Rambus reports record Q2 revenue of $207.4M, up 20% YoY; guides Q3 to $210-216M

Filed July 27, 2026 · Period ending July 27, 2026 · ~1 min read

Key Changes

• high

  Q2 2026 revenue hit $207.4M (up 20% YoY) with non-GAAP EPS of $0.77, both exceeding guidance; product revenue grew 22% YoY to $99.2M while royalties contributed $84.2M.

  Exhibit 99.1 view on EDGAR →
• high

  Q3 2026 revenue guided to $210-216M with non-GAAP EPS of $0.75-0.82, implying sequential growth at the midpoint and continued momentum.

  Exhibit 99.1 view on EDGAR →
• medium

  Operating cash flow of $61.2M in Q2 drove cash/marketable securities up $38.8M to $824.9M despite $12.2M capex and $14.3M in tax payments on equity awards.

  Exhibit 99.1 view on EDGAR →