---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-318063"
form_type: "8-K"
ticker: "RMBS"
cik: "0000917273"
company_name: "RAMBUS INC"
filed_at: "2026-07-27T20:06:16+00:00"
generated_at: "2026-07-27T20:07:19.974029+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-318063
- form_type: 8-K
- ticker: RMBS
- cik: 0000917273
- company_name: RAMBUS INC
- filed_at: 2026-07-27T20:06:16+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/917273/000119312526318063/0001193125-26-318063-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/917273/000119312526318063/rmbs-20260727.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-318063
- JSON: https://secwatch.observer/filing/0001193125-26-318063.json
- Plain text: https://secwatch.observer/filing/0001193125-26-318063.txt

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