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PDF Solutions (NASDAQ: PDFS) returns to profit as Q1 2026 revenue rises

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
10-Q

Rhea-AI Filing Summary

PDF Solutions, Inc. reported significantly improved results for the quarter ended March 31, 2026, moving from a loss to profitability. Total revenue reached $60.1 million, up from $47.8 million a year earlier, driven mainly by higher Platform revenue of $50.9 million versus $37.3 million. Volume-based revenue was $9.2 million compared with $10.5 million. The company generated net income of $4.8 million, reversing a $3.0 million net loss in the prior-year quarter, with diluted earnings per share of $0.12 versus a loss of $0.08.

Cash and cash equivalents were $31.2 million and total assets $430.6 million, while total debt, net, was $66.5 million. Operating cash flow was $1.7 million, down from $8.6 million, as accounts receivable and contract assets increased. International customers provided about 59% of revenue, and remaining performance obligations totaled roughly $246.4 million, most expected to convert to revenue within two years.

Positive

  • Return to profitability with strong growth: Revenue increased to $60.1 million from $47.8 million, and net income improved to $4.8 million from a $3.0 million loss, indicating a meaningful turnaround in operating performance.

Negative

  • None.

Insights

PDF Solutions returned to profitability with strong revenue growth but softer cash generation.

PDF Solutions delivered revenue of $60.1 million for the quarter ended March 31, 2026, up from $47.8 million. Growth was led by Platform revenue, which increased to $50.9 million, while Volume-based revenue dipped slightly to $9.2 million.

Profitability improved meaningfully: net income reached $4.8 million versus a $3.0 million loss a year earlier, and operating income turned positive at $6.3 million. However, net cash provided by operating activities declined to $1.7 million, mainly due to higher accounts receivable and contract assets.

The company ended the quarter with $31.2 million in cash and cash equivalents and total debt, net, of $66.5 million. Remaining performance obligations of about $246.4 million, largely expected to be recognized as revenue within the next two years, provide visibility into future topline, though actual realization depends on contract execution and customer activity.

Total revenue Q1 2026 $60.1 million Three months ended March 31, 2026
Total revenue Q1 2025 $47.8 million Three months ended March 31, 2025
Net income Q1 2026 $4.8 million Three months ended March 31, 2026
Net loss Q1 2025 $3.0 million Three months ended March 31, 2025
Operating cash flow Q1 2026 $1.7 million Net cash provided by operating activities
Cash and cash equivalents $31.2 million Balance as of March 31, 2026
Total debt, net $66.5 million Long-term and current debt net of discounts at March 31, 2026
Remaining performance obligations $246.4 million Transaction price allocated to unsatisfied or partially unsatisfied performance obligations as of March 31, 2026
Platform revenue financial
"Platform revenue is derived from the following primary offerings: licenses for software"
Volume-based revenue financial
"Volume-based revenue is derived from Cimetrix runtime licenses, secureWISE data, and Gainshare."
Gainshare financial
"Revenue from Gainshare is typically recognized at a point in time based on customers’ wafer manufacturing volumes."
ASC 606 regulatory
"The Company recognizes revenue in accordance with FASB ASC Topic 606, Revenue from Contracts with Customers"
A U.S. accounting standard that sets consistent rules for when and how companies record revenue from contracts with customers, focusing on the transfer of promised goods or services. It matters to investors because it affects the timing and amount of reported sales and profit—like deciding whether a contractor can count payment when a job starts, progresses, or finishes—so it improves comparability and helps assess a company's true economic performance.
sales-type lease financial
"Revenue from licenses for hardware is recognized depending on whether the Company classifies the contract as an operating or a sales-type lease."
A sales-type lease is a contract where the party that owns an asset (the lessor) effectively sells it to a customer but keeps the right to receive lease payments, recording the transaction as a sale up front and then recognizing interest income over time. Think of it like a store that sells you a car on finance: the store books the sale immediately but still collects payments and interest, so profits and the asset’s removal from the balance sheet occur sooner. For investors this changes when revenue and profit show up, alters reported assets and liabilities, and affects measures like return on equity and cash flow timing.
Credit Agreement financial
"On March 7, 2025, the Company entered into a Credit Agreement with the lenders"
A credit agreement is a written loan contract between a borrower and a bank or other lender that lays out how much money can be borrowed, the interest rate, repayment schedule, fees, and the rules the borrower must follow. For investors, it matters because those terms affect a company’s cash costs, borrowing flexibility and risk of default — similar to how a mortgage’s rules determine a homeowner’s monthly budget and freedom to make changes.
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Though these types of revenue have re-occurred in the past, past events are not necessarily indicative of future results and no assurance can be provided that they will occur in the future. Upfront revenue is comprised of revenue from Exensio perpetual licenses, certain CV test chip designs, and sales-type leases for and sales of hardware. The Company completed the acquisition of SecureWise LLC (“SecureWise”) on March 7, 2025. See Note 14, Business Combination, for additional information related to the goodwill and intangible assets added from this acquisition in 2025. Leases with an initial term of 12 months or less are not recorded on the condensed consolidated balance sheets, and the Company recognizes lease expense for these leases on a straight-line basis over the lease term. Variable lease expense for the periods presented primarily included common area maintenance charges. See “Costs to Obtain or Fulfill a Contract” section under Note 2, Revenue from Contracts with Customers. See “Contract Balances” section under Note 2, Revenue from Contracts with Customers. See “Costs to Obtain or Fulfill a Contract” section under Note 2, Revenue from Contracts with Customers. Includes assets deployed at customer sites which could be outside the U.S. The Company’s net investments in sales-type leases were for its DirectScan system and CV system assets. The components of net investments in sales-type leases were as follows (in thousands): See “Other Non-current Assets” section under Note 3, Balance Sheet Components. Calculated using incremental borrowing interest rate for each lease. 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Table of Contents



 

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 10-Q

 

QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 

  
 

For the quarterly period ended March 31, 2026

 

or

 

TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 

  
 

For the transition period from _______________ to ______________

 

Commission File Number 000-31311

 

PDF SOLUTIONS, INC.

(Exact name of Registrant as Specified in its Charter)

 

  

Delaware

25-1701361

(State or Other Jurisdiction of Incorporation or Organization)

(I.R.S. Employer Identification No.)

  

2858 De La Cruz Blvd.

 

Santa Clara, California 

95050 

(Address of Principal Executive Offices)

(Zip Code)

 

(408) 280-7900

(Registrant’s Telephone Number, Including Area Code)

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, $0.00015 par value

PDFS

The Nasdaq Stock Market LLC

 

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☑ No ☐

 

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☑ No ☐

 

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company” and “emerging growth company” in Rule 12b‑2 of the Exchange Act.

 

Large accelerated filer ☑

Accelerated filer ☐

Non-accelerated filer ☐

Smaller reporting company 

 

Emerging growth company 

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b‑2 of the Exchange Act). Yes No ☑

 

There were 39,921,090 shares of the Registrant’s Common Stock outstanding as of May 4, 2026.

 



 

 

 

 

TABLE OF CONTENTS

 

 

 

Page

PART FINANCIAL INFORMATION

 

Item 1. Financial Statements (Unaudited)

 

Condensed Consolidated Balance Sheets

3

Condensed Consolidated Statements of Operations and Comprehensive Income (Loss)

4

Condensed Consolidated Statements of Stockholders’ Equity

5

Condensed Consolidated Statements of Cash Flows

6

Notes to Condensed Consolidated Financial Statements

8

Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations

29

Item 3. Quantitative and Qualitative Disclosures About Market Risk

38

Item 4. Controls and Procedures

39

PART II OTHER INFORMATION

 

Item 1. Legal Proceedings

39

Item 1A. Risk Factors

39

Item 2. Unregistered Sales of Equity Securities and Use of Proceeds

39

Item 3. Defaults Upon Senior Securities

39

Item 4. Mine Safety Disclosures

39

Item 5. Other Information

39

Item 6. Exhibits

40

INDEX TO EXHIBITS

40

SIGNATURES

41

 

 

2

 

 

PART I — FINANCIAL INFORMATION

 

Item 1. Financial Statements

PDF SOLUTIONS, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(Unaudited)

(in thousands, except par value)

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

ASSETS

        

Current assets:

        

Cash and cash equivalents

 $31,153  $42,220 

Accounts receivable, net of allowance for credit losses

  96,016   82,938 

Prepaid expenses and other current assets

  48,475   38,735 

Total current assets

  175,644   163,893 

Property and equipment, net

  90,477   81,609 

Operating lease right-of-use assets, net

  4,592   4,778 

Goodwill

  95,006   95,005 

Intangible assets, net

  50,127   52,194 

Deferred tax assets, net

  44   69 

Other non-current assets

  14,674   21,149 

Total assets

 $430,564  $418,697 
         

LIABILITIES AND STOCKHOLDERS’ EQUITY

        

Current liabilities:

        

Accounts payable

 $16,703  $17,076 

Accrued compensation and related benefits

  23,874   22,437 

Accrued and other current liabilities

  6,977   8,719 

Operating lease liabilities – current portion

  2,073   1,982 

Deferred revenues – current portion

  23,102   19,441 

Current portion of long-term debt, net

  2,238   2,236 

Total current liabilities

  74,967   71,891 

Long-term income taxes

  4,580   4,273 

Operating lease liabilities – non-current portion

  3,475   3,838 

Long-term debt, net

  64,214   64,763 

Other non-current liabilities

  2,863   2,910 

Total liabilities

  150,099   147,675 

Commitments and contingencies (Note 12)

          

Stockholders’ equity:

        

Preferred stock, $0.00015 par value, 5,000 shares authorized, no shares issued and outstanding

      

Common stock, $0.00015 par value, 70,000 shares authorized; shares issued 52,188 and 51,726, respectively; shares outstanding 39,911 and 39,541, respectively

  6   6 

Additional paid-in capital

  542,176   533,503 

Treasury stock, at cost, 12,277 and 12,185 shares, respectively

  (169,518)  (165,808)

Accumulated deficit

  (89,837)  (94,628)

Accumulated other comprehensive loss

  (2,362)  (2,051)

Total stockholders’ equity

  280,465   271,022 

Total liabilities and stockholders’ equity

 $430,564  $418,697 

 

 

See accompanying Notes to Condensed Consolidated Financial Statements (Unaudited)

 

3

 

 

PDF SOLUTIONS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS)

(Unaudited)

(in thousands, except per share amounts)

 

   

Three Months Ended March 31,

 
   

2026

   

2025

 

Revenues:

               

Platform

  $ 50,936     $ 37,321  

Volume-based

    9,194       10,457  

Total revenues

    60,130       47,778  
                 

Costs and Expenses:

               

Costs of revenues

    16,938       12,955  

Research and development

    18,328       14,628  

Selling, general, and administrative

    17,492       23,372  

Amortization of acquired intangible assets

    1,059       378  

Income (loss) from operations

    6,313       (3,555 )

Interest expense

    (1,089 )     (311 )

Interest income and other, net

    592       870  

Income (loss) before income tax expense

    5,816       (2,996 )

Income tax expense

    (1,025 )     (36 )

Net income (loss)

  $ 4,791     $ (3,032 )
                 

Other comprehensive income (loss):

               

Foreign currency translation adjustments, net of tax

    (311 )     462  

Change in unrealized loss related to available-for-sale debt securities, net of tax

          (10 )

Total other comprehensive income (loss)

    (311 )     452  

Comprehensive income (loss)

  $ 4,480     $ (2,580 )
                 

Net income (loss) per share:

               

Basic

  $ 0.12     $ (0.08 )

Diluted

  $ 0.12     $ (0.08 )
                 

Weighted average common shares used to calculate net income (loss) per share:

               

Basic

    39,857       39,088  

Diluted

    40,377       39,088  

 

 

See accompanying Notes to Condensed Consolidated Financial Statements (Unaudited)

 

4

 

 

PDF SOLUTIONS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS EQUITY

(Unaudited)

(in thousands)

 

   

Three Months Ended March 31, 2026

 
                                                   

Accumulated

         
                   

Additional

                           

Other

   

Total

 
   

Common Stock

   

Paid-In

   

Treasury Stock

   

Accumulated

   

Comprehensive

   

Stockholders’

 
   

Shares

   

Amount

   

Capital

   

Shares

   

Amount

   

Deficit

   

Loss

   

Equity

 

Balances, December 31, 2025

    39,541     $ 6     $ 533,503       12,185     $ (165,808 )   $ (94,628 )   $ (2,051 )   $ 271,022  

Shares issued under equity plans

    370             2,189                               2,189  

Shares withheld for taxes related to shares issued under equity plans

                      92       (3,710 )                 (3,710 )

Stock-based compensation

                6,484                               6,484  

Comprehensive income (loss)

                                  4,791       (311 )     4,480  

Balances, March 31, 2026

    39,911     $ 6     $ 542,176       12,277     $ (169,518 )   $ (89,837 )   $ (2,362 )   $ 280,465  

