Rambus Inc. Stock News

RMBS's Q4 earnings beat expectations with $166.5 million in revenue and a 22.75% EPS beat, signaling a positive turnaround. The company's innovation in DDR5, GDDR7, and HBM4 positions it well for AI, high-performance computing, and quantum-resistant cryptographic solutions. RMBS has a very strong balance sheet and has a robust cash flow generation, supporting future buybacks and innovation.

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that its executives will present at two upcoming investor events. Loop Capital Expert Call “A Deep Dive Into Next-Gen MRDIMM Server Memory” Steven Woo, fellow and distinguished inventor, will present at the Loop Capital Expert Call “A Deep Dive Into...

Rambus Inc. (NASDAQ:RMBS ) Q4 2024 Earnings Conference Call February 3, 2025 5:00 PM ET Company Participants Desmond Lynch - CFO Luc Seraphin - CEO Conference Call Participants Aaron Rakers - Wells Fargo Blayne Curtis - Jefferies Gary Mobley - Loop Capital Mehdi Hosseini - SIG Kevin Cassidy - Rosenblatt Securities Tristan Gerra - Baird Operator Welcome to the Rambus Fourth Quarter and Fiscal Ye...

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data faster and safer, today reported financial results for the fourth quarter ended December 31, 2024. GAAP revenue for the fourth quarter was $161.1 million; licensing billings were $63.6 million, product revenue was $73.4 million, and contract and other revenue was $29.5 million. ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, February 3, 2025, at 2:00 p.m. Pacific Time to discuss its fourth quarter and fiscal year 2024 results. This call will be webcast and can be accessed via Rambus' website at investor.rambus.com. A replay...

Rambus, despite past challenges, is now an appealing buy at 28x forward free cash flow, with over 5% of its market cap in cash. The company specializes in memory interface chips and chipsets, with strong growth driven by DDR5 adoption and data center demand. While revenue growth rates are erratic, Rambus' robust balance sheet and leading memory technologies offer a solid investment opportunity.

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a provider of industry-leading chips and IP making data faster and safer, today announced that its executives will present at two upcoming investor events. Wells Fargo 8th Annual TMT Summit Luc Seraphin, chief executive officer and Desmond Lynch, chief financial officer, will present at the Wells Fargo 8th Annual TMT Summit in Ranch...

After our first update, 1 year ago, RMBS underperformed, facing persistent DDR4 inventory challenges despite strong DDR5 Growth. In my opinion, the recent Q3 2024 print represents an inflection point. RMBS launched several innovative DDR5 related products for AI/data centers, reinforcing its position in this high-demand markets while turning the DDR4 page.