Earnings Call Summary | Rambus(RMBS.US) Q1 2024 Earnings Conference
Earnings Call Summary | Rambus(RMBS.US) Q1 2024 Earnings Conference
The following is a summary of the Rambus Inc. (RMBS) Q1 2024 Earnings Call Transcript:
以下是蘭布斯公司（RMBS）2024年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
Rambus Inc. reported Q1 2024 product revenue of $50 million and total revenue of $117.9 million, exceeding expectations.
Through a $50 million accelerated share repurchase, the company has returned $350 million to shareholders over the past 3 years.
Cash, cash equivalents, and marketable securities amounted to $391.1 million at quarter-end while the free cash flow was $32.1 million.
Q1 product gross margins were around 61%, a decrease from the previous quarter due to anticipated average selling price erosion and one-time manufacturing costs.
蘭布斯公司報告稱，2024年第一季度產品收入爲5000萬美元，總收入爲1.179億美元，超出預期。
通過5000萬美元的加速股票回購，該公司在過去3年中向股東返還了3.5億美元。
截至季度末，現金、現金等價物和有價證券爲3.911億美元，而自由現金流爲3,210萬美元。
由於預期的平均銷售價格下降和一次性製造成本，第一季度產品毛利率約爲61％，較上一季度有所下降。
Business Progress:
業務進展：
Rambus unveiled a new family of DDR5 server PMICs, expanding their market opportunity and product portfolio.
The company expects the DDR5 product cycle to drive approximately 10% product revenue growth in Q2.
Long-term growth is anticipated from AI servers and from expanding the product portfolio with new offerings like the PMIC.
Initial volumes of the new power management integrated circuit (PMIC) are expected to be shipped in the second half of this year, targeting a 20% long-term market share.
Rambus 推出了一系列新的 DDR5 服務器 PMIC，擴大了其市場機會和產品組合。
該公司預計，DDR5產品週期將在第二季度推動約10％的產品收入增長。
預計人工智能服務器以及通過PMIC等新產品擴大產品組合將帶來長期增長。
新的電源管理集成電路（PMIC）的初始批量預計將於今年下半年出貨，目標是長期市場份額爲20％。
More details: Rambus IR
更多詳情： Rambus IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。