 

 

   

Three Months Ended March 31, 2025

 
                                                   

Accumulated

         
                   

Additional

                           

Other

   

Total

 
   

Common Stock

   

Paid-In

   

Treasury Stock

   

Accumulated

   

Comprehensive

   

Stockholders’

 
   

Shares

   

Amount

   

Capital

   

Shares

   

Amount

   

Deficit

   

Loss

   

Equity

 

Balances, December 31, 2024

    38,801     $ 6     $ 502,902       11,916     $ (159,352 )   $ (93,988 )   $ (3,531 )   $ 246,037  

Shares issued under equity plans

    329             2,128                               2,128  

Shares withheld for taxes related to shares issued under equity plans

                      124       (3,320 )                 (3,320 )

Stock-based compensation

                6,715                               6,715  

Comprehensive income (loss)

                                  (3,032 )     452       (2,580 )

Balances, March 31, 2025

    39,130     $ 6     $ 511,745       12,040     $ (162,672 )   $ (97,020 )   $ (3,079 )   $ 248,980  

 

 

See accompanying Notes to Condensed Consolidated Financial Statements (Unaudited)

 

5

 

 

PDF SOLUTIONS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(Unaudited)

(in thousands)

 

   

Three Months Ended March 31,

 
   

2026

   

2025

 

Cash flows from operating activities:

               

Net income (loss)

  $ 4,791     $ (3,032 )

Adjustments to reconcile net income (loss) to net cash provided by operating activities:

               

Stock-based compensation expense

    6,396       6,596  

Depreciation and amortization

    1,559       685  

Amortization of acquired intangible assets

    2,057       1,056  

Amortization of costs capitalized to obtain revenue contracts

    759       872  

Net accretion of discounts on short-term investments

          (196 )

Deferred taxes

    263       (312 )

Other

    8       (248 )

Changes in operating assets and liabilities:

               

Accounts receivable

    (12,980 )     13,033  

Prepaid expenses and other current assets

    (5,213 )     (5,123 )

Operating lease right-of-use assets

    416       374  

Other non-current assets

    1,093       (4,124 )

Accounts payable

    (1,851 )     84  

Accrued compensation and related benefits

    1,494       (6,025 )

Accrued and other liabilities

    (370 )     3,936  

Deferred revenues

    3,752       1,504  

Operating lease liabilities

    (500 )     (440 )

Net cash provided by operating activities

    1,674       8,640  

Cash flows from investing activities:

               

Proceeds from maturities and sales of short-term investments

          16,998  

Purchases of short-term investments

          (2,938 )

Purchases of property and equipment

    (10,473 )     (8,105 )

Prepayment for the purchase of property and equipment

    (27 )     (98 )

Payment for business acquisition, net of cash acquired

          (129,718 )

Net cash used in investing activities

    (10,500 )     (123,861 )

Cash flows from financing activities:

               

Proceeds from long-term debt, net of debt discount

          69,550  

Payments of debt issuance costs

          (400 )

Repayments of long-term debt

    (625 )      

Proceeds from exercise of stock options and employee stock purchase plan

    2,189       2,128  

Payments for taxes related to net share settlement of equity awards

    (3,710 )     (3,320 )

Net cash provided by (used in) financing activities

    (2,146 )     67,958  
                 

Effect of exchange rate changes on cash and cash equivalents

    (95 )     403  

Net change in cash and cash equivalents

    (11,067 )     (46,860 )

Cash and cash equivalents at beginning of period

    42,220       90,594  

Cash and cash equivalents at end of period

  $ 31,153     $ 43,734  

 

 

 

Continued on next page

 

6

 

PDF SOLUTIONS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS CONTINUED

(Unaudited)

(in thousands)

 

   

Three Months Ended March 31,

 
   

2026

   

2025

 

Supplemental disclosure of cash flow information:

               

Cash payments for:

               

Income taxes

  $ 817     $ 226  

Amounts included in the measurement of operating lease liabilities

  $ 572     $ 481  

Interest on long-term debt

  $ 1,010     $  
                 

Supplemental disclosure of noncash information:

               

Prepayments for purchase of property and equipment transferred from prepaid assets to property and equipment

  $ 190     $ 136  

Property and equipment received and accrued in accounts payable and accrued and other current liabilities

  $ 11,984     $ 6,094  

Stock-based compensation capitalized as property and equipment

  $ 88     $ 119  

Operating lease liabilities arising from obtaining right-of-use assets

  $ 257     $  

Debt financing costs included in accounts payable

  $     $ 500  

 

 

 

See accompanying Notes to Condensed Consolidated Financial Statements (Unaudited)

 

7

 

PDF SOLUTIONS, INC.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (UNAUDITED)

 

 

1. BASIS OF PRESENTATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

 

Basis of Presentation

 

The interim unaudited condensed consolidated financial statements included herein have been prepared by PDF Solutions, Inc. (the “Company”) pursuant to the rules and regulations of the Securities and Exchange Commission (“SEC”), including the instructions to Quarterly Report on Form 10‑Q and Article 10 of Regulation S-X. Certain information and footnote disclosures normally included in annual consolidated financial statements prepared in accordance with accounting principles generally accepted in the United States of America (“U.S. GAAP”) have been condensed or omitted. The interim unaudited condensed consolidated financial statements reflect, in the opinion of management, all adjustments necessary (consisting only of normal recurring adjustments) to present a fair statement of results for the interim periods presented. The operating results for any interim period are not necessarily indicative of the results that may be expected for other interim periods or the full fiscal year. The interim unaudited condensed consolidated financial statements should be read in conjunction with the audited consolidated financial statements and notes thereto included in the Company’s Annual Report on Form 10‑K for the year ended December 31, 2025, filed with the SEC on February 24, 2026 (the “2025 10-K”).

 

The interim unaudited condensed consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries after the elimination of all intercompany balances and transactions.

 

The unaudited condensed consolidated balance sheet as of December 31, 2025, has been derived from the audited consolidated financial statements but does not include all disclosures required by accounting principles generally accepted in the United States of America.

 

Use of Estimates

 

The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Significant estimates in these interim unaudited condensed consolidated financial statements include revenue recognition, the estimated useful lives of property and equipment and intangible assets, fair value of convertible note receivable, assumptions made in analysis of allowance for credit losses, impairment of goodwill and long-lived assets, realization of deferred tax assets (“DTAs”), and accounting for lease obligations, stock-based compensation expense, and income tax uncertainties and contingencies. From time to time, the Company may enter into contingent fee arrangements with external legal firms that may represent the Company in legal proceedings related to disputes. The Company’s policy is to accrue contingent legal fees when they are probable and reasonably estimable. Actual results could differ from those estimates and may result in material effects on the Company’s operating results and financial position.

 

Change in Presentation of Revenues

 

Beginning with the 2025 10-K, the Company updated its presentation of revenue categories. The change in presentation of revenues does not change the Company’s total revenues or total costs of revenues. The following table presents reclassified historical amounts to conform to the current period’s presentation (in thousands):

 

  

Three Months Ended March 31, 2025

 
  

Previously Reported

  

Change in Presentation Reclassification

  

Current Presentation

 

Revenues:

            

Analytics

 $42,471  $(42,471) $ 

Integrated Yield Ramp

  5,307   (5,307)   

Platform

  N/A   37,321   37,321 

Volume-based

  N/A   10,457   10,457 

Total revenues

 $47,778  $  $47,778 

 

8

 

Recent Accounting Standards

 

Recently Adopted Accounting Pronouncements 

 

In July 2025, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2025-05, Financial Instruments-Credit Losses (Topic 326): Measurement of Credit Losses for Accounts Receivable and Contract Assets. This ASU provides a practical expedient to assume that conditions as of the balance sheet date remain unchanged over the life of the asset when estimating expected credit losses for current accounts receivable and current contract assets arising from transactions accounted for under Accounting Standards Codification (“ASC”) 606, Revenue from Contracts with Customers. The Company adopted this ASU on January 1, 2026, and elected to adopt the provisions of the practical expedient prospectively. The adoption of this ASU did not have a material effect on the Company’s condensed consolidated financial statements.

 

Recently Issued Accounting Pronouncements Not Yet Adopted

 

In November 2024, the FASB issued ASU No. 2024-03, Income Statement Reporting Comprehensive Income Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses. This ASU requires the disaggregation of certain expenses in the notes to the consolidated financial statements, to provide enhanced transparency into the expense captions presented on the face of the income statement. Additionally, in January 2025, FASB issued ASU 2025-01, Income Statement-Reporting Comprehensive Income-Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date to clarify the effective date of ASU 2024-03. This ASU is effective for annual periods beginning after December 15, 2026, and for interim periods within annual reporting periods beginning after December 15, 2027, with early adoption permitted. The Company is currently evaluating the impact of this ASU on the condensed consolidated financial statements and related disclosures.

 

In September 2025, the FASB issued ASU 2025-06, Intangibles  Goodwill and Other  Internal-Use Software (Subtopic 350-40), related to accounting for internal-use software costs. The amendments in this ASU improve the operability of the guidance by removing all references to software development project stages so that the guidance is neutral to different software development methods. This ASU is effective for annual periods beginning after December 15, 2027, including interim periods within those fiscal years, and permits prospective, modified prospective or retrospective adoption. The Company is currently evaluating the impact of this ASU on the condensed consolidated financial statements and related disclosures. 

 

In December 2025, the FASB issued ASU 2025-11, Interim Reporting (Topic 270): Narrow-Scope Improvements, which intends to improve the navigability of the guidance in ASC 270, Interim Reporting, and clarify when it applies. The amendments also provide additional guidance on what disclosures should be provided in interim reporting periods. This ASU is effective for fiscal years beginning after December 15, 2027, including interim periods within those fiscal years, and permits prospective or full retrospective adoption. Early adoption is permitted. The Company is currently evaluating the impact of this ASU on the condensed consolidated financial statements and related disclosures.

 

In December 2025, the FASB issued ASU 2025-12, Codification Improvements, which addresses suggestions received from stakeholders regarding the Accounting Standards Codification and makes other incremental improvements to U.S. GAAP. The update represents changes to the Codification that clarify, correct errors in or make other improvements to a variety of topics that are intended to make it easier to understand and apply. This ASU is effective for fiscal years beginning after December 15, 2026, and interim periods within those fiscal years. Entities are required to apply the amendments to ASC 260, Earnings Per Share, retrospectively. All other amendments may be applied prospectively or retrospectively. Early adoption is permitted. The Company is currently evaluating the impact of this ASU on the condensed consolidated financial statements and related disclosures.

 

Management has reviewed other recently issued accounting pronouncements issued or proposed by the FASB and does not believe any of these accounting pronouncements has had or will have a material impact on the condensed consolidated financial statements.

9

 

 

2. REVENUE FROM CONTRACTS WITH CUSTOMERS

 

The Company recognizes revenue in accordance with FASB ASC Topic 606, Revenue from Contracts with Customers, and its related amendments (collectively known as “ASC 606”). ASC 606 outlines a single comprehensive model to use in accounting for revenue arising from contracts with customers. Revenue is recognized when control of products or services is transferred to customers, in an amount that reflects the consideration the Company expects to be entitled to in exchange for those promised products or services.

 

The Company determines revenue recognition through the following five steps:

 

 

Identification of the contract, or contracts, with a customer

 Identification of the performance obligations in the contract
 Determination of the transaction price
 Allocation of the transaction price to the performance obligations in the contract
 Recognition of revenue when, or as, performance obligations are satisfied

 

 

The Company accounts for a contract when it has approval and commitment from both parties, the rights of the parties are identified, payment terms are identified, the contract has commercial substance, and collectibility of consideration is probable.

 

The Company enters into contracts that can include various combinations of licenses, products and services, some of which are distinct and are accounted for as separate performance obligations. For contracts with any combination of the Company’s products and services, distinct performance obligations are accounted for separately. For contracts with these multiple performance obligations, the Company allocates the transaction price of the contract to each performance obligation on a relative basis using the standalone selling price (“SSP”) attributed to each performance obligation. Revenue for each of these components is recognized as described below and reported as either Platform or Volume-based revenue.

 

Platform Revenue

 

Platform revenue is derived from the following primary offerings: licenses for software (other than Cimetrix runtime licenses) and related software maintenance and technical support services; software-as-a-service (“SaaS”); engineering services; fixed fees associated with CV® systems; and licenses and purchase contracts for DirectScan™ systems.

 

Revenue from licenses for software, other than Cimetrix runtime licenses, is recognized depending on whether the license is perpetual or time-based. Perpetual (one-time charge) license software is recognized at the time of the inception of the arrangement when control transfers to the customers as the software license is considered as a separate performance obligation from the services offered by the Company. Revenue from time-based-licensed software is allocated to each performance obligation and is recognized either at a point in time or over time as follows. The license component is recognized at the time when control transfers to customers. Revenue from related software maintenance and technical support services, or post-contract support, is recognized over the contract term on a straight-line basis because the Company generally provides (i) support and (ii) certain software updates on a when-and-if available basis over the contract term.

