StockWatch
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Semiconductors
Quarterly ResultJul 28, 2026, 04:13 PM

RAMBUS Q2 Revenue +20.4% to $207.4M; Diluted EPS $0.61

AI Summary

Rambus Inc. reported strong financial results for the second quarter of 2026, with total revenue increasing by 20.4% to $207.4 million and diluted earnings per share rising by 15.1% to $0.61. For the first six months of 2026, total revenue grew 14.4% to $387.6 million, and net income increased 7.8% to $127.5 million. The company also incurred $3.3 million in restructuring charges during the quarter.

Key Highlights

  • Q2 2026 total revenue increased 20.4% to $207.4 million from $172.2 million in Q2 2025.
  • Q2 2026 diluted EPS rose 15.1% to $0.61 from $0.53 in Q2 2025.
  • Product revenue for Q2 2026 grew 21.9% to $99.2 million.
  • Royalties for Q2 2026 increased 22.8% to $84.3 million.
  • Net income for the six months ended June 30, 2026, was $127.5 million, up 7.8% from $118.2 million.
  • Cash and cash equivalents decreased to $87.7 million as of June 30, 2026, from $182.8 million.
  • Marketable securities increased to $737.2 million as of June 30, 2026, from $579.0 million.
  • Restructuring charges of $3.3 million were recorded in Q2 2026.