RMBS at a glance
RAMBUS INC (RMBS, SEC CIK 917273) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 4, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), RAMBUS INC (RMBS) reported revenue of $707.6 million (up 27.1% from FY2024) and net income of $230.5 million. Diluted EPS was $2.11.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding RAMBUS INC (RMBS) shares worth $8.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by KISSNER CHARLES on October 2, 2026 of 5,000 shares at $111.00 per share.
- In the last 90 days, RMBS insiders reported 0 open-market purchases ($0) and 3 open-market sales ($1.6M) on Form 4, a net sale of $1.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $707.6M
- +27.1% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$1.6M
- 13F holders
- 36 funds
- $8.5B · −1 vs prior quarter
- Latest 8-K
- Sep 4, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Global semiconductor company specializing in memory interface chips, silicon intellectual property (IP), and patents for data-intensive computing systems focused on data center and AI infrastructure
- New emphasis this year: Accelerated focus on AI-driven computing enabling extreme data rates and enhanced signal and power integrity across data center, edge, and client markets
- Strategic shift: Expansion of server-class memory technologies into client devices such as AI personal computers to broaden market reach
- Notable quantitative metric: Revenue grew to $707.6M in FY2025 from $556.6M in FY2024, with net income rising to $230.5M from $179.8M
- Unique fact: Significant reversal from prior years’ accumulated deficit to retained earnings of $76.8M in 2025 versus ($153.7M) in 2024 reflecting improved profitability and cash flow
Risk Factors
- Regulatory risk: Violations of the Foreign Corrupt Practices Act of 1977 (FCPA) by distributors could materially harm business
- Geopolitical/macro risk: Tariffs, trade restrictions, or strained trade relationships may reduce customer demand and harm business
- Supply chain risk: Advance inventory purchasing based on forecasted demand risks insufficient or excess inventory, impacting financial condition
- Competitive risk: Prospective customers internally developing competing technologies that may avoid licensing fees threaten market share
- Financial risk: Top five customers represent approximately 66% of revenue in 2025, concentration risks substantial declines if lost
AI summary of the RMBS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $207.4M, up 20.4% YoY from $172.2M
- Operating margin 35.0% vs 36.6% YoY; net margin 32.6% vs 33.6%
- Best segment product revenue $99.2M, up 21.9% YoY; royalties $84.2M, up 22.8%
- Cash, equivalents and securities $824.9M vs $761.8M; operating cash flow $61.2M
- Near-term headwinds: tariffs, inflation, revenue volatility and customer concentration; liquidity adequate for at least 12 months
Risk Factors
- No material-change comparison provided; risk disclosures emphasize continued exposure to cyclical, competitive semiconductor markets
- AI demand uncertainty; overestimating AI-based solutions could slow near-term product revenue growth
- Customer concentration; top five customers represented 64% of six-month 2026 revenue
- Supply-chain risk; third-party manufacturers may be unable to provide inventory needed to meet demand
- Regulatory exposure; distributors’ FCPA, export-control, or sanctions violations could materially harm results
AI summary of the RMBS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- John Allen retiring as Principal Accounting Officer effective September 8, 2026, with transition support through September 30, 2026
- William Taulbee appointed successor effective September 8, 2026, bringing prior finance, strategy, and audit leadership experience
Item 2.03: Creation of a Direct Financial Obligation
- No direct financial obligation details disclosed in the provided Item 2.03 text
- Filing points to off-balance-sheet arrangement disclosures rather than new debt terms or borrowing proceeds
Item 1.01: Entry into a Material Definitive Agreement
- $100 million accelerated share repurchase agreement with Mizuho, funded upfront by Rambus
- Initial delivery of approximately 796,000 shares, reducing shares outstanding and supporting per-share metrics
Item EX-99.1: Item EX-99.1
- $100 million accelerated share repurchase initiated with Mizuho Markets Americas
- Initial delivery of approximately 796,000 shares to Rambus
Item 2.02: Results of Operations and Financial Condition
- Rambus reported quarterly results for the period ended June 30, 2026
