RMBSRambus Inc.
Price
+5.0%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, price roughly fair, growth steady, the market undecided.
Rambus is a global semiconductor company providing industry-leading chips and silicon IP for data-intensive computing systems, focusing on data center and artificial intelligence (“AI”) infrastructure. As a pioneer with over three decades of advanced semiconductor design experience, Rambus is at the forefront of enabling the next era of AI-driven computing, addressing the critical challenges of signal and power integrity at increasingly extreme data rates in the data center, edge and client markets.
In the company’s own words · 10-K filed Feb 18, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Rambus Inc. (RMBS) reported revenue of $180M in Q1 2026 (quarter ended Mar 31, 2026), up 8.1% from the same quarter a year earlier. That came with a gross margin of 80% and net income of $60M (33% of revenue). For the full year FY2025, revenue was $708M (+27% year on year) and net income $230M. Its largest region in Jun 2026 was South Korea at $94M, 45% of the disclosed total, well ahead of Other Countries at 19%. The next results filing is expected around Oct 26, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 4, 2026Retirement of John Allen On August 31, 2026, John Allen, Vice President, Accounting and Chief Accounting Officer of Rambus Inc. (the “Company”), provided notice of his decision to retire, including from his role as Principal Accounting Officer of the Company, effective as of September 8, 2026.Director or officer change · Form 8-K
- Aug 5, 2026On August 4, 2026, Rambus Inc. (NASDAQ: RMBS) (the “Company”) entered into a Supplemental Confirmation under the Master Confirmation (the “Master Agreement,” and together with the Supplemental Confirmation, the “ASR Agreement”) with Mizuho Markets Americas LLC, through its agent Mizuho Securities USA LLC (“Dealer”) …Material agreement entered · Form 8-K
- Jul 27, 2026Record quarterly revenue of $207.4 million, up 20% year over year, exceeding revenue guidance range.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $207.4MThe company’s own SEC segment disclosure.
- South Korea$93.7M45%
- Other Countries$40.3M19%
- Singapore$37.1M18%
- United States$36.3M18%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.