PDF Solutions to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 12, 2026
Rhea-AI Summary
PDF Solutions (Nasdaq: PDFS) will release fourth quarter and fiscal year 2025 financial results after market close on Thursday, February 12, 2026. CEO John Kibarian and CFO Adnan Raza will host a live teleconference the same day at 2:00 p.m. PT / 5:00 p.m. ET to discuss results. Analysts and investors should pre-register to receive dial-in details and a unique passcode. The event will be webcast live at the company investor site and a replay will be available after the call.
PDF Solutions provides data and analytics solutions for the semiconductor ecosystem and is headquartered in Santa Clara, California, with operations across North America, Europe, and Asia.
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Key Figures
Market Reality Check
Peers on Argus
PDFS fell 2.9% while peers showed mixed moves (e.g., PRO -0.04%, DCBO +1.53%, RSKD -0.88%, SPT +0.62%, VTEX +2.44%), suggesting a stock-specific move rather than a sector-wide trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 15 | Customer success update | Positive | -3.0% | DENSO highlighted Exensio software’s contribution to IGBT manufacturing yields. |
| Dec 01 | Analyst Day webcast | Positive | +4.1% | Analyst Day webcast and reaffirmed <b>21–23%</b> 2025 revenue growth guidance. |
| Nov 18 | Conference agenda | Positive | +2.1% | Announced Users Conference and Analyst Day with major semiconductor partners. |
| Nov 06 | Q3 2025 earnings | Positive | -2.0% | Reported record Q3 2025 revenues of <b>$57.1M</b> with strong margins and guidance. |
| Oct 20 | Earnings date notice | Neutral | +0.7% | Announced Q3 fiscal 2025 results date and conference-call logistics. |
Recent news with objectively positive tone has produced mixed reactions, with both gains and pullbacks following strong operational or customer updates.
Over the last few months, the company highlighted customer success with DENSO, reaffirmed 2025 revenue growth guidance of 21–23%, and showcased its platform at a Users Conference and Analyst Day. It also reported record Q3 2025 revenues of $57.1 million with high gross margins. Earlier, a similar "results date" announcement for Q3 on November 6, 2025 had a modest positive impact. Today’s earnings-date release fits a pattern of steady, information-focused communication.
Market Pulse Summary
This announcement sets expectations for the upcoming release of Q4 and fiscal 2025 results on February 12, 2026, along with a management call at 2:00 p.m. PT. Historically, the company has highlighted record revenues and reaffirmed 21–23% growth guidance, alongside acquisitions and growing backlog. Investors may focus on whether new results extend prior trends in revenue growth, margins, backlog, and integration of recent acquisitions.
Key Terms
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AI-generated analysis. Not financial advice.
SANTA CLARA, Calif., Jan. 26, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor ecosystem, announced that it will release fourth quarter and fiscal year 2025 financial results after the market close on Thursday, February 12, 2026. John Kibarian, CEO, and Adnan Raza, CFO, will host a live teleconference on Thursday, February 12, 2026, beginning at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results.
To participate on the live call, analysts and investors should pre-register at:
https://register-conf.media-server.com/register/BI608c63719b664d5b89046a0d66d19cdf.
Registrants will receive dial-in information and a unique passcode to access the call. We encourage participants to dial-in into the call ten minutes ahead of scheduled time.
The teleconference will also be webcast simultaneously on the Company’s website at https://ir.pdf.com/webcasts. A replay of the conference call webcast will be available after the call on the Company's investor relations website.
About PDF Solutions
PDF Solutions (Nasdaq: PDFS) provides comprehensive data solutions designed to empower organizations across the semiconductor and electronics industry ecosystems to improve the yield and quality of their products and operational efficiency for increased profitability. The Company’s products and services are used by Fortune 500 companies across the semiconductor ecosystem to achieve smart manufacturing goals by connecting and controlling equipment, collecting data generated during manufacturing and test operations, and performing advanced analytics and machine learning to enable profitable, high-volume manufacturing.
Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with operations across North America, Europe, and Asia. The Company (directly or through one or more subsidiaries) is an active member of SEMI, INEMI, TPCA, IPC, the OPC Foundation, and DMDII. For the latest news and information about PDF Solutions or to find office locations, visit https://www.pdf.com/.
PDF Solutions and the PDF Solutions logo are trademarks or registered trademarks of PDF Solutions, Inc. or its subsidiaries.
Company Contacts
Adnan Raza
Chief Financial Officer
(408) 516-0237
adnan.raza@pdf.com
Sonia Segovia
Investor Relations
(408) 938-6491
sonia.segovia@pdf.com
FAQ
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