Highest-materiality recent filing
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).
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.
Max materiality 0.90 · Median 0.70 · Most common event earnings