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Rambus

RMBS

Rambus is a global semiconductor company that designs and licenses high-performance memory subsystems and security technologies for data-intensive computing.

Market cap
$9.74B-16.7%
Revenue$796.1M+17.3%
Net income$265.9M+16.2%
Free cash flow$312.9M+7.0%
EPS (diluted)$2.43+15.7%
Trailing twelve months · change vs. prior year

Earnings

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$218.3M+22.3%
Gross profit$170.9M+20.4%
Operating income$83.7M+32.2%
Net income$74.6M+54.1%
EPS (diluted)$0.69+56.8%

Balance sheet

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Cash & equivalents$110.5M+39.6%
Total debt$20.2M-23.5%
Total equity$1.4B+10.0%
Total assets$1.6B+10.8%

Cash flow

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Operating cash flow$102.5M+15.9%
CapEx$6.6M+11.0%
Free cash flow$95.9M+16.2%

Valuation & ratios

Valuation

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Market cap$9.74B-16.7%
Enterprise value$9.65B-16.4%
P/E36.7×-14.0×
P/S12.2×-4.9×

Profitability

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Gross margin79.1%-0.9pp
Operating margin36.3%-0.1pp
Net margin33.4%-0.3pp
FCF margin39.3%-3.8pp

Returns & leverage

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Return on equity19.6%0.0pp
Debt / equity0×0.0×
Current ratio9.4×-2.2×

Segments

By product

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Product Revenue$114.3M+22.5%
Royalty$77.0M+18.2%
Contractandother Revenue$27.0M+34.7%

By segment

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Reportable$218.3M+22.3%

By geography

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Other Countries$28.1M+23.7%

Competitors

Profile

Rambus is a global semiconductor company that designs and licenses high-performance memory subsystems and security technologies for data-intensive computing. The company provides a combination of physical chips and silicon intellectual property (IP) to address performance bottlenecks in data centers, artificial intelligence infrastructure, and client devices. Its core value proposition lies in optimizing signal and power integrity to enable high-speed data transfer and robust security for next-generation computing architectures.

Competitive position

A leading provider of high-performance memory interface technology and security IP, positioned as a critical enabler for AI-driven computing infrastructure.

GeographiesUnited States, China, South Korea, Taiwan, Europe, India
Customer segmentsHyperscale data centers, Semiconductor manufacturers, Enterprise hardware OEMs
Business modelFabless manufacturing, IP Licensing, Royalty-based
SuppliersThird-party semiconductor foundries, Outsourced assembly and test (OSAT) contractors, Electronic Design Automation (EDA) tool providers
CustomersMemory module manufacturers, Cloud service providers, Consumer electronics OEMs, Automotive system integrators
Listed1997
Employees623.0
CEOLuc Seraphin
Websiterambus.com
FilingsSEC EDGAR

FAQ

What is Rambus's market cap?
Rambus (RMBS) has a market capitalization of $9.7B and trades on NASDAQ.
What is Rambus's revenue and profitability?
Rambus generated $796.1M in trailing twelve-month revenue with net income of $265.9M, representing a net margin of 33.4%. Gross margin stands at 79.1%, with free cash flow of $312.9M. The latest reported period is Q3 2026.
Who are Rambus's competitors?
Rambus's key competitors include Monolithic Power Systems, Synopsys, Adeia Inc. Common Stock, and others. These companies compete in similar markets and product categories.
Where is Rambus headquartered?
Rambus is headquartered in United States of America and employs approximately 623 people. It has been publicly traded since 1997.