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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The chip interface technologies company outpaced the broader semiconductor industry, but its results underwhelmed analysts on Wall Street. Rambus issued wide revenue and billings guidance for the current first quarter as it works to recapture sustained, long-term growth.

Why Rambus Stock Plunged Today

Rambus Inc. (RMBS) Q4 2023 Earnings Call Transcript

Rambus (RMBS) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.47 per share a year ago.

Rambus (RMBS) Q4 Earnings and Revenues Surpass Estimates

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 fourth quarter ended December 31, 2023. GAAP revenue for the fourth quarter was $122.2 million; licensing billings were $66.2 million, product revenue was $53.7 million, and contract and other revenue was $16.1 million. The Company also generated $54.8 million in cash provided by operating activities in the fourth quarte.

Rambus Reports Fourth Quarter and Fiscal Year 2023 Financial Results

In the latest trading session, Rambus (RMBS) closed at $68.15, marking a -0.55% move from the previous day.

Rambus (RMBS) Stock Drops Despite Market Gains: Important Facts to Note

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SAN JOSE, Calif.--(BUSINESS WIRE)-- #AI--Rambus is presenting sessions on shaping the next-generation data center at DesignCon.

Media Alert: Rambus Presenting Sessions on Shaping the Next-Generation Data Center at DesignCon

Rambus (RMBS) closed at $73.99 in the latest trading session, marking a +1.05% move from the prior day.

Rambus (RMBS) Rises Higher Than Market: Key Facts

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, February 5, 2024, at 2:00 p.m. Pacific Time to discuss its fourth quarter and 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.

Media Alert: Rambus to Announce Fourth Quarter and Fiscal Year 2023 Results

In the closing of the recent trading day, Rambus (RMBS) stood at $65.97, denoting a -0.47% change from the preceding trading day.

Rambus (RMBS) Stock Falls Amid Market Uptick: What Investors Need to Know

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Brokers Suggest Investing in Rambus (RMBS): Read This Before Placing a Bet

Rambus (RMBS) concluded the recent trading session at $62.74, signifying a -1.83% move from its prior day's close.

Rambus (RMBS) Declines More Than Market: Some Information for Investors

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SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that Desmond Lynch, chief financial officer, and Matt Jones, vice president of strategic marketing, will present virtually at the 26th Annual Needham Growth Conference on Tuesday, January 16, 2024 at 11:45 a.m. ET. The presentation will be available through a webcast which can be accessed on the Rambus Investor Relations website at investor.rambus.c.

MEDIA ALERT: Rambus to Present at 26th Annual Needham Growth Conference

Rambus (RMBS) closed at $68.60 in the latest trading session, marking a +0.16% move from the prior day.

Why Rambus (RMBS) Outpaced the Stock Market Today

Rambus (RMBS) introduces Gen4 DDR5 Registering Clock Driver for data center workloads with data rate capabilities of up to 7200 MT/s.

Rambus (RMBS) Introduces Industry's First Gen4 DDR5 RCD

SAN JOSE, Calif.--(BUSINESS WIRE)-- #DDR5--Rambus announced the availability of its state-of-the-art Gen4 DDR5 RCD, boosting the data rate to 7200 MT/s.

Rambus Advances Data Center Server Performance with Industry-First Gen4 DDR5 RCD

In the closing of the recent trading day, Rambus (RMBS) stood at $68.62, denoting a -1.22% change from the preceding trading day.

Rambus (RMBS) Stock Dips While Market Gains: Key Facts

The latest trading day saw Rambus (RMBS) settling at $67.38, representing a -1.29% change from its previous close.

Rambus (RMBS) Stock Declines While Market Improves: Some Information for Investors

SAN JOSE, Calif.--(BUSINESS WIRE)-- #2023GSAAwards--Rambus Wins 2023 “Most Respected Emerging Public Semiconductor Company” Award (Achieving $100M-$500M in Annual Sales) from GSA.

Rambus Wins 2023 “Most Respected Emerging Public Semiconductor Company” Award from Global Semiconductor Alliance

SAN JOSE, Calif.--(BUSINESS WIRE)-- #Cryptography--Rambus announced the availability of a Quantum Safe Engine (QSE) for integration into hardware security elements in ASICs, SoCs and FPGAs.

Rambus Protects Data Center Infrastructure with Quantum Safe Engine IP

RMBS has generated a 20.69% alpha against the S&P since April 2023. We expect it to continue to outperform for the following year. The firm printed strong Q3 earnings which is positive for the future. The transition to DDR5 and tight inventories in other memory parts are expected to drive price increases and revenue growth for RMBS.

Rambus:  Memory Market Renaissance (Reiterate BUY)

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Rambus is capitalizing on computing megatrends but still faces the risk of disruption and rising competition. The company is effectively positioned to leverage the aggressive increase in demand for data center computing and remains in pole position with its product portfolio. Wall Street and Alpha Spread's relative valuations, although more optimistic than my own, echo my 'buy' rating.

News for Rambus Stock (RMBS)