Q2 FY2026 EarningsQ2 FY26 beat consensus on key top and bottom-line metrics: revenue $207.4M vs. $198.3M expected, and normalized EPS $0.77 (est.) vs. $0.72 expected. Product revenue grew 22% YoY, fueled by high-performance memory interface chips for AI infrastructure. GAAP gross margin was slightly below consensus at 79.7% vs. 80.3% expected, primarily due to shifting product mix. The effective tax rate remained favorable at 15.0%, aiding the net income beat.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Rambus(RMBS) the Revenue is 207.39 M (+20.43%), Beat estimate;the EBIT is 93.66 M (+18.51%), Beat estimate;the EPS is 0.61 (+15.09%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.21B20.43%
0.20B15.15%
+0.01B5.28%
EBITExceed expectations
0.09B18.51%
0.09B9.66%
+0.01B8.85%
EPSExceed expectations
0.6115.09%
0.577.55%
+0.04007.54%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf