{"filings":[{"id":1223556,"accession_number":"0001628280-26-044941","cik":2021728,"company_name":"Cerebras Systems Inc.","ticker":"CBRS","form_type":"8-K","filed_at":"2026-06-23T20:43:37+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cerebras Q1 revenue $193.4M (+94% YoY); OpenAI deal >$20B, IPO raised $6.4B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $193.4M (up 94% YoY); core revenue $191.3M (up 92% YoY). GAAP net loss $14.0M.","Multi-year deal with OpenAI for 750MW valued >$20B; partnership with AWS for fast inference.","Raised $6.4B in Q2 IPO (largest semiconductor IPO); closed $850M revolver.","Q2 core revenue guidance ~$194M (+88% YoY); FY2026 core revenue guidance $855-865M (+69% YoY).","Core gross margin 47%; core operating loss $3.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":57707009035.892845,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":471396,"accession_number":"0001628280-26-035605","cik":2021728,"company_name":"Cerebras Systems Inc.","ticker":"CBRS","form_type":"8-K","filed_at":"2026-05-15T20:23:01+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"Cerebras Systems closes $6.4B IPO at $185/share; issues 34.5M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO closed on May 15, 2026; 34.5M shares sold including full underwriter over-allotment.","Price to public of $185.00 per share; gross proceeds of $6.4 billion before expenses.","Amended and restated certificate of incorporation and bylaws became effective with IPO closing.","Class A common stock trades on Nasdaq under ticker CBRS.","Company qualifies as an emerging growth company under SEC rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":57707009035.892845,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}