AI brief of an SEC Form 8-K · Rambus (RMBS)

Rambus Q2 revenue rises to $172.2 million; diluted EPS $0.53 vs $0.33 a year earlier

Positive Impact 3 of 5 earnings Written later

Rambus reported second-quarter 2025 results for the period ended June 30, 2025, with GAAP revenue of $172.2 million versus $132.1 million a year earlier and net income of $57.9 million versus $36.1 million. The company also gave third-quarter 2025 outlook ranges for several line items, but the filing says full revenue guidance will be discussed on the conference call, so the total revenue outlook is not in this filing.

Key points

  • Q2 2025 GAAP revenue was $172.2 million, against $132.1 million in Q2 2024; product revenue was a record $81.3 million, up 43% year over year.
  • Diluted net income per share was $0.53, compared with $0.33 in the prior-year quarter; net income was $57.9 million.
  • Net cash provided by operating activities was a record $94.4 million; cash and marketable securities were $594.8 million at June 30, 2025.
  • Q3 2025 outlook includes product revenue of $87 million to $93 million and licensing billings of $58 million to $64 million; total revenue guidance was not included in the filing.

The filing

CompanyRambus (RMBS)
Form8-K, current report
Filed with the SECJul 28, 2025, 4:08 PM ET
Accession number0000950170-25-099166

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 28, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.