secwatch.observer — SEC 8-K summary
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Issuer:     RAMBUS INC (RMBS)
CIK:        0000917273
Form:       8-K
Filed at:   2026-04-27T23:59:59+00:00
Accession:  0001193125-26-182076
Event type: earnings
Sentiment:  positive
Materiality: 0.60
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Rambus Q1 product rev $88M (+15% YoY); Q2 guide product rev $95-101M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/917273/000119312526182076/0001193125-26-182076-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/917273/000119312526182076/rmbs-20260427.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-182076

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer