Highest-materiality recent filing
Rambus initiates $100M accelerated share repurchase program with Mizuho
Rambus entered ASR with Mizuho to repurchase $100M of common stock; initial delivery ~796,000 shares.
Rambus Q2 revenue $207.4M record, up 20% YoY; beats guidance; Q3 outlook above consensus
Record quarterly revenue of $207.4M, exceeding guidance of $192-198M; GAAP EPS $0.61, non-GAAP EPS $0.77.
Rambus appoints Sumeet Gagneja as CFO effective April 29, 2026
Gagneja previously served as divisional CFO for AMD's Data Center segment from Oct 2024 to Apr 2026.
Rambus Q1 product rev $88M (+15% YoY); Q2 guide product rev $95-101M
Product revenue $88.0M (+15% YoY); GAAP revenue $180.2M (+8% YoY); licensing billings $70.8M.
Stockholders elected Charles Kissner, Meera Rao, Necip Sayiner, and Luc Seraphin as Class I directors (over 78M votes each).
Victor Peng, former AMD president and Xilinx CEO, appointed as Class II director effective Feb 12, 2026.
Rambus CFO Desmond Lynch resigns effective Feb 27; John Allen interim CFO; Q1 guidance reaffirmed
CFO Desmond Lynch resigns effective Feb 27, 2026 to pursue another opportunity; no disagreement with company.
Rambus reports record Q4 and fiscal year 2025 revenue and earnings
Achieved record annual product revenue of $347.8 million, up 41% from 2024.
Rambus Q3 product revenue record $93.3M, cash flow $88.4M; guides Q4 product rev $94-100M
Q3 GAAP revenue $178.5M (up 23% YoY); product revenue record $93.3M vs $66.4M; licensing billings $66.1M.
Rambus Q2 revenue $172.2M beats expectations; record product revenue $81.3M (+43% YoY)
GAAP diluted EPS $0.53 vs $0.33 YoY; net income $57.9M.
Rambus shareholders elect all three Class II directors at 2025 annual meeting
Three Class II directors elected: Emiko Higashi (74.7M for), Steven Laub (81.9M for), Eric Stang (79.8M for).
Rambus beats Q1 expectations: revenue $166.7M, product revenue $76.3M record, EPS $0.56
GAAP revenue $166.7M ($117.9M YoY); product revenue record $76.3M, up 52% YoY; licensing billings $73.3M.
Rambus Q4 revenue $161.1M; record product revenue up 37% YoY; extends Micron license through 2029
Q4 GAAP revenue $161.1M; product revenue $73.4M (record, +37% YoY); licensing billings $63.6M.
Rambus and Micron extend patent license agreement through 2029
Amendment signed Dec 9, 2024 extends patent license for memory/semiconductor products to 2029.
Rambus Q3 product revenue $66.4M, up 27% YoY; introduces DDR5 chipsets for AI/data center
GAAP revenue $145.5M; product revenue $66.4M (+17% seq, +27% YoY); licensing billings $65.4M.
Rambus Q2 revenue $132.1M, product revenue up 13% sequentially; Q3 guidance signals continued growth
GAAP revenue $132.1M (Q2 2024) vs $119.8M YoY; diluted EPS $0.33 vs $1.51 (prior year included large gain).
Rambus Q1 revenue $117.9M, net income $32.9M; launches DDR5 PMICs for AI
GAAP diluted EPS $0.30 vs $0.03 YoY; revenue up 4% from $113.8M.
Rambus shareholders elect four Class I directors, ratify KPMG, approve executive compensation
All four Class I director nominees elected: Kissner (78M for, 13.3M against), Rao (88.9M for), Sayiner (88.7M for), Seraphin (89.6M for).
Rambus initiates $50M accelerated share repurchase program with RBC
Pre-pays $50M to RBC; expects initial delivery of ~675,000 shares within first week.
Rambus dismisses PwC as auditor, appoints KPMG after competitive process
Dismissed PwC effective Feb 26, 2024; PwC's audit reports for FY2022 and FY2023 were unqualified.
Rambus Q4 net income $58.5M, EPS $0.53; revenue at high end of guidance
GAAP rev $122.2M (flat YoY); net income $58.5M vs $15.9M; diluted EPS $0.53 vs $0.14.
Rambus Q3 revenue $105.3M beats guidance; net income includes $90.8M PHY IP sale gain
GAAP revenue $105.3M, product revenue $52.2M, licensing billings $57.9M; diluted EPS $0.93 (includes $90.8M gain on PHY IP sale).
Rambus completes sale of PHY IP business to Cadence for $110M cash
Rambus sold SerDes and memory interface PHY IP assets to Cadence Design Systems for $110M cash, subject to adjustments.
Rambus enters $100M accelerated share repurchase agreement with RBC
Pre-paid $100M to RBC; initial delivery of ~1.6M shares within first week.
Rambus appoints John Allen as Chief Accounting Officer effective Aug 1, 2023
John Allen appointed VP, Accounting and CAO; had served as VP, Accounting since March 2023.
Rambus Q2 GAAP EPS $1.51 on $119.8M revenue; product rev $55M, licensing billings $60.2M
GAAP net income $168.9M ($1.51 diluted EPS), includes $155.3M net tax benefit from valuation allowance release.
Rambus sells SerDes and memory interface PHY IP business to Cadence for $110M
Rambus signs agreement to sell SerDes and memory interface PHY IP assets to Cadence for $110M cash, subject to adjustments.
Shareholders approved amendment to 2015 Equity Incentive Plan, increasing shares by 5,210,000 and adopting a new ten-year term.