 

Revenue from SaaS arrangements, which allow for the use of a software product or service over a contractually determined period of time without the customer taking possession of the software, e.g., cloud-based or via a network of secureWISE servers, is accounted for as a subscription and is recognized as revenue ratably, on a straight-line basis, over the subscription period beginning on the date the service is first made available to customers.

 

Revenue from engineering services and fixed fees associated with CV systems (including Characterization services) is recognized primarily as services are performed, using a percentage of completion method based on costs or labor-hours inputs, whichever is the most appropriate measure of the progress towards completion of the contract. The estimation of percentage of completion method is complex and subject to many variables that require significant judgment. Please refer to the “Significant Judgments” section of this Note for further discussion. When a CV system engagement includes CV test chip designs that were previously developed by the Company and reused with only minimal rework or were previously developed by the Company and adapted to different customer applications with limited rework, the revenue allocated to these CV test chip designs is recognized when the rework is completed at a point in time upon delivery or contract signature, whichever is later. All revenue associated with other CV test chip designs are recognized over time using a percentage of completion method.

 

10

 

Revenue from purchase contracts for DirectScan systems is recognized at a point in time when the Company’s performance obligations have been completed, and the customer has accepted the product. Revenue from licenses for hardware is recognized depending on whether the Company classifies the contract as an operating or a sales-type lease. Where the customer controls the use of identified assets for a period of time defined in a contract, it will be classified as a sales-type lease if it meets certain criteria under ASC Topic 842, Leases, otherwise, it will be classified as an operating lease. Operating lease revenue is recognized on a straight-line basis over the lease term. Sales-type lease revenue and corresponding lease receivables are recognized at lease commencement based on the present value of the future lease payments, and related interest income on lease receivable is recognized over the lease term and recorded under Platform revenue in the Condensed Consolidated Statements of Operations and Comprehensive Income (Loss). Payments under sales-type leases are discounted using the interest rate implicit in the lease. When the Company’s leases are embedded in contracts with customers that include non-lease performance obligations, the Company allocates consideration in the contract between lease and non-lease components based on their relative SSPs. Assets subject to operating leases are included in property and equipment and subject to depreciation. Assets subject to sales-type leases are derecognized from property and equipment, net at lease commencement and a net investment in the lease asset is recognized in prepaid expenses and other current assets and other non-current assets in the Condensed Consolidated Balance Sheets.

 

Volume-based Revenue

 

Volume-based revenue is derived from Cimetrix runtime licenses, secureWISE data, and Gainshare. Accordingly, this revenue typically fluctuates based on customers’ production tool shipments and deployment cycles, data transferred through the secureWISE network, and wafer manufacturing volume, as applicable.

 

Revenue from Cimetrix runtime licenses is recognized at a point in time when the software is delivered via issuance of a license file. Revenue from secureWISE data is recognized over the period the data transfer is incurred. Revenue from Gainshare is typically recognized at a point in time based on customers’ wafer manufacturing volumes. Please refer to the “Significant Judgments” section of this Note for discussion about the Company’s judgments and estimates pertaining to Gainshare revenue.

 

Disaggregation of Revenue

 

The Company disaggregates revenue from contracts with customers into categories that depict how the nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factors, and how it could provide meaningful information to its management and investors.

 

The following table shows the percentage of total revenue that is classified as recurring and upfront for the periods presented:

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Recurring revenue (1)

  89%  92%

Upfront revenue (2)

  11%  8%

Total

  100%  100%

 

(1)

Recurring revenue is comprised of revenue that either recurs on a regular schedule (e.g., SaaS and other services and time-based licenses) or is a type of revenue that generally has often re-occurred in the past (e.g., Cimetrix runtime licenses, secureWISE data, and Gainshare), and that is not Upfront revenue. Though these types of revenue have re-occurred in the past, past events are not necessarily indicative of future results, and no assurance can be provided that they will occur in the future.

 

 

(2)

Upfront revenue is comprised of revenue from Exensio perpetual licenses, certain CV test chip designs, and hardware-related sales-type leases or sales.

 

 

11

 

The following table shows revenues from contracts with customers from geographical regions, based on billing address of the customer (amounts in thousands):

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 
      

Percentage

      

Percentage

 
  

Revenues

  

of Revenues

  

Revenues

  

of Revenues

 

United States

 $24,507   41% $18,228   38%

Japan

  8,679   14   11,736   25 

China

  8,514   14   8,043   17 

Rest of the world

  18,430   31   9,771   20 

Total revenues

 $60,130   100% $47,778   100%

 

International revenues accounted for approximately 59% and 62% of the Company’s total revenues during the three months ended March 31, 2026 and 2025, respectively. 


Significant Judgments

 

Judgments and estimates are required under ASC 606. Due to the complexity of certain contracts, the actual revenue recognition treatment required under ASC 606 for the Company’s arrangements may be dependent on contract-specific terms and may vary in some instances.

 

For revenue under project-based contracts for fixed-price services, revenue is recognized as services are performed using a percentage-of-completion method based on costs or labor-hours input method, whichever is the most appropriate measure of the progress towards completion of the contract. Due to the nature of the work performed in these arrangements, the estimation of percentage of completion method is complex, subject to many variables and requires significant judgment. Key factors reviewed by the Company to estimate costs to complete each contract are future labor and product costs and expected productivity efficiencies. If circumstances arise that change the original estimates of revenues, costs, or extent of progress toward completion, revisions to the estimates are made. These revisions may result in increases or decreases in estimated revenues or costs, and such revisions are reflected in revenue on a cumulative catch-up basis in the period in which the circumstances that gave rise to the revision become known.

 

The Company’s contracts with customers often include promises to transfer products, software licenses and provide services, including professional services, technical support services, and rights to unspecified updates to a customer. Determining whether licenses and services are distinct performance obligations that should be accounted for separately, or not distinct and thus accounted for together, requires significant judgment. The Company rarely licenses software on a standalone basis, so the Company is required to estimate the range of SSPs for each performance obligation. In instances where the SSP is not directly observable because the Company does not license the software or sell the service separately, the Company determines the SSP using information that may include market conditions and other observable inputs.

 

The Company typically recognizes Gainshare revenue in the same period in which the usage occurs. Because the Company generally does not receive the acknowledgment reports from its customers during a given quarter within the time frame necessary to adequately review the reports and include the actual amounts in quarterly results for such quarter, the Company accrues the related revenue based on estimates of customers’ underlying sales achievement. The Company’s estimation process can be based on historical data, trends, seasonality, changes in the contract rate, knowledge of the changes in the industry and changes in the customer’s manufacturing environment learned through discussions with customers and sales personnel. As a result of accruing revenue for the quarter based on such estimates, adjustments will be required in the following quarter to true-up revenue to the actual amounts reported.

 

12

 

Contract Balances

 

The Company performs its obligations under a contract with a customer by licensing software or providing services in exchange for consideration from the customer. The timing of the Company’s performance often differs from the timing of the customer’s payment, which results in the recognition of a receivable, a contract asset, or a contract liability.

 

The Company classifies the right to consideration in exchange for software or services transferred to a customer as either a receivable or a contract asset. A receivable is a right to consideration that is unconditional, as compared to a contract asset, which is a right to consideration that is conditional upon factors other than the passage of time. The majority of the Company’s contract assets represent unbilled amounts related to fixed-price service contracts when the revenue recognized exceeds the amount billed to the customer. The $5.2 million increase in contract assets during the three months ended March 31, 2026, was primarily due to revenue recognized in the first quarter of 2026 for which the payment is subject to conditions other than the passage of time.

 

The contract assets are generally classified as current and are recorded on a net basis with deferred revenues (i.e. contract liabilities) at the contract level. The contract assets consisted of the following (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Current (included in Prepaid expenses and other current assets)

 $15,983  $11,267 

Non-current (included in Other non-current assets)

  440    

Total contract assets

 $16,423  $11,267 

 

The Company did not record any asset impairment charges related to contract assets for the periods presented.

 

Deferred revenues and billings in excess of recognized revenues consist substantially of amounts invoiced in advance of revenue recognition and are recognized as the revenue recognition criteria are met. Deferred revenues that will be recognized during the succeeding twelve-month period are recorded as current deferred revenues and the remaining portion is recorded in other non-current liabilities in the Condensed Consolidated Balance Sheets. The $3.8 million increase in contract liabilities during the three months ended March 31, 2026 reflected the timing of revenue recognition relative to billings for products and services from which there are unsatisfied performance obligations to customers such that revenue had not yet been recognized as of March 31, 2026.

 

Deferred revenues were as follows (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Current

 $23,102  $19,441 

Non-current (included in Other non-current liabilities)

  956   865 

Total deferred revenues

 $24,058  $20,306 

 

Additional information related to deferred revenue was as follows (in thousands):

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Revenue recognized that was included in the deferred revenues and billings in excess of recognized revenues balances at the beginning of each year

 $8,567  $10,025 

 

13

 

As of March 31, 2026, the aggregate amount of the transaction price allocated to the remaining performance obligations related to customer contracts that were unsatisfied or partially unsatisfied was approximately $246.4 million. Given the applicable contract terms with customers, the majority of this amount is expected to be recognized as revenue over the next two years, with the remainder recognized thereafter. This amount does not include significant contracts to which the customer is not committed, future sales-based or usage-based royalty payments in exchange for a license of IP, and future payments for performance obligations from on-demand arrangements. This amount is subject to change due to future revaluations of variable consideration, terminations, other contract modifications, or currency adjustments. The estimated timing of the recognition of remaining unsatisfied performance obligations is subject to change and is affected by changes to the scope, change in timing of delivery of products and services, or contract modifications.

 

The adjustment to revenue recognized from performance obligations satisfied (or partially satisfied) in previous periods was an increase of $6.5 million and $0.2 million during the three months ended March 31, 2026 and 2025, respectively. These amounts primarily represent changes in estimated percentage-of-completion based contracts and changes in actual versus estimated Gainshare revenue.

 

Costs to Obtain or Fulfill a Contract

 

The Company capitalizes the incremental costs to obtain or fulfill a contract with a customer, including direct sales commissions and related fees, when it expects to recover those costs. The Company determined the period of benefit by taking into consideration the terms of its customer contracts, generally, from one to five years. Amortization expense related to these capitalized costs is recognized over the period associated with the revenue from which the cost was incurred.

 

Total capitalized direct sales commission costs and related fees were as follows (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Current (included in Prepaid expenses and other current assets)

 $2,766  $2,489 

Non-current (included in Other non-current assets)

  2,957   3,395 

Total capitalized direct sales commission costs

 $5,723  $5,884 

 

Amortization of capitalized direct sales commission costs were as follows (in thousands):

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Amortization of capitalized direct sales commission costs

 $759  $872 

 

There was no impairment loss in relation to the costs capitalized for the periods presented.

 

Practical Expedient

 

The Company does not adjust the transaction price for the effects of a significant financing component when the period between the transfers of the promised good or service to the customer and payment for that good or service by the customer is expected to be one year or less. The Company assessed each of its revenue generating arrangements in order to determine whether a significant financing component exists, and determined its contracts did not include a material significant financing component during the three months ended March 31, 2026 and 2025.

 

14

 
 

3. BALANCE SHEET COMPONENTS

 

Accounts Receivable

 

Accounts receivable include amounts that are unbilled at the end of the period that are expected to be billed and collected within a 12‑month period. Unbilled accounts receivable, included in accounts receivable, totaled $48.7 million and $44.8 million as of March 31, 2026, and December 31, 2025, respectively. Unbilled accounts receivable that are not expected to be billed and collected during the succeeding 12‑month period are recorded in other non-current assets and totaled $9.2 million and $8.7 million as of March 31, 2026, and December 31, 2025, respectively.

 

The Company performs ongoing credit evaluations of its customers’ financial condition. An allowance for credit losses is maintained for probable credit losses based upon the Company’s assessment of the expected collectibility of the accounts receivable. The allowance for credit losses is reviewed on a quarterly basis to assess the adequacy of the allowance. The allowance for credit losses was $0.9 million as of March 31, 2026, and December 31, 2025.

 

Prepaid expenses and other current assets

 

Prepaid expenses and other current assets consist of the following (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Net investments in sales-type leases - current portion (1)

 $18,939  $14,248 

Contract assets (2)

  15,983   11,267 

Prepaid expense

  7,095   6,595 

Costs capitalized to obtain revenue contracts (3)

  2,766   2,489 

Other

  3,692   4,136 

Total prepaid expenses and other current assets

 $48,475  $38,735 

 

(1)

See “Other Non-current Assets” section under Note 3, Balance Sheet Components.

