10-Q quarterly report · filed Oct 28, 2025

RAMBUS INC (RMBS) Q3 2025 10-Q Quarterly Report

Short answer

RAMBUS INC (RMBS) filed its Q3 2025 10-Q quarterly report on Oct 28, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $179M (up 22.7% year over year) with net income of $48M.

Q3 2025 key financials · XBRL

Revenue
$179M
+22.7% YoY · +3.7% QoQ
Net income
$48M
−0.6% YoY · −16.5% QoQ
Operating margin
35.4%
Gross margin
79.5%
EPS (diluted)
$0.44
−2.2% YoY · −17.0% QoQ

Source: XBRL data from the RAMBUS INC (RMBS) Q3 2025 10-Q on SEC EDGAR. USD.

RAMBUS INC Q3 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Risk Factors

  • No newly added risk factors this quarter; risks consistent with prior 10-K disclosures
  • Updated competitive risk: increased AI-driven competition and customers internally developing non-licensed technologies impacting licensing revenue
  • Regulatory risk: ongoing exposure to FCPA, export control and sanction laws violations by distributors causing material adverse impact
  • Operational risk: inventory management challenges from advance purchasing may cause excess or insufficient inventory, affecting financial condition
  • Financial risk: high revenue concentration with top 5 customers comprising ~67% of revenue for nine months ended Sept 2025 versus 64% prior year

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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