Rambus

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

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Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Rambus (RMBS) posts record cash generation and eyes DDR5 growth

Rambus (RMBS) reported a strong Q4 2022 performance with record cash generation and solid product revenue growth. Despite challenges in the first half of 2023, the company remains optimistic about the DDR5 ramp and growth opportunities in CXL technology and silicon IP business.

Rambus (RMBS) reports strong Q1 earnings, eyes DDR5 opportunities

Rambus (RMBS) delivered a strong performance in Q1 2023, driven by revenue growth from memory interface chips and strategic partnerships. The company's focus on innovation, diversification of suppliers, and product development underscores its resilience and growth potential. Challenges related to global supply chain disruptions require effective cost management and strategic navigation.

Rambus reports robust Q2 earnings, eyes DDR5 transition for growth

Rambus delivered strong Q2 results, focusing on memory interface chips and DDR5 production.
The company's balance sheet strengthened, and strategic agreements signal growth opportunities.
Challenges persist with DDR4 inventory and product business lumpiness due to DDR5 ramp issues.
Q3 guidance anticipates revenue growth driven by DDR5 transition and non-GAAP earnings per share of $0.15 to $0.21.

Rambus beats Q3 earnings estimates, eyes AI-driven growth opportunities

Rambus (RMBS) delivered strong financial results in Q3 2023, surpassing revenue and earnings expectations while enhancing its cash position.
The company's strategic actions, including share repurchases and divestitures, position it well for future growth in the semiconductor industry.
Despite challenges like DDR4 inventory correction, Rambus remains poised to capitalize on opportunities driven by AI workloads and memory performance demands.

Rambus (RMBS) reports robust Q4 earnings, eyes DDR5 momentum

Rambus (RMBS) delivered strong Q4 performance with a focus on differentiated chips and digital IP for the data center, despite market challenges.
The company's strategic focus on DDR5, AI technologies, and strong financial position sets the stage for long-term growth and profitability.
While facing short-term challenges, Rambus remains optimistic about DDR5 momentum, strategic inventory management, and growth opportunities in new markets.

Rambus (RMBS) reports solid Q1 results, eyes growth opportunities

Rambus (RMBS) showcased strong financial performance in Q1 2024, driven by product revenue growth and strategic investments in key technology areas. The company's focus on power management solutions, Silicon IP business wins, and guidance for Q2 revenue growth highlight a positive outlook amidst market challenges and opportunities.

Rambus excels in Q2 with strong revenue and innovative product growth

Rambus delivered a robust performance in Q2 2024, fueled by product growth and strong financial metrics, setting the stage for continued success.
The company's focus on innovation, capital allocation, and revenue projections for Q3 signals a promising outlook amidst competitive challenges.
Navigating market dynamics and seizing growth opportunities will be crucial for Rambus to maintain its momentum and drive shareholder value.

Rambus (RMBS) posts strong Q3 earnings, eyes strategic investments

Rambus (RMBS) reported robust Q3 results driven by DDR5 memory interface chips, with revenue at $145.5 million and strong sequential growth. The company's strategic focus on new products and leadership in key market segments positions it well for future success and growth.

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Rambus announced better-than-expected third-quarter results, with revenue and earnings well above previous guidance. Management credited strong execution and the rise of AI and other advanced workloads.

Why Rambus Stock Popped Today

Rambus Inc. (NASDAQ:RMBS ) Q3 2023 Earnings Conference Call October 30, 2023 5:00 PM ET Company Participants Desmond Lynch - Senior Vice President & Chief Financial Officer Luc Seraphin - President & Chief Executive Officer Conference Call Participants Gary Mobley - Wells Fargo Securities Mehdi Hosseini - SIG Kevin Cassidy - Rosenblatt Securities Nam Kim - Arete Research Sidney Ho - Deutsche Bank Operator Welcome to the Rambus Third Quarter Fiscal Year 2023 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.

Rambus Inc. (RMBS) Q3 2023 Earnings Call Transcript

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, 2023. GAAP revenue for the third quarter was $105.3 million, licensing billings were $57.9 million, product revenue was $52.2 million, and contract and other revenue was $24.2 million. The Company also generated $51.6 million in cash provided by operating activities in the third quarter.

