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

Rambus Q1 2026 revenue rises 8% to $180.2 million; GAAP EPS slips to $0.55

Mixed Impact 3 of 5 earnings Written later

Rambus reported first-quarter 2026 GAAP revenue of $180.2 million, up from $166.7 million a year earlier, led by product revenue of $88.0 million, up 15%. Royalties fell to $69.6 million from $74.0 million, and GAAP diluted earnings per share were $0.55 versus $0.56, while non-GAAP diluted earnings per share rose to $0.63 from $0.59. The company also gave second-quarter 2026 ranges for licensing billings, product revenue and contract revenue, but said full revenue guidance would be discussed on its conference call.

Key points

  • GAAP revenue $180.2 million vs. $166.7 million a year earlier; product revenue $88.0 million, up 15%; royalties $69.6 million vs. $74.0 million.
  • GAAP operating income $61.8 million vs. $63.1 million; GAAP diluted EPS $0.55 vs. $0.56; non-GAAP diluted EPS $0.63 vs. $0.59.
  • Cash from operating activities $83.2 million; cash and marketable securities $786.1 million at March 31, 2026.
  • Q2 2026 outlook: licensing billings $76 million to $82 million, product revenue $95 million to $101 million, contract and other revenue $19 million to $25 million.

The filing

CompanyRambus (RMBS)
Form8-K, current report
Filed with the SECApr 27, 2026, 4:08 PM ET
Accession number0001193125-26-182076

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 April 27, 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.