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Revenue by Segment
Breaks down revenue across different business segments, providing insight into which areas are driving growth and how diversified the company's income streams are.Product revenue is increasingly the growth engine, steadily rising and taking a larger share of total sales thanks to DDR/HBM product ramps and new companion chips; management’s Q2 product guidance and design wins support continued momentum. Royalties provide a predictable annuity that smooths volatility, while Contract & Other is lumpy. Key risk: back‑end supply constraints, prior OSAT impacts and delayed MRDIMM/Gen5 volume mean upside will be measured—big inflection likely hinges on execution and 2027 platform ramps, not immediate chipset introductions like SOCAMM2.
Date | Product | Royalty | Contract and Other |
|---|---|---|---|
Jun 30, 2026 | $99.15M | $84.26M | $23.97M |
Mar 31, 2026 | $88.00M | $69.64M | $22.55M |
Dec 31, 2025 | $96.80M | $71.60M | $21.80M |
Sep 30, 2025 | $93.30M | $65.10M | $20.10M |
Jun 30, 2025 | $81.30M | $68.60M | $22.30M |
Mar 31, 2025 | $76.30M | $74.00M | $16.40M |
Dec 31, 2024 | $73.40M | $58.20M | $29.50M |
Sep 30, 2024 | $66.40M | $64.10M | $15.00M |
Jun 30, 2024 | $56.70M | $56.40M | $19.10M |
Mar 31, 2024 | $50.40M | $47.50M | $20.00M |