Rambus Inc. delivered strong Q3 results, but shares declined due to slowing growth and margin pressure, prompting a downgrade to Hold. RMBS remains a leader in AI memory interface chips, with future growth tied to next-gen MRDIMM technology and continued AI data center demand. Despite a robust balance sheet and innovation pipeline, RMBS trades at a significant premium, making current valuation ...
Rambus posted a sales beat in Q3, thanks to strong momentum in the DDR5 category. Earnings for the period were in line with expectations, but that wasn't enough to stop the stock from slipping.
Rambus Inc. (NASDAQ:RMBS ) Q3 2025 Earnings Call October 27, 2025 5:00 PM EDT Company Participants Desmond Lynch - Senior VP of Finance & CFO Luc Seraphin - CEO, President & Director Conference Call Participants Tristan Gerra - Robert W. Baird & Co. Incorporated, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Gary Mobley - Loop Capital Markets LLC, Research Divi...
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 third quarter ended September 30, 2025. GAAP revenue for the third quarter was $178.5 million, licensing billings were $66.1 million, product revenue was $93.3 million, and contract and other revenue was $20.1 million. T...
Rambus (RMBS), a company which designs and licenses high-performance chips and intellectual property (IP) for data-intensive applications, has seen demand surge, driven by its leadership in memory interface chips, especially for AI data centers which are seeing a massive ramp up.
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 it will hold a conference call on Monday, October 27, 2025, at 2:00 p.m. Pacific Time to discuss its third quarter fiscal year 2025 results. This call will be webcast and can be accessed via Rambus' website at investor.rambus.com. A replay...
Rambus Inc. continues to deliver robust growth, driven by strong DDR5 memory interface chip sales and industry-leading market share. RMBS's diversified business model, resilience to tariffs, and leadership in DDR5, HBM4, and PCIe 7.0 position it for multi-year expansion. Despite a steep valuation after a 110% rally, RMBS's sustained earnings growth is expected to justify its premium over time.
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