RMBS — what changed in the latest 10-Q
A section-by-section comparison of RMBS's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-26 vs the prior 10-Q · 2026-07-28
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +18 | −16 | ~36 | 23 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~3 | 0 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | Text added/removed | 0 | 0 | ~24 | 239 |
| Other information | Text added/removed | +1 | −2 | 0 | 1 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-26
Our third quarter 2026 results reflected increased demand for our memory interface chips, growth in Silicon IP revenue and higher royalties revenue compared with the prior-year period.
Net cash provided by operating activities of $102.5 million.
Total research and development expenses for the three months ended September 30, 2026 are consistent with amounts from the same period in 2025, decreasing by approximately $0.1 million. The slight decrease was primarily due to a $1.9 million reduction in prototyping costs, partially offset by increa…
Our revenue from companies headquartered outside of the United States accounted for approximately 82% and 84% of our consolidated revenue for the three and nine months ended September 30, 2026, respectively, as compared to 85% and 83% for the three and nine months ended September 30, 2025, respectiv…
Research and development expenses consist primarily of personnel-related costs, stock-based compensation, prototyping costs, depreciation and other costs associated with developing our products and technologies.
Text removed vs the prior filing · source: 10-Q · 2026-07-28
We delivered strong second quarter 2026 results, driven by continued demand for our memory interface chips, momentum in Silicon IP and stable royalties revenue.
We achieved quarterly product revenue of $99.2 million in the second quarter of 2026, which increased by approximately 22% as compared to the same period in 2025, reflecting strong execution in our memory and interface portfolio. We also expanded our product and IP offerings for next-generation AI p…
Total research and development expenses for the three months ended June 30, 2026 increased approximately $4.8 million as compared to the same period in 2025. The increase was primarily driven by continued investment in our research and development initiatives and primarily reflected higher headcount…
consolidation and the volumes and prices at which the customers have recently sold to their customers. These variations are expected to continue in the foreseeable future.
Our revenue from companies headquartered outside of the United States accounted for approximately 82% and 84% of our consolidated revenue for the three and six months ended June 30, 2026, respectively, as compared to 80% and 82% for the three and six months ended June 30, 2025, respectively. We expe…
Other information
Text added vs the prior filing · source: 10-Q · 2026-10-26
During the third quarter of 2026, no directors or officers, as defined in Rule 16a-1(f) under the Exchange Act, adopted, modified and/or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” each as defined in Item 408 of Regulation S-K.
Text removed vs the prior filing · source: 10-Q · 2026-07-28
During the second quarter of 2026, the below directors and/or officers, as defined in Rule 16a-1(f) under the Exchange Act, adopted a “Rule 10b5-1 trading arrangement,” as defined in Item 408 of Regulation S-K. Each of the Rule 10b5-1 trading arrangements was entered into during an open insider trad…
Other than as disclosed above, no other directors or officers, as defined in Rule 16a-1(f) under the Exchange Act, adopted, modified and/or terminated a “Rule 10b5-1 trading arrangement,” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Item 408 of Regulation S-K, during our last fisca…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice