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Rambus Inc. filed its quarterly report on Form 10-Q with the SEC on October 26, 2026, covering the fiscal quarter ended September 30, 2026, disclosing condensed consolidated financial statements and related disclosures for the period.

Key Highlights

  • Total assets: Rambus reported total assets of $1,558,232 thousand as of September 30, 2026, compared with $1,529,545 thousand as of December 31, 2025.
  • Cash and cash equivalents: The company reported cash and cash equivalents of $110,531 thousand as of September 30, 2026, down from $182,826 thousand at December 31, 2025.
  • Marketable securities: Marketable securities totaled $666,376 thousand as of September 30, 2026, up from $579,005 thousand at year-end 2025.
  • Inventories: Inventories rose to $87,235 thousand as of September 30, 2026, compared with $44,098 thousand at December 31, 2025.
  • Shares outstanding: Common stock shares outstanding were 107,095,985 as of September 30, 2026.
  • Goodwill: Goodwill remained unchanged at $286,812 thousand at both September 30, 2026 and December 31, 2025.

Rambus Reports Q3 2026 Financial Position With Rising Assets and Inventories

Rambus Inc. (NASDAQ:RMBS), a Delaware-incorporated semiconductor and IP licensing company headquartered in San Jose, California, filed its Form 10-Q for the quarterly period ended September 30, 2026. According to the filing, total current assets reached $1,051,432 thousand as of September 30, 2026, up from $988,816 thousand at December 31, 2025. The company attributed portions of this shift to changes across multiple asset categories.

The filing disclosed that inventories more than doubled to $87,235 thousand from $44,098 thousand at year-end 2025, while marketable securities increased to $666,376 thousand from $579,005 thousand over the same period. Cash and cash equivalents declined from $182,826 thousand to $110,531 thousand. Accounts receivable were $142,149 thousand as of September 30, 2026, compared with $137,476 thousand at December 31, 2025, according to the condensed consolidated balance sheet.

On the non-current side, the company reported intangible assets, net, of $5,711 thousand as of September 30, 2026, down from $10,171 thousand at December 31, 2025. Property and equipment, net, was $107,918 thousand, compared with $113,051 thousand at year-end. Deferred tax assets declined to $86,500 thousand from $105,542 thousand. The filing noted that goodwill remained flat at $286,812 thousand for both periods presented. The company is classified as a large accelerated filer and confirmed it is not a shell company.

What Was Disclosed

Rambus filed its Form 10-Q for the quarter ended September 30, 2026, disclosing condensed consolidated balance sheet data, forward-looking statement disclosures, and confirmation of 107,095,985 shares of common stock outstanding as of September 30, 2026.