 (2)See “Contract Balances” section under Note 2, Revenue from Contracts with Customers.
 (3)See “Costs to Obtain or Fulfill a Contract” section under Note 2, Revenue from Contracts with Customers

 

 

Property and Equipment

 

Property and equipment, net consist of the following (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Computer equipment

 $15,080  $14,547 

Software and capitalized software development cost

  12,059   10,408 

Furniture, fixtures, and equipment

  2,695   2,668 

Leasehold improvements

  7,132   7,033 

Laboratory and other equipment

  6,912   6,737 

Test equipment

  39,822   33,268 

Property and equipment in progress:

        

DirectScan system assets

  50,510   49,184 

CV system and other assets

  8,626   8,621 

Total property and equipment

  142,836   132,466 

Less: Accumulated depreciation and amortization

  (52,359)  (50,857)

Total property and equipment, net

 $90,477  $81,609 

 

Test equipment mainly includes DirectScan system and CV system assets at customer sites that are contributing to revenue. Property and equipment in progress represent mainly the development or construction of property and equipment that have not yet been placed in service for the Company’s intended use and are not depreciated. Depreciation and amortization expense was $1.6 million and $0.7 million for the three months ended March 31, 2026, and 2025, respectively.

 

15

 

Goodwill and Intangible Assets, Net

 

The changes in goodwill were as follows (in thousands):

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Balance at the beginning of period

 $95,005  $14,953 

Addition (1)

     81,686 

Measurement period acquisition adjustment

  15    

Foreign currency translation adjustment

  (14)  6 

Balance at the end of period

 $95,006  $96,645 

 

(1)

The Company completed the acquisition of SecureWise LLC (“SecureWise”) on March 7, 2025. See Note 14, Business Combination, for additional information related to the goodwill and intangible assets added from this acquisition in 2025.

 

Intangible assets, net, consisted of the following (in thousands):

 

     

March 31, 2026

  

December 31, 2025

 
  

Amortization

  

Gross

      

Net

  

Gross

      

Net

 
  

Period

  

Carrying

  

Accumulated

  

Carrying

  

Carrying

  

Accumulated

  

Carrying

 
  

(Years)

  

Amount

  

Amortization

  

Amount

  

Amount

  

Amortization

  

Amount

 

Acquired intangible assets:

                           

Customer relationships

 1 - 13  $38,404  $(10,685) $27,719  $38,404  $(10,034) $28,370 

Developed technology

 4 - 9   46,201   (29,506)  16,695   46,215   (28,466)  17,749 

Tradename and trademarks

 2 - 10   8,198   (2,617)  5,581   8,198   (2,267)  5,931 

Patent

 6 - 10   2,100   (1,968)  132   2,100   (1,956)  144 

Noncompetition agreements

 

3

   848   (848)     848   (848)   

Total

    $95,751  $(45,624) $50,127  $95,765  $(43,571) $52,194 

 

The weighted average amortization period for acquired identifiable intangible assets was 8.5 years as of March 31, 2026. The amortization expense related to intangible assets were as follows (in thousands):

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Amortization of acquired technology (included in costs of revenues)

 $998  $678 

Amortization of acquired intangible assets (presented separately under costs and expenses)

  1,059   378 

Total amortization expense

 $2,057  $1,056 

 

The estimated future amortization of acquired identifiable intangible assets were as follows (in thousands):

 

Year Ending December 31,

 

Amount

 

2026 (remaining nine months)

 $6,040 

2027

  7,943 

2028

  7,638 

2029

  5,952 

2030

  4,509 

2031 and thereafter

  18,045 

Total future amortization expense

 $50,127 

 

There was no impairment charge for goodwill and intangible assets during the three months ended March 31, 2026 and 2025.

 

16

 

Other Non-current Assets

 

Other non-current assets were as follows (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Unbilled accounts receivable (1)

 $9,172  $8,719 

Costs capitalized to obtain revenue contracts (2)

  2,957   3,395 

Contract assets (2)

  440    

Net investments in sales-type leases (3)

  700   7,588 

Other

  1,405   1,447 

Total other non-current assets

 $14,674  $21,149 

 

(1)

See Note 3, Balance Sheet Components  Accounts Receivable.
 (2)See “Costs to Obtain or Fulfill a Contract” section under Note 2, Revenue from Contracts with Customers
 (3)The Company’s net investments in sales-type leases were for its DirectScan system and CV system assets. The components of net investments in sales-type leases were as follows (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Present value of lease receivables

 $8,738  $10,890 

Unguaranteed residual assets

  10,901   10,946 

Total net investments in sales-type leases

 $19,639  $21,836 

Reported as:

        

Current (included in Prepaid expenses and other current assets)

 $18,939  $14,248 

Non-current (included in Other non-current assets)

  700   7,588 

Total net investments in sales-type leases

 $19,639  $21,836 

 

Maturities of leases payments under sales-type leases as of March 31, 2026, were as follows (in thousands):

 

Year Ending December 31,

 

Amount

 

2026 (remaining nine months)

 $6,587 

2027

  2,192 

2028

  10 

2029

  10 

2030 and thereafter

  36 

Total future sales-type lease payments

  8,835 

Less: Implied interest (1)

  (97)

Present value of lease receivables

 $8,738 

 

(1)

Calculated using the rate implicit in the lease determined for each lease.

 

There was no allowance for credit losses on lease receivables as of March 31, 2026, and December 31, 2025. The Company’s ongoing risk management strategy for residual assets includes performing regular reviews of estimated residual values.

 

 

17

 

Accrued and other current liabilities

 

Accrued and other current liabilities were as follows (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Accrued expenses

 $5,068  $7,061 

Accrued income taxes

  253   297 

Other

  1,656   1,361 

Total accrued and other current liabilities

 $6,977  $8,719 

 

 

4. LEASES

 

The Company leases administrative and sales offices and certain equipment under non-cancellable operating leases, which contain various renewal or termination options and, in some cases, require payment of common area costs, taxes and utilities. These operating leases expire at various dates through 2031. The Company had no leases that were classified as a financing lease as of March 31, 2026, and December 31, 2025.

 

Lease expense comprised of the following (in thousands):

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Operating lease expense

 $489  $414 

Short-term lease and variable lease expense (1)

  172   207 

Total lease expense

 $661  $621 

 


 

(1)

Leases with an initial term of 12 months or less are not recorded on the condensed consolidated balance sheets, and the Company recognizes lease expense for these leases on a straight-line basis over the lease term. Variable lease expense for the periods presented primarily included common area maintenance charges.

 

Supplemental information related to operating leases were as follows:

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Weighted average remaining lease term under operating leases (in years)

  3.0   3.2 

Weighted average discount rate for operating lease liabilities

  6.2%  6.2%

 

18

 

Maturities of operating lease liabilities as of March 31, 2026, were as follows (in thousands):

 

Year Ending December 31,

 

Amount

 

2026 (remaining nine months)

 $1,716 

2027

  2,230 

2028

  1,393 

2029

  360 

2030

  287 

2031

  102 

Total future minimum lease payments

  6,088 

Less: Interest (1)

  (540)

Present value of future minimum lease payments under operating lease liabilities

 $5,548 

Reported as:

    

Operating lease liabilities – current

 $2,073 

Operating lease liabilities – non-current

  3,475 

Total operating lease liabilities

 $5,548 

 

(1)

Calculated using incremental borrowing interest rate for each lease.

 

 

5. DEBT

 

Debt consisted of the following (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

Term loan

 $22,500  $23,125 

Revolving credit facility

  45,000   45,000 

Total debt (principal amount)

  67,500   68,125 

Unamortized debt discount and issuance costs

  (1,048)  (1,126)

Total debt, net of unamortized debt discount and issuance costs

 $66,452  $66,999 

Reported as:

        

Current portion of long-term debt, net

 $2,238  $2,236 

Long-term debt, net

  64,214   64,763 

Total debt, net

 $66,452  $66,999 

 

On March 7, 2025, the Company entered into a Credit Agreement (the “Credit Agreement”) with the lenders who are party to the Credit Agreement and the lenders who may become a party to the Credit Agreement pursuant to the terms thereof (the “Lenders”) and Wells Fargo Bank, National Association, as administrative agent to the Lenders (the “Agent”).

 

The Credit Agreement provides for (a) a revolving credit facility in an aggregate principal amount of $45.0 million (the “Revolving Credit Facility”) and (b) a term loan facility in an aggregate principal amount of $25.0 million (the “Term Loan” and together with the Revolving Credit Facility, the “Credit Facilities”).

 

The principal of the Revolving Credit Facility is due as a balloon payment of $45.0 million in March 2030. The principal of the Term Loan is due in the amount of $0.6 million quarterly and a balloon payment of $13.1 million in March 2030. 

 

19

 

Borrowings under the Credit Facilities will accrue interest at rates equal, at the Company’s election, to (i) the alternate base rate, which is defined as the highest of (a) the federal funds effective rate in effect from time to time plus 0.50%, (b) the prime commercial lending rate in effect from time to time, and (c) the daily simple secured overnight financing rate (“SOFR”) plus 1.00% or (ii) SOFR, plus, in each case, the applicable margin. The applicable margin for the Revolving Credit Facility borrowings bearing interest at the alternate base rate ranges from 1.00% to 1.75%, and the applicable margin for Revolving Credit Facility borrowings bearing interest based on the SOFR ranges from 2.00% to 2.75%, in each case, based on the Company’s consolidated total net leverage ratio as of the most recently ended fiscal quarter. The applicable margin for Term Loan borrowings bearing interest at the alternate base rate ranges from 1.00% to 1.75%, and the applicable margin for Term Loan borrowings bearing interest based on the SOFR ranges from 2.00% to 2.75%, in each case, based on the Company’s consolidated total net leverage ratio as of the most recently ended fiscal quarter. The Company will pay an annual commitment fee during the term of the Credit Agreement at a rate per annum equal to 0.50% for any undrawn portion of the Revolving Credit Facility. The Company’s weighted average annual interest rate on its outstanding debt was 5.9% and 6.5% for the three months ended March 31, 2026, and 2025, respectively. On April 23, 2026, the Company entered into a First Amendment to Credit Agreement with the Lenders and the Agent to increase the Revolving Credit Facility to an aggregate principal amount of $75.0 million and make leveraged-based adjustments to the annual Revolving Credit Facility commitment fee during the term of the Credit Agreement (see Note 15, Subsequent Events).

 

The Credit Agreement contains customary representations and warranties, as well as customary affirmative and negative covenants. Negative covenants include, among others, restrictions on the incurrence of debt, the incurrence of liens, the making of investments and distributions, dividends, and stock buy-backs. In addition, the Credit Agreement requires that the Company maintain a consolidated total net leverage ratio of not greater than 3.00 to 1.00, and a consolidated fixed charge coverage ratio of not less than 1.25 to 1.00. As of March 31, 2026, the Company was in compliance with the covenants contained in the Credit Agreement.

 

The Credit Agreement contains customary events of default. Upon the occurrence and during the continuance of an event of default, the Agent may declare the outstanding advances and all other obligations under the Credit Agreement immediately due and payable.

 

The obligations under the Credit Agreement are guaranteed by all present and future material domestic subsidiaries of the Company (collectively with the Company referred to herein as the “Credit Parties”), subject to customary exceptions, and are secured by the equity interests of the Credit Parties (other than the Company) and substantially all of the personal property owned by the Credit Parties, including 65% of the equity interests of certain foreign subsidiaries owned by the Credit Parties.

 

The Company used the amounts borrowed under the Credit Facilities to finance, in part, the purchase price paid for the acquisition of SecureWise (see Note 14, Business Combination).

 

Future Payments on Total Debt

 

As of March 31, 2026, the estimated future principal payments of the total long-term debt were as follows (in thousands):

 

Year Ending December 31,

 

Amount

 

2026 (remaining nine months)

 $1,875 

2027

  2,500 

2028

  2,500 

2029

  2,500 

2030

  58,125 

Total future principal payments of long-term debt

 $67,500 

 

20

 
 

6. STOCKHOLDERS EQUITY

 

Stock Repurchase Program

 

On April 15, 2024, the Board of Directors adopted a stock repurchase program (the “2024 Program”) to repurchase up to $40.0 million of the Company’s common stock both on the open market and in privately negotiated transactions, including through Rule 10b5-1 plans, from time to time, over the next two years from the adoption date. In 2025, the Company repurchased 12,500 shares under the 2024 Program at an average price of $19.55 per share for an aggregate total price of $0.2 million. During the three months ended March 31, 2026, the Company did not repurchase any shares under the 2024 Program. As of March 31, 2026, approximately $39.8 million remained available under the 2024 Program.

 

Subsequently, on April 14, 2026, the 2024 Program expired.

 

Also, subsequently, in  May 2026, the Board Directors adopted a new stock repurchase program (the “2026 Program”) to repurchase up to $50.0 million of the Company’s common stock both on the open market and in privately negotiated transactions, including through Rule 10b5-1 plans, from time to time, over the next two years from the adoption date.

