Rambus, Inc.
RMBS Technology Semiconductors
Rambus, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $707.6 million, up 27.1% from fiscal 2024.
- Revenue
- +22.3%
- EPS
- +53.9%
- Free cash flow
- +16.2%
Quarter to September 2026, against a year earlier
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Rambus, Inc. 10-Q filed Oct 26, 2026
Red flags
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Inventory outpacing revenue
Inventory grew 95.6% while revenue grew 22.3% year over year
What changed
Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jul 28, 2026: 7 added · 7 removed · 30 modified; 21 with only figures updated
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Modified · Business Overview
Rambus is well positioned to address these challenges. Leveraging our deep expertise in memory technology and innovative architectures, we provide industry-leading memory interface chips that enable the highest bandwidth, capacity and power efficient server memory modules, maximizing memory performance and reliability for the most demanding data-intensive workloads.
Beyond the data center, server-class technologiesTechnologies initially developed for server applications arewaterfalling into client devices to bring these same benefits to end-user systemsincreasingly being adopted in client devices,such asincluding AI personal computers (“PCs”).