公司业务概况 - Rambus是一家领先的芯片、硅IP和创新提供商，主要关注数据加速和数据中心等不断增长的市场，2022年创纪录的产品收入为2.271亿美元，同比增长58%[9] - Rambus的DDR内存接口芯片用于企业和云服务器内存模块，包括DDR5和DDR4内存接口芯片组，直接和间接销售给全球内存模块制造商和OEM厂商[10] - Rambus的硅IP包括高速内存和芯片间互连技术，销售给全球领先的芯片制造商，通过直销团队在美国、法国、日本、韩国、台湾和中国运营[11] 知识产权和专利 - Rambus的专利许可涵盖半导体行业基础技术，已授权给AMD、Broadcom、IBM等领先半导体和系统公司使用，许可协议包括固定或可变的专利费用[12] - Rambus拥有2,392项美国和国外专利，有效期至2023年至2041年，继续投入重要资金进行知识产权开发计划[17] 公司财务状况 - 公司在2022年实现了4.548亿美元的收入，较2021年增长了58%[120] - 2022年的经营活动现金流为2.304亿美元，创下公司历史纪录，较2021年增长了10%[121] - 产品收入占公司综合收入的50%，专利授权收入占31%，合同和其他收入占19%[123] 风险因素 - 公司面临的风险因素包括市场竞争、客户集中度高、产品质量问题、技术创新不足、收入预测困难等[30][31][32][33][34][35][36][37][38][39][40][41] - 全球经济状况不佳可能对公司业务产生不利影响，包括通货膨胀、地缘政治、主要央行政策、公共卫生危机等因素[57] - 公司的运营和表现在很大程度上取决于全球经济状况，通货膨胀和短缺可能导致成本增加，劳动力成本上升，对公司业务、财务状况或运营结果产生重大不利影响[57] 公司治理和内部控制 - 公司的内部控制和程序有效，确保及时决策所需的信息被记录、处理、总结和报告[195] - 公司的内部控制过去一年有效[196] - 公司的内部控制在2022年12月31日有效[196] - 公司的内部控制在2022年12月31日有效，经过独立注册会计师事务所审计[207]

| --- | --- | --- | |-----------------------------------------------------------------|-------|-------| | | | | | | | | | | | | | Rambus Fourth Quarter and Fiscal Year 2022 Financial Results | | | | | | | Safe Harbor for Forward-Looking Statements; Other Disclosures 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, timing of expec ...

Rambus Inc. (NASDAQ:RMBS) Q4 2022 Earnings Conference Call February 7, 2023 5:00 PM ET Company Participants Luc Seraphin - CEO Desmond Lynch - CFO Conference Call Participants Gary Mobley - Wells Fargo Kevin Cassidy - Rosenblatt Mehdi Hosseini - SIG Sidney Ho - Deutsche Bank Operator Welcome to the Rambus Fourth Quarter and Fiscal Year '22 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. I would now like to turn the conference over to Desmond Lynch, C ...

| --- | --- | --- | --- | --- | |-------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | Rambus Investor Presentation | | | | | | Q3 2022 | | | | | Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to the Company's expectations regarding business opportunities, the Company's ability to deliver long-term, profitable growth, i ...

| --- | --- | --- | --- | |------------------------------------------------|-------|-------|-------| | | | | | | | | | | | Rambus Second Quarter 2022 Financial Results | | | | | | | | | | | | | | Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to the Company's expectations regarding business opportunities, the Company's ability to deliver long-term, profita ...

Rambus First Quarter 2022 Financial Results Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to the Company's expectations regarding business opportunities, the Company's ability to deliver long-term, profitable growth, industry growth rates, timing of expected product launches, demand for existing and newly-acquired technologies, the growth opportunities of ...

| --- | --- | --- | --- | |------------------------------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | Rambus Fourth Quarter 2021 Financial Results | | | | | | | | | Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to Rambus' expectations regarding business opportunities, the Company's ability to deliver long-term, profitable gr ...

| --- | --- | --- | --- | --- | |-------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | Rambus Investor Presentation | | | | | | Q4 2021 | | | | | Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to Rambus' expectations regarding business opportunities, the Company's ability to deliver ongoing long-term, profitable growth, ...

| --- | --- | --- | --- | |------------------------------------------------|-------|-------|-------| | | | | | | | | | | | Rambus Second Quarter 2021 Financial Results | | | | | | | | | | | | | | Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to Rambus' expectations regarding business opportunities, the Company's ability to deliver ongoing long-term profit ...

Rambus First Quarter 2021 Financial Results Safe Harbor for Forward-Looking Statements; Other Disclosures This presentation contains forward-looking statements under the Private Securities Litigation Reform Act of 1995, including those relating to drivers of the Company's topline growth, the Company's ability to deliver ongoing profitable growth, and the Company's outlook for the second quarter of 2021. Such forward-looking statements are based on current expectations, estimates and projections, management' ...