Rambus Q2 Revenue $207.4M, up 20%; Non-GAAP EPS $0.77

Rambus Inc. reported strong financial results for the second quarter ended June 30, 2026, with record quarterly revenue of $207.4 million, a 20% increase year over year, surpassing its guidance range. The company also achieved non-GAAP diluted earnings per share of $0.77, exceeding its own projections. Product revenue reached a record $99.2 million, growing 22% year over year, driven by expanded offerings for AI systems. For the third quarter of 2026, Rambus anticipates revenue between $210 million and $216 million, with non-GAAP diluted EPS projected between $0.75 and $0.82.