Rambus Inc (NAS:RMBS)

$ 59.52 1.42 (2.44%) Market Cap: 6.42 Bil Enterprise Value: 6.05 Bil PE Ratio: 18.20 PB Ratio: 6.47 GF Score: 85/100

Q1 2024 Rambus Inc Earnings Call Transcript
Apr 29, 2024

$60.48 (+2.11%)

Earnings
Rambus Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Mar 04, 2024
Q4 2023 Rambus Inc Earnings Call Transcript
Feb 05, 2024

$68.37 (-0.70%)

Earnings
Q3 2023 Rambus Inc Earnings Call Transcript
Oct 30, 2023

$49.62 (-3.86%)

Earnings
Q2 2023 Rambus Inc Earnings Call Transcript
Jul 31, 2023

$62.61 (+0.08%)

Earnings
Rambus Inc at Bank of America Global Technology Conference Transcript
Jun 07, 2023
Q1 2023 Rambus Inc Earnings Call Transcript
May 01, 2023

$45.28 (+2.12%)

Earnings
Q4 2022 Rambus Inc Earnings Call Transcript
Feb 06, 2023

$43.12 (-1.15%)

Earnings
Rambus Inc at Credit Suisse Technology Conference Transcript
Nov 29, 2022
Rambus Inc to to Present at Wells Fargo Expert Call on Compute Express Link Transcript
Nov 04, 2022
Q3 2022 Rambus Inc Earnings Call Transcript
Oct 31, 2022

$30.16 (+0.40%)

Earnings
Rambus Inc at Deutsche Bank Technology Conference Transcript
Aug 31, 2022
Q2 2022 Rambus Inc Earnings Call Transcript
Aug 01, 2022

$25.26 (-0.08%)

Earnings
Q1 2022 Rambus Inc Earnings Call Transcript
May 02, 2022

$25.51 (+2.41%)

Earnings
Q4 2021 Rambus Inc Earnings Call Transcript
Feb 07, 2022

$25.16 (+1.33%)

Earnings
Q3 2021 Rambus Inc Earnings Call Transcript
Nov 01, 2021

$23.49 (+0.95%)

Earnings
Q2 2021 Rambus Inc Earnings Call Transcript
Aug 02, 2021

$23.52 (-0.59%)

Earnings
Q1 2021 Rambus Inc Earnings Call Transcript
May 03, 2021

$18.77 (-1.11%)

Earnings
Rambus Inc Annual Shareholders Meeting Transcript
Apr 29, 2021
Q4 2020 Rambus Inc Earnings Call Transcript
Feb 01, 2021

$19.52 (+2.76%)

Earnings
Rambus Inc at Credit Suisse Technology Conference (Virtual) Transcript
Dec 02, 2020
Q3 2020 Rambus Inc Earnings Call Transcript
Nov 02, 2020

$13.62 (-1.23%)

Earnings
Rambus Inc at Citi Global Technology Conference (Virtual) Transcript
Sep 08, 2020
Q2 2020 Rambus Inc Earnings Call Transcript
Aug 03, 2020

$15.59 (+5.62%)

Earnings
Rambus Inc at Bank of America Merrill Lynch Global Technology Conference (Virtual) Transcript
Jun 03, 2020
Q1 2020 Rambus Inc Earnings Call Transcript
May 04, 2020

$12.74 (+3.07%)

Earnings
Rambus Inc Annual Shareholders Meeting Transcript
Apr 30, 2020
Q4 2019 Rambus Inc Earnings Call Transcript
Jan 27, 2020

$14.57 (-2.48%)

Earnings
Rambus Inc at Credit Suisse Technology, Media & Telecom Conference Transcript
Dec 03, 2019
Q3 2019 Rambus Inc Earnings Call Transcript
Nov 04, 2019

$14.07 (+0.93%)

Earnings
Rambus Inc Analyst Day Transcript
Sep 17, 2019
Rambus Inc at Citi Global Technology Conference Transcript
Sep 04, 2019
Q2 2019 Rambus Inc Earnings Call Transcript
Jul 29, 2019

$12.89 (-0.69%)

Earnings
Rambus Inc at Nasdaq Investor Conference Transcript
Jun 13, 2019
Rambus Inc at Bank of America Merrill Lynch Global Technology Conference Transcript
Jun 05, 2019
Rambus Inc Annual Shareholders Meeting Transcript
Apr 25, 2019
Q1 2019 Rambus Inc Earnings Call Transcript
Apr 22, 2019

$11.82 (-0.59%)

Earnings
Rambus Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Feb 26, 2019

Rambus Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2024 / 07:55PM GMT

Release Date Price: $63.09 (-2.17%)

Transcript

Marco Lagos

All right. Good morning, everybody. Thanks for joining us at the Morgan Stanley Technology Conference. My name is Marco Lagos, I run the U.S. semiconductor investment banking business for Morgan Stanley, and I'm proud and honored to be on stage today with the team at Rambus.

I've got Luc Seraphin, the CEO of Rambus; and Des Lynch, the Chief Financial Officer of Rambus here with me. So Luc and Des, both of you, thanks for joining us.

So let's start for a super high level. Rambus has been around for a long time. The company started in 1990, and Luc, you just crossed your fifth year mark as CEO in October of last year. So a very different company today than what it's been historically. Can you perhaps walk the group through the journey that you've been on since you became CEO and where you are today?

Luc Seraphin

Rambus Inc. - CEO, President & Director

Yes. Thanks, Marco, for having us. As you said, Rambus started about 30 years ago. It's good to go back there. And as the name indicates, Rambus, we were developing the foundational

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