The earnings call highlighted strong financial performance and growth, driven by record product revenue and leadership in DDR5 products. Despite the modest current contribution from new products and uncertainty in the CXL market, Rambus is well-positioned for continued success and long-term growth.

Company Guidance -

Q3 2025

During the Rambus Second Quarter Fiscal Year 2025 Earnings Conference Call, the company provided guidance indicating strong financial performance and anticipated growth. Rambus reported record product revenue with a 43% year-over-year increase, driven by their memory interface chip business. The company generated $172.2 million in revenue, surpassing expectations, with $81.3 million from product revenue, marking a 7% sequential increase. Royalty revenue was $68.6 million, with licensing billings at $66.4 million. Rambus also noted record cash from operations at $94 million. Looking ahead to Q3, Rambus projects revenue between $172 million and $178 million, with royalty revenue expected between $57 million and $63 million and licensing billings between $58 million and $64 million. They anticipate continued record product revenue with double-digit growth, driven by expanding DDR5 sales and new product contributions. The company expects Q3 non-GAAP earnings per share to range between $0.58 and $0.66, maintaining a strategic focus on data center and AI market opportunities.

Record Product Revenue

Rambus achieved record product revenue for the fifth consecutive quarter, driven by a 43% year-over-year growth in the memory interface chip business.

Strong Financial Performance

The company exceeded expectations with Q2 revenue of $172.2 million and generated record cash from operations of $94 million.

DDR5 Leadership

Sustained leadership in DDR5 products with increased sales and market share above 40%. Expecting continued double-digit sequential product revenue growth in Q3.

Expanding Product Portfolio

Introduction of client memory module chipset for AI PCs and traction in new products, contributing to growth.

Rambus (RMBS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RMBS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 03, 2025	2025 (Q3)	0.63 / -	0.519	―	―	―
Jul 28, 2025	2025 (Q2)	0.58 / 0.66	0.46	43.48% (+0.20)
Apr 28, 2025	2025 (Q1)	0.57 / 0.67	0.45	47.78% (+0.22)
Feb 03, 2025	2024 (Q4)	0.58 / 0.47	0.47	0.21% (<+0.01)
Oct 28, 2024	2024 (Q3)	0.52 / 0.52	0.43	20.70% (+0.09)
Jul 29, 2024	2024 (Q2)	0.45 / 0.46	0.44	4.55% (+0.02)
Apr 29, 2024	2024 (Q1)	0.44 / 0.45	0.44	2.27% (+0.01)
Feb 05, 2024	2023 (Q4)	0.45 / 0.47	0.47	0.00% (0.00)
Oct 30, 2023	2023 (Q3)	0.41 / 0.43	0.46	-6.52% (-0.03)
Jul 31, 2023	2023 (Q2)	0.39 / 0.44	0.43	2.33% (+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RMBS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 28, 2025	$64.24	$73.15	+13.87%
Apr 28, 2025	$52.22	$49.27	-5.65%
Feb 03, 2025	$60.35	$64.44	+6.78%
Oct 28, 2024	$44.80	$51.00	+13.84%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rambus Inc (RMBS) report earnings?

Rambus Inc (RMBS) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).

What is Rambus Inc (RMBS) earnings time?

Rambus Inc (RMBS) earnings time is at Nov 03, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RMBS EPS forecast?

RMBS EPS forecast for the fiscal quarter 2025 (Q3) is 0.63.

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