§ Companies / RMBS / Earnings

RMBS earnings

Rambus — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report July 27, 2026 consensus EPS 0.71

§ Recent prints / EPS vs consensus

Reported	EPS	Consensus	Surprise
Apr 27, 2026	0.63	0.61	+3.3%
Feb 02, 2026	0.68	0.68	+0.0%
Oct 27, 2025	0.63	0.63	+0.0%
Jul 28, 2025	0.60	0.61	-1.6%

§ Research / every print, covered

Rambus Reports Steady Q1, Sets Strong Q2 Guidance

AI Infrastructure Desk · RegardingSemi Engine · Apr 27, 2026

Rambus delivered a steady Q1 FY2026, with revenue and EPS beating estimates by a modest margin. The company's guidance for Q2 indicates continued momentum, driven by strong product revenue growth and strategic inventory builds. Despite a slight decline in sequential revenue, the outlook remains positive, supported by ongoing strength in DDR5 products and new project contributions.

read the full report →

§ Latest call — key points

Sees Q2 revenue $192 million to $198 million.
Sees Q2 non-GAAP operating profit $78 million to $88 million.
Sees Q2 non-GAAP tax expenses $13.6 million to $15.2 million.

the fully annotated calls →

§ Earnings calls on file / full text, model-annotated

2026 Q2 — Apr 27, 2026 2026 Q1 — Feb 2, 2026 2025 Q4 — Oct 27, 2025 2025 Q3 — Jul 28, 2025 2025 Q2 — Apr 28, 2025 2025 Q1 — Feb 3, 2025 2024 Q4 — Oct 29, 2024 2024 Q3 — Jul 29, 2024

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