earnings
confidence high
sentiment positive
materiality 0.75
Rambus Q2 revenue $172.2M beats expectations; record product revenue $81.3M (+43% YoY)
RAMBUS INC
2025-Q2 EPS reported
$1.09
revenue$338,873,000
- 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.
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