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Mar 31, 2021

Rambus Q1 2021 Earnings Report

Rambus reported strong Q1 2021 results, achieving high end of revenue and profitability targets.

Key Takeaways

Rambus reported GAAP revenue of $70.4 million and licensing billings of $63.5 million for Q1 2021. The company's performance was at the high end of expectations, driven by ongoing share gains for memory interface chips and strong demand in Cloud and other target markets.

Delivered strong Q1 results at high end of revenue and profitability targets

Product revenue was $30.8 million, up 41% quarter over quarter, primarily from memory interface chips

Generated $39.5 million in cash provided by operating activities

Confident in the company’s ability to deliver ongoing profitable growth

Total Revenue
$70.4M
Previous year: $64M
+10.0%
EPS
$0.33
Previous year: -$0.07
-571.4%
Licensing billings
$63.5M
Previous year: $67.1M
-5.4%
Gross Profit
$53M
Previous year: $48.1M
+10.2%
Cash and Equivalents
$110M
Previous year: $175M
-37.6%
Free Cash Flow
$35.9M
Previous year: $35.3M
+1.8%
Total Assets
$1.24B
Previous year: $1.33B
-6.8%

Rambus

Rambus

Rambus Revenue by Segment

Forward Guidance

The Company will discuss its full revenue guidance for the second quarter of 2021 during its upcoming conference call.The Company also expects royalty revenue to be between $32 million and $38 million, product revenue to be between $30 million and $36 million and contract and other revenue to be between $8 million and $14 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income