RMBS · Rambus Inc
$100.82
+1.49 (+1.50%)
At close · Aug 14
Market Cap
$10.92B
Shares
108.14M
Rambus Inc Earnings Call Transcripts
Every quarterly earnings call for Rambus Inc (RMBS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲38.1%
$112.24M
$939,000
'22 Q3
22-10-31
▲33.3%
$122.37M
$15.95M
'22 Q4
23-02-06
▲14.9%
$113.76M
$3.28M
'23 Q1
23-05-01
▼1.1%
$119.83M
$168.88M
'23 Q2
23-07-31
▼6.2%
$105.30M
$103.20M
'23 Q3
23-10-30
▼0.1%
$122.22M
$58.55M
'23 Q4
24-02-05
▲3.6%
$117.87M
$32.90M
'24 Q1
24-04-29
▲10.3%
$132.14M
$36.06M
'24 Q2
24-07-29
▲38.2%
$145.51M
$48.66M
'24 Q3
24-10-28
▲31.8%
$161.10M
$62.20M
'24 Q4
25-02-03
▲41.4%
$166.66M
$60.30M
'25 Q1
25-04-28
▲30.3%
$172.21M
$57.94M
'25 Q2
25-07-28
▲22.7%
$178.51M
$48.38M
'25 Q3
25-10-27
▲18.1%
$190.24M
$63.84M
'25 Q4
26-02-02
LATEST
▲8.1%
$180.19M
$59.86M
'26 Q1
26-04-27
Earnings call
FY26 · Q2
2026-07-27
Q2 2026 Rambus Inc. Earnings Conference Call
Confident tone
Record quarterly revenue and earnings
AI and data center secular trends
Silicon IP business and design wins
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-03
Evercore 2026 Global TMT Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-06-02
Baird 2026 Global Consumer, Technology & Services Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-27
Rambus Inc Q1 FY2026 Earnings Call
Confident tone
Financial results and outlook
AI and data center market opportunity
DDR5 chip business and product roadmap
Revenue
$180.19M
▲ 8.1% YoY Diluted EPS
$0.55
▼ 1.8% YoY Gross margin
79.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-02
Morgan Stanley Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-02
Rambus Inc Q4 FY2025 Earnings Call
Confident tone
AI and Server Market Demand
Q1 2026 Supply Chain Issue
Gross Margin and Profitability Discipline
Revenue
$190.24M*
▲ 18.1% YoY Gross margin
78.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2025-12-10
Nasdaq 53rd Investor Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-10-27
Rambus Inc Q3 FY2025 Earnings Call
Revenue
$178.51M
▲ 22.7% YoY Diluted EPS
$0.44
▼ 2.2% YoY Gross margin
79.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-28
Rambus Inc Q2 FY2025 Earnings Call
Confident tone
Silicon IP / Custom ASIC
DDR5 and Memory Interface Chips
Cash Generation and Balance Sheet
Revenue
$172.21M
▲ 30.3% YoY Diluted EPS
$0.53
▲ 60.6% YoY Gross margin
79.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-28
Rambus Inc Q1 FY2025 Earnings Call
Confident tone
DDR5 chips and product revenue
Silicon IP and AI demand
Tariffs and macro environment
Revenue
$166.66M
▲ 41.4% YoY Diluted EPS
$0.56
▲ 86.7% YoY Gross margin
80.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-03
Rambus Inc Q4 FY2024 Earnings Call
Revenue
$161.10M*
▲ 31.8% YoY Gross margin
80.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-28
Rambus Inc Q3 FY2024 Earnings Call
Revenue
$145.51M
▲ 38.2% YoY Diluted EPS
$0.45
▼ 51.6% YoY Gross margin
80.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-29
Rambus Inc Q2 FY2024 Earnings Call
Revenue
$132.14M
▲ 10.3% YoY Diluted EPS
$0.33
▼ 78.1% YoY Gross margin
79.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Rambus Inc Q1 FY2024 Earnings Call
Revenue
$117.87M
▲ 3.6% YoY Diluted EPS
$0.30
▲ 900% YoY Gross margin
79.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-05
Rambus Inc Q4 FY2023 Earnings Call
Revenue
$122.22M*
▼ 0.1% YoY Gross margin
80.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Rambus Inc Q3 FY2023 Earnings Call
Revenue
$105.30M
▼ 6.2% YoY Diluted EPS
$0.93
▲ 9200% YoY Gross margin
77.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
Rambus Inc Q2 FY2023 Earnings Call
Revenue
$119.83M
▼ 1.1% YoY Diluted EPS
$1.51
▲ 387.1% YoY Gross margin
80.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
Rambus Inc Q1 FY2023 Earnings Call
Revenue
$113.76M
▲ 14.9% YoY Diluted EPS
$0.03
Gross margin
72.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-06
Rambus Inc Q4 FY2022 Earnings Call
Revenue
$122.37M*
▲ 33.3% YoY Gross margin
72.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Rambus Inc Q3 FY2022 Earnings Call
Revenue
$112.24M
▲ 38.1% YoY Diluted EPS
$0.01
▼ 66.7% YoY Gross margin
76.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Rambus Inc Q2 FY2022 Earnings Call
Revenue
$121.13M
▲ 42.7% YoY Diluted EPS
$0.31
▲ 210% YoY Gross margin
79.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-02
Rambus Inc Q1 FY2022 Earnings Call
Revenue
$99.05M
▲ 40.7% YoY Diluted EPS
$-0.60
Gross margin
77.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-07
Rambus Inc Q4 FY2021 Earnings Call
Revenue
$91.78M*
▲ 48.2% YoY Gross margin
80.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-13
Rambus Inc Q3 FY2021 Earnings Call
Revenue
$81.28M
▲ 42.8% YoY Diluted EPS
$0.03
Gross margin
77.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
Rambus Inc Q2 FY2021 Earnings Call
Revenue
$84.86M
▲ 37.5% YoY Diluted EPS
$0.10
Gross margin
80.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
Rambus Inc Q1 FY2021 Earnings Call
Revenue
$70.38M
▲ 7% YoY Diluted EPS
$-0.02
Gross margin
75.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-01
Rambus Inc Q4 FY2020 Earnings Call
Revenue
$61.91M
▲ 0.3% YoY Gross margin
78.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-02
Rambus Inc Q3 FY2020 Earnings Call
Revenue
$56.91M
▼ 3.8% YoY Diluted EPS
$-0.11
Gross margin
73.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Rambus Inc Q2 FY2020 Earnings Call
Revenue
$61.72M
▲ 5.9% YoY Diluted EPS
$-0.08
Gross margin
73.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-04
Rambus Inc Q1 FY2020 Earnings Call
Revenue
$65.78M
▲ 35.9% YoY Diluted EPS
$-0.06
Gross margin
75.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-27
Rambus Inc Q4 FY2019 Earnings Call
Revenue
$61.73M
▼ 10% YoY Gross margin
76.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–31 of 31 earnings calls
Key facts
CIK
917273
CUSIP
750917106
13F (30d)
431 filings
426 filers
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