secwatch.observer — SEC 8-K summary
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Issuer:     RAMBUS INC (RMBS)
CIK:        0000917273
Form:       8-K
Filed at:   2026-07-27T20:06:16+00:00
Accession:  0001193125-26-318063
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/917273/000119312526318063/0001193125-26-318063-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/917273/000119312526318063/rmbs-20260727.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-318063

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