"filings":[{"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}],"next_cursor":null}