Rambus Inc

RMBS

Equity

ISIN null / Valor 644116

NASDAQ (2025-12-19)

USD 96.39+5.36%

Rambus Inc
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About company

Rambus Inc. is a semiconductor IP and systems-technology company that develops and licenses high-speed memory and interface intellectual property, hardware security building blocks, and related design and verification solutions for customers in data center, AI, cloud, networking, mobile and automotive markets. Its product portfolio includes memory-interface PHYs and controllers for DDR, LPDDR, GDDR and HBM, high‑speed SerDes and PCIe/CXL connectivity IP, and cryptographic and root‑of‑trust security IP, with revenue generated through licensing, royalties and sales of silicon IP and engineering services. Rambus also manages and monetizes a portfolio of patents and occasionally pursues licensing and enforcement activities to protect its technology investments.

Summarized from source with an LLMView SourceSector: Technology

Strong Financial Performance

For Q3 2025, Rambus Inc generated a total GAAP revenue of $178.5 million, with GAAP operating income reaching $63.3 million and net income of $48.4 million, reflecting solid growth compared to the prior year.

Record Product Revenue

The quarter marked the fourth consecutive record in product revenue, reaching $93.3 million, a significant increase from previous levels, underscoring Rambus Inc’s advanced product lineup and market leadership.

Excellent Operating Cash Flow

Rambus Inc reported excellent cash generation with $88.4 million from operating activities during Q3 2025, bolstering its liquidity and ability to reinvest in growth initiatives.

Balanced GAAP and Non-GAAP Measures

The financial report detailed both GAAP and non-GAAP metrics, including licensing billings of $66.1 million and detailed cost figures. These measures provide a comprehensive view of the company's operational performance and cost management.

Outlook for Q4 2025

Looking ahead to the fourth quarter of 2025, Rambus Inc provided guidance that includes expected ranges for licensing billings, product revenue, and contract revenue. These forward-looking statements reflect confidence in maintaining the momentum from Q3 and executing its strategic roadmap amid favorable market dynamics.

Summarized from source with an LLMView Source

Key figures

79.8%1Y

166%3Y

443%5Y

Performance

63.1%1Y

56.6%3Y

49.3%5Y

Volatility