RMBS Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Rambus posted a mixed third quarter for fiscal 2025, beating on revenue but falling short on the bottom line as a sharp jump in taxes weighed on earnings. The memory chip interface company reported revenue of $178.51 million, up 22.7% year over year … Read more Rambus posted a mixed third quarter for fiscal 2025, beating on revenue but falling short on the bottom line as a sharp jump in taxes weighed on earnings. The memory chip interface company reported revenue of $178.51 million, up 22.7% year over year and ahead of the $175.67 million consensus estimate, driven by a fourth consecutive quarterly record in product revenue of $93.34 million. Yet diluted EPS came in at $0.44, missing the $0.51 analyst consensus by 13.73%, with GAAP net income of $48.38 million barely changed from $48.66 million a year earlier despite the stronger top line. The culprit was a surge in the income tax provision to $20.91 million from $10.37 million, a direct result of tax legislation enacted during the quarter. Shares fell sharply in after-hours trading following the report, even as the company guided Q4 product revenue of $94 to $100 million and signaled continued momentum in data center and AI-driven demand for its DDR5 memory solutions.