logo
logo
RMBS stock ticker logo

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
$10.08B
PER (TTM)
43.7
46.6
配当利回り
--
52週高値
$135.75
52週安値
$40.12
52週レンジ
56%
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

$93.30M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Strong Revenue and Profit Growth Total revenue reached $707.6M USD, marking a 27.1% increase versus 2024; diluted EPS improved to $2.11 USD from $1.65 USD.
Record Product Revenue Performance Product revenue hit a record $347.8M USD in 2025, showing substantial 40.9% growth driven by memory interface chips.
Significant Cash Generation Net cash provided by operating activities was $360.0M USD, reflecting strong operational performance and cash conversion in 2025.
Balance Sheet Strength Increased Total cash and marketable securities grew to $761.8M USD by year-end 2025, up from $481.8M USD in 2024, bolstering liquidity.

リスク要因

High Customer Revenue Concentration Revenue concentration remains high; top five customers accounted for 66% of 2025 total revenue, posing substantial loss risk.
R&D Investment Increased Research and development expenses increased 15.2% to $187.7M USD, driven by headcount, reflecting higher near-term operating costs.
International Revenue Exposure Significant reliance on international sales, with 82% of 2025 revenue from non-U.S. sources, subjects results to geopolitical risks.
Potential IP Litigation Costs Ongoing need to defend and enforce IP rights through litigation, which could result in costly damages or unfavorable licensing terms.

見通し

Focus on AI Infrastructure Growth Strategy centers on maximizing product leadership in memory interface chips and Silicon IP for evolving data center and AI infrastructure.
Continued Technology Investment Expected Expect continued substantial investment in research and development initiatives to maintain product roadmap leadership and technological edge.
CFO Resignation Announced CFO Desmond Lynch resigned effective February 27, 2026; John Allen appointed Interim CFO while retaining Chief Accounting Officer role.
Patent Licensing Agreements Extended Secured and extended key patent licensing agreements, providing a strong foundation for sustained cash generation and stockholder value return.

同業比較

売上高 (TTM)

AMKR stock ticker logoAMKR
$6.71B
+6.2%
OTEX stock ticker logoOTEX
$5.20B
-3.4%
AKAM stock ticker logoAKAM
$4.21B
+5.4%

粗利益率 (最新四半期)

PEGA stock ticker logoPEGA
79.5%
+2.0pp
RMBS stock ticker logoRMBS
78.9%
-0.9pp
OTEX stock ticker logoOTEX
74.0%
+1.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ENTG$17.63B74.86.1%46.6%
MTSI$16.60B102.212.6%27.0%
TSEM$15.41B70.07.8%4.9%

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
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月27日
|
EPS:$0.61
|
売上高:$179.94M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし