证 券 研 究 报 告 会议纪要 电子 2024 年 08 月 04 日 | --- | --- | --- | |-------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

A double miss on quarterly estimates displeased the market greatly. Rambus (RMBS -6.19%) had a week to forget, at least as far as its shares were concerned. The chip interface technologies company saw its stock price fall precipitously in the wake of its latest earnings release. All told, it lost nearly 29% over the course of the five trading days, according to data compiled by S&P Global Market Intelligence. Steep decline on the bottom line After market hours on Monday, Rambus bit the bullet and divulged i ...

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 June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | |----------------------------------------------------------------------------- ...

I believe that Rambus' prospects are strong, even though this investment thesis is not blemish-free. Essentially, I discuss what I believe is a questionable use of capital, particularly given the overall macro environment. Ultimately, I believe that Rambus has compelling prospects, especially given its strong focus on being cash flow generative. Rambus (NASDAQ:RMBS) delivered a lackluster outlook that saw its share drop 10% premarket. RMBS Q2 2024 As noted in their earnings call, Rambus is seeing positive c ...

This quarterly report represents an earnings surprise of 9.52%. A quarter ago, it was expected that this memory chip designer would post earnings of $0.44 per share when it actually produced earnings of $0.45, delivering a surprise of 2.27%. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. What's Next for Rambus? Empirical research shows a strong correlation b ...

Company Participants Kevin Cassidy - Rosenblatt Blayne Curtis - Jefferies Mehdi Hosseini - SIG I would now like to turn the conference over to Desmond Lynch, Chief Financial Officer. You may begin your conference. Thank you, operator, and welcome to the Rambus second quarter 2024 results conference call. I am Desmond Lynch, Chief Financial Officer at Rambus, and on the call with me today is Luc Seraphin, our CEO. The press release for the results that we will be discussing today has been filed with the SEC ...

Safe Harbor for Forward-Looking Statements; Other Disclosures Memory Interface Chips up 13% sequentially, with strong Q3 outlook driven by demand for DDR5 3 Second Quarter 2024 Financial Summary Excellent Q2 cash from operations of $70.4M, further strengthening the balance sheet This presentation contains forward-looking statements, including those relating to the Company's expectations regarding business opportunities, the Company's ability to deliver long-term, profitable growth, industry growth rates, ti ...

RAMBUS REPORTS SECOND QUARTER 2024 FINANCIAL RESULTS Exhibit 99.1 • Achieved solid Q2 results in line with expectations and generated outstanding cash from operations of $70.4 million • Delivered $56.7 million in product revenue, up 13% sequentially • Continued product portfolio expansion with DDR5 server PMICs, Client Clock Driver, and PCIe 7 IP solutions "We delivered solid second quarter results with robust growth in product revenue and excellent cash from operations," said Luc Seraphin, chief executive ...

The semiconductor industry is expected to have met its second-quarter earnings targets, driven by a solid rebound. The industry is continuing its dream run so far this year, which is evident from its growing semiconductor sales. The data-centric computing architecture, especially cloud computing, the Internet of Things (IoT) and the metaverse, which have expanded the horizon for semiconductors, is anticipated to have benefited the industry players. The solid adoption of smart devices, which need computing a ...

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