- Earnings details are contained in Exhibit 99.1, the company’s attached press release
Item EX-99.1: Item EX-99.1
- Q2 revenue $207.4M, up 20% YoY and above $192M-$198M guidance, signaling stronger-than-expected demand
- Product revenue reached record $99.2M, up 22% YoY, while royalties rose to $84.2M
AI summaries of RMBS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RMBS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| KISSNER CHARLES | Sell | Oct 2, 2026 | 5,000 | $111.00 |
| KISSNER CHARLES | Sell | Sep 22, 2026 | 5,000 | $105.00 |
| KISSNER CHARLES | Sell | Aug 7, 2026 | 5,000 | $100.92 |
| STANG ERIC B | Sell | Jun 1, 2026 | 5,000 | $146.00 |
| Higashi Emiko | Sell | May 26, 2026 | 5,000 | $157.57 |
| FAN XIANZHI SEAN | Sell | May 26, 2026 | 100 | $152.35 |
| FAN XIANZHI SEAN | Sell | May 26, 2026 | 37,814 | $151.69 |
| Shinn John | Sell | May 22, 2026 | 1,000 | $143.63 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $461.1M | $556.6M | $707.6M |
| Gross Profit | - | $446.5M | $563.2M |
| Operating Income | - | $183.0M | $260.2M |
| Net Income | - | $179.8M | $230.5M |
| Gross Margin | - | 80.2% | 79.6% |
| Op. Margin | - | 32.9% | 36.8% |
| Net Margin | - | 32.3% | 32.6% |
| Balance Sheet | |||
| Total Assets | - | $1.3B | $1.5B |
| Equity | $1.0B | $1.1B | $1.4B |
| ROE | - | 16.0% | 16.9% |
| Per Share | |||
| EPS | - | $1.65 | $2.11 |
| Cash Flow | |||
| Operating CF | - | $230.6M | $360.0M |
| CapEx | - | $30.7M | $26.8M |
Source: XBRL data in RAMBUS INC (RMBS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RMBS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $8.46B |
| Q1 2026 | 37 | $5.17B |
| Q4 2025 | 32 | $5.39B |
| Q3 2025 | 34 | $6.35B |
| Q2 2025 | 32 | $3.66B |
| Q1 2025 | 30 | $1.93B |
| Q4 2024 | 25 | $1.77B |
| Q3 2024 | 20 | $810.9M |
- FMR LLC (Fidelity)+7.14M (+215%)
- D.E. Shaw & Co+726.9K (+5677%)
- Citadel Advisors LLC+383.7K (+2326%)
- Millennium Management+331.5K (+235%)
- JPMorgan Chase & Co+264.9K (+14%)
- BlackRock−2.34M (-14%)
- Ameriprise Financial−654.0K (-67%)
- Vanguard Portfolio Management LLC−575.8K (-9%)
- Citigroup−475.1K (-47%)
- State Street Corp−458.5K (-10%)
- Blackstone Group−3.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 246 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RMBS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Aug 10, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| SC 13G | Jun 5, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| SC 13G | May 6, 2026 | - | - | |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 4 | Apr 27, 2026 | - | - | - |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Apr 7, 2026 | - | - | - |
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RMBS SEC filings: frequently asked questions
Are RMBS insiders buying or selling?
In the last 90 days, RAMBUS INC (RMBS) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $1.6 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold RMBS stock?
As of June 30, 2026, the largest RAMBUS INC (RMBS) holders among the 13F filers tracked by SignalX were BlackRock ($1.9 billion), FMR LLC (Fidelity) ($1.4 billion), Invesco Ltd ($880.4 million), Vanguard Portfolio Management LLC ($805.5 million), Vanguard Capital Management LLC ($647.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RMBS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), RAMBUS INC (RMBS) reported revenue of $707.6 million (up 27.1% from FY2024) and net income of $230.5 million. Diluted EPS was $2.11. The figures come from the XBRL data in the 10-K.
What are the main risks in RMBS's latest 10-K?
In the 10-K filed February 18, 2026, RAMBUS INC (RMBS) flagged: Regulatory risk: Violations of the Foreign Corrupt Practices Act of 1977 (FCPA) by distributors could materially harm business. Geopolitical/macro risk: Tariffs, trade restrictions, or strained trade relationships may reduce customer demand and harm business. (AI summary of the Risk Factors section.)
What did RMBS report in its latest 8-K?
RAMBUS INC (RMBS) filed an 8-K on September 4, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). John Allen retiring as Principal Accounting Officer effective September 8, 2026, with transition support through September 30, 2026.
What are the latest RMBS SEC filings?
RAMBUS INC (RMBS) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 4, 2026 and a Form 4 insider filing on October 5, 2026.
What is RMBS's SEC CIK number?
RAMBUS INC (RMBS)'s SEC Central Index Key (CIK) is 917273. EDGAR lists every RMBS filing under that number.
Ask anything about RMBS
The research agent reads RMBS's filings, financials, insider trades and 13F holders, then answers with sources.