{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-056186","form_type":"8-K","ticker":"CBRS","cik":"0002021728","company_name":"Cerebras Systems Inc.","filed_at":"2026-08-12T20:09:19+00:00","discovered_at":"2026-08-12T20:10:01.779898+00:00","generated_at":"2026-08-12T20:10:21.229177+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Cerebras Q2 core revenue $209.9M up 103% YoY; cloud rev up 287%; FY26 outlook raised","bullets":["GAAP total revenue $180.1M (+74% YoY); core revenue $209.9M (+103% YoY).","Core gross margin 41% (up ~940 bps YoY); core operating margin -16% (improved ~2600 bps).","RPO $25.4B; data center capacity under contract >600 MW; manufacturing capacity to scale >10x in 2026.","Raised $6.4B gross IPO proceeds; closed $850M revolver; OpenAI GPT-5.6 Sol support at 750 tokens/sec.","Q3'26 core revenue guidance $214-216M; FY26 core revenue raised to $880-890M."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-056186","json":"https://secwatch.observer/filing/0001628280-26-056186.json","markdown":"https://secwatch.observer/filing/0001628280-26-056186.md","text":"https://secwatch.observer/filing/0001628280-26-056186.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2021728/000162828026056186/0001628280-26-056186-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2021728/000162828026056186/cbrs-20260812.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-12T20:10:21.229177+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"}