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RAMBUS INC (RMBS) Form 10-Q — Jul 28, 2026

$RMBSForm 10-QFiled Jul 28, 2026, 4:10 PM ET0001193125-26-321000Original filing

Rambus reported strong fiscal second quarter 2026 results, with revenue increasing 20.4% year-over-year to $207.4 million for the quarter and 14.4% to $387.6 million for the six-month period. Product revenue grew 22% in the quarter, driven by strong demand for memory interface chips and contributions from new products like the LPDDR5X SOCAMM2 server module chipset. Operating expenses increased to $92.7 million in the quarter, which included $3.3 million in restructuring charges related to a workforce reduction program initiated to improve future profitability. Despite the higher expenses, operating income rose to $72.7 million, up from $63.0 million in the prior year period.

Key figures

Eps
1.16
Revenue
387574000
Net Income
127463000
Total Debt
0
Revenue Yoy
14.4%
Cash Position
87720000
Operating Cash Flow
144458000
Marketable Securities
737228000
Restructuring Charges
3320000

Price after filing

1 day: -19.8%7 days: -2.6%30 days: -12.8%

Close on the filing date to close N calendar days later (from $103.19). Historical, not a forecast.

AI analysis

Red flags3 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    RAMBUS INC (RMBS) Form 10-Q — Jul 28, 2026: AI Analysis | Signal8