RAMBUS $RMBS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $218.3M (Est. $213.2M) 🟢; +22% YoY 🔹 Adj. EPS: $0.84 (Est. $0.79) 🟢; vs $0.62 LY 🔹 Product Revenue: $114.3M; +22% YoY, +15% QoQ 🔹 Cash From Operations: $102.5M (Est. $96.7M) 🟢 Q4 Guide: 🔹 Revenue: $227M-$233M (Est. $227M) 🟡 🔹 Adj. EPS: $0.84-$0.92 (Est. $0.84) 🟡 🔹 Product Revenue: $127M-$133M 🔹 Royalties Revenue: $68M-$74M 🔹 Contract & Other: $26M-$32M 🔹 GAAP EPS: $0.68-$0.76 Revenue Mix (Q3): 🔹 Royalties: $77.0M 🔹 Contract & Other: $27.0M Announcements: 🔹 Expanded product and IP offerings for next-generation AI systems 🔹 Industry-leading PMIC for LPDDR6 SOCAMM2 Other Q3 Metrics: 🔹 Non-GAAP Oper Income: $102.2M (Est. $96.2M) 🟢 🔹 Non-GAAP Net Income: $91.7M (Est. $86.7M) 🟢 🔹 Non-GAAP Operating Margin: 47%; vs 44% LY 🔹 GAAP EPS: $0.69; vs $0.44 LY 🔹 Cash & Marketable Securities: $776.9M Key Updates: 🔹 Repurchases of common stock: $135.4M Comments: 🔸 “We continue to expand our product and IP offerings to address the growing performance requirements of next-generation AI and data center infrastructure.”