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Rambus Earnings Calls
| Release date | Apr 27, 2026 |
| EPS estimate | $0.610 |
| EPS actual | $0.630 |
| EPS Surprise | 3.28% |
| Revenue estimate | 179.938M |
| Revenue actual | 180.189M |
| Revenue Surprise | 0.140% |
| Release date | Feb 02, 2026 |
| EPS estimate | $0.680 |
| EPS actual | $0.680 |
| Revenue estimate | 188.214M |
| Revenue actual | 190.2M |
| Revenue Surprise | 1.06% |
| Release date | Oct 27, 2025 |
| EPS estimate | $0.630 |
| EPS actual | $0.630 |
| Revenue estimate | 176M |
| Revenue actual | 178.513M |
| Revenue Surprise | 1.43% |
| 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% |
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 | 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 | $0.630 |
| EPS actual | $0.630 |
| 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% |
| Release date | Feb 02, 2026 |
| Price on release | $113.71 |
| EPS estimate | $0.680 |
| EPS actual | $0.680 |
| Date | Price |
|---|---|
| Jan 27, 2026 | $115.71 |
| Jan 28, 2026 | $124.44 |
| Jan 29, 2026 | $121.60 |
| Jan 30, 2026 | $113.83 |
| Feb 02, 2026 | $113.71 |
| Feb 03, 2026 | $98.45 |
| Feb 04, 2026 | $100.85 |
| Feb 05, 2026 | $98.10 |
| Feb 06, 2026 | $107.10 |
| 4 days before | -1.73% |
| 4 days after | -5.81% |
| On release day | -13.42% |
| Change in period | -7.44% |
| Release date | Apr 27, 2026 |
| Price on release | $141.31 |
| EPS estimate | $0.610 |
| EPS actual | $0.630 |
| EPS surprise | 3.28% |
| Date | Price |
|---|---|
| Apr 21, 2026 | $130.45 |
| Apr 22, 2026 | $131.55 |
| Apr 23, 2026 | $138.50 |
| Apr 24, 2026 | $158.40 |
| Apr 27, 2026 | $141.31 |
| Apr 28, 2026 | $111.27 |
| Apr 29, 2026 | $112.16 |
| Apr 30, 2026 | $115.11 |
| May 01, 2026 | $111.93 |
| 4 days before | 8.33% |
| 4 days after | -20.79% |
| On release day | -21.26% |
| Change in period | -14.20% |
Rambus Earnings Call Transcript Summary of Q1 2026
Rambus reported Q1 FY2026 revenue of $180.2M (in line with guidance) with product revenue of $88M, up 15% YoY. Royalty revenue was $69.6M and licensing billings $70.8M. The company emphasized strong cash generation (ending cash and equivalents & marketable securities of $786M) and free cash flow of $66.3M. Management highlighted continued momentum in DDR5 RCD chips, expanding product portfolio (including a new SOCAMM2 LPDDR5X server-module chipset) and traction across silicon IP (HBM4E controller, PCIe retimer/switch IP, and a new network security engine). Rambus expects Q2 revenue of $192M–$198M, product revenue of $95M–$101M (about +11% sequential midpoint), and non-GAAP EPS of $0.65–$0.73. Key investor risks/considerations: ongoing backend supply-chain tightness (long lead times) which is being managed via strategic inventory build, the timing dependency of customer platform launches (Intel/AMD) for product ramps (MRDIMM, Gen5 DDR, etc.), and that some newly announced technologies (SOCAMM2) are strategic with minimal near-term financial impact. Management reiterated confidence in multi-year growth driven by AI/data-center trends and diversified revenue streams (products, silicon IP, patent licensing).