 

7. EMPLOYEE BENEFIT PLANS

 

Employee Stock Purchase Plan

 

On June 15, 2021, the Company’s stockholders initially approved the 2021 Employee Stock Purchase Plan, which has been amended and restated by the Board of Directors and approved by the Company’s stockholders since then (as amended through the date of this report, the “2021 Purchase Plan”). The 2021 Purchase Plan commenced on August 1, 2021, and provided for twenty-four-month offering periods with four six-month purchase periods in each offering period. As of March 31, 2026, 523,886 shares were available for future issuance under the 2021 Purchase Plan.

 

Subsequently, on April 23, 2026, the Company’s Board of Directors approved an amendment and restatement of the 2021 Purchase Plan, which is subject to stockholder approval at the 2026 annual meeting of stockholders, to increase the number of shares reserved for issuance under such plan by an additional 0.2 million shares, to a total of 1.6 million shares.

 

The Company estimated the fair value of purchase rights granted under the 2021 Purchase Plan during the period using the Black-Scholes-Merton option-pricing model with the following weighted average assumptions, resulting in the following weighted average fair values:

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Expected life (in years)

  1.25   1.25 

Volatility

  51.48%  40.22%

Risk-free interest rate

  3.53%  4.22%

Expected dividend

      

Weighted average fair value of purchase rights granted during the period

 $12.05  $9.36 

 

During the three months ended March 31, 2026 and 2025, a total of 117,181 shares and 89,508 shares, respectively, were issued under the 2021 Purchase Plan, at a weighted average purchase price of $18.46 per share and $23.68 per share, respectively. As of March 31, 2026, the estimated unrecognized compensation cost related to the 2021 Purchase Plan was $2.6 million, which is expected to be recognized over a weighted average period of 1.4 years.

 

21

 

Stock Incentive Plan

 

On November 16, 2011, the Company’s stockholders initially approved the 2011 Stock Incentive Plan, which has been amended and restated by the Board of Directors and approved by the Company’s stockholders a number of times since then (as amended through the date of this report, the “2011 Plan”). As of March 31, 2026, 15.9 million shares of common stock were reserved to cover stock-based awards under the 2011 Plan, of which 3.2 million shares were available for future grant. 

 

Subsequently, on April 23, 2026, the Company’s Board of Directors approved an amendment and restatement of the 2011 Plan, which is subject to stockholder approval at the 2026 annual meeting of stockholders, to increase the number of shares reserved for issuance under such plan by an additional 0.8 million shares, to a total of 16.7 million shares, and extend the deadline to grant incentive stock options to April 23, 2036.

 

Stock Award Activities

 

Restricted stock unit (RSU)

 

Nonvested RSU activities were as follows:

 

      

Weighted

 
      

Average Grant

 
  

Shares

  

Date Fair Value

 
  

(in thousands)

  

Per Share

 

Nonvested, January 1, 2026

  2,005  $29.08 

Granted

  34   31.13 

Vested

  (379)  29.42 

Forfeited

  (31)  29.56 

Nonvested, March 31, 2026

  1,629  $29.04 

 

As of March 31, 2026, there was $39.3 million of total unrecognized compensation cost related RSUs which is expected to be recognized over a weighted average period of 2.5 years. Additional information related to RSUs is as follows:

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Total fair value of restricted stock units vested (in thousands)

 $10,982  $9,712 

 

Stock Options

 

There were no stock options granted during the three months ended March 31, 2026 and 2025. As of March 31, 2026, the outstanding stock options totaled 16,302 shares. Total fair value of shares vested during the three months ended March 31, 2026, was immaterial. As of March 31, 2026, there was no remaining unrecognized compensation cost related to unvested stock options.

 

Stock-Based Compensation

 

Stock-based compensation is estimated at the grant date based on the award’s fair value and is recognized on a straight-line basis over the vesting periods, generally four years. Stock-based compensation expense before taxes related to the Company’s stock plan and employee stock purchase plan was allocated as follows (in thousands):

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Costs of revenues

 $1,279  $1,342 

Research and development

  2,392   2,419 

Selling, general, and administrative

  2,725   2,835 

Total stock-based compensation expense

 $6,396  $6,596 

 

22

 
 

8. INCOME TAXES

 

Income tax expense increased by $1.0 million for the three months ended March 31, 2026, to $1.0 million as compared to $36 thousand income tax expense for the three months ended March 31, 2025. The Company’s effective tax rate was 18% for the three months ended March 31, 2026, compared to (1)% for the three months ended March 31, 2025. The increase was primarily due to changes in the foreign, federal and state taxes, and year-to-date recognition of worldwide pre-tax income (loss) in relation to their forecasted amounts for the full year. The Company’s provision for income taxes for the three months ended March 31, 2026, was primarily attributable to state and foreign taxes.

 

The Company’s total amount of unrecognized tax benefits, excluding interest, as of March 31, 2026, was $17.3 million, of which $2.5 million, if recognized, would affect the Company’s effective tax rate. The Company’s total amount of unrecognized tax benefits, excluding interest, as of December 31, 2025, was $17.1 million, of which $2.5 million, if recognized, would affect the Company’s effective tax rate. As of March 31, 2026, the Company has recorded unrecognized tax benefits of $3.3 million, including interest of $0.8 million, as long-term taxes payable in the condensed consolidated balance sheets. The remaining $14.8 million has been recorded within the Company’s DTAs, which is subject to a full valuation allowance.

 

The valuation allowance was approximately $69.9 million as of March 31, 2026, and December 31, 2025, which was related to U.S. net federal and state DTAs. The worldwide net DTA balances were immaterial as of March 31, 2026, and December 31, 2025.

 

The Company conducts business globally and, as a result, files numerous consolidated and separate income tax returns in the U.S. federal and various state and foreign jurisdictions. For U.S. federal and California income tax purposes, the statute of limitations currently remains open for the tax years ended 2022 to present and 2021 to present, respectively. In addition, all of the net operating loss and research and development credit carryforwards that may be utilized in future years may be subject to federal and state examination. In May 2026, the Company received a notice from the Department of the Treasury Internal Revenue Service that Company’s federal income tax return for 2023 was selected for examination. The Company is not currently under known income tax examinations in the U.S. for any other periods or in any other of its major foreign subsidiaries’ jurisdictions.

 

9. NET INCOME (LOSS) PER SHARE

 

Basic net income (loss) per share is computed by dividing net income (loss) by the weighted average number of common shares outstanding for the period (excluding outstanding stock options, nonvested restricted stock units and shares subject to repurchase). Diluted net income (loss) per share is computed using the weighted average number of common shares outstanding for the period plus the potential effect of dilutive securities which are convertible into common shares (using the treasury stock method), except in cases in which the effect would be anti-dilutive. The following is a reconciliation of the numerators and denominators used in computing basic and diluted net income (loss) per share (in thousands except per share amount):

 

   

Three Months Ended March 31,

 
   

2026

   

2025

 

Numerator:

               

Net income (loss)

  $ 4,791     $ (3,032 )

Denominator:

               

Basic weighted average common shares outstanding

    39,857       39,088  

Effect of dilutive stock options, unvested restricted stock units, and shares of common stock expected to be issued under employee stock purchase plan

    520        

Diluted weighted average common shares outstanding

    40,377       39,088  
                 

Net income (loss) per share:

               

Basic

  $ 0.12     $ (0.08 )

Diluted

  $ 0.12     $ (0.08 )

 

For the three months ended March 31, 2025, because the Company was in a loss position, diluted net loss per share is the same as basic net loss per share as the inclusion of the potential common shares would have been anti-dilutive.

 

23

 

The following table summarizes the potential shares of common stock that were not included in the diluted net income (loss) per share calculation above because to do so would be anti-dilutive for the periods indicated (in thousands):

 

   

Three Months Ended March 31,

 
   

2026

   

2025

 

Non-vested restricted stock units

    29       1,569  

Outstanding stock options

          27  

Shares issuable under employee stock purchase plan

    49       69  

Total

    78       1,665  
 

10. CUSTOMER AND GEOGRAPHIC INFORMATION

 

Operating segments are defined as components of an enterprise about which separate financial information is available that is evaluated regularly by the chief operating decision maker, or group, in deciding how to allocate resources and in assessing performance.

 

The Company’s chief operating decision maker (“CODM”), the Chief Executive Officer, reviews discrete financial information including total revenues, gross profit, and net income (loss) presented on a consolidated basis for purposes of regularly making operating decisions about allocation of resources and financial performance assessment. Further, the CODM reviews and utilizes functional expenses (costs of revenues, research and development, and selling, general and administrative) at the consolidated level to manage the Company’s operations. Other segment items included in the condensed consolidated net income (loss) are amortization of acquired intangible assets, interest expense, interest income and other, net and income tax expense, which are reflected in the condensed consolidated statements of operations and comprehensive income. Accordingly, the Company considers itself as one operating and reporting segment because it does not distinguish between markets, specifically the provision of services for differentiated data and analytics solutions to the semiconductor and electronics industries.

 

The following table presents segment total revenues, costs of revenues, gross profit, income from operations, and net income (loss) for the periods presented (in thousands):

 

  

Three Months Ended March 31,

 
  

2026

  

2025

 

Total revenues

 $60,130  $47,778 

Costs of revenues

 $16,938  $12,955 

Gross profit

 $43,192  $34,823 

Net income (loss)

 $4,791  $(3,032)

 

Revenues from an individual customer that are approximately 10% or more of the Company’s consolidated total revenues were as follows:

 

  

Three Months Ended March 31,

 

Customer

 

2026

  

2025

 

A

  28%  15%

B

  *%  19%

C

  10%  10%

 


* represents less than 10%

 

Gross accounts receivable balances (including amounts that are unbilled) from individual customers that are approximately 10% or more of the Company’s gross accounts receivable balance were as follows:

 

  

March 31,

  

December 31,

 

Customer

 

2026

  

2025

 

A

  40%  39%

C

  23%  25%

 

24

 

Long-lived assets, net by geographic area were as follows (in thousands):

 

  

March 31,

  

December 31,

 
  

2026

  

2025

 

United States (1)

 $102,923  $94,426 

Rest of the world

  3,047   2,907 

Total long-lived assets, net

 $105,970  $97,333 

 


(1) Includes assets deployed at customer sites which could be outside the U.S.

 

 

11. FAIR VALUE MEASUREMENTS

 

The Company's cash equivalents are classified within Level 1 of the fair value hierarchy because their fair values are derived from quoted market prices. Other current assets are classified within Level 3 because factors used to develop the estimated fair value are unobservable inputs that are not supported by market activity. The Company’s financial assets measured at fair value on a recurring basis and the classification by level of input within the fair value hierarchy were as follows (in thousands):

 

    

March 31, 2026

  

December 31, 2025

 
        

Fair Value Measurements at Reporting Date Using

      

Fair Value Measurements at Reporting Date Using

 
  

Balance Sheet

     

Quoted Prices in Active Markets for Identical Assets

  

Significant Other Observable Inputs

  

Significant Unobservable Inputs

      

Quoted Prices in Active Markets for Identical Assets

  

Significant Other Observable Inputs

  

Significant Unobservable Inputs

 

Assets

 

Classification

 

Total

  

(Level 1)

  

(Level 2)

  

(Level 3)

  

Total

  

(Level 1)

  

(Level 2)

  

(Level 3)

 

Money market mutual funds

 

Cash equivalents

 $12,645  $12,645  $  $  $14,535  $14,535  $  $ 

Available-for-sale debt securities:

                                  

Convertible note receivable (1)

 

Other current assets

  2,162         2,162   2,138         2,138 

Total

 $14,807  $12,645  $  $2,162  $16,673  $14,535  $  $2,138 

 

(1)

In August 2024, the Company purchased a $2.0 million non-marketable convertible promissory note from an unrelated third party (the “convertible note”). The convertible note bears a 5% interest rate annually and will mature in August 2026.

 

25

 
 

12. COMMITMENTS AND CONTINGENCIES

 

Strategic Partnership with Advantest — See Note 13, Strategic Partnership Agreement with Advantest and Related Party Transactions, for the discussion about the Company’s commitments under the strategic partnership with Advantest.

 

Operating Leases — Refer to Note 4, Leases, for the discussion about the Company’s lease commitments.

 

Indemnifications — The Company generally provides a warranty to its customers that its software will perform substantially in accordance with documented specifications typically for a period of 90 days following initial delivery of its products. The Company also indemnifies certain customers from third-party claims of intellectual property infringement relating to the use of its products. Historically, costs related to these guarantees have not been significant. The Company is unable to estimate the maximum potential impact of these guarantees on its future results of operations.

 

The Company’s standard product warranty terms for its DirectScan system generally include post-sales support and repairs or replacement of a product at no additional charge for a contractually agreed period of time. The standard warranty reserve is based on estimated total expected costs to fulfill our warranty obligation based on best available information as of the reporting date. The standard warranty reserve was immaterial as of March 31, 2026, and December 31, 2025.

