Rambus Inc. (RMBS) Q2 2026 Earnings Call Transcript

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