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Rambus Earnings Calls
| Release date | Oct 27, 2025 |
| EPS estimate | $0.679 |
| EPS actual | $0.630 |
| EPS Surprise | -7.22% |
| Revenue estimate | 188.214M |
| Revenue actual | 178.513M |
| Revenue Surprise | -5.15% |
| Release date | Jul 28, 2025 |
| EPS estimate | $0.610 |
| EPS actual | $0.600 |
| EPS Surprise | -1.64% |
| Revenue estimate | 175.667M |
| Revenue actual | 172.209M |
| Revenue Surprise | -1.97% |
| Release date | Apr 28, 2025 |
| EPS estimate | $0.550 |
| EPS actual | $0.590 |
| EPS Surprise | 7.27% |
| Revenue estimate | 166.178M |
| Revenue actual | 166.664M |
| Revenue Surprise | 0.292% |
| Release date | Feb 03, 2025 |
| EPS estimate | $0.580 |
| EPS actual | $0.590 |
| EPS Surprise | 1.72% |
| Revenue estimate | 160.679M |
| Revenue actual | 161.102M |
| Revenue Surprise | 0.263% |
Last 4 Quarters for Rambus
Below you can see how RMBS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 03, 2025 |
| Price on release | $60.35 |
| EPS estimate | $0.580 |
| EPS actual | $0.590 |
| EPS surprise | 1.72% |
| Date | Price |
|---|---|
| Jan 28, 2025 | $60.13 |
| Jan 29, 2025 | $59.29 |
| Jan 30, 2025 | $61.21 |
| Jan 31, 2025 | $61.62 |
| Feb 03, 2025 | $60.35 |
| Feb 04, 2025 | $64.44 |
| Feb 05, 2025 | $67.75 |
| Feb 06, 2025 | $67.28 |
| Feb 07, 2025 | $67.00 |
| 4 days before | 0.366% |
| 4 days after | 11.02% |
| On release day | 6.78% |
| Change in period | 11.43% |
| Release date | Apr 28, 2025 |
| Price on release | $52.22 |
| EPS estimate | $0.550 |
| EPS actual | $0.590 |
| EPS surprise | 7.27% |
| Date | Price |
|---|---|
| Apr 22, 2025 | $44.28 |
| Apr 23, 2025 | $45.94 |
| Apr 24, 2025 | $49.36 |
| Apr 25, 2025 | $50.94 |
| Apr 28, 2025 | $52.22 |
| Apr 29, 2025 | $49.27 |
| Apr 30, 2025 | $48.79 |
| May 01, 2025 | $48.88 |
| May 02, 2025 | $51.29 |
| 4 days before | 17.93% |
| 4 days after | -1.78% |
| On release day | -5.65% |
| Change in period | 15.83% |
| Release date | Jul 28, 2025 |
| Price on release | $64.24 |
| EPS estimate | $0.610 |
| EPS actual | $0.600 |
| EPS surprise | -1.64% |
| Date | Price |
|---|---|
| Jul 22, 2025 | $66.61 |
| Jul 23, 2025 | $65.95 |
| Jul 24, 2025 | $64.21 |
| Jul 25, 2025 | $62.85 |
| Jul 28, 2025 | $64.24 |
| Jul 29, 2025 | $73.15 |
| Jul 30, 2025 | $75.09 |
| Jul 31, 2025 | $73.93 |
| Aug 01, 2025 | $72.41 |
| 4 days before | -3.56% |
| 4 days after | 12.72% |
| On release day | 13.87% |
| Change in period | 8.71% |
| Release date | Oct 27, 2025 |
| Price on release | $113.61 |
| EPS estimate | $0.679 |
| EPS actual | $0.630 |
| EPS surprise | -7.22% |
| Date | Price |
|---|---|
| Oct 21, 2025 | $97.51 |
| Oct 22, 2025 | $94.45 |
| Oct 23, 2025 | $101.61 |
| Oct 24, 2025 | $105.42 |
| Oct 27, 2025 | $113.61 |
| Oct 28, 2025 | $103.72 |
| Oct 29, 2025 | $111.36 |
| Oct 30, 2025 | $107.75 |
| Oct 31, 2025 | $102.84 |
| 4 days before | 16.51% |
| 4 days after | -9.48% |
| On release day | -8.71% |
| Change in period | 5.47% |
Rambus Earnings Call Transcript Summary of Q3 2025
Rambus reported a strong Q3 FY2025 with revenue of $178.5M, driven by a record $93.3M in product revenue (up 15% sequential, +41% YoY) and continued DDR5 RCD market leadership. Silicon IP and new product ramps (including PMICs, clock drivers and companion chips) showed growing traction, particularly in AI, data center and high‑performance memory markets (HBM4, GDDR7, PCIe 7.0). The company generated excellent cash from operations ($88.4M) and ended the quarter with $673.3M in cash, equivalents and marketable securities, producing ~$80M free cash flow. Management reiterated product roadmap confidence (full‑year product revenue growth >40%), said MRDIMM is a meaningful incremental TAM that could ramp materially as platforms from Intel/AMD roll out (large volume ramps expected late 2026–2027; ’28 is a reasonable milestone for sizeable market share), and expects continued mid/high single‑digit market growth for servers. Q4 non‑GAAP guidance: revenue $184–190M, royalty revenue $59–65M, licensing billings $60–66M, non‑GAAP operating income $81–91M, EPS $0.64–0.71; capex ~ $10M. Management sees a robust supply chain, healthy inventory posture, and multiple product qualification stages (early qual, preproduction, production) supporting further product revenue growth and margin expansion.
