Rambus Inc. (RMBS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Question-and-Answer SessionMarco Lagos So with that, Luc, thank you for being here. Great to have you. Why don't we start sort of high level? And I'm going to take it easy on you given the crazy 48 hours of travel you've had, which is symbolic of all the great client and customer interaction you're having. So let's start at the top. So framing the business just in general, what is Rambus today? But the question really is, I think a lot of investors think about Rambus primarily as an IP company. That is -- ...