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Rambus(RMBS) - 2021 Q4 - Earnings Call Presentation
2022-02-14 10:31
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(RMBS) - 2021 Q4 - Earnings Call Transcript
2022-02-08 03:55
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 (RMBS) Presents At 24th Annual Needham Vrtual Growth Conference - Slideshow
2022-01-24 18:29
| --- | --- | --- | --- | --- | |-------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | 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, ...
Rambus(RMBS) - 2021 Q3 - Quarterly Report
2021-11-04 16:00
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(RMBS) - 2021 Q3 - Earnings Call Transcript
2021-11-02 02:00
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 ...
Rambus(RMBS) - 2021 Q2 - Quarterly Report
2021-08-05 16:00
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(RMBS) - 2021 Q2 - Earnings Call Presentation
2021-08-05 11:52
| --- | --- | --- | --- | |------------------------------------------------|-------|-------|-------| | | | | | | | | | | | 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 ...
Rambus(RMBS) - 2021 Q2 - Earnings Call Transcript
2021-08-03 01:07
Rambus, Inc. (NASDAQ:RMBS) Q2 2021 Earnings Conference Call August 2, 2021 4:30 PM ET Company Participants Desmond Lynch – Vice President of Finance and Investor Relations Luc Seraphin – Chief Executive Officer Rahul Mathur – Chief Financial Officer Conference Call Participants Gary Mobley – Wells Fargo Securities John Pitzer – Credit Suisse Sidney Ho – Deutsche Bank Mehdi Hosseini – SIG Operator Welcome to the Rambus Second Quarter and Fiscal Year 2021 Earnings Conference Call. At this time, all participan ...
Rambus(RMBS) - 2021 Q1 - Quarterly Report
2021-05-06 16:00
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 March 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 _______________________________ RAMBUS ...
Rambus(RMBS) - 2021 Q1 - Earnings Call Presentation
2021-05-04 16:20
Rambus First 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 drivers of the Company's topline growth, the Company's ability to deliver ongoing profitable growth, and the Company's outlook for the second quarter of 2021. Such forward-looking statements are based on current expectations, estimates and projections, management' ...