Rambus Inc.

NasdaqGS:RMBS Stock Report

Market Cap: US$10.2b

Rambus Management

Management criteria checks 4/4

Rambus' CEO is Luc Seraphin, appointed in Jun 2018, has a tenure of 7.5 years. total yearly compensation is $7.17M, comprised of 9.6% salary and 90.4% bonuses, including company stock and options. directly owns 0.3% of the company’s shares, worth $30.16M. The average tenure of the management team and the board of directors is 5.4 years and 7.2 years respectively.

Key information

Luc Seraphin

Chief executive officer

US$7.2m

Total compensation

CEO salary percentage9.59%
CEO tenure7.5yrs
CEO ownership0.3%
Management average tenure5.4yrs
Board average tenure7.2yrs

Recent management updates

Recent updates

Does Rambus (NASDAQ:RMBS) Deserve A Spot On Your Watchlist?

Dec 15
Does Rambus (NASDAQ:RMBS) Deserve A Spot On Your Watchlist?

A Look At The Intrinsic Value Of Rambus Inc. (NASDAQ:RMBS)

Dec 02
A Look At The Intrinsic Value Of Rambus Inc. (NASDAQ:RMBS)

Rambus Q3: AI Growth Story Still There, But It's Priced In (Rating Downgrade)

Oct 29

Earnings Tell The Story For Rambus Inc. (NASDAQ:RMBS) As Its Stock Soars 28%

Sep 16
Earnings Tell The Story For Rambus Inc. (NASDAQ:RMBS) As Its Stock Soars 28%

There's Been No Shortage Of Growth Recently For Rambus' (NASDAQ:RMBS) Returns On Capital

Aug 25
There's Been No Shortage Of Growth Recently For Rambus' (NASDAQ:RMBS) Returns On Capital

Shareholders Should Be Pleased With Rambus Inc.'s (NASDAQ:RMBS) Price

Jun 19
Shareholders Should Be Pleased With Rambus Inc.'s (NASDAQ:RMBS) Price

Is It Time To Consider Buying Rambus Inc. (NASDAQ:RMBS)?

May 14
Is It Time To Consider Buying Rambus Inc. (NASDAQ:RMBS)?

Rambus (NASDAQ:RMBS) Shareholders Will Want The ROCE Trajectory To Continue

Apr 29
Rambus (NASDAQ:RMBS) Shareholders Will Want The ROCE Trajectory To Continue

Is Rambus Inc. (NASDAQ:RMBS) Trading At A 25% Discount?

Mar 13
Is Rambus Inc. (NASDAQ:RMBS) Trading At A 25% Discount?

Rambus Inc.'s (NASDAQ:RMBS) Price In Tune With Earnings

Feb 19
Rambus Inc.'s (NASDAQ:RMBS) Price In Tune With Earnings

Is Now The Time To Look At Buying Rambus Inc. (NASDAQ:RMBS)?

Feb 04
Is Now The Time To Look At Buying Rambus Inc. (NASDAQ:RMBS)?

Rambus (NASDAQ:RMBS) Is Experiencing Growth In Returns On Capital

Jan 20
Rambus (NASDAQ:RMBS) Is Experiencing Growth In Returns On Capital

Rambus: Positioned For A Memory Revolution

Nov 28

Rambus: DDR5 Momentum Showing Positive Signs (Maintain Buy Rating)

Nov 06

Rambus: DDR5 Leader Positioned To Thrive As AI Shifts To Inference

Oct 30
User avatar

Leadership In DDR5 Tech Fuels Market Share Growth And Diversifies Revenue Streams

Rambus's leadership in DDR5 technology and strategic expansion into new markets like AI, high-performance computing, and client PCs are poised to boost revenue.

