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Rambus (RMBS) investor relations material
Rambus Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary28 Jul, 2025
Executive summary
Q2 2025 revenue reached $172.2M, exceeding expectations, with record product revenue of $81.3M, up 43% year-over-year, and record cash from operations of $94.4M, driven by strong demand for memory interface chips and DDR5 leadership.
Achieved fifth consecutive quarter of product revenue growth, expanding product offerings into high-performance PCs and client markets, and covering all industry-standard DDR5 and LPDDR5 modules.
Sustained technical leadership and innovation drive long-term profitable growth and position the company for future industry trends.
Product revenue accounted for 47% of total revenue, reflecting strategic growth in the chip business.
Strong performance attributed to growing demand in high-performance computing and AI infrastructure.
Financial highlights
Q2 2025 revenue was $172.2M, up from $132.1M year-over-year; product revenue was $81.3M, up 43% year-over-year; royalty revenue was $68.6M; contract and other revenue was $22.3M.
Net income for Q2 2025 was $57.9M, up from $36.1M year-over-year; non-GAAP net income was $67M; adjusted EBITDA was $86M.
Operating income for Q2 2025 was $63.0M; operating margin improved to 37% from 31% year-over-year.
Diluted EPS for Q2 2025 was $0.53, up from $0.33 year-over-year.
Cash, cash equivalents, and marketable securities totaled $594.8M as of June 30, 2025, up $80.4M sequentially.
Outlook and guidance
Q3 2025 product revenue expected between $87M and $93M; licensing billings $58M–$64M; royalty revenue $57M–$63M; contract/other revenue $22M–$28M.
Q3 non-GAAP operating profit expected between $74M and $84M; EPS range $0.58 to $0.66; operating costs (non-GAAP) forecasted at $94M–$98M.
Q3 capital expenditures projected at $12M; share count expected at 108.5M diluted shares.
Revenue guidance subject to customer agreements, product mix, and market conditions.
Monitoring impact of new U.S. tax legislation, with expected increase in tax expense in H2 2025.
Assess PMIC sales ramp in the PC market.
How does AI ASIC demand impact silicon IP?
Explain MRDIMM's market potential by 2026.
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Q3 202527 Oct, 2025
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Frequently asked questions
Rambus Inc. develops and licenses semiconductor and IP products focused on high-speed memory interfaces, security technologies, and chip-to-chip interconnects. Its offerings support data center, edge, and consumer applications through solutions such as memory interface chips and cryptographic cores. Rambus Inc. is headquartered in San Jose, California, and its shares are listed on the NASDAQ.
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