Every material Form 8-K Rambus filed with the SEC in 2026, 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 2026 revenue of $218.3 million, up 22% from a year earlier and above its guidance range of $210 million to $216 million. GAAP diluted earnings per share were $0.69, compared with $0.44 a year earlier, and the company guided fourth-quarter revenue to $227 million to $233 million.
Q3 2026 revenue of $218.3 million, up from $178.5 million a year earlier and above the $210 million to $216 million guidance range
GAAP diluted EPS of $0.69 versus $0.44 a year earlier; non-GAAP diluted EPS of $0.84 versus $0.62
Q4 2026 guidance: revenue of $227 million to $233 million and GAAP diluted EPS of $0.68 to $0.76
Cash and marketable securities were $776.9 million at September 30, 2026, down $48.0 million, mainly due to $135.4 million paid for stock repurchases
Rambus said its Chief Accounting Officer and Principal Accounting Officer, John Allen, will retire effective September 8, 2026, and stay employed through September 30 to support the transition. The board appointed William Taulbee, who has been Vice President, Accounting since August 2026, to succeed him in both roles on the same date. The filing describes the change as a routine succession with no disagreement over operations, policies or practices.
John Allen retires effective September 8, 2026, and remains employed through September 30, 2026 for transition support
William Taulbee, age 50, succeeds Allen as Vice President and Chief Accounting Officer effective September 8, 2026
Taulbee's pay includes a $355,000 base salary, a $142,000 target bonus, a $175,000 sign-on bonus paid over two years, and a $700,000 restricted stock unit grant vesting annually over four years
On August 4, 2026, Rambus entered an accelerated share repurchase agreement with Mizuho under which it will pre-pay $100 million to buy back its common stock. The program is part of a broader buyback previously authorized by the board, and the filing says it is expected to finish by the end of the third quarter of 2026. The final number of shares repurchased will depend on the stock's volume-weighted average price over the term, less a discount.
Rambus will pre-pay $100 million to Mizuho Markets Americas LLC, acting through Mizuho Securities USA LLC.
The company will receive an initial delivery of approximately 796,000 shares.
The final share count depends on the volume-weighted average price during the term, less a discount.
The program is expected to be completed by the end of the third quarter of 2026.
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.
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
Rambus appointed Sumeet Gagneja as senior vice president and chief financial officer, effective April 29, 2026, reporting to CEO Luc Seraphin. John Allen stops serving as interim CFO and remains vice president, accounting and chief accounting officer.
Sumeet Gagneja was divisional CFO of AMD's Data Center segment from October 2024 to April 2026 and CFO of Western Digital's Flash business from September 2022 to October 2024.
Gagneja's offer letter sets a base salary of $475,000, a target bonus of 75% of base salary, a $300,000 new hire bonus, and equity grants valued at $1,625,000 (RSUs), $1,625,000 (performance shares) and $3,000,000 (new hire RSUs).
John Allen ceases to be interim CFO on April 29, 2026 and continues as vice president, accounting and chief accounting officer.
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.
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.
Rambus appointed Victor Peng, a former AMD president, as a Class II director effective February 12, 2026, increasing the board to eight members. The company also set pay terms for John Allen as interim chief financial officer, including a monthly stipend and a transition bonus.
Victor Peng was appointed effective February 12, 2026, and will stand for reelection at the 2027 annual meeting.
Peng joined the Compensation and Human Resources Committee, chaired by Eric Stang.
John Allen will receive an additional monthly salary stipend of $17,801 while serving as interim CFO, plus a $150,000 transition bonus.
The company plans to file Allen's employment agreement as an exhibit to a later periodic report.
Rambus Inc. said its Senior Vice President and Chief Financial Officer, Desmond Lynch, will resign effective February 27, 2026, to pursue another professional opportunity, and that the departure is not tied to any disagreement with the company. Vice President and Chief Accounting Officer John Allen will serve as interim CFO while the company searches for a permanent successor. The company also reaffirmed its previously issued guidance for the first quarter of fiscal 2026.
Desmond Lynch resigns as CFO effective February 27, 2026, to pursue another professional opportunity
John Allen, age 62, named Vice President, Interim Chief Financial Officer; he remains Chief Accounting Officer
Allen's annual base salary is $383,985 with a target bonus of $153,594; compensation is subject to review
Rambus reaffirmed its previously issued guidance for the first quarter of fiscal 2026
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.
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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model'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 →