What to Expect From Rambus Inc. Q4 Results?
<p>Analysts at Deutsche Bank provided their outlook on <a href='https://financialmodelingprep.com/financial-summary/RMBS'>Rambus Inc. (NASDAQ:RMBS)</a> ahead of the Q4 results, expecting the company to deliver solid print with earnings/guidance in line to ahead of implied ASC 605 guidance and Street estimates. </p>
<p>While the analysts expect supply chain challenges to remain an issue well into 2022, it appears that the company is doing a good job managing supply on its side and the brokerage believes the bigger focus will be any push-outs from data center customers who can't procure other components. Outside the supply chain, the analysts expect the company to give a positive 2022 outlook driven by its increased market share and better pricing in DDR5 vs. DDR4.</p>
<p>The analysts view the company as well positioned for another year of over 20% growth in its Products business. The analysts continue to see the company as a solid way to invest in the data center secular theme with the royalty business as a good hedge to volatility and its leadership positioning in DDR5 as a growth tailwind over the next few years. </p>

NASDAQ:RMBS