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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
๊ฐ€์ž… March 2022
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RAMBUS $RMBS Q3โ€™26 EARNINGS HIGHLIGHTS ๐Ÿ”น Revenue: $218.3M (Est. $213.2M) ๐ŸŸข; +22% YoY ๐Ÿ”น Adj. EPS: $0.84 (Est. $0.79) ๐ŸŸข; vs $0.62 LY ๐Ÿ”น Product Revenue: $114.3M; +22% YoY, +15% QoQ ๐Ÿ”น Cash From Operations: $102.5M (Est. $96.7M) ๐ŸŸข Q4 Guide: ๐Ÿ”น Revenue: $227M-$233M (Est. $227M) ๐ŸŸก ๐Ÿ”น Adj. EPS: $0.84-$0.92 (Est. $0.84) ๐ŸŸก ๐Ÿ”น Product Revenue: $127M-$133M ๐Ÿ”น Royalties Revenue: $68M-$74M ๐Ÿ”น Contract & Other: $26M-$32M ๐Ÿ”น GAAP EPS: $0.68-$0.76 Revenue Mix (Q3): ๐Ÿ”น Royalties: $77.0M ๐Ÿ”น Contract & Other: $27.0M Announcements: ๐Ÿ”น Expanded product and IP offerings for next-generation AI systems ๐Ÿ”น Industry-leading PMIC for LPDDR6 SOCAMM2 Other Q3 Metrics: ๐Ÿ”น Non-GAAP Oper Income: $102.2M (Est. $96.2M) ๐ŸŸข ๐Ÿ”น Non-GAAP Net Income: $91.7M (Est. $86.7M) ๐ŸŸข ๐Ÿ”น Non-GAAP Operating Margin: 47%; vs 44% LY ๐Ÿ”น GAAP EPS: $0.69; vs $0.44 LY ๐Ÿ”น Cash & Marketable Securities: $776.9M Key Updates: ๐Ÿ”น Repurchases of common stock: $135.4M Comments: ๐Ÿ”ธ โ€œWe continue to expand our product and IP offerings to address the growing performance requirements of next-generation AI and data center infrastructure.โ€
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