Rambus Reports Third Quarter 2023 Financial Results

SAN JOSE, Calif.--(BUSINESS WIRE)-- #AI--Rambus announces that the Rambus HBM3 Memory Controller IP now delivers up to 9.6 Gbps performance supporting the evolution of the HBM3 standard.

Rambus Boosts AI Performance with 9.6 Gbps HBM3 Memory Controller IP

Rambus (RMBS) closed the most recent trading day at $58.97, moving +0.14% from the previous trading session.

Rambus (RMBS) Ascends While Market Falls: Some Facts to Note

In the most recent trading session, Rambus (RMBS) closed at $60.87, indicating a +0.03% shift from the previous trading day.

Rambus (RMBS) Rises Yet Lags Behind Market: Some Facts Worth Knowing

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on October 30, 2023, at 2:00 p.m. Pacific Time to discuss its third quarter fiscal year 2023 results. This call will be webcast and can be accessed via Rambus' website at investor.rambus.com. A replay will be available following the call on the Rambus Investor Relations website or for one week at the following num.

Media Alert: Rambus to Announce Third Quarter Fiscal Year 2023 Results

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Bulls Look Optimistic About Rambus (RMBS): Should You Buy?

In the most recent trading session, Rambus (RMBS) closed at $57.22, indicating a +0.21% shift from the previous trading day.

(RMBS) Rises As Market Takes a Dip: Key Facts

Yes, the artificial intelligence revolution will surely supercharge the semiconductor industry, but not every company is coming along for the ride right now.

Bear of the Day: Rambus (RMBS)

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SAN JOSE, Calif.--(BUSINESS WIRE)-- #RMBS--Rambus today announced the company has been added to the PHLX Semiconductor Sector Index (SOX).

Rambus Added to PHLX Semiconductor Sector Index (SOX)

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Rambus is strategically positioned to benefit from the growing demand for high-performance memory solutions in the AI and data center sectors. Despite a recent slowdown in revenue growth, Rambus is actively repurchasing shares, which may be a bold move considering the current market dynamics and uncertainties. The company's focus on cash flow generation and its pivot toward controller solutions and security IP for data centers and AI systems make Rambus an intriguing player in the semiconductor.

Rambus: Positioned For AI Strength In Semiconductors

SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence announced that it has completed the previously announced acquisition of the SerDes and memory interface PHY IP business from Rambus Inc.

Cadence Completes Acquisition of PHY IP Assets from Rambus

SAN JOSE, Calif.--(BUSINESS WIRE)-- #CDNS--Rambus announced the completion of the sale of its PHY IP business to Cadence, strengthening its focus on high-growth chips and digital IP.

Rambus Completes Sale of PHY IP Assets to Cadence

SAN JOSE, Calif.--(BUSINESS WIRE)-- #AI--Rambus announced a full suite of Security IP for the FPGA market with state-of-the-art cryptographic, side-channel, and Quantum Safe protections.

Rambus Safeguards Accelerated Computing with FPGA-targeted Security IP

Wall Street Analysts Think Rambus (RMBS) Is a Good Investment: Is It?

SAN JOSE, Calif.--(BUSINESS WIRE)-- #RAMBUS--Rambus to repurchase approximately $100 million of its common stock.

Rambus Initiates $100 Million Accelerated Share Repurchase Program

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Rambus (RMBS) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.43 per share a year ago.

Rambus (RMBS) Beats Q2 Earnings and Revenue Estimates

Rambus Inc. (NASDAQ:RMBS ) Q2 2023 Earnings Conference Call July 31, 2023 5:00 PM ET Company Participants Desmond Lynch - Senior VP of Finance & CFO Luc Seraphin - CEO & President Conference Call Participants Kevin Cassidy - Rosenblatt Securities Mehdi Hosseini - Susquehanna Financial Group Gary Mobley - Wells Fargo Securities Operator Welcome to the Rambus Second Quarter and FY '23 Earnings Conference Call. At this time, all participants are in a listen-only mode.

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