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Rambus Inc.

Rambus Inc.

NASDAQ•RMBS
CEO: Mr. Luc Seraphin
セクター: Technology
業種: Semiconductors
上場日: 1997-05-14
Rambus Inc. provides semiconductor products in the United States, South Korea, Singapore, and internationally. The company offers DDR memory interface chips, including DDR5 and DDR4 memory interface chips to module manufacturers, OEMs, and hyperscalers; silicon IP, such as interface and security IP solutions that move and protect data in advanced data center, government, and automotive applications; and interface IP solutions for high-speed memory and chip-to-chip digital controller IP. It also provides a portfolios of security IP solutions, including crypto cores, hardware roots of trust, high-speed protocol engines, and chip provisioning technologies; and portfolio of patents that covers memory architecture, high-speed serial links, and security products. It markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.
連絡先情報
4453 North First Street, Suite 100, San Jose, CA, 95134, United States
408-462-8000
www.rambus.com
時価総額
$11.52B
PER (TTM)
50.0
53.1
配当利回り
--
52週高値
$135.75
52週安値
$40.12
52週レンジ
70%
順位45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$190.24M+18.09%
直近4四半期の推移

EPS

$0.59+1.72%
直近4四半期の推移

フリーCF

$0.00+0.00%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Revenue and Profit Surge Total revenue reached $517.4M for nine months, increasing 30.8%; Net income grew 41.7% to $166.6M.
Product Revenue Strong Growth Product revenue hit $251.0M YTD, marking a 44.7% increase driven by memory interface chip sales volume.
Operating Cash Flow Jumps Net cash provided by operating activities was $260.2M for nine months, up substantially from $171.6M last year.
Royalties Revenue Expansion Royalties revenue increased 23.7% to $207.7M YTD, primarily due to timing and structure of license renewals.

リスク要因

High Customer Revenue Concentration Top five customers represented 67% of Q3 2025 consolidated revenue, posing substantial concentration risk.
Increased Operating Expenses R&D expenses rose $19.3M YTD, driven by $15.0M higher payroll costs and headcount growth initiatives.
Technological Innovation Pace Failure to keep pace with evolving technology, especially AI/LLMs, may render existing products uncompetitive.
Tax Legislation Uncertainty New OBBBA tax legislation enacted in Q3 2025 is projected to increase the effective tax rate for 2025.

見通し

Strong Liquidity Position Maintained Total cash and marketable securities stood at $673.3M as of September 30, 2025, adequate for next 12 months.
Core Semiconductor Strategy Strategic objective remains focusing product portfolio and investment on core strength in semiconductors for growth.
Future Contract Revenue Visibility Contracted but unsatisfied performance obligations total $23.9M, expected to be recognized as revenue over next two years.
International Revenue Expected Expect revenue derived from international customers to continue representing a significant portion of total consolidated revenue.

同業比較

売上高 (TTM)

Amkor Technology, Inc.AMKR
$6.71B
+6.2%
Open Text CorporationOTEX
$5.20B
-3.4%
Akamai Technologies, Inc.AKAM
$4.13B
+4.2%

粗利益率 (最新四半期)

Rambus Inc.RMBS
78.9%
-0.9pp
Open Text CorporationOTEX
74.0%
+1.0pp
Pegasystems Inc.PEGA
72.2%
+2.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ENTG$20.23B86.06.1%45.5%
MTSI$17.29B106.412.6%27.0%
TSEM$15.26B80.77.1%5.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.5%
緩やかな成長
4四半期純利益CAGR
1.9%
収益性の緩やかな改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月27日
|
EPS:$0.61
|
売上高:$179.94M
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月28日|
    売上高: $178.51M+22.7%
    |
    EPS: $0.45+0.0%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月29日|
    売上高: $172.21M+30.3%
    |
    EPS: $0.54+63.6%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年4月29日|
    売上高: $166.66M+41.4%
    |
    EPS: $0.56+86.7%
    予想通り

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月24日|
    売上高: $556.62M+20.7%
    |
    EPS: $1.67-46.0%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月30日|
    売上高: $145.51M+38.2%
    |
    EPS: $0.45-52.6%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月31日|
    売上高: $132.14M+10.3%
    |
    EPS: $0.33-78.7%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月2日|
    売上高: $117.87M+3.6%
    |
    EPS: $0.30+890.1%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月23日|
    売上高: $461.12M+1.4%
    |
    EPS: $3.09+2476.9%
    予想通り