{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-318063","form_type":"8-K","ticker":"RMBS","cik":"0000917273","company_name":"RAMBUS INC","filed_at":"2026-07-27T20:06:16+00:00","discovered_at":"2026-07-27T20:07:00.436690+00:00","generated_at":"2026-07-27T20:07:19.974029+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Rambus Q2 revenue $207.4M record, up 20% YoY; beats guidance; Q3 outlook above consensus","bullets":["Record quarterly revenue of $207.4M, exceeding guidance of $192-198M; GAAP EPS $0.61, non-GAAP EPS $0.77.","Product revenue $99.2M (record), up 22% YoY; royalties $84.2M, up 23% YoY; contract/other $24.0M.","Q3 2026 guidance: revenue $210-216M, non-GAAP EPS $0.75-0.82; product revenue $110-116M.","Operating cash flow $61.2M; cash & securities $824.9M, up $38.8M from prior quarter.","Expanded DDR5 9600 chipsets and PCIe 7 Switch IP for AI/data center infrastructure."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-318063","json":"https://secwatch.observer/filing/0001193125-26-318063.json","markdown":"https://secwatch.observer/filing/0001193125-26-318063.md","text":"https://secwatch.observer/filing/0001193125-26-318063.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/917273/000119312526318063/0001193125-26-318063-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/917273/000119312526318063/rmbs-20260727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-27T20:07:19.974029+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}