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Rambus Inc (RMBS)
NASDAQ:RMBS
Earnings Data
Report Date
Aug 04, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.59Last Year’s EPS
0.46Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 28, 2025
|% Change Since: 9.44%
|Next Earnings Date:Aug 04, 2025
Earnings Call Sentiment|Positive
Rambus had a strong start to the fiscal year with record product revenue and positive advancements in their product roadmap, despite facing some uncertainties related to tariffs and variability in Silicon IP revenue. The company's stable patent licensing business and strategic investments position it well for long-term growth.Company Guidance
During the Rambus First Quarter Fiscal Year 2025 Earnings Conference Call, the company exceeded its revenue and earnings expectations, generating a product revenue of $76 million, up 52% year-over-year, primarily driven by strong DDR5 RCD product sales. The company reported total revenue of $166.7 million, with royalty revenue of $74 million and licensing billings at $73.3 million. Rambus achieved an outstanding cash flow from operations of $77.4 million, contributing to an end-of-quarter cash, cash equivalents, and marketable securities totaling $514.4 million. Looking ahead to Q2, Rambus projects revenue between $167 million and $173 million, with non-GAAP earnings per share expected to range between $0.57 and $0.64. The company remains confident about its resilient business model, strong cash generation, and ongoing investments in product development, including its expanding portfolio of new products such as server PMICs and MRDIMM 12800 chipset, which are expected to drive future growth and maintain its market leadership position.Record Product Revenue in Q1 2025
Rambus achieved record product revenue of $76 million, marking a 52% year-over-year increase, driven by strong performance in DDR5 RCD products.
Strong Financial Results
The company delivered revenue of $166.7 million, exceeding expectations, with a robust cash from operations of $77 million.
Advancement in Product Roadmap
Introduction of a record number of new products, including server PMICs and MRDIMM 12800 chipset, with ongoing qualifications at module and system levels.
Positive Momentum in Silicon IP
AI continues to drive design win momentum, with strong demand for memory and interconnect IP, including HBM4 and PCIe 7 controllers.
Stable and Predictable Patent Licensing Business
The patent licensing business remains highly predictable due to long-term agreements, providing financial stability amidst macroeconomic uncertainties.
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
RMBS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Jul 29, 2024 | $55.83 | $48.58 | -12.99% |
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 Aug 04, 2025, TBA Not Confirmed.
What is Rambus Inc (RMBS) earnings time?
Rambus Inc (RMBS) earnings time is at Aug 04, 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 (Q2) is 0.59.