{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-044941","form_type":"8-K","ticker":"CBRS","cik":"0002021728","company_name":"Cerebras Systems Inc.","filed_at":"2026-06-23T20:43:37+00:00","discovered_at":"2026-06-23T20:44:03.532419+00:00","generated_at":"2026-06-23T20:44:15.984199+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Cerebras Q1 revenue $193.4M (+94% YoY); OpenAI deal >$20B, IPO raised $6.4B","bullets":["GAAP revenue $193.4M (up 94% YoY); core revenue $191.3M (up 92% YoY). GAAP net loss $14.0M.","Multi-year deal with OpenAI for 750MW valued >$20B; partnership with AWS for fast inference.","Raised $6.4B in Q2 IPO (largest semiconductor IPO); closed $850M revolver.","Q2 core revenue guidance ~$194M (+88% YoY); FY2026 core revenue guidance $855-865M (+69% YoY).","Core gross margin 47%; core operating loss $3.5M."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-044941","json":"https://secwatch.observer/filing/0001628280-26-044941.json","markdown":"https://secwatch.observer/filing/0001628280-26-044941.md","text":"https://secwatch.observer/filing/0001628280-26-044941.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2021728/000162828026044941/0001628280-26-044941-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2021728/000162828026044941/cbrs-20260623.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-23T20:44:15.984199+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"}