Rambus Q2 revenue $207.4M record, up 20% YoY; beats guidance; Q3 outlook above consensus

RAMBUS INC

Record quarterly revenue of $207.4M, exceeding guidance of $192-198M; GAAP EPS $0.61, non-GAAP EPS $0.77.
Product revenue $99.2M (record), up 22% YoY; royalties $84.2M, up 23% YoY; contract/other $24.0M.
Q3 2026 guidance: revenue $210-216M, non-GAAP EPS $0.75-0.82; product revenue $110-116M.
Operating cash flow $61.2M; cash & securities $824.9M, up $38.8M from prior quarter.
Expanded DDR5 9600 chipsets and PCIe 7 Switch IP for AI/data center infrastructure.

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