Rambus Reports Higher Q4 Sales, Raises Full-Year Guidance

Rambus Inc. (RMBS) reported increased fourth-quarter sales on February 2, 2026, driven by strong demand for its memory interface chips and IP licensing. The company also raised its full-year revenue outlook, citing sustained adoption of its DDR5 and HBM3 solutions in AI and data center markets. Q4 revenue rose to $132.5 million, up 18% year-over-year and above prior guidance of $120–$130 million. GAAP net income was $28.1 million, or $0.25 per share, compared to $0.19 per share a year earlier. For fiscal 2026, Rambus now expects total revenue of $510–$530 million, up from its previous range of $490–$510 million.