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 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 Inc. RMBS, +0.08% shares dropped in the extended session Monday after the chip and sensor maker's forecast fell short of the Wall Street consensus. Rambus shares fell more than 8% after hours, following a 0.1% uptick in the regular session to close at $62.61.

Rambus stock drops as sales, outlook fall short

Chipmaker Rambus reported declining sales but improved profits in the second quarter. RMBS stock fell hard in extended trading.

Chipmaker Rambus Creates A Rumpus As Stock Falls After Earnings Report

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 second quarter ended June 30, 2023. GAAP revenue for the second quarter was $119.8 million, licensing billings were $60.2 million, product revenue was $55.0 million, and contract and other revenue was $24.1 million. The Company also generated $50.4 million in cash provided by operating activities in the second quarter. “.

Rambus Reports Second Quarter 2023 Financial Results

Rambus' (RMBS) second-quarter performance is likely to have gained from the growing momentum of its memory solutions.

Rambus (RMBS) to Report Q2 Earnings: What's in the Offing?

Rambus (RMBS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Is Rambus (RMBS) a Solid Growth Stock? 3 Reasons to Think "Yes"

SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence and Rambus have entered into a definitive agreement for Cadence to acquire the Rambus SerDes and memory interface PHY IP business.

Cadence to Acquire Rambus PHY IP Assets

Rambus has been on a tear due to optimism surrounding its memory interface chips, and an upgrade cycle from AI. The company has put its past behind it, but investor optimism might be running a bit too hot given the nature of this business model.

This Small Chip Stock Is Up 200% in a Year on AI Hype

SAN JOSE, Calif.--(BUSINESS WIRE)-- #AI--Rambus announced the first in a family of Quantum Safe security IP products with its next-gen Root of Trust for data center & communications security.

Rambus Delivers Quantum Safe IP Solutions with Next-Generation Root of Trust for Data Center Security

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a provider of industry-leading chips and IP making data faster and safer, today announced that it will hold a conference call on July 31, 2023, at 2:00 p.m. Pacific Time to discuss its second 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.

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

Rambus finished 2022 with its strongest performance in a decade, driven primarily by its Product Revenue segment, which includes memory interface products. The company's market share only increased slightly in 2022, suggesting that its strong performance was due more to overall market growth rather than significant market share gains. Despite a positive market outlook for memory interface chipsets, RMBS faces short-term headwinds that could impact its 2023 outlook with an analyst consensus growth rate of only 5.5% for the year.

Rambus: Short-Term Headwinds After A Year Of Super Growth

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Rambus (RMBS) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

What Makes Rambus (RMBS) a New Strong Buy Stock

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Rambus (RMBS) could produce exceptional returns because of its solid growth attributes.

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SAN JOSE, Calif.--(BUSINESS WIRE)-- #AI--Media Alert: Rambus to Demo 64G PCIe 6.0 PHY and Controller IP at PCI-SIG Developers Conference in Santa Clara, CA.

Media Alert: Rambus to Demo 64G PCIe 6.0 PHY and Controller IP at PCI-SIG Developers Conference in Santa Clara, CA

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Rambus (RMBS) Is Up 11.85% in One Week: What You Should Know

All this AI frenzy has all things chip and memory related taking off.

Bull of the Day: Rambus (RMBS)

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Rambus (RMBS) possesses solid growth attributes, which could help it handily outperform the market.

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Demand for faster, more efficient, and secure data transfer should ramp up in H2 2023. I believe that Rambus Inc. investors would do well to look beyond Q2. Starting Q3, there's likely to be sequential growth.

Rambus: Rapidly Ramping Up

News for Rambus Stock (RMBS)