Rambus Inc. (RMBS) Q1 2026 Earnings Call Transcript

SA Transcripts159.47K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Rambus Inc. (RMBS) Q1 2026 Earnings Call April 27, 2026 5:00 PM EDT Company Participants John Allen - Interim CFO, VP of Accounting & Chief Accounting OfficerLuc Seraphin - CEO, President & Director Conference Call Participants Kevin Garrigan - Jefferies LLC, Research DivisionTristan Gerra - Robert W. Baird & Co. Incorporated, Research DivisionAaron Rakers - Wells Fargo Securities, LLC, Research DivisionGary Mobley - Loop Capital Markets LLC, Research DivisionSebastien Cyrus Naji - William Blair & Company L.L.C., Research DivisionKevin Cassidy - Rosenblatt Securities Inc., Research DivisionBastien Faucon-Morin - Susquehanna Financial Group, LLLP, Research DivisionMark Lipacis - Evercore ISI Institutional Equities, Research Division Presentation Operator Welcome to the Rambus First Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. I would now like to turn the conference over to John Allen, Interim Chief Financial Officer. You may begin your conference. John AllenInterim CFO, VP of Accounting & Chief Accounting Officer Thank you, operator, and welcome to the Rambus First Quarter 2026 Results Conference Call. I am John Allen, Interim Chief Financial Officer at Rambus. And on the call with me today is Luc Seraphin, our CEO. The press release for the results that we will be discussing today has been filed with the SEC on Form 8-K. We are webcasting this call along with the slides that we will reference during portions of today's call. A replay of this call can be accessed on our website beginning today at 5:00 p.m. Pacific Time. Our discussion today will contain forward-looking statements, including our expectations regarding projected financial results, financial prospects, market growth, demand for our solutions, other market factors, including reflections of the geopolitical and macroeconomic environment and the effects of ASC 606 and reported revenue, among other items. These statements are subject to risks and uncertainties that