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Rambus Inc (RMBS)
NASDAQ:RMBS
Earnings Data
Report Date
May 05, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.57Last Year’s EPS
0.45Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 03, 2025
|% Change Since: 7.62%
|Next Earnings Date:May 05, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance for Rambus in 2024 with record revenues and significant strategic achievements, such as the patent extension with Micron and introduction of new products. The company has shown resilience and growth potential in the data center and AI markets. However, there are some concerns regarding dependency on future platform rollouts and low demand for older technology products.Company Guidance
During the Rambus Fourth Quarter and Fiscal Year 2024 Earnings Conference Call, the company provided robust guidance, highlighting several key metrics that underscore its strong financial and operational performance. Rambus achieved record annual product revenue of $247 million, driven by a 37% year-over-year increase in Q4 revenue from memory interface chips, totaling $73 million. The company also reported a new annual high for cash from operations at $231 million. Looking ahead to 2025, Rambus expects Q1 revenue to range between $156 million and $162 million, with royalty revenue projected between $56 million and $62 million and licensing billings between $59 million and $65 million. The company anticipates Q1 non-GAAP earnings per share between $0.51 and $0.59. Continued market share gains, particularly in DDR5 products, and the introduction of eight new chip products in 2024 are expected to drive further growth, with significant contributions from companion chips projected in the latter half of 2025.Record Product Revenue
Rambus delivered a record annual product revenue of $247 million, driven by strong performance in memory interface chips.
Strategic Patent Extension
Extended patent licensing agreement with Micron through 2029, strengthening long-term licensing foundation.
Cash Generation and Stock Repurchase
Generated $231 million in cash from operations, a new annual high, and repurchased $113 million of stock, retiring approximately 2.2 million shares.
Introduction of New Products
Introduced eight new chips in 2024, including DDR5 server PMIC and the industry's first complete chipset for DDR5 MRDIMMs.
Q4 Performance
Q4 revenue of $161.1 million exceeded the high end of expectations, with memory interface chips revenue up 11% sequentially and 37% year-over-year.
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RMBS Earnings History
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
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RMBS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 03, 2025 | $60.35 | $64.44 | +6.78% |
| Oct 28, 2024 | $44.80 | $51.00 | +13.84% |
| Jul 29, 2024 | $55.83 | $48.58 | -12.99% |
| Apr 29, 2024 | $60.48 | $54.82 | -9.36% |
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.
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FAQ
When does Rambus Inc (RMBS) report earnings?
Rambus Inc (RMBS) is schdueled to report earning on May 05, 2025, TBA Not Confirmed.
What is Rambus Inc (RMBS) earnings time?
Rambus Inc (RMBS) earnings time is at May 05, 2025, TBA Not 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 (Q1) is 0.57.
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