Rambus Inc. — Third Quarter 2026 Earnings Summary

Rambus Inc. reported record third-quarter 2026 revenue of $218.3 million, representing a 22% year-over-year increase and exceeding its guidance range. The company achieved GAAP diluted earnings per share of $0.69 and non-GAAP diluted earnings per share of $0.84, driven by strong demand for its product and IP offerings in next-generation AI systems. Product revenue reached a record $114.3 million, while the company generated $102.5 million in cash from operating activities. Looking ahead to the fourth quarter of 2026, Rambus forecasts revenue between $227 million and $233 million with non-GAAP diluted earnings per share expected to range from $0.84 to $0.92.