 

Purchase Obligations — The Company has purchase obligations with certain suppliers for the purchase of goods and services entered into in the ordinary course of business. As of March 31, 2026, total outstanding purchase obligations were $64.6 million, the majority of which is due within the next 18 months.

 

Indemnification of Officers and Directors — As permitted by the Delaware General Corporation Law, the Company has included a provision in its certificate of incorporation to eliminate the personal liability of its officers and directors for monetary damages for breach or alleged breach of their fiduciary duties as officers or directors.

 

In addition, the Bylaws of the Company provide that the Company is required to indemnify its officers and directors even when indemnification would otherwise be discretionary, and the Company is required to advance expenses to its officers and directors as incurred in connection with proceedings against them for which they may be indemnified. The Company has entered into indemnification agreements with its officers and directors containing provisions that are in some respects broader than the specific indemnification provisions contained in the Delaware General Corporation Law. The indemnification agreements require the Company to indemnify its officers and directors against liabilities that may arise by reason of their status or service as officers and directors other than for liabilities arising from willful misconduct of a culpable nature, to advance their expenses incurred as a result of any proceeding against them as to which they could be indemnified, and to obtain directors’ and officers’ insurance if available on reasonable terms. The Company has obtained directors’ and officers’ liability insurance in amounts comparable to other companies of the Company’s size and in the Company’s industry. Since a maximum obligation of the Company is not explicitly stated in the Company’s Bylaws or in its indemnification agreements and will depend on the facts and circumstances that arise out of any future claims, the overall maximum amount of the obligations cannot be reasonably estimated.

 

Legal Proceedings — From time to time, the Company is subject to various claims and legal proceedings that arise in the ordinary course of business. The Company accrues for losses related to litigation when a potential loss is probable, and the loss can be reasonably estimated, and recognizes gains related to litigation at the earlier of when the gain has been realized or when it is realizable in accordance with FASB requirements. As of March 31, 2026, the Company was not party to any material legal proceedings for which a loss was probable or an amount was accrued. 

 

On May 6, 2020, the Company initiated an arbitration proceeding with the Hong Kong International Arbitration Center (the “Tribunal”) against SMIC New Technology Research & Development (Shanghai) Corporation (“SMIC”) due to SMIC’s failure to pay fees due to the Company under a series of contracts. The Company sought to recover the unpaid fees, a declaration requiring SMIC to pay fees under the contracts in the future (or a lump sum payment to end the contract), and costs associated with bringing the arbitration proceeding. SMIC denied liability and an arbitration hearing was held in February 2023. On November 12, 2025, the Tribunal issued a confidential arbitration award (the “Award”), which is in favor of the Company. The Company is separately pursuing an award as to costs. No payments under the Award have been received by the Company to date and in February 2026, SMIC filed an application with the High Court of Hong Kong seeking to set the Award aside. The Company believes the set aside application is without merit and intends to defend it, and is pursuing judicial enforcement of the Award. There can be no assurances that the Company will receive all or any part of the Award. Accordingly, no amounts have been recognized in connection with the Award as of March 31, 2026.

 

26

 
 

13. STRATEGIC PARTNERSHIP AGREEMENT WITH ADVANTEST AND RELATED PARTY TRANSACTIONS

 

In July 2020, the Company entered into a long-term strategic partnership with Advantest Corporation through its wholly-owned subsidiary, Advantest America, Inc. (collectively referred to herein as “Advantest”), which includes: (i) a Securities Purchase Agreement wherein the Company issued and sold to Advantest America, Inc., an aggregate of 3,306,924 shares of its common stock, for aggregate gross proceeds of $65.2 million; (ii) a significant agreement for its assistance in development of cloud-based applications for Advantest tools that leverages our Exensio analytics software; (iii) a commercial agreement providing for the license to third parties of solutions that result from the development work that combine Advantest’s testing applications and our Exensio platform; and (iv) a 5-year cloud-based subscription that expired in July 2025 for Exensio analytics software and related services.

 

Revenue recognized from Advantest was $0.5 million and $3.6 million during the three months ended March 31, 2026 and 2025, respectively. Accounts receivable from Advantest were not material as of March 31, 2026, and December 31, 2025. Deferred revenue amounted to $1.3 million and $0.7 million as of March 31, 2026, and December 31, 2025, respectively.

 

14. BUSINESS COMBINATION

 

On February 19, 2025, the Company entered into an Equity Purchase Agreement (the “Purchase Agreement”) with Telit IOT Solutions Inc., a Delaware corporation (the “Seller”), and SecureWise, pursuant to which the Company agreed to acquire the Seller’s SecureWise business (the “Business”) by means of a purchase of all of the outstanding equity interests of SecureWise held by the Seller (the “Transaction”).

 

On March 7, 2025, the Company completed the acquisition of the Business from the Seller pursuant to the Purchase Agreement for a cash purchase price of $130.0 million, subject to customary adjustments in respect of indebtedness, transaction expenses, cash and working capital of the Business, in each case, in accordance with the terms of the Purchase Agreement. The Company financed the Transaction using a combination of cash on hand and borrowings under the Credit Facilities.

 

The Company expects the Transaction to accelerate equipment makers’ ability to derive value from equipment data by enabling them to leverage the Company’s Exensio analytics software and to expand the capability of the Company’s secure data exchange (“DEX”) outsourced semiconductor assembly and test (“OSAT”) network by allowing equipment makers, fab operators, and fabless companies to collaborate to optimize chip manufacturing and test.

 

The Company accounted for the Transaction as a business combination in accordance with ASC Topic 805, Business Combinations. This method requires that assets acquired and liabilities assumed in a business combination be recognized at their respective estimated fair values as of the acquisition date. The Company allocated the purchase price to identifiable assets acquired based on their estimated fair values. The fair value of the consideration transferred and the assets acquired and liabilities assumed was determined by the Company and in doing so management engaged a third-party valuation specialist to assist with the measurement of the fair value of identifiable intangible assets. The estimated fair value of the identifiable assets acquired and liabilities assumed was based on management’s best estimates. The fair value of the customer relationships was determined using the multi-period excess earnings income approach or cost approach. The fair value of trade names and developed technology was determined using the relief-from-royalty method. The fair value of acquired technology was determined using the cost approach. The excess of purchase consideration over the fair value of net tangible and identifiable intangible assets acquired was recorded as goodwill. The goodwill recorded from this acquisition represents business benefits the Company anticipates from the acquired workforce and expectation for expanded sales opportunities to foster further business growth. The goodwill associated with the acquisition is deductible for tax purposes.

 

The Company expensed all transaction costs in the period in which they were incurred. The total acquisition-related and integration costs related to the acquisition of SecureWise amounted to $5.4 million, of which the Company recorded $4.5 million in 2025 and $0.9 million in 2024.

 

27

 

The Company finalized the allocation of the purchase price to the fair values of the identifiable assets acquired and liabilities assumed as of the acquisition date, upon completion of the measurement period. The following table summarizes the final allocation of the purchase price for the acquisition of SecureWise, as of the date of the completion of the Transaction (in thousands, except amortization period):

 

      

Amortization

 
  

Amount

  

Period (Years)

 

Allocation of Purchase Price:

       

Fair value estimates of assets acquired and liabilities assumed

       

Cash

 $1,049    

Accounts receivable (1)

  2,955    

Prepaid and other assets

  2,896    

Property and equipment

  1,535    

Fair value of intangible assets:

       

Trademark

  6,600  5 

Customer relationships

  28,900  13 

Developed technology

  11,600  7 

Goodwill

  80,023  N/A 

Accounts payable and other current liabilities

  (4,791)   

Total purchase price allocation

 $130,767    

 

(1)

The estimated fair value of the accounts receivable acquired approximates the contractual value of $3.0 million.

 

Pro forma information reflecting the impact of the Transaction has not been presented as the Transaction was not material to the Company’s financial results.  

 

15. SUBSEQUENT EVENTS

 

First Amendment to Credit Agreement

 

On April 23, 2026, the Company entered into a First Amendment to Credit Agreement (the “Amendment”) with the Lenders and the Agent to amend the Credit Agreement dated as of March 7, 2025 (see Note 5, Debt).  The Amendment increases the Revolving Credit Facility to an aggregate principal amount of $75 million. The Amendment introduces leveraged-based adjustments to the annual Revolving Credit Facility commitment fee during the term of the Credit Agreement. Instead of a flat per annum rate of 0.50%, the Revolving Credit Facility commitment fee will be 0.50% when the total debt to EBITDA ratio is greater than or equal to 2.50 to 1.00, 0.35% when the total debt to EBITDA ratio is less than 2.50 to 1.00 but greater than or equal to 0.50 to 1.00 and 0.20% when the total debt to EBITDA ratio is less than 0.50 to 1.00. All other material terms of the Credit Agreement remain unchanged. Under this facility, $30.0 million is available to the Company for drawdown.

 

Stock Repurchase Programs and Employee Benefit Plans 

 

Refer to Note 6, Stockholders’ Equity, for the discussion about the adoption of the 2026 Stock Repurchase Program in May 2026.

 

Refer to Note 7, Employee Benefit Plan, for the discussion about the amendments to the 2011 Stock Incentive Plan and the 2021 Purchase Plan in April 2026.

 

 

28

  
 

Item 2. Managements Discussion and Analysis of Financial Condition and Results of Operations

 

Forward-Looking Statements

 

The following discussion of our financial condition and results of operations contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements other than statements of historical fact may be forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as “may,” “could,” “projected,” “should,” “expect,” “plan,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” “target” or “continue,” the negative effect of terms like these or other similar expressions. These statements include, but are not limited to, statements related to: the Companys business strategy and objectives; the Companys intellectual property and proprietary software, information and technology; the Companys sales and marketing strategy, expectations regarding strategic alliances and relationships; investments in research and development; industry trends; macroeconomic factors, inventories, and demand; changing export controls and sanctions; U.S. administrative initiatives; investments in semiconductor manufacturing; geopolitical tensions and conflicts; fluctuations in the Companys quarterly results; and other statements identified by words such as could,” “expects,” “intends,” “may,” “plans,” “potential,” “should,” “will,” “would,” or similar expressions and the negatives of those terms. These statements are subject to future events, circumstances, uncertainties, and risks that could cause results to differ materially, including risks associated with: the effectiveness of the Companys business and technology strategies; semiconductor industry trends and competition; rates of adoption of the Companys solutions by new and existing customers; project milestones or delays and performance criteria achieved; cost and schedule of new product development and investments in research and development; the continuing impact of macroeconomic conditions, including inflation, changing interest rates and tariffs, the evolving trade regulatory environment and geopolitical tensions, and other trends impacting the semiconductor industry, the Companys customers, operations, and supply and demand for its products; supply chain disruptions; changes in laws and regulations, including recent tax and data privacy laws and regulations, or the interpretation or enforcement thereof; the success of the Companys strategic growth opportunities and partnerships; recent and future acquisitions, strategic alliances and relationships and the Companys ability to successfully integrate acquired businesses and technologies; whether the Company can successfully convert backlog into revenue; customers’ production volumes under contracts that provide Gainshare; the sufficiency of the Companys cash resources and anticipated funds from operations; the Companys ability to obtain additional financing if needed; the Companys ability to use support and updates for certain open-source software; and other risks and uncertainties discussed in the Companys filings with the Securities and Exchange Commission (SEC). These forward-looking statements are only predictions. Forward-looking statements are based on current expectations and projections about future events and are inherently subject to a variety of risks and uncertainties, many of which are beyond our control, which could cause actual results to differ materially from those anticipated or projected. All forward-looking statements and other information included in this document are based on information available to us on the date of filing and we further caution investors that our business and financial performance are subject to substantial risks and uncertainties. We assume no obligation to update publicly any such forward-looking statements. In evaluating these statements, you should specifically consider various factors, including the risk factors set forth in Item 1A. “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on February 24, 2026 (the “Annual Report”). All references to “we,” “us,” “our,” “PDF,” “PDF Solutions” or “the Company” refer to PDF Solutions, Inc.

 

 

Cimetrix, CV, DirectScan, Exensio, PDF Solutions, Sapience, secureWISE, and logos for the same, are trademarks or registered trademarks of PDF Solutions, Inc. or its subsidiaries.

 

Overview

 

We provide comprehensive data solutions designed to empower organizations across the semiconductor and electronics ecosystems to improve the yield and quality of their products and operational efficiency for increased profitability. We derive revenues from two categories, Platform and Volume-based fees. Our offerings that contribute to Platform revenue are licenses for software (other than Cimetrix runtime licenses) and related software maintenance and technical support services; software-as-a-service (“SaaS”); engineering services; fixed fees associated with Characterization Vehicle systems; and licenses and purchase contracts for DirectScan systems. Volume-based revenue is derived from Cimetrix runtime licenses, secureWISE data, and variable/royalty fees associated with CV systems (sometimes referred to as Gainshare). Our products and services have been sold to integrated device manufacturers (“IDMs”), fabless semiconductor companies, foundries, out-sourced semiconductor assembly and test (“OSATs”), capital equipment manufacturers, and system houses.

