Rambus Inc. (RMBS) Q2 2026 Earnings Call July 27, 2026 5:00 PM EDT

Company Participants

Sumeet Gagneja – Senior VP & CFO
Luc Seraphin – CEO, President & Director

Conference Call Participants

Kevin Cassidy – Rosenblatt Securities Inc., Research Division
Sebastien Cyrus Naji – William Blair & Company L.L.C., Research Division
Gary Mobley
Aaron Rakers – Wells Fargo Securities, LLC, Research Division
Kevin Garrigan – Jefferies LLC, Research Division
Tristan Gerra – Robert W. Baird & Co. Incorporated, Research Division
Mark Lipacis – Evercore ISI Institutional Equities, Research Division
Mehdi Hosseini – Susquehanna Financial Group, LLLP, Research Division

Presentation

Operator

Welcome to the Rambus Second Quarter Fiscal 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 Sumeet Gagneja, Chief Financial Officer. You may begin your conference.

Sumeet Gagneja
Senior VP & CFO

Thank you, operator, and welcome to the Rambus Second Quarter 2026 Results Conference Call. I am Sumeet Gagneja, Chief Financial Officer at Rambus. And on the call today with me 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 will be available on our website beginning today at 5 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 amongst other items.

These statements are subject to risks and uncertainties that may be discussed during the call and more fully described in the documents we filed with the SEC, including our 8-Ks, 10-Qs and

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