earnings
confidence high
sentiment positive
materiality 0.75
Rambus Q3 product revenue record $93.3M, cash flow $88.4M; guides Q4 product rev $94-100M
RAMBUS INC
2025-Q3 EPS reported
$1.53
revenue$517,386,000
- 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.