---
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"
generated_at: "2026-08-12T20:10:21.229177+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Cerebras Q2 core revenue $209.9M up 103% YoY; cloud rev up 287%; FY26 outlook raised

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-056186
- JSON: https://secwatch.observer/filing/0001628280-26-056186.json
- Plain text: https://secwatch.observer/filing/0001628280-26-056186.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.