---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-251595"
form_type: "8-K"
ticker: "RMBS"
cik: "0000917273"
company_name: "RAMBUS INC"
filed_at: "2025-10-27T23:59:59+00:00"
generated_at: "2026-05-17T02:17:54.463933+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Rambus Q3 product revenue record $93.3M, cash flow $88.4M; guides Q4 product rev $94-100M

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-251595
- form_type: 8-K
- ticker: RMBS
- cik: 0000917273
- company_name: RAMBUS INC
- filed_at: 2025-10-27T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/917273/000119312525251595/0001193125-25-251595-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/917273/000119312525251595/rmbs-20251027.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-251595
- JSON: https://secwatch.observer/filing/0001193125-25-251595.json
- Plain text: https://secwatch.observer/filing/0001193125-25-251595.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.