Rambus (RMBS) came out with quarterly earnings of $0.50 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this memory chip designer would post earnings of $0.42 per share when it actually produced earnings of $0.46, delivering a surprise of 9.52%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Rambus, which belongs t ...

财务业绩 - 第三季度产品收入为6640万美元，同比增长27%，环比增长17%[1] - 公司实现了强劲的连续盈利增长，并产生了6210万美元的出色经营活动现金流[1] - 第四季度预计许可费收入为5700万美元至6300万美元之间，产品收入为7200万美元至7800万美元之间[7] - 第四季度预计非GAAP经营成本和费用为8600万美元至8200万美元之间[9] - 公司现金、现金等价物和有价证券余额为4.327亿美元，较上一季度基本持平[6] - 2024年9月30日现金及现金等价物为113,980千美元，较2023年12月31日的94,767千美元增加19,213千美元[24] - 2024年9月30日总资产为1,251,570千美元，较2023年12月31日的1,258,227千美元减少6,657千美元[24] - 2024年第三季度总收入为145,513千美元，较2023年同期的105,298千美元增加40,215千美元，主要由于产品收入和版税收入的增加[25] - 2024年第三季度毛利为117,411千美元，较2023年同期的81,266千美元增加36,145千美元[25] - 2024年第三季度营业利润为54,695千美元，较2023年同期的104,871千美元减少50,176千美元，主要由于2023年第三季度有90,843千美元的出售收益[25] - 2024年第三季度净利润为48,665千美元，较2023年同期的103,198千美元减少54,533千美元[25] - 2024年前三季度总收入为395,522千美元，较2023年同期的338,892千美元增加56,630千美元[25] 产品和技术 - 推出了业界首款针对数据中心和AI的下一代标准DDR5 MRDIMM和RDIMM的完整芯片组[2] - 公司表示未来将继续专注于提高数据吞吐量和安全性的芯片和IP解决方案[21] 非GAAP财务指标 - 公司剔除了股票薪酬费用、收购相关费用、无形资产摊销等项目,提供了非GAAP财务指标[11-18] - 公司采用固定的22%税率计算非GAAP财务指标[19] - 2024年第四季度预计非GAAP营业成本和费用在82.0-86.0百万美元之间[27] - 2024年第四季度预计股票期权费用为13.0百万美元[27] - 2024年第四季度预计收购相关无形资产摊销费用为2.0百万美元[27]

Rambus Inc. NASDAQ: RMBS is a chip designer and producer that licenses its technology and architecture to semiconductor companies. Like Arm Holdings Inc. NASDAQ: ARM, Rambus also licenses and collects royalties on the chips using their memory architecture and any of its over 2,700 patents and applications.Rambus TodayRMBSRambus$41.59 -0.04 (-0.10%) 52-Week Range$37.42▼$76.38P/E Ratio19.90Price Target$77.75Add to WatchlistRambus also offers DDR4 and DDR5 memory interface modules and chipset solutions. DDR5 h ...

October 2024 Monthly Dividend of $0.12 Per Share of Common Stock Estimated Book Value Per Share as of September 30, 2024 of $8.40 Estimated GAAP net income of $0.24 per share for the quarter ended September 30, 2024, including an estimated $0.29 per share of net realized and unrealized gains on RMBS and derivative instruments Estimated 2.1% total return on equity for the quarter ended September 30, 2024 Estimated book value, net income and total return on equity amounts are preliminary, subject to change, a ...

Rambus (RMBS) shares have plunged 27.4% over the past three months, underperforming the Zacks Electronics - Semiconductors industry's return of 8.4%. RMBS stock also underperformed the Zacks Computer and Technology sector and the S&P 500. The underperformance can mainly be attributed to its lower-than-expected top-line results for the third quarter of 2024. Rambus is facing a slowdown in revenue growth due to the broader enterprise market shifting its focus toward artificial intelligence (AI) and machine le ...

Rambus (RMBS) shares have plunged 32.2% over the past three months, underperforming the Zacks Electronics - Semiconductors industry's return of 2.6%. RMBS stock also underperformed the Zacks Computer and Technology sector and the S&P 500. Given this underperformance, investors are wondering whether this drop reflects underlying weaknesses, or is it a temporary pullback that offers a buying opportunity. Reason Behind RMBS Stock's Underperformance Rambus stock's underperformance was mainly due to its lower-th ...

Rambus (RMBS) shares rallied 10.8% in the last trading session to close at $42.47. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 12.7% loss over the past four weeks. The optimism surrounding the stock can be attributed to the rising adoption of Ramus' products. The company is rapidly expanding its portfolio with innovative product launches which helps in attracting more customers. Recently, it launched the ...

Rambus (RMBS) shares have plunged 42% year to date (YTD) against the Zacks Electronics - Semiconductors industry's growth of 13.6%. RMBS stock also underperformed the Zacks Computer and Technology Sector and the S&P 500's growth of 14.6% and 15%, respectively, in the YTD period. Rambus stock has declined significantly since its second-quarter 2024 results, wherein its revenues fell short of the analysts' expectations. Moreover, a massive decline in GAAP earnings per share also turned investors cautious abou ...

MoMo Productions/DigitalVision via Getty Images Investment Thesis New York Mortgage Trust (NASDAQ:NYMT) recently missed top-line and bottom-line estimates in the last quarter earnings, igniting a sell-off in the stock over the past trading week. I believe the stock is now trading at an attractive discount to adjusted book value, with strong liquidity to enhance the balance sheet in a potentially weakening economy. Management has shown to be strong capital allocators and excited for opportunistic growth oppo ...

报告公司投资评级 Rambus 公司未提供投资评级。[1] 报告的核心观点 总体业绩情况 1. 2024年第二季度总收入为1.321亿美元,同比增长10.3%,主要受益于强劲的产品和收入增长。[5] 2. 营业利润为0.403亿美元,同比增长244.4%,营业利润率为31%,同比提升21个百分点。[5] 3. 净利润为0.361亿美元,同比下降78.6%。[5] 营收划分 1. 产品收入为0.567亿美元,同比增长3.1%,主要由DDR5推动。[8] 2. 版税收入为0.564亿美元,同比增长38.6%;许可费收入为0.615亿美元,同比增长2.2%。[9] 3. 合同和其他收入为0.19亿美元,同比下降21.2%,主要由silicon IP组成。[11] 公司2024年第三季度业绩指引 1. 预计收入为1.44-1.5亿美元。[12] 2. 预计版税收入为0.59-0.65亿美元,许可费收入为0.6-0.66亿美元。[12] 3. 预计产品收入为0.62-0.68亿美元,将实现两位数的环比和同比增长。[12] 根据相关目录分别进行总结 总体业绩情况 1. 2024年第二季度总收入、营业利润和营业利润率均实现同比增长,但净利润同比下降。[5] 营收划分 1. 产品收入主要由DDR5推动,同比增长3.1%。[8] 2. 版税收入和许可费收入同比均有较大增长。[9] 3. 合同和其他收入同比下降,主要由silicon IP组成。[11] 公司2024年第三季度业绩指引 1. 预计收入、版税收入、许可费收入和产品收入均将实现增长。[12]