Cadence reported revenue and margins, Amkor sales and profitability, and Rambus its revenue mix and cash flow. The three releases show the scale and guidance each company carries into the third quarter.
Cadence's second-quarter revenue rose to $1.584 billion from $1.275 billion a year earlier. Its operating margin increased to 28.4 percent from 19.0 percent, and adjusted operating margin to 45.5 percent from 42.8 percent. Backlog was $8.1 billion, including $4.2 billion expected as revenue over the next twelve months. Cadence raised its 2026 revenue outlook to $6.26 billion-$6.34 billion.[1]
Amkor's second-quarter sales rose 26 percent year on year and 12.6 percent quarter on quarter to a company record of $1.90 billion. Gross margin was 16.8 percent and net income $174 million. It expects third-quarter sales of $1.95 billion-$2.05 billion and gross margin of 18.5-19.5 percent, while keeping 2026 capital expenditure at $2.5 billion-$3.0 billion.[2]
Rambus first moved above $200 million of quarterly revenue, reporting $207.4 million and $61.2 million of cash flow from operations. Products contributed $99.2 million, royalties $84.2 million, and contract and other revenue $24.0 million. The company expects third-quarter revenue of $210 million-$216 million. Cadence's backlog, Amkor's capital expenditure and Rambus's revenue mix show that the releases present different operating indicators.[1], [2], [3]
