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

Rambus Q2 revenue rises 20% to record $207.4 million, above guidance

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyRambus (RMBS)
Form8-K, current report
Filed with the SECJul 27, 2026, 4:06 PM ET
Accession number0001193125-26-318063

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 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.