VLSI ASTRIA / INVESTOR RELATIONS

Company earnings & IR

45 companies · 2026-09-09
Published disclosure snapshot

RMBS · United States · EDA & IP

Rambus

Period ended 2026-06-30 · USD
Published 2026-07-27

Revenue207.4USD million · GAAP

QoQ +15.1 % · YoY +20.44 %

Operating margin35.05%percent · GAAP

QoQ +0.78 pp · YoY -1.53 pp

Net income67.6USD million · GAAP

QoQ +12.93 % · YoY +16.68 %

Quarterly comparison

Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.

Rambus · Financial results
Metric / UnitQ2 2026Q1 FY2026Q2 FY2025QoQYoY
RevenueUSD million · GAAP207.4180.19172.21+15.1 %+20.44 %
Operating incomeUSD million · GAAP72.761.7662.99+17.72 %+15.41 %
Operating marginpercent · GAAP35.05%34.27%36.58%+0.78 pp-1.53 pp
Net incomeUSD million · GAAP67.659.8657.94+12.93 %+16.68 %
Net marginpercent · GAAP32.59%33.22%33.64%-0.63 pp-1.05 pp
Diluted EPSUSD/share · GAAP0.610.550.53+10.91 %+15.09 %

Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.

Revenue history

Quarterly revenue · USD million0103.7207.4Q1 FY2024: Revenue 117.9 USD million · reportedQ2 FY2024: Revenue 132.1 USD million · reportedQ3 FY2024: Revenue 145.5 USD million · reportedQ4 FY2024: Revenue 161.1 USD million · derivedQ1 FY2025: Revenue 166.7 USD million · reportedQ2 FY2025: Revenue 172.2 USD million · reportedQ3 FY2025: Revenue 178.5 USD million · reportedQ4 FY2025: Revenue 190.2 USD million · derivedQ1 FY2026: Revenue 180.2 USD million · reportedQ2 2026: Revenue 207.4 USD million · reportedQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Revenue
USD million · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.

Profitability history

Quarterly profit margins · percent040.380.7Q1 FY2024: Gross margin 79.9 percent · derivedQ2 FY2024: Gross margin 79.7 percent · derivedQ3 FY2024: Gross margin 80.7 percent · derivedQ4 FY2024: Gross margin 80.4 percent · derivedQ1 FY2025: Gross margin 80.3 percent · derivedQ2 FY2025: Gross margin 79.8 percent · derivedQ3 FY2025: Gross margin 79.5 percent · derivedQ4 FY2025: Gross margin 78.9 percent · derivedQ1 FY2026: Gross margin 79.7 percent · derivedQ1 FY2024: Operating margin 25.6 percent · derivedQ2 FY2024: Operating margin 30.5 percent · derivedQ3 FY2024: Operating margin 37.6 percent · derivedQ4 FY2024: Operating margin 35.9 percent · derivedQ1 FY2025: Operating margin 37.9 percent · derivedQ2 FY2025: Operating margin 36.6 percent · derivedQ3 FY2025: Operating margin 35.4 percent · derivedQ4 FY2025: Operating margin 37.2 percent · derivedQ1 FY2026: Operating margin 34.3 percent · derivedQ2 2026: Operating margin 35.1 percent · derivedQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Gross marginOperating margin
percent · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.
Full quarterly statements
Quarterly financial history · issuer currency
Metric / UnitQ1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025Q1 FY2026Q2 2026
RevenueUSD million117.87132.14145.51161.1166.66172.21178.51190.24180.19207.4
Operating incomeUSD million30.1340.3254.757.8663.1462.9963.2670.8361.7672.7
Operating marginpercent25.56%30.52%37.59%35.92%37.89%36.58%35.43%37.23%34.27%35.05%
Net incomeUSD million32.936.0648.6762.260.357.9448.3863.8459.8667.6
Net marginpercent27.91%27.29%33.44%38.61%36.18%33.64%27.1%33.56%33.22%32.59%
Diluted EPSUSD/share0.30.330.450.560.530.440.550.61

Revenue composition

Detailed revenue tables can be opened in the company’s official results materials. IR ↗

Customer & geographic revenue

Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.

Source & calculation disclosure

contracting-party location

FY 2025 · ANNUAL · USD million · Complete disclosed breakdown

See source2025-12-31

Revenue denominator: 707.63 USD million · Published: See source

Rambus 2025 Form 10-K
Rambus 2025 Form 10-K · FY 2025South Korea329.26South Korea: 329.26 USD million. Revenue / matching disclosed revenue denominator × 100.Singapore163.82Singapore: 163.82 USD million. Revenue / matching disclosed revenue denominator × 100.United States124.1United States: 124.1 USD million. Revenue / matching disclosed revenue denominator × 100.Other90.45Other: 90.45 USD million. Revenue / matching disclosed revenue denominator × 100.
USD million · FY 2025. Geographic categories follow the issuer definition and may include overlapping regional subtotals; do not sum partial disclosures. Amber bars identify approximate ASTRIA conversions from disclosed percentages.
Geographic revenue · FY 2025
RegionUSD millionRevenue shareEvidence & disclosure
South Korea329.26Reported46.53%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Singapore163.82Reported23.15%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

United States124.1Reported17.54%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Other90.45Reported12.78%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Disclosure

Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.

Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09

Download exposure CSV

Original IR documents

Comparison rules & source notes

This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.

  • No consolidated GAAP gross margin in current release table.

Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.

Disclosure

This article is provided for informational purposes only and does not constitute a recommendation to buy or sell any security. Figures and factual statements are based on publicly available sources, including company filings, news reports, and market research, and may contain errors in the source material or in the preparation of this article. The author may own shares in companies mentioned. All investment decisions and their outcomes are the reader's responsibility.