Financial Performance - Rambus exceeded Q1 revenue guidance and delivered earnings at the high end of expectations[3, 7, 9] - Q1 2022 revenue reached $99 million[10], compared to $70.4 million in Q1 2021[10], representing approximately a 40% increase - The company generated $42.6 million in cash from operations in Q1 2022[7, 9, 10, 12] - Record product revenue of $48 million was achieved in Q1 2022, primarily from memory interface chips[7, 9] Balance Sheet - The company retired over 70% of convertible debt, limiting liability as the company grows[9] - Total cash and marketable securities were $343.7 million in Q1 2022[12] - Total assets amounted to $1060.9 million in Q1 2022[12] Q2 2022 Outlook (Non-GAAP) - Licensing billings are projected to be between $61 million and $67 million[13] - Product revenue is expected to be in the range of $49 million to $55 million[13] - Total operating costs are forecasted to be between $75 million and $79 million[13]

Rambus Inc. (NASDAQ:RMBS) Q1 2022 Earnings Conference Call May 2, 2022 5:00 PM ET Company Participants Desmond Lynch - Vice President, Finance and Investor Relations Luc Seraphin - Chief Executive Officer Keith Jones - Interim Chief Financial Officer Conference Call Participants Sidney Ho - Deutsche Bank Gary Mobley - Wells Fargo Kevin Cassidy - Rosenblatt Mehdi Hosseini - SIG Operator Welcome to the Rambus First Quarter and Fiscal Year 2022 Earnings Conference Call. [Operator Instructions] As a reminder, t ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-K ________________________________________ (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 000-22339 __________________________ ...

Financial Performance Highlights - Rambus exceeded Q4 targets for revenue and profitability[7, 10] - The company generated record cash from operations of $2092 million for full year 2021, with $722 million generated in Q4[7] - Record product revenue of $453 million was achieved in Q4, driven by memory interface chips[7, 10] - Full year 2021 product revenue reached a record $1439 million, up 26% year-over-year[7] Strategic Initiatives and Outlook - Silicon IP continued run rate of over $100 million in bookings per year, with key design wins for HBM3, PCIe 50, CXL20, Root of Trust and MACsec[7] - Q1 2022 non-GAAP outlook includes licensing billings of $64 million - $70 million, product revenue of $43 million - $49 million, and total operating costs of $69 million - $73 million[14] Balance Sheet Strength - Total cash and marketable securities reached $4856 million in Q4 2021[13] Revenue Breakdown - Q4 2021 total revenue was $918 million, driven by higher product revenue quarter over quarter[11]

Rambus Inc. (NASDAQ:RMBS) Q4 2021 Earnings Conference Call February 7, 2022 5:00 PM ET Company Representatives Luc Seraphin - Chief Executive Officer Keith Jones - Interim Chief Financial Officer Des Lynch - Vice President of Finance, Investor Relations Conference Call Participants Gary Mobley - Wells Fargo Securitas Sidney Ho - Deutsche Bank Mehdi Hosseini - SIG John Pitzer - Credit Suisse Kevin Cassidy - Rosenblatt Securities Mark Lipacis - Jefferies Operator Welcome to the Rambus Fourth Quarter and Fisca ...

| --- | --- | --- | --- | --- | |-------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | Rambus Investor Presentation | | | | | | Q4 2021 | | | | | Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to Rambus' expectations regarding business opportunities, the Company's ability to deliver ongoing long-term, profitable growth, ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-22339 _______________________________ RAM ...

Rambus, Inc. (NASDAQ:RMBS) Q3 2021 Earnings Conference Call November 1, 2021 5:00 PM ET Company Participants Desmond Lynch - Vice President, Finance and Investor Relations Luc Seraphin - Chief Executive Officer Rahul Mathur - Chief Financial Officer Keith Jones - Interim Chief Financial Officer and Chief Accounting Officer Conference Call Participants Sidney Ho - Deutsche Bank Mehdi Hosseini - SIG Gary Mobley - Wells Fargo Securities John Pitzer - Credit Suisse Kevin Cassidy - Rosenblatt Securities Operator ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ (Mark One) Table of Contents For the transition period from to Commission File Number: 000-22339 _______________________________ RAMBUS INC. (Exact name of registrant as specified in its charter) _______________________________ (State or other jurisdiction of incorporation or organization) 4453 North First Street Suite 100 San Jose , California 95134 (Address of p ...

| --- | --- | --- | --- | |------------------------------------------------|-------|-------|-------| | | | | | | | | | | | Rambus Second Quarter 2021 Financial Results | | | | | | | | | | | | | | Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to Rambus' expectations regarding business opportunities, the Company's ability to deliver ongoing long-term profit ...