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Rambus Reports Third Quarter 2026 <a href="https://bitcomme.com/celestica-announces-third-quarter-2026-financial-results-and-will-hold-2026-investor-and-analyst-day/" title="Celestica Announces Third Quarter 2026 Financial Results and Will Hold 2026 Investor and Analyst Day”>Financial Results
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Record quarterly revenue of $218.3 million, up 22% year over year, exceeding guidance range
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GAAP diluted earnings per share of $0.69 and non-GAAP diluted earnings per share of $0.84, exceeding guidance range
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Record product revenue of $114.3 million, up 15% quarter over quarter and 22% year over year
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Expanded product and IP offerings for next-generation AI systems, including industry-leading PMIC for LPDDR6 SOCAMM2 and data center-class Root of Trust security IP
SAN JOSE, Calif., October 26, 2026–(BUSINESS WIRE)–Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data faster and safer, today reported financial results for the third quarter ended September 30, 2026. Total revenue for the third quarter was $218.3 million, product revenue was $114.3 million, royalties revenue was $77.0 million and contract and other revenue was $27.0 million. GAAP diluted earnings per share was $0.69 and non-GAAP diluted earnings per share was $0.84. The Company also generated a record $102.5 million of cash from operating activities in the third quarter.
“Rambus delivered record quarterly revenue and earnings that exceeded our guidance, with strong customer demand driving record product revenue and record cash from operations,” said Luc Seraphin, president and chief executive officer of Rambus. “We continue to expand our product and IP offerings to address the growing performance requirements of next-generation AI and data center infrastructure. Through ongoing execution on our roadmap and accelerating demand for our differentiated solutions, we expect an even stronger performance in Q4 and are well positioned to deliver long-term profitable growth and value for our stockholders.”
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(In millions, except percentages and per share amounts) |
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Cost of contract and other revenue |
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Amortization of acquired intangible assets (included in total cost of revenue) |
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See “Supplemental Reconciliation of GAAP to Non-GAAP Results” table included below. Note that the applicable non-GAAP measures are presented and that revenue is solely presented on a GAAP basis. |