 

We are headquartered in Santa Clara, California and operate worldwide with offices in Canada, China, France, Germany, Italy, Japan, Korea, and Taiwan.

 

29

 

Industry Trends

 

The confluence of Industry 4.0 (i.e. the fourth industrial revolution, or the automation and data exchange in manufacturing technologies and processes) and cloud computing (i.e. the on-demand availability of computing resources and data storage without direct active management by the user) is driving increased innovation in semiconductor and electronics manufacturing and analytics, as well as in the organization of information technology (“IT”) networks and computing at semiconductor and electronics companies across the ecosystem. First, the ubiquity of wireless connectivity and sensor technology enables any manufacturing company to augment its factories and visualize its entire production line. In parallel, the cost per terabyte of data storage has generally decreased over time. The combination of these two trends means that more data is collected and stored than ever before. Further, semiconductor companies are striving to analyze these very large data sets in real-time to make rapid decisions that measurably improve manufacturing efficiency and quality. In parallel, the traditional practice of on-site data storage, even for highly sensitive data, is changing. The ability to cost-effectively and securely store, analyze, and retrieve massive quantities of data from the cloud versus on-premise enables data to be utilized across a much broader population of users, frequently resulting in greater demands on analytics programs. The combination of these latter two trends means that cloud-based, analytics programs that effectively manage identity management, physical security, and data protection are increasingly in demand for insights and efficiencies across the organizations of these companies. We believe that all these trends will continue for the next few years, and the challenges involved in adopting Industry 4.0 and secure cloud computing will create opportunities for our combination of advanced analytics capabilities, proven and established supporting infrastructure, and professional services to configure our products to meet customers’ specialized needs.

 

Worldwide economic performance is uneven, and the possibility of a recession persists, leading to uneven demand. Geopolitical tensions and conflicts in various locations around the world have created volatility in the global financial markets and may have further global economic consequences, including potential disruptions of the global supply chain, heightened volatility of commodity and raw material prices, and increased fears of a global recession. Inventories of semiconductor devices remain elevated in some instances. With high inventories and soft demand for some product segments, some semiconductor fab utilization rates are also low and semiconductor capital equipment orders have been impacted for some vendors and market segments. As a result, some purchase cycles, especially for enterprise software and capital equipment and particularly with respect to larger deals, have lengthened in recent years and may continue to do so. Also, we have contractors located in the West Bank and in Israel, who are providing software development and customer technical support services. We have developed contingency plans to use alternative resources to continue serving customers, if needed. Any escalations in these areas could lead to disruptions or reductions in international trade, deter or prevent purchasing activity of customers, and negatively impact our development timelines and customer support (with respect to the conflicts in the Middle East) or China sales (with respect to U.S.-P.R.C. tensions) and financial results in general (with respect to global tensions).

 

The logic foundry market at the leading-edge nodes, such as 7nm, 5nm, and smaller, underwent significant change over the past few years. The leading foundry continues to dominate market share. This trend will likely continue to impact our Characterization services business on these nodes. We expect most logic foundries to invest in derivatives of older process nodes, such as 28nm and 14nm, to extract additional value as many of their customers will not move to advanced nodes due to either technological barriers or restrictive economics. Foundries that participate at leading edge nodes are expected to continue to invest in new technologies such as memory, packaging, and multi-patterned and extreme ultraviolet lithography, as well as new innovations in process control and variability management. We expect China’s investment in semiconductors to continue. Compliance with changing U.S. export restrictions limit our possible business with Chinese semiconductor manufacturers on advanced nodes. Further, trade conflict through exchange of tariffs and other retaliatory actions are expected to impact worldwide supply chains, increase prices and put downward pressure on economic activity, and could negatively affect our future sales in various geographic markets. The uncertainty caused by these regulations and the potential for additional future restrictions could negatively affect our future sales, including in but not limited to the People’s Republic of China (“P.R.C.”) market. Some customers in the P.R.C. have expressed concern about the potential for supply chain disruption due to the U.S. government’s changing export controls impacting their purchase, or in some case restricting their ability to purchase, certain U.S. goods. Based on our current assessments, we expect the near-term impact of these evolving trade restrictions on our business to be limited.

 

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Financial Highlights

 

Financial highlights for the three months ended March 31, 2026, are as follows:

 

 

Total revenues were $60.1 million, an increase of $12.4 million, or 26%, compared to the same period in 2025. Platform revenue was $50.9 million, an increase of $13.6 million, or 36%, compared to the same period in 2025. The increase in Platform revenue was driven by higher revenue from CV and DirectScan systems, the addition of revenues related to secureWISE systems, and increase in revenue from Exensio software and services. Volume-based revenue was $9.2 million, a decrease of $1.3 million, or 12%, compared to the same period in 2025, primarily due to a decrease in revenue from Gainshare, partially offset by an increase in revenue from secureWISE data usage.

 

 

Costs of revenues increased by $4.0 million, compared to the same period in 2025, primarily due to increases in personnel-related costs, software license and maintenance costs, facilities and IT-related costs, including depreciation and amortization expense, amortization of acquired technology, and travel expense.

 

 

Net income was $4.8 million, compared to a net loss of $3.0 million for the same period in 2025. The increase in net income was primarily attributable to (a) an increase in total revenues, (b) a decrease in acquisition-related and integration costs, and (c) a net favorable fluctuation in foreign currency exchange rates, partially offset by (i) an increase in overall costs and expenses mainly due to increases in personnel-related expenses, costs related to the operation of SecureWise, facilities and IT-related costs, including depreciation and amortization, amortization of acquired intangible assets, subcontractor fees, software license and maintenance costs, and travel expenses, (ii) an increase in interest expense from our long-term debt, (iii) a decrease in interest income, and (iv) an increase in income tax expense. 

 

Critical Accounting Policies

 

Our discussion and analysis of our financial conditions, results of operations and cash flows are based on our condensed consolidated financial statements, which have been prepared in conformity with accounting principles generally accepted in the United States of America. Our preparation of these unaudited condensed consolidated financial statements requires us to make estimates and assumptions that affect the reported amounts of assets and liabilities, the disclosure of contingent assets and liabilities at the dates of the financial statements and the reported amounts of revenues and expenses during the reporting periods. We base our estimates on historical experience and on various other assumptions that we believe to be reasonable under the circumstances. The most significant estimates and assumptions relate to revenue recognition, valuation of long-lived assets including goodwill and intangible assets, stock-based compensation and the realization of deferred tax assets (“DTAs”). Actual amounts may differ from such estimates under different assumptions or conditions.

 

For additional information about our critical accounting policies, see Note 1, Basis of Presentation and Summary of Significant Accounting Policies, and Note 2, Revenue from Contracts with Customers to our unaudited condensed consolidated financial statements in this Quarterly Report on Form 10‑Q and Part II Item 7, Managements Discussion and Analysis of Financial Condition and Results of Operation, under the heading of Critical Accounting Estimates in our Annual Report. There were no material changes during the three months ended March 31, 2026, to the items that we disclosed as our critical accounting policies and estimates in Part II, Item 7 of the Annual Report.

 

Recent Accounting Pronouncements and Accounting Changes

 

See Note 1, Basis of Presentation and Summary of Significant Accounting Policies, to our unaudited condensed consolidated financial statements in this Quarterly Report on Form 10‑Q, for a description of recent accounting pronouncements and accounting changes, including the expected dates of adoption and estimated effects, if any, on our condensed consolidated financial statements.

 

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Results of Operations

 

Discussion of Financial Data for the Three Months ended March 31, 2026 and 2025

 

Revenues, Costs of Revenues, and Gross Margin

 

Beginning with our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on February 24, 2026, we updated our presentation of revenue categories. The change in presentation of revenues does not change our total revenues or total costs of revenues. The following table presents reclassified historical amounts to conform to the current period’s presentation (in thousands):

 

   

Three Months Ended March 31,

   

Change

 

(Dollars in thousands)

 

2026

   

2025

   

$

      %

Revenues:

                               

Platform

  $ 50,936     $ 37,321     $ 13,615       36 %

Volume-based

    9,194       10,457       (1,263 )     (12 )%

Total revenues

    60,130       47,778       12,352       26 %

Costs of revenues

    16,938       12,955       3,983       31 %

Gross profit

  $ 43,192     $ 34,823     $ 8,369       24 %

Gross margin

    72 %     73 %                
                                 

Platform revenue as a percentage of total revenues

    85 %     78 %                

Volume-based revenue as a percentage of total revenues

    15 %     22 %                

 

Platform Revenue

 

Platform revenue increased $13.6 million for the three months ended March 31, 2026, compared to the same period in 2025. The increase in Platform revenue was primarily driven by higher revenue from CV and DirectScan systems, the addition of revenues related to SecureWISE systems, and increase in revenue from Exensio software and services.

 

Volume-based Revenue

 

Volume-based revenue decreased $1.3 million for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to decrease in revenue from Gainshare, partially offset by an increase in secureWISE data usage.

 

Our revenues may also fluctuate in the future due to other factors, including the semiconductor industry’s continued acceptance of our products, services and solutions, the timing of purchases by existing and new customers, cancellations by existing customers, our ability to attract new customers and penetrate new markets, supply chain challenges and further penetration of our current customer base. Fluctuations in future results may also occur if any of our significant customers renegotiate pre-existing contractual commitments, including due to adverse changes in their own business.

 

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Costs of Revenues

 

Costs of revenues consist primarily of costs incurred to provide and support our services, costs recognized in connection with licensing our software, IT and facilities-related costs, and amortization of acquired technology. Service costs include material costs, hardware costs (including cost of leased assets under sales-type lease), personnel-related costs (including compensation, employee benefits, bonus and stock-based compensation expense), subcontractor costs, overhead costs, travel expenses, and allocated facilities-related costs. Software license costs consist of costs associated with third-party cloud-delivery related expenses and licensing third-party software used by us in providing services to our customers in solution engagements or sold in conjunction with our software products.

 

The increase in costs of revenues of $4.0 million for the three months ended March 31, 2026, compared to the same period in 2025, was primarily due to (i) a $1.8 million increase in personnel-related costs due to increased headcount and higher bonus expense, (ii) a $0.9 million increase in facilities and IT-related costs, including depreciation and amortization expense, (iii) a $0.7 million increase in software license and maintenance costs, (iv) a $0.3 million increase in amortization of acquired technology, and (v) a $0.2 million increase in travel expense.

 

Gross Margin

 

Gross margin decreased one percentage point for the three months ended March 31, 2026, to 72% compared to 73% for the same period in 2025, primarily due to decrease in revenue from Gainshare and higher costs.

 

Operating Expenses:

 

Research and Development

 

   

Three Months Ended March 31,

   

Change

 

(Dollars in thousands)

 

2026

   

2025

   

$

      %

Research and development

  $ 18,328     $ 14,628     $ 3,700       25 %

As a percentage of total revenues

    30 %     31 %                

 

Research and development expenses consist primarily of personnel-related costs (including compensation, employee benefits, bonus and stock-based compensation expense), outside development services, travel expenses, third-party cloud-services related costs, IT and facilities cost allocations to support product development activities.

 

Research and development expenses increased $3.7 million for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to (i) a $2.5 million increase in personnel-related costs due to increased headcount, higher bonus expense, and employee benefits expense, (ii) a $0.5 million increase in subcontractor fees primarily related to secureWISE systems and Exensio software, and (iii) a $0.5 million increase in facilities and IT-related costs, including depreciation and amortization expense.

 

We anticipate our expenses in research and development will fluctuate in absolute dollars from period to period as a result of the size and the timing of product development projects.

 

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Selling, General, and Administrative

 

   

Three Months Ended March 31,

   

Change

 

(Dollars in thousands)

 

2026

   

2025

   

$

      %

Selling, general, and administrative

  $ 17,492     $ 23,372     $ (5,880 )     (25 )%

As a percentage of total revenues

    29 %     49 %                

 

Selling, general, and administrative expenses consist primarily of personnel-related costs (including compensation, employee benefits, bonus, commission and stock-based compensation expense for sales, marketing, and general and administrative personnel), legal, tax and accounting services, marketing communications and trade conference-related expenses, third-party cloud-services related costs, travel, business acquisition and integration costs, IT and facilities cost allocations.

 

Selling, general, and administrative expenses decreased $5.9 million for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to (i) a $4.3 million decrease in acquisition and integration costs related to the acquisition of SecureWise,  (ii) a $1.4 million decrease in personnel-related costs mainly due to lower compensation expense allocated to selling and marketing activities, and stock-based compensation expense, and (iii) a $0.5 million decrease in facilities and IT-related costs, partially offset by a $0.2 million increase in subcontractor expenses. 

