RM
RMBS
RMBS What RAMBUS promised, and what happened
Guidance
What management said, and what became of it
18 of 18 judged targets kept · 10 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Memory interface chip (product) revenue guidance | $95 million and $101 million | Mar 2026 | Product revenue was $99.2 million, which is up 22% year-over-year and up 13% sequentially. | Achieved |
| Memory interface chip (product) revenue guidance | $110 million and $116 million | Jun 2026 | We expect product revenue to be between $110 million and $116 million, a sequential increase of 14% at the midpoint of guidance. | New |
The full ledger
Open RAMBUS’s full ledger
A free account opens 5 company ledgers a month. All 28 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 28 tracked commitments for RAMBUS
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.