{"schema_version":"secwatch.filing_event.v1","accession":"0000917273-23-000018","form_type":"8-K","ticker":"RMBS","cik":"0000917273","company_name":"RAMBUS INC","filed_at":"2023-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.021031+00:00","generated_at":"2026-06-12T22:42:04.902847+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Rambus Q2 GAAP EPS $1.51 on $119.8M revenue; product rev $55M, licensing billings $60.2M","bullets":["GAAP net income $168.9M ($1.51 diluted EPS), includes $155.3M net tax benefit from valuation allowance release.","Total revenue $119.8M, down ~1% YoY; product revenue $55.0M (up 3%), licensing billings $60.2M.","Generated $50.4M cash from ops; cash and securities $332.6M, up $40.5M from Q1.","Q3 guidance: licensing billings $59-65M, product revenue $47-53M, non-GAAP op costs $71-75M.","Revenue in line with guidance, earnings at high end; CEO cites strong execution in challenging market."],"urls":{"canonical":"https://secwatch.observer/filing/0000917273-23-000018","json":"https://secwatch.observer/filing/0000917273-23-000018.json","markdown":"https://secwatch.observer/filing/0000917273-23-000018.md","text":"https://secwatch.observer/filing/0000917273-23-000018.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/917273/000091727323000018/0000917273-23-000018-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/917273/000091727323000018/rmbs-20230731.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T22:42:04.902847+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e4397eb6757b0e2a2c4d55ddb907db95e6ec5d17","claim":"RAMBUS INC reported the second quarter ended June 30, 2023 results: revenue $119.8 million, net income $168.9 million, EPS $1.51.","evidence_excerpt":"GAAP revenue for the second quarter was $119.8 million, licensing billings were $60.2 million, product revenue was $55.0 million, and contract and other revenue was $24.1 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/917273/000091727323000018/0000917273-23-000018-index.htm","confidence":0.97,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the second quarter ended June 30, 2023"},{"label":"Revenue","value":"$119.8 million"},{"label":"Net income","value":"$168.9 million"},{"label":"EPS","value":"$1.51"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}