Rambus Q2 Earnings: Hits A Memory Block, High Valuation, Low Returns (Rating Downgrade)

Jul 30

Rambus: Facing Competition And Lower Demand

Apr 15

CEO Compensation Analysis

How has Luc Seraphin's remuneration changed compared to Rambus's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$229m

Jun 30 2025n/an/a

US$229m

Mar 31 2025n/an/a

US$207m

Dec 31 2024US$7mUS$688k

US$180m

Sep 30 2024n/an/a

US$176m

Jun 30 2024n/an/a

US$231m

Mar 31 2024n/an/a

US$364m

Dec 31 2023US$8mUS$625k

US$334m

Sep 30 2023n/an/a

US$291m

Jun 30 2023n/an/a

US$189m

Mar 31 2023n/an/a

US$55m

Dec 31 2022US$7mUS$598k

-US$14m

Sep 30 2022n/an/a

-US$24m

Jun 30 2022n/an/a

-US$21m

Mar 31 2022n/an/a

-US$45m

Dec 31 2021US$6mUS$575k

US$18m

Sep 30 2021n/an/a

US$174k

Jun 30 2021n/an/a

-US$16m

Mar 31 2021n/an/a

-US$37m

Dec 31 2020US$5mUS$573k

-US$40m

Sep 30 2020n/an/a

-US$33m

Jun 30 2020n/an/a

-US$38m

Mar 31 2020n/an/a

-US$66m

Dec 31 2019US$4mUS$550k

-US$86m

Sep 30 2019n/an/a

-US$83m

Jun 30 2019n/an/a

-US$170m

Mar 31 2019n/an/a

-US$149m

Dec 31 2018US$2mUS$393k

-US$158m

Compensation vs Market: Luc's total compensation ($USD7.17M) is below average for companies of similar size in the US market ($USD13.39M).

Compensation vs Earnings: Luc's compensation has been consistent with company performance over the past year.

CEO

Luc Seraphin (61 yo)

7.5yrs
Tenure
US$7,168,731
Compensation

Mr. Luc Seraphin has been the Chief Executive Officer, President and Director of Rambus Inc since October 25, 2018. He was Interim Chief Executive Officer and Acting General Manager of Memory & Interface D...

Leadership Team

NamePositionTenureCompensationOwnership
Luc Seraphin
CEO, President & Director7.5yrsUS$7.17m0.30%
$ 30.2m
Desmond Lynch
Senior VP of Finance & CFO3.3yrsUS$2.39m0.010%
$ 1.0m
Xianzhi Fan
EVP & COO6.3yrsUS$4.08m0.13%
$ 13.0m
John Shinn
Senior VP4.8yrsUS$1.39m0%
$ 0
John Allen
VP of Accounting & Chief Accounting Office2.3yrsno data0.0033%
$ 336.7k
Shyam Ramachandran
Senior VP & Chief Information Officerno datano datano data
Kit Rodgers
Senior Vice President of Technology Partnerships & Corporate Development7.5yrsno datano data
Yang-Chiah Yee
Senior VP of Global Sales & Chief Revenue Officerno datano datano data
Cliff Burnette
Senior VP & Chief Human Resources Officer5.9yrsno datano data
Jeffry Moore
Senior Vice President of Global Operationsno datano datano data
Tina Faris
VP, Chief of Staff & Deputy General Counsel3.9yrsno datano data
Rami Sethi
Senior VP & GM of Memory Interface Chipsno datano datano data
5.4yrs
Average Tenure
58.5yo
Average Age

Experienced Management: RMBS's management team is seasoned and experienced (5.4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Luc Seraphin
CEO, President & Director7.2yrsUS$7.17m0.30%
$ 30.2m
Charles Kissner
Independent Chairman of the Board13.4yrsUS$297.45k0.049%
$ 5.0m
Steven Laub
Independent Director3.7yrsUS$249.95k0.0028%
$ 280.7k
Eric Stang
Independent Director17.4yrsUS$254.95k0.019%
$ 1.9m
Emiko Higashi
Independent Director8.6yrsUS$252.45k0.054%
$ 5.5m
Necip Sayiner
Independent Director6.2yrsUS$252.45k0.025%
$ 2.6m
Meera Rao
Independent Director6.3yrsUS$257.45k0.024%
$ 2.4m
7.2yrs
Average Tenure
65yo
Average Age

Experienced Board: RMBS's board of directors are considered experienced (7.2 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/24 03:42
End of Day Share Price 2025/12/24 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Rambus Inc. is covered by 17 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nam Hyung KimArete Research Services LLP
Brett SimpsonArete Research Services LLP
Tristan GerraBaird