earnings
confidence high
sentiment positive
materiality 0.90
Rambus reports record Q4 and fiscal year 2025 revenue and earnings
RAMBUS INC
2025-FY EPS reported
$2.11
revenue$707,630,000
- 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.