Filing Flows › Rambus (RMBS) › Guidance history
Rambus (RMBS) guidance history: what it guided and what it reported
Rambus gave guidance in 12 earnings releases on file since Feb 5, 2024. Of 6 guided periods since reported, it met or beat its own guidance 4 times (67%). GAAP operating expenses: 0 of 2, on average +173.4% against the guided midpoint.
Revenue
Met or beat 1 of 1 periods (1 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $218M (Oct 26, 2026) | — | to be reported | — |
| Q3 2026 | $210M–$216M (Jul 27, 2026) | $218M | above the range | +2.5% |
GAAP operating expenses
Met or beat 0 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $139M–$143M (Oct 26, 2026) | — | to be reported | — |
| FY2026 | $133M–$137M (Jul 27, 2026) | — | to be reported | — |
| FY2025 | $101M–$105M (Feb 3, 2025) → raised $106M–$110M (Apr 28, 2025) | $303M | above the range | +180.6% |
| FY2024 | $85.0M–$89.0M (Feb 5, 2024) → raised $91.0M–$95.0M (Apr 29, 2024) → raised $93.0M–$97.0M (Jul 29, 2024) → raised $97.0M–$101M (Oct 28, 2024) | $264M | above the range | +166.2% |
Adjusted operating expenses
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $120M–$124M (Oct 26, 2026) | — | to be reported | — |
| FY2026 | $100M–$104M (Feb 2, 2026) → raised $110M–$114M (Apr 27, 2026) → raised $115M–$119M (Jul 27, 2026) | — | to be reported | — |
| FY2025 | $99.0M–$103M (Oct 27, 2025) | — | — | — |
Tax rate
Met or beat 2 of 2 periods (0 above, 0 within, 2 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 16.0% (Feb 2, 2026) → reaffirmed 16.0% (Apr 27, 2026) | — | to be reported | — |
| FY2025 | 20.0% (Apr 28, 2025) → reaffirmed 20.0% (Jul 28, 2025) → reaffirmed 20.0% (Oct 27, 2025) | 18.3% | below the range | -1.7 pts |
| FY2024 | 22.0% (Apr 29, 2024) → reaffirmed 22.0% (Jul 29, 2024) → reaffirmed 22.0% (Oct 28, 2024) | 10.1% | below the range | -11.9 pts |
GAAP tax rate
Met or beat 1 of 1 periods (0 above, 0 within, 1 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | 17.5% (Oct 26, 2026) | — | to be reported | — |
| FY2026 | 18.7% (Jul 27, 2026) | — | to be reported | — |
| FY2024 | 22.0% (Feb 5, 2024) | 10.1% | below the range | -11.9 pts |
Adjusted tax rate
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | 16.0% (Oct 26, 2026) | — | to be reported | — |
| FY2026 | 16.0% (Jul 27, 2026) | — | to be reported | — |
The latest quarter
Rambus, Q3 2026: revenue $218M (+22% year over year), operating margin 38.3%, net earnings $74.6M, operating cash flow $102M. The chart follows the revenue to costs, profit and cash.
Questions
Does Rambus beat its guidance?
Rambus gave guidance in 12 earnings releases on file since Feb 5, 2024. Of 6 guided periods since reported, it met or beat its own guidance 4 times (67%). GAAP operating expenses: 0 of 2, on average +173.4% against the guided midpoint.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.