Earnings Releases·Oct 26, 2026, 4:07 PM ET

Rambus Inc. — Third Quarter 2026 Earnings Summary

Total revenue reached a record $218.3 million, a 22% year-over-year increase that exceeded the guidance range, while GAAP diluted EPS rose to $0.69 from $0.44 and Non-GAAP diluted EPS increased to $0.84 from $0.62.
The company announced Q4 2026 revenue guidance of $227 million to $233 million, with Non-GAAP EPS expected between $0.84 and $0.92, driven by accelerating demand for next-generation AI and data center solutions.
Strategic expansion into AI infrastructure included new offerings such as a PMIC for LPDDR6 SOCAMM2 and data center-class Root of Trust security IP, supported by record product revenue of $114.3 million.
Capital allocation included $135.4 million in common stock repurchases during the quarter, while cash from operating activities hit a record $102.5 million and deferred revenue grew to $32.4 million.