Rambus Inc. (NASDAQ: RMBS) closed at $113.71, down 0.11% on the session. Market capitalization: $12.28 billion.
For the quarter ended December 31, 2025, Rambus reported consolidated GAAP revenue of $190.2 million and GAAP net income of $63.8 million. Product revenue for the quarter was $96.8 million. Royalty revenue was $71.6 million. Contract and other revenue totaled $21.8 million. Licensing billings for the quarter were $71.5 million. GAAP diluted net income per share was $0.58 for the quarter.
– Product revenue (memory interface chips and related products): $96.8 million.
– Royalty revenue (patent and IP royalties): $71.6 million.
– Contract and other revenue: $21.8 million.
For fiscal year 2025, Rambus reported total GAAP revenue of $707.6 million and GAAP net income of $263.4 million. Non-GAAP net income was reported at $285.0 million per company reconciliation. Cash generated from operations for fiscal 2025 was $360.0 million. Compared with fiscal 2024, the company recorded year-over-year growth in both revenue and cash from operations.
Rambus reported record product revenue in fiscal 2025 driven by DDR5 RCD programs and expanding product lines. The company continued investment in research and development and operational scaling to support product ramps. Management highlighted ongoing qualification and customer onboarding for new memory interface chipsets, along with manufacturing and testing capacity additions to support higher volumes.
The company did not announce any acquisitions, divestitures, or material strategic transactions during the period. No definitive M&A agreements were disclosed in the earnings materials.
Institutional research summaries referenced in public analyst notes highlighted sequential product revenue growth and higher cash generation. Commentary cited the contribution from DDR5 memory interface chips and newer product categories, presented as factual summaries without recommendations or valuation targets.
What to watch for includes the company’s issued revenue guidance for the first quarter of fiscal 2026, updates to licensing billings, qualification timing for new products, capital deployment disclosures, and changes in cash generation linked to product ramps.
Stock down 0.11% at close. Q4 GAAP revenue was $190.2 million, with GAAP net income of $63.8 million. Product and royalty revenues were the principal contributors. Cash from operations for fiscal 2025 was $360.0 million.
The post Rambus shares slip after Q4 revenue reaches $190.2 million first appeared on AlphaStreet.
—
Blog powered by G6
Disclaimer! A guest author has made this post. G6 has not checked the post. its content and attachments and under no circumstances will G6 be held responsible or liable in any way for any claims, damages, losses, expenses, costs or liabilities whatsoever (including, without limitation, any direct or indirect damages for loss of profits, business interruption or loss of information) resulting or arising directly or indirectly from your use of or inability to use this website or any websites linked to it, or from your reliance on the information and material on this website, even if the G6 has been advised of the possibility of such damages in advance.
For any inquiries, please contact [email protected]
