---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-033624"
form_type: "8-K"
ticker: "RMBS"
cik: "0000917273"
company_name: "RAMBUS INC"
filed_at: "2026-02-02T23:59:59+00:00"
generated_at: "2026-05-16T05:51:59.822664+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Rambus reports record Q4 and fiscal year 2025 revenue and earnings

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-033624
- form_type: 8-K
- ticker: RMBS
- cik: 0000917273
- company_name: RAMBUS INC
- filed_at: 2026-02-02T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/917273/000119312526033624/0001193125-26-033624-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/917273/000119312526033624/rmbs-20260202.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-033624
- JSON: https://secwatch.observer/filing/0001193125-26-033624.json
- Plain text: https://secwatch.observer/filing/0001193125-26-033624.txt

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