

Rambus Inc. (RMBS) Q3 2026 Earnings Call Transcript

Rambus NASDAQ: RMBS reported record third-quarter revenue, non-GAAP earnings and operating cash flow, as demand for its memory-interface products and intellectual property continued to benefit from AI infrastructure investment.

Rambus (RMBS) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.63 per share a year ago.

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, 2026. Total revenue for the third quarter was $218.3 million, product revenue was $114.3 million, royalties revenue was $77.0 million and contract and other revenue was $27.0 million. GAAP diluted earnings per share was $0.69 and non-GAAP diluted earnings per share was $0.84. The Company.

Rambus Inc. (NASDAQ:RMBS) will release its third quarter earnings report after the closing bell on Monday, Oct. 26.

SAN JOSE & SANTA CLARA, Calif.--(BUSINESS WIRE)-- #AgenticAI--Rambus and ChipAgents collaborate to accelerate chip design with Agentic AI. Rambus has also become a strategic investor in ChipAgents.

Rambus sits 46% below its 52-week high despite posting record product revenue, and a major AI hyperscaler just handed it a design win that most investors have not noticed yet.
