{"schema_version":"secwatch.filing_event.v1","accession":"0000917273-23-000025","form_type":"8-K","ticker":"RMBS","cik":"0000917273","company_name":"RAMBUS INC","filed_at":"2023-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.395418+00:00","generated_at":"2026-06-09T06:32:17.867483+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Rambus Q3 revenue $105.3M beats guidance; net income includes $90.8M PHY IP sale gain","bullets":["GAAP revenue $105.3M, product revenue $52.2M, licensing billings $57.9M; diluted EPS $0.93 (includes $90.8M gain on PHY IP sale).","Generated $51.6M cash from ops; completed $100M accelerated share repurchase program.","Sold PHY IP business to strengthen focus on chips and digital IP.","Q4 outlook: licensing billings $56-62M, product revenue $52-58M, total operating costs $88-84M GAAP.","Non-GAAP operating costs $73-69M; diluted share count ~110M."],"urls":{"canonical":"https://secwatch.observer/filing/0000917273-23-000025","json":"https://secwatch.observer/filing/0000917273-23-000025.json","markdown":"https://secwatch.observer/filing/0000917273-23-000025.md","text":"https://secwatch.observer/filing/0000917273-23-000025.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/917273/000091727323000025/0000917273-23-000025-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/917273/000091727323000025/rmbs-20231030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T06:32:17.867483+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":"1b0aeaa5d0b9cce4c74d3dc77423014ce654ff7d","claim":"RAMBUS INC reported the third quarter ended September 30, 2023 results: revenue $105.3 million, net income $103.2 million, EPS $0.93.","evidence_excerpt":"chips and IP making data faster and safer, today reported financial results for the third quarter ended September 30, 2023. GAAP revenue for the third quarter was $105.3 million, licensing billings were $57.9 million, product revenue was $52.2 million, and contract and other revenue was $24.2 million. The Company also generated $51.6 million in cash","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/917273/000091727323000025/0000917273-23-000025-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended September 30, 2023"},{"label":"Revenue","value":"$105.3 million"},{"label":"Net income","value":"$103.2 million"},{"label":"EPS","value":"$0.93"},{"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"}