{"schema_version":"secwatch.filing_event.v1","accession":"0000917273-24-000083","form_type":"8-K","ticker":"RMBS","cik":"0000917273","company_name":"RAMBUS INC","filed_at":"2024-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:22.441663+00:00","generated_at":"2026-06-03T06:06:46.758586+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 Q1 revenue $117.9M, net income $32.9M; launches DDR5 PMICs for AI","bullets":["GAAP diluted EPS $0.30 vs $0.03 YoY; revenue up 4% from $113.8M.","Product revenue $50.4M (down 21% YoY); royalties $47.5M (up 68% YoY).","Operating income $30.1M, margin 26%, vs $1.9M and 2% a year ago.","Completed $50M accelerated share repurchase; cash and securities $391.1M.","Q2 guidance: licensing billings $61-67M, product rev $52-58M, non-GAAP op costs $80-76M."],"urls":{"canonical":"https://secwatch.observer/filing/0000917273-24-000083","json":"https://secwatch.observer/filing/0000917273-24-000083.json","markdown":"https://secwatch.observer/filing/0000917273-24-000083.md","text":"https://secwatch.observer/filing/0000917273-24-000083.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000083/0000917273-24-000083-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000083/rmbs-20240429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T06:06:46.758586+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":"4f7d530c326f238c8131fb7e0ed6fb544e40677f","claim":"RAMBUS INC reported the first quarter ended March 31, 2024 results: revenue $117.9 million, net income $32.9 million, EPS $0.30.","evidence_excerpt":"today reported financial results for the first quarter ended March 31, 2024. GAAP revenue for the first quarter was $117.9 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000083/0000917273-24-000083-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2024"},{"label":"Revenue","value":"$117.9 million"},{"label":"Net income","value":"$32.9 million"},{"label":"EPS","value":"$0.30"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"503e5a5b30c30b13df755dd877ac5dd5d820e90b","claim":"RAMBUS INC updated its the second quarter of 2024 guidance (reaffirmed).","evidence_excerpt":"The following table sets forth the second quarter outlook for other measures. (In millions) GAAP Non-GAAP (1) Licensing billings (operational metric) (2) $61 - $67 $61 - $67 Product revenue (GAAP) $52 - $58 $52 - $58 Contract and other revenue (GAAP) $17 - $23 $17 - $23 Total operating costs and expenses $95 - $91 $80 - $76 Interest and other income (expense), net $3 $3 Diluted share count 109 109","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/917273/000091727324000083/0000917273-24-000083-index.htm","confidence":0.7,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the second 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"}