Rambus delivered strong financial results with record product revenue growth and robust cash generation. The company is well-positioned with its expanding product offerings and silicon IP demand. However, the contribution from new products remains modest, and future growth is dependent on new platform availability.

Company Guidance -

Q3 2025

In the Rambus Second Quarter Fiscal Year 2025 Earnings Conference Call, the company reported strong financial performance, exceeding expectations in both revenue and earnings. The chip business was a key growth driver, with product revenue reaching a record $81.3 million, marking a 43% year-over-year increase. Rambus also generated a record $94 million in cash from operations. For the third quarter, the company anticipates revenue between $172 million and $178 million, with projected royalty revenue ranging from $57 million to $63 million. Licensing billings are expected to be between $58 million and $64 million. The outlook for non-GAAP earnings per share is projected between $0.58 and $0.66. Rambus also highlighted its strategic focus on advancing system memory bandwidth and capacity, with the MRDIMM chipset and new products driving future growth.

Record Product Revenue Growth

Rambus achieved a historic quarter of record product revenue with a 43% year-over-year growth in the memory interface chip business, driven by the success of DDR5 products.

Strong Cash Generation

Rambus generated record cash from operations of $94 million, showcasing the efficiency of their execution and robust business model.

Expanding Product Offerings

Rambus introduced new chipsets for JEDEC standard DDR5 and LPDDR5 modules, expanding their reach into high-performance PCs and supporting next-generation computing platforms.

Silicon IP Demand

Strong demand and design win momentum for high-speed memory and interconnect IP, particularly HBM4 and PCIe 7.0 solutions, driven by AI and data center applications.

Positive Financial Results

Revenue for Q2 was $172.2 million, exceeding expectations, with a notable 7% sequential increase in product revenue. Non-GAAP net income for the quarter was $67.1 million.

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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