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

Rambus Q4 revenue rises to $190.2 million from $161.1 million; product sales a record

Positive Impact 3 of 5 earnings Written later

Rambus reported fourth-quarter 2025 GAAP revenue of $190.2 million, up from $161.1 million a year earlier, with record quarterly product revenue of $96.8 million. GAAP diluted earnings were $0.58 per share, flat year over year, as a higher tax provision offset the revenue gain. Shareholders get higher sales but unchanged GAAP per-share earnings, and first-quarter 2026 guidance was given for several measures, with full revenue guidance deferred to the conference call.

Key points

  • Q4 2025 GAAP net income was $63.8 million, versus $62.2 million in Q4 2024; GAAP diluted EPS was $0.58 in both periods.
  • Non-GAAP diluted EPS was $0.68, versus $0.55 a year earlier.
  • Full-year 2025 revenue was $707.6 million, versus $556.6 million in 2024; full-year product revenue was $347.8 million.
  • Q1 2026 outlook: licensing billings of $66 million to $72 million, product revenue of $84 million to $90 million, and contract and other revenue of $21 million to $27 million.

The filing

CompanyRambus (RMBS)
Form8-K, current report
Filed with the SECFeb 2, 2026, 4:07 PM ET
Accession number0001193125-26-033624

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 February 02, 2026.

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.