Short answer
RAMBUS INC (RMBS) filed its Q2 2026 10-Q quarterly report on Jul 28, 2026 for the quarter ended Jun 30, 2026.
RAMBUS INC Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
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
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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