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Mar 31, 2023

Rambus Q1 2023 Earnings Report

Rambus delivered strong Q1 results with revenue and earnings at the high end of guidance.

Key Takeaways

Rambus reported a strong first quarter with revenue and earnings at the high end of guidance. Product revenue increased by 33% year over year, driven by memory interface chips. The company is well-positioned to address favorable secular trends in the data center, fueled by advancements in AI and other demanding workloads.

Delivered strong Q1 results with revenue and earnings at the high end of guidance

Produced quarterly product revenue of $63.8 million driven by memory interface chips, up 33% year over year

Extended comprehensive patent license agreement with SK hynix by 10 years through 2034

Generated $38.9 million in cash provided by operating activities

Total Revenue
$114M
Previous year: $99.1M
+14.9%
EPS
$0.03
Previous year: $0.01
+200.0%
Licensing billings
$63.4M
Previous year: $64.1M
-1.1%
Gross Profit
$82.1M
Previous year: $76.7M
+7.1%
Cash and Equivalents
$99.9M
Previous year: $179M
-44.2%
Free Cash Flow
$31.2M
Previous year: $40.9M
-23.9%
Total Assets
$963M
Previous year: $1.06B
-9.3%

Rambus

Rambus

Rambus Revenue by Segment

Forward Guidance

The Company will discuss its full revenue guidance for the second quarter of 2023 during its upcoming conference call.

Revenue & Expenses

Visualization of income flow from segment revenue to net income