{"schema_version":"secwatch.filing_event.v1","accession":"0000917273-24-000012","form_type":"8-K","ticker":"RMBS","cik":"0000917273","company_name":"RAMBUS INC","filed_at":"2024-02-05T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.281802+00:00","generated_at":"2026-06-06T09:38:30.961339+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Rambus Q4 net income $58.5M, EPS $0.53; revenue at high end of guidance","bullets":["GAAP rev $122.2M (flat YoY); net income $58.5M vs $15.9M; diluted EPS $0.53 vs $0.14.","Product rev $53.7M (down 20% YoY) offset by royalty rev $52.4M (up 67% YoY).","Generated $54.8M cash from ops in Q4; cash & securities $425.8M, up $50.3M QoQ.","Launched industry's first Gen4 DDR5 RCD for server memory modules.","Q1 2024 guidance: product rev $47-53M, licensing billings $59-65M, non-GAAP op ex $75-71M."],"urls":{"canonical":"https://secwatch.observer/filing/0000917273-24-000012","json":"https://secwatch.observer/filing/0000917273-24-000012.json","markdown":"https://secwatch.observer/filing/0000917273-24-000012.md","text":"https://secwatch.observer/filing/0000917273-24-000012.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000012/0000917273-24-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000012/rmbs-20240205.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T09:38:30.961339+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":"50ca98694188eb87f5602f83905b74e94f7ffd2e","claim":"RAMBUS INC reported quarter ended December 31, 2023 results: EPS $0.53.","evidence_excerpt":"GAAP revenue for the fourth quarter wa s $122.2 million; licensing billings were $66.2 million , pr oduct revenue was $53.7 million, and contract and other revenue was $16.1 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000012/0000917273-24-000012-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended December 31, 2023"},{"label":"EPS","value":"$0.53"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"50ca98694188eb87f5602f83905b74e94f7ffd2e","claim":"RAMBUS INC reported quarter ended December 31, 2023 results: EPS $0.53.","evidence_excerpt":"The Company had GAAP diluted net income per share of $0.53.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000012/0000917273-24-000012-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended December 31, 2023"},{"label":"EPS","value":"$0.53"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"945364c77833d0fca949f0e557a69c2fd3dabe2c","claim":"RAMBUS INC updated its first quarter of 2024 guidance (reaffirmed).","evidence_excerpt":"The Company will discuss its full revenue guidance for the first quarter of 2024 during its upcoming conference call.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000012/0000917273-24-000012-index.htm","confidence":0.8,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2024"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}