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Rambus Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary2 Feb, 2026
Executive summary
Achieved record annual revenue of $707.6 million for 2025, with product revenue up 41% year-over-year to $347.8 million and strong cash from operations.
Maintained leadership in DDR5 RCDs, expanded new product contributions, and aligned with data center and AI trends.
Set new highs for quarterly product revenue at $96.8 million and quarterly cash from operations at $99.8 million.
Diversified portfolio and strategic investments position the company for continued long-term growth, especially in AI and data center markets.
Financial highlights
Q4 2025 revenue reached $190.2 million, with product revenue at $96.8 million, up 32% year-over-year.
Full year product revenue hit a record $347.8 million, up 41% year-over-year.
Annual cash from operations reached $360 million, a 56% increase from 2024.
Ended Q4 with $761.8 million in cash, cash equivalents, and marketable securities.
Non-GAAP net income for Q4 was $74.7 million; gross margins for 2025 were 61.5%.
Outlook and guidance
Q1 2026 product revenue expected between $84 million and $90 million; licensing billings projected at $66–$72 million.
Q1 product revenue impacted by a one-time supply chain issue, with strong growth expected to resume in Q2.
Full year 2026 product revenue expected to grow faster than the market, with continued market share gains.
Pro forma tax rate for 2026 expected at 16% due to recent tax legislation changes.
Operating costs and expenses projected at $121–$117 million GAAP, $104–$100 million non-GAAP.
Quantify Q3 2025 tax legislation impact on Q4
Explain Q1 2026 product revenue guidance decline
How will growing cash balance be deployed
Q1 supply issue impact on 2026 RCD share gains?
Custom AI chip design: IP growth driver longevity?
Companionship products' competitive advantage?
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Next Rambus earnings date
Q1 202627 Apr, 2026
Rambus
Next Rambus earnings date
Q1 202627 Apr, 2026
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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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