"Rambus ( NASDAQ: RMBS) reported Q3 2025 earnings after the close, beating Wall Street expectations on both the top and bottom lines. Revenue came in at $179.5 million, above the $175.7 million consensus estimate, representing 22.7% year-over-year growth.Non-GAAP earnings per share were $0.63, matching analyst expectations and maintaining Rambus's multi-quarter streak of consistent execution. Revenue Growth Outpaces Profit Pressure Rambus's performance was driven by robust product sales and licensing momentum."
"Operating income rose 15.7% year-over-year to $63.3M, demonstrating scalable profitability across segments. The Profitability Gap Net income essentially held flat year-over-year at $48.38M, down 0.59% from the prior year period.The company's GAAP EPS of $0.44, which includes non-cash and accounting adjustments, differs from its non-GAAP EPS of $0.63 used by analysts for comparison. This distinction matters, as Rambus met Wall Street expectations on a non-GAAP basis, continuing its streak of operational consistency."
Rambus reported Q3 2025 revenue of $179.5 million, exceeding the $175.7 million consensus and representing 22.7% year-over-year growth. Non-GAAP EPS was $0.63, matching analyst expectations. Product revenue totaled $93.3M, contract revenue $20.1M, and licensing billings $66.1M. Operating income rose 15.7% year-over-year to $63.3M, while net income held essentially flat at $48.38M, down 0.59%. GAAP EPS was $0.44, reflecting non-cash and accounting adjustments that differ from non-GAAP metrics. Financial results are reported under ASC 606 while many analysts still use ASC 605, which can make comparisons appear inconsistent despite unchanged cash flow.
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