Oct 26, 4:07 PM ET
Rambus reported third-quarter 2026 revenue of $218.3 million, up 22% from a year earlier and above its guidance range of $210 million to $216 million. GAAP diluted earnings per share were $0.69, compared with $0.44 a year earlier, and the company guided fourth-quarter revenue to $227 million to $233 million.
- Q3 2026 revenue of $218.3 million, up from $178.5 million a year earlier and above the $210 million to $216 million guidance range
- GAAP diluted EPS of $0.69 versus $0.44 a year earlier; non-GAAP diluted EPS of $0.84 versus $0.62
- Q4 2026 guidance: revenue of $227 million to $233 million and GAAP diluted EPS of $0.68 to $0.76
- Cash and marketable securities were $776.9 million at September 30, 2026, down $48.0 million, mainly due to $135.4 million paid for stock repurchases
Read the filing on SEC.gov ↗
Sep 4, 4:05 PM ET
Rambus said its Chief Accounting Officer and Principal Accounting Officer, John Allen, will retire effective September 8, 2026, and stay employed through September 30 to support the transition. The board appointed William Taulbee, who has been Vice President, Accounting since August 2026, to succeed him in both roles on the same date. The filing describes the change as a routine succession with no disagreement over operations, policies or practices.
- John Allen retires effective September 8, 2026, and remains employed through September 30, 2026 for transition support
- William Taulbee, age 50, succeeds Allen as Vice President and Chief Accounting Officer effective September 8, 2026
- Taulbee's pay includes a $355,000 base salary, a $142,000 target bonus, a $175,000 sign-on bonus paid over two years, and a $700,000 restricted stock unit grant vesting annually over four years
Read the filing on SEC.gov ↗
Aug 5, 7:50 AM ET
On August 4, 2026, Rambus entered an accelerated share repurchase agreement with Mizuho under which it will pre-pay $100 million to buy back its common stock. The program is part of a broader buyback previously authorized by the board, and the filing says it is expected to finish by the end of the third quarter of 2026. The final number of shares repurchased will depend on the stock's volume-weighted average price over the term, less a discount.
- Rambus will pre-pay $100 million to Mizuho Markets Americas LLC, acting through Mizuho Securities USA LLC.
- The company will receive an initial delivery of approximately 796,000 shares.
- The final share count depends on the volume-weighted average price during the term, less a discount.
- The program is expected to be completed by the end of the third quarter of 2026.
Read the filing on SEC.gov ↗
Jul 27, 4:06 PM ET
Rambus reported second-quarter 2026 results, with total revenue of $207.4 million, up from $172.2 million a year earlier, and GAAP diluted earnings per share of $0.61, up from $0.53. The company also gave third-quarter 2026 guidance of $210 million to $216 million in revenue and GAAP diluted earnings per share of $0.59 to $0.67. For shareholders, the filing shows higher revenue and profit year over year, along with a forecast for continued revenue growth in the third quarter.
- Q2 2026 total revenue was $207.4 million, above the company's guidance range of $192 million to $198 million
- GAAP diluted EPS was $0.61 versus $0.53 a year earlier; non-GAAP diluted EPS was $0.77 versus $0.62
- Product revenue was $99.2 million, up from $81.3 million; operating margin was 35% versus 37% a year earlier
- Q3 2026 guidance: revenue of $210 million to $216 million and GAAP diluted EPS of $0.59 to $0.67
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.