earnings
confidence high
sentiment positive
materiality 0.60
Rambus Q1 product rev $88M (+15% YoY); Q2 guide product rev $95-101M
RAMBUS INC
2026-Q1 EPS reported
$0.55
revenue$180,189,000
- Product revenue $88.0M (+15% YoY); GAAP revenue $180.2M (+8% YoY); licensing billings $70.8M.
- GAAP diluted EPS $0.55; non-GAAP diluted EPS $0.63; cash from operations $83.2M.
- Q2 2026 outlook: product rev $95-101M, licensing billings $76-82M, contract & other $19-25M.
- Launched LPDDR5X SOCAMM2 server module chipset and industry's fastest HBM4E memory controller IP.
- Cash, equivalents and marketable securities $786.1M, up $24.3M from Q4 2025.