Luc Seraphin

“Before we begin, I'd like to take a moment to welcome Samit Gagneja to his first earnings call as Rambus Chief Financial Officer. Samit brings more than two decades of leadership experience in the semiconductor industry and a wealth of knowledge in the data center ecosystem.”

“So we will participate to that growth or that renaissance, as you call it. What we've seen is that the AI market has expanded from AI training to inference, agentic AI.”

“We opened 2026 with a strong first quarter, meeting our financial targets and broadening our portfolio to address the accelerating demands of AI. The quarter reflects solid momentum as we execute against our roadmap to support long-term profitable growth for the company.”

“We still have a very strong and very enduring IP portfolio, which is foundational to our business. But we're not only an IP company. Today, we are really a system-relevant semiconductor company that offers complex chips, chipsets, but also system solutions to the data center, memory subsystems, basically.”

“We closed with a strong Q4 and finished the full year with record revenue and earnings.”