PDF Solutions Inc. provides comprehensive data solutions for the semiconductor and electronics ecosystem, with products and services used to connect and control equipment, collect manufacturing and test data, and apply advanced analytics and machine learning to smart manufacturing operations.
Recurring news covers quarterly financial results, management reports furnished with earnings releases, platform development, customer deployments, and product activity around the PDF Solutions Platform. Company updates reference software and hardware capabilities such as Exensio analytics software, enterprise connectivity, AI/Model Ops, eProbe, and solutions used in semiconductor manufacturing, advanced packaging, and test environments.
PDF Solutions (Nasdaq: PDFS) reported record third-quarter 2026 revenue of $68.3 million, up 20% from the comparable quarter last year. Revenue also increased from $61.5 million in the second quarter. For the quarter ended September 30, GAAP net income reached $6.841 million, or $0.16 per diluted share, versus $1.294 million, or $0.03 per diluted share, a year earlier.
GAAP gross margin rose to 73% from 72% a year earlier, while operating margin increased to 12% from 8%. Non-GAAP diluted earnings were $0.40, compared with $0.25 a year earlier. Ending backlog, representing business awaiting recognition as revenue, fell to $247.2 million from $270.7 million in the second quarter and $292.0 million a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026, based on results through the third quarter and its fourth-quarter pipeline.
PDF Solutions (PDFS) will release its third-quarter fiscal 2026 financial results after the market closes on November 5, 2026. CEO John Kibarian and CFO Adnan Raza will discuss the results on a live teleconference at 2:00 p.m. Pacific / 5:00 p.m. Eastern that day. The call will also be webcast on the company’s website, with a replay available afterward on its investor relations website.
PDF Solutions (PDFS) has introduced Exensio Aurora, a new highly scalable architecture for its Exensio analytics platform, purpose-built to process semiconductor manufacturing data at petabyte scale and deploy agentic AI across operations and the supply chain.
The architecture emphasizes server-side analytics with a thin client, workflow-based usage, no-code analytics creation, and a natural-language interface. Key elements include a distributed engine designed for about 25X faster performance at comparable hardware cost, an AI-ready Manufacturing Data House, integrated model lifecycle management built on Kubernetes for edge deployment, LLM-enabled agents, and workflow-centric governance to reduce AI hallucinations. A beta release for early adopters is planned for September 2026, with first public demonstrations at PDF Solutions CONNECT 2026 on October 15–16 in San Francisco.
PDF Solutions (Nasdaq: PDFS) reported second quarter 2026 revenues of $61.5 million, up 19% year over year and slightly above the prior quarter’s $60.1 million. GAAP gross margin was 69% and non-GAAP gross margin 73%. GAAP operating margin was 8% and non-GAAP operating margin 22%.
GAAP net income was $4.3 million, or $0.10 per diluted share, versus $1.1 million, or $0.03, a year earlier. Non-GAAP net income was $11.4 million, or $0.27 per diluted share, compared to $7.3 million, or $0.19, in second quarter 2025. Ending backlog reached $270.7 million, up from $246.4 million in first quarter 2026 and $232.6 million a year ago. Cash and cash equivalents were $114.9 million at June 30, 2026. The company cited major customer wins for secureWISE, DirectScan and Exensio and reaffirmed its 20% annual revenue growth target for 2026.
PDF Solutions (Nasdaq: PDFS) will release its second quarter fiscal 2026 financial results after the market close on Thursday, August 6, 2026. CEO John Kibarian and CFO Adnan Raza will host a live teleconference the same day at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results.
Analysts and investors must pre-register online to receive dial-in details and a unique passcode. The event will be webcast on the company’s investor relations website, with a replay available afterward. PDF Solutions provides data solutions for the semiconductor and electronics ecosystem and operates across North America, Europe, and Asia.
PDF Solutions (Nasdaq: PDFS) announced it will host the PDF Solutions CONNECT 2026 conference on October 15–16, 2026, in San Francisco, California.
The two-day event will focus on AI-driven semiconductor manufacturing analytics, featuring keynotes, deep dives, customer presentations, live demos, and access to PDF Solutions' next-generation AI analytics platform.
PDF Solutions (Nasdaq: PDFS) closed an upsized underwritten public offering of 5,253,554 common shares at $44.00 per share. The deal included the underwriters’ full greenshoe option.
1,946,630 shares were issued by the company, generating gross proceeds of approximately $85.7 million before fees, while 3,306,924 shares were sold by Advantest America, with no proceeds to PDF Solutions.
PDF Solutions (Nasdaq: PDFS) priced an upsized underwritten public offering of 4,568,308 common shares at $44.00 per share. The deal includes 3,306,924 shares from selling stockholder Advantest America and 1,261,384 shares from the company, up from 3,806,924 shares previously announced.
Gross proceeds to PDF Solutions from its portion are expected to be about $55.5 million, before fees and expenses. Underwriters hold a 30‑day option to buy up to 685,246 additional shares from the company at the offering price.
PDF Solutions (Nasdaq: PDFS) launched an underwritten public offering of 3,806,924 common shares, including 3,306,924 shares from selling stockholder Advantest America and 500,000 new shares from the company. Underwriters have a 30-day option to buy up to 571,038 additional company shares.
The company will receive proceeds only from shares it sells. The offering uses an effective shelf registration on Form S-3, with final terms to be detailed in a forthcoming final prospectus supplement filed with the SEC.
PDF Solutions (Nasdaq: PDFS) reported Q1 2026 results with revenues of $60.1M (up 26% YoY) and an ending backlog of $246.4M. GAAP gross margin was 72% and GAAP diluted EPS was $0.12; non-GAAP diluted EPS was $0.31.
The company reaffirmed its 20% annual revenue growth guidance and reiterated long-term margin targets of 77% gross and 27% operating.