Semiconductor licensor Rambus' Q3 revenue jumps on record product sales

Overview

• Rambus Q3 2025 GAAP revenue rises to $178.5 mln, driven by record product revenue

• Net income for Q3 2025 remains stable at $48.4 mln

• Company generated $88.4 mln in cash from operating activities in Q3 2025

Outlook

• Rambus expects Q4 product revenue between $94 mln and $100 mln

• Company forecasts Q4 licensing billings of $60 mln to $66 mln

• Rambus anticipates Q4 operating costs of $120 mln to $116 mln

Result Drivers

• DDR5 LEADERSHIP - Sustained leadership in DDR5 products contributed to record product revenue

• NEW PRODUCT CONTRIBUTIONS - New products are ramping up, contributing to revenue growth

• DATA CENTER AND AI TRENDS - Leveraging expertise in signal- and power-integrity amid strong trends in data center and AI

Key Details

Press Release:

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