Rambus Q1 revenue $113.8M, product revenue up 33% YoY; extends SK hynix license through 2034
Q1 GAAP revenue $113.8M; product revenue $63.8M (+33% YoY); net income $3.3M vs loss $66.2M YoY.
Rambus extends patent license with SK hynix through 2034; ~$440M expected over term
Amendment extends SK hynix license by 10 years to July 1, 2034, effective July 1, 2024.
Director Sanjay Saraf resigns from Rambus board effective March 1, 2023
Sanjay Saraf resigned from the board of directors effective March 1, 2023.
Rambus reports Q4 revenue $122.4M, full-year product revenue up 58% to record
Q4 GAAP revenue $122.4M, net income $15.9M, diluted EPS $0.14.
Rambus Q3 revenue $112.2M, record product revenue; initiates $100M buyback
GAAP revenue $112.2M, product revenue $58.6M (record), licensing billings $62.2M, contract $23.7M.
Rambus extends Samsung patent license deal 10 years to 2033; quarterly payments capped at $15M
Second Amendment effective Oct 1, 2023 extends SPLA term to Sep 30, 2033.
Rambus launches $100M accelerated share repurchase with Wells Fargo
Rambus enters ASR agreement with Wells Fargo to repurchase $100M of common stock.
Rambus repurchases ~$39M of 2023 convertible notes for ~$57M; remaining $10M outstanding
Repurchasing ~$39M aggregate principal of 1.375% Convertible Senior Notes due 2023 for ~$57M cash.
Rambus Q2 revenue $121.1M at guidance high end; record product revenue $53.3M
GAAP revenue $121.1M, net income $35.0M, diluted EPS $0.31; at high end of guidance.
Rambus appoints Desmond Lynch as CFO; interim CFO Keith Jones resigns effective Aug 5
Desmond Lynch appointed SVP, Finance and CFO effective August 1, 2022; reports to CEO Luc Seraphin.
Rambus acquires Hardent for $20M CAD to boost CXL data center solutions
Acquisition of Hardent, a leading electronic design company, for $20 million (CAD) in cash, subject to adjustments.
Rambus appoints Steven Laub to Board of Directors; annual meeting votes pass
Steven Laub, former Atmel CEO, appointed to Rambus Board as Class II director, effective April 28, 2022; Board expanded to nine members.
Rambus Q1 revenue $99M beats guidance; record product revenue $48M, net loss $66M from debt actions
GAAP revenue $99.0M exceeded guidance; product revenue record $48.0M (+56% YoY), driven by memory interface chips for data center.
Rambus board member James Mitarotonda to step down, become advisor; standstill extended
James Mitarotonda will not seek re-election at 2022 annual meeting; will serve as consulting advisor for one year.
Rambus to repurchase $123.1M of 1.375% Convertible Notes due 2023 for ~$184.4M cash
Repurchase price based on $27.20 closing stock price; actual cash subject to adjustment over 19-day measurement period ending March 29, 2022.
Rambus beats Q4 expectations with $91.8M revenue, record product revenue of $45.3M
GAAP revenue $91.8M, net income $6.1M ($0.05 diluted EPS); exceeded Q4 guidance.
Rambus Q3 2021: GAAP revenue $81.3M, record product revenue $36.7M, net income positive
GAAP revenue $81.3M (+43% YoY); GAAP diluted EPS $0.03 vs. ($0.11) loss in Q3 2020.
Rambus CFO Rahul Mathur resigns; Keith Jones named interim CFO; guidance reaffirmed
CFO Rahul Mathur resigned effective Nov 15, 2021 to pursue an opportunity outside the semiconductor industry.
Rambus Q2 revenue $84.9M beats guidance; net income $0.10 EPS; initiates $100M buyback
GAAP revenue $84.9M, net income $11.2M ($0.10 diluted EPS); exceeded Q2 guidance.
In connection with the appointment, John Allen will cease serving as the Company’s Interim Chief Financial officer, effective as of the same date, and will continue to serve as the Company’s Vice President, Accounting and Chief Accounting Officer.
The Board of Directors (the “Board”) of Rambus Inc. (“Rambus” or the “Company”) has appointed Sumeet Gagneja as the Senior Vice President and Chief Financial Officer of the Company, effective April 29, 2026, reporting to Luc Seraphin, Chief Executive Officer of the Company.
On July 27, 2023, Rambus Inc. (the “ Company ”) appointed John Allen to the position of Vice President, Accounting and Chief Accounting Officer, effective as of August 1, 2023.
On March 1, 2023, Sanjay Saraf notified Rambus Inc. (the “Company”) of his resignation from the Company’s board of directors, effective immediately.
In addition, on August 1, 2022, Keith Jones, Vice President, Finance and Interim Chief Financial Officer of the Company tendered his resignation from the Company, to be effective as of August 5, 2022.
On July 28, 2022, Rambus Inc. (the “Company”) appointed Desmond Lynch to the position of Senior Vice President, Finance and Chief Financial Officer, effective as of August 1, 2022.
In connection with Mr. Laub’s appointment to the Board and to rebalance the size of the Company’s two classes of directors, Meera Rao has moved from being a Class II director to a Class I director as approved by the Board, with Ms. Rao’s service on the Board continuing uninterrupted.
On April 28, 2022, the Board of Directors (the “Board”) of Rambus Inc. (the “Company”) appointed Steven Laub, age 63, to serve as a Class II director, effective immediately
On October 8, 2021, Rahul Mathur, Senior Vice President, Finance and Chief Financial Officer of the Company tendered his resignation from the Company, to be effective as of November 15, 2021.
the Company appointed Keith Jones to the position of interim Vice President, Finance and Chief Financial Officer, to be effective as of November 15, 2021.
Max materiality 0.90 · Median 0.65 · Most common event earnings