Every material Form 8-K Rambus filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rambus reported third-quarter 2025 GAAP revenue of $178.5 million, up from $145.5 million a year earlier, with product revenue of $93.3 million, which the company called a fourth consecutive quarterly record. Net income was $48.4 million, down slightly from $48.7 million, as the tax provision rose to $20.9 million due to recent tax legislation. The company also gave fourth-quarter 2025 product revenue and contract revenue ranges, while full revenue guidance is to be discussed on the earnings call.
Q3 GAAP revenue $178.5 million vs $145.5 million a year earlier; product revenue $93.3 million vs $66.4 million
Net income $48.4 million vs $48.7 million; diluted EPS $0.44 vs $0.45; tax provision $20.9 million vs $10.4 million
Cash from operating activities $88.4 million; cash and marketable securities $673.3 million at September 30, 2025
Q4 2025 outlook: product revenue $94 million to $100 million; contract and other revenue $25 million to $31 million; licensing billings $60 million to $66 million
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.
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.
Rambus reported first-quarter 2025 results on April 28, 2025, with GAAP revenue of $166.7 million, up from $117.9 million a year earlier, and net income of $60.3 million, or $0.56 per diluted share, compared with $0.30 a year earlier. The company said it exceeded its Q1 revenue and earnings guidance and gave second-quarter product revenue and licensing billings ranges, with full revenue guidance to be discussed on the conference call.
Q1 2025 GAAP revenue was $166.7 million versus $117.9 million a year earlier; product revenue was a record $76.3 million, up 52% year over year.
Net income was $60.3 million, or $0.56 per diluted share, versus $32.9 million, or $0.30 per diluted share, in Q1 2024.
Cash from operations was $77.4 million; cash, cash equivalents and marketable securities were $514.4 million at March 31, 2025.
Q2 2025 outlook: product revenue of $77 million to $83 million and licensing billings of $64 million to $70 million; full revenue guidance to be given on the call.
Rambus reported fourth-quarter 2024 GAAP revenue of $161.1 million, up from $122.2 million a year earlier, with net income of $62.2 million and diluted EPS of $0.58 versus $0.53. The company also gave first-quarter 2025 outlook for product revenue of $72 million to $78 million and licensing billings of $59 million to $65 million, but said full revenue guidance will be discussed on its conference call.
Q4 2024 GAAP revenue $161.1 million vs. $122.2 million in Q4 2023; product revenue $73.4 million
Q4 2024 net income $62.2 million vs. $58.5 million; diluted EPS $0.58 vs. $0.53
Q1 2025 outlook: product revenue $72 million to $78 million; licensing billings $59 million to $65 million
Micron patent license agreement extended through 2029
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Rambus filing is on SEC EDGAR ↗. 8-K briefs of other companies →