 

We anticipate our selling, general, and administrative expenses will fluctuate in absolute dollars from period to period as a result of cost control initiatives and to support increased selling efforts in the future.

 

Amortization of Acquired Intangible Assets

 

   

Three Months Ended March 31,

   

Change

 

(Dollars in thousands)

 

2026

   

2025

   

$

      %

Amortization of acquired intangible assets

  $ 1,059     $ 378     $ 681       180 %

 

Amortization of acquired intangible assets represents amortization expense on intangibles assets acquired from business combinations in prior years. The increase in amortization expense for the three months ended March 31, 2026, compared to the same period in 2025, was a result of the amortization of intangible assets acquired in the SecureWise acquisition in March 2025.

 

Interest Expense

 

   

Three Months Ended March 31,

   

Change

 

(Dollars in thousands)

 

2026

   

2025

   

$

      %

Interest expense

  $ (1,089 )   $ (311 )   $ 778       250 %

 

Interest expense is from our long-term debt that was used in financing the acquisition of SecureWise in March 2025, and the related amortization of debt discount and issuance costs. Interest expense increased $0.8 million for the three months ended March 31, 2026, compared to the same period in 2025, driven by a full quarter of interest on long-term debt and the amortization of debt discount and issuance costs in the first quarter of 2026, compared to approximately one month of interest following the drawdown of long-term debt in March 2025. 

 

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Interest Income and Other, Net

 

   

Three Months Ended March 31,

   

Change

 

(Dollars in thousands)

 

2026

   

2025

   

$

      %

Interest income and other, net

  $ 592     $ 870     $ (278 )     (32 )%

 

Interest income and other, net, primarily consists of interest income and foreign currency transaction exchange gains and losses. Interest income and other, net decreased $0.3 million for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to $0.9 million decrease in interest income from cash and cash equivalents, partially offset by a $0.6 million net favorable fluctuations in foreign currency exchange rates.

 

Income Tax Expense

 

   

Three Months Ended March 31,

   

Change

 

(Dollars in thousands)

 

2026

   

2025

   

$

      %

Income tax expense

  $ (1,025 )   $ (36 )   $ 989       2,747 %

 

Income tax expense increased for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to the impact of enacted U.S. federal tax legislation, changes in the foreign, federal and state taxes and year-to-date recognition of worldwide pre-tax income in relation to their forecasted amounts for the full year.

 

Any significant change in our future effective tax rates could adversely impact our consolidated financial position, results of operations and cash flows. Our future tax rates may be adversely affected by a number of factors including increase in expenses not deductible for tax purposes, new or changing tax legislation in the United States and in foreign countries where we are subject to tax jurisdictions, the geographic composition of our pre-tax income, the amount of our pre-tax income as business activities fluctuate, our ability to use tax attributes such as research and development tax credits and net operation losses, the tax effects of employee stock activity, audit examinations with adverse outcomes, changes in accounting principles generally accepted in the United States of America and the effectiveness of our tax planning strategies. 

 

The Organization for Economic Co-operation and Development (“OECD”) has a framework to implement a global minimum corporate tax of 15% for companies with global revenue and profits above certain thresholds (referred to as Pillar 2). Although the U.S. has not enacted legislation to implement Pillar 2, certain countries in which we operate have adopted legislation, and other countries are in the process of introducing legislation to implement Pillar 2. The OECD issued new administrative guidance on January 5, 2026, with respect to Pillar 2 which modifies key aspects of the framework for countries to enact in their own laws. Pillar 2 did not have an impact on our condensed consolidated financial statements for the first quarter of 2026 because we do not currently meet the 750 million Euro sales threshold.

 

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Liquidity and Capital Resources

 

As of March 31, 2026, our working capital, defined as total current assets less total current liabilities, was $100.7 million, compared to $92.0 million as of December 31, 2025. Total cash and cash equivalents were $31.2 million as of March 31, 2026, compared to $42.2 million as of December 31, 2025. As of March 31, 2026, and December 31, 2025, cash and cash equivalents held by our foreign subsidiaries were $8.7 million and $6.7 million, respectively.

 

Our material cash requirements include payments for capital expenditures, principal and interest payments on our debt, cash needed to fund our operating activities, operating lease payments, and purchase obligations to support our operations. Refer to Part I, Item 1, Financial Statements, Note 4, Leases, Note 5, Debt, and Note 12, Commitments and Contingencies for details relating to our material cash requirements for debt, leasing arrangements, including future maturities of operating lease liabilities, and purchase obligations, respectively.

 

We believe that our existing cash resources and anticipated funds from operations will satisfy our cash requirements to fund our operating activities, capital expenditures, other obligations including repayment of long-term debt and corresponding interest for at least the next twelve months, and thereafter for the foreseeable future.

 

Term Loan and Revolving Credit Facility

 

On March 7, 2025, we entered into a Credit Agreement (the “Credit Agreement”) with the lenders who are party to the Credit Agreement and the lenders who may become a party to the Credit Agreement pursuant to the terms thereof (the “Lenders”) and Wells Fargo Bank, National Association, as administrative agent to the Lenders (the “Agent”).

 

The Credit Agreement provides for (a) a revolving credit facility in an aggregate principal amount of $45 million (the “Revolving Credit Facility”) and (b) a term loan facility in an aggregate principal amount of $25 million (the “Term Loan” and together with the Revolving Credit Facility, the “Credit Facilities”). 

 

The principal of the Revolving Credit Facility is due as a balloon payment of $45.0 million in March 2030. The principal of the Term Loan is due in the amount of $0.6 million quarterly and a balloon payment of $13.1 million in March 2030.

 

Borrowings under the Credit Facilities will accrue interest at rates equal, at our election, to (i) the alternate base rate, which is defined as the highest of (a) the federal funds effective rate in effect from time to time plus 0.50%, (b) the prime commercial lending rate in effect from time to time, and (c) the daily simple secured overnight financing rate (“SOFR”) plus 1.00% or (ii) SOFR, plus, in each case, the applicable margin. The applicable margin for the Revolving Credit Facility borrowings bearing interest at the alternate base rate ranges from 1.00% to 1.75%, and the applicable margin for Revolving Credit Facility borrowings bearing interest based on the SOFR ranges from 2.00% to 2.75%, in each case, based on our consolidated total net leverage ratio as of the most recently ended fiscal quarter. The applicable margin for Term Loan borrowings bearing interest at the alternate base rate ranges from 1.00% to 1.75%, and the applicable margin for Term Loan borrowings bearing interest based on the SOFR ranges from 2.00% to 2.75%, in each case, based on our consolidated total net leverage ratio as of the most recently ended fiscal quarter. We will pay an annual commitment fee during the term of the Credit Agreement at a rate per annum equal to 0.50% for any undrawn portion of the Revolving Credit Facility. The Company’s weighted average annual interest rate on its outstanding debt was 5.9% for the three months ended March 31, 2026.

 

The Credit Agreement contains customary representations and warranties, as well as customary affirmative and negative covenants. Negative covenants include, among others, restrictions on the incurrence of debt, the incurrence of liens, the making of investments and distributions, dividends, and stock buy-backs. In addition, the Credit Agreement requires that we maintain a consolidated total net leverage ratio of not greater than 3.00 to 1.00, and a consolidated fixed charge coverage ratio of not less than 1.25 to 1.00. As of March 31, 2026, we were in compliance with the covenants contained in the Credit Agreement.

 

The Credit Agreement contains customary events of default. Upon the occurrence and during the continuance of an event of default, the Agent may declare the outstanding advances and all other obligations under the Credit Agreement immediately due and payable.

 

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The obligations under the Credit Agreement are guaranteed by all present and future material domestic subsidiaries of the Company (collectively with the Company referred to herein as the “Credit Parties”), subject to customary exceptions, and are secured by the equity interests of the Credit Parties (other than the Company) and substantially all of the personal property owned by the Credit Parties, including 65% of the equity interests of certain foreign subsidiaries owned by the Credit Parties.

 

The Company used the amounts borrowed under the Credit Facilities to finance, in part, the purchase price paid for the acquisition of SecureWise.

 

First Amendment to Credit Agreement

 

On April 23, 2026, the Company entered into a First Amendment to Credit Agreement (the “Amendment”) with the Lenders and the Agent to amend the Credit Agreement dated as of March 7, 2025.  The Amendment increases the Revolving Credit Facility to an aggregate principal amount of $75 million. The Amendment introduces leveraged-based adjustments to the annual Revolving Credit Facility commitment fee during the term of the Credit Agreement. Instead of a flat per annum rate of 0.50%, the Revolving Credit Facility commitment fee will be 0.50% when the total debt to EBITDA ratio is greater than or equal to 2.50 to 1.00, 0.35% when the total debt to EBITDA ratio is less than 2.50 to 1.00 but greater than or equal to 0.50 to 1.00 and 0.20% when the total debt to EBITDA ratio is less than 0.50 to 1.00. All other material terms of the Credit Agreement remain unchanged. Under this facility, $30.0 million is available for the issuance of letters of credit.

 

Repurchase of Companys Common Stock

 

On April 15, 2024, the Board of Directors adopted a stock repurchase program (the “2024 Program”) to repurchase up to $40.0 million of the Company’s common stock both on the open market and in privately negotiated transactions, including through Rule 10b5-1 plans, from time to time, over the next two years from the adoption date. In 2025, the Company repurchased 12,500 shares under the 2024 Program at an average price of $19.55 per share for an aggregate total price of $0.2 million. During the three months ended March 31, 2026, the Company did not repurchase any shares under the 2024 Program. As of March 31, 2026, approximately $39.8 million remained available under the 2024 Program.

 

Subsequently, on April 14, 2026, the 2024 Program expired.

 

Also, subsequently, in May 2026, the Board Directors adopted a new stock repurchase program (the “2026 Program”) to repurchase up to $50.0 million of the Company’s common stock both on the open market and in privately negotiated transactions, including through Rule 10b5-1 plans, from time to time, over the next two years from the adoption date.

 

Cash Flow Data

 

The following table summarizes our cash flows for the periods presented:

 

   

Three Months Ended March 31,

         

(In thousands)

 

2026

   

2025

   

$ Change

 

Net cash flows provided by (used in):

                       

Operating activities

  $ 1,674     $ 8,640     $ (6,966 )

Investing activities

    (10,500 )     (123,861 )     113,361  

Financing activities

    (2,146 )     67,958       (70,104 )

Effect of exchange rate changes on cash and cash equivalents

    (95 )     403       (498 )

Net change in cash and cash equivalents

  $ (11,067 )   $ (46,860 )   $ 35,793  

 

Net Cash Flows Provided by Operating Activities

 

Net cash flows provided by operating activities were $1.7 million for the three months ended March 31, 2026, compared to $8.6 million for the same period in 2025. The decrease in net cash flows provided by operating activities between the periods was primarily driven by higher disbursements for operations, including payments related to vendor invoices and income taxes, lower collections from customers, and payments of interest related to bank loans, partially offset by a decrease in bonus payments under the Company’s bonus plan, and decrease in payments for business acquisition-related costs.

 

37

 

Net Cash Flows Used in Investing Activities

 

For the three months ended March 31, 2026, net cash flows used in investing activities were $10.5 million related to purchases and prepayments of property and equipment, mainly related to our DirectScan systems.

 

For the three months ended March 31, 2025, net cash flows used in investing activities were $123.9 million, which were primarily related to $129.7 million payments for the acquisition of SecureWise, net of cash acquired, $2.9 million purchases of short-term investments, and $8.2 million purchases and prepayments of property and equipment primarily related to our DirectScan systems, partially offset by $17.0 million proceeds from maturities and sales of short-term investments.

 

Net Cash Flows Provided by (Used in) Financing Activities

 

For the three months ended March 31, 2026, net cash flows used in financing activities were $2.1 million, which primarily consisted of $3.7 million in cash payments for taxes related to net share settlement of equity awards, and $0.6 million repayment of long-term debt, partially offset by $2.2 million proceeds from our employee stock purchase plan and exercise of stock options.

 

For the three months ended March 31, 2025, net cash flows provided by financing activities were $68.0 million, which primarily consisted of $69.2 million proceeds from long-term debt, net of debt discount and issuance costs, that was used in financing the acquisition of SecureWise, and $2.1 million proceeds from our employee stock purchase plan, partially offset by $3.3 million in cash payments for taxes related to net share settlement of equity awards.

 

Related Party Transactions

 

Refer to Note 13, Strategic Partnership Agreement with Advantest and Related Party Transactions, to our condensed consolidated financial statements in this Quarterly Report on Form 10‑Q, for the discussion about related party transactions between the Company and Advantest (as defined therein).

 

Off-Balance Sheet Agreements

 

As of March 31, 2026, we do not have any off-balance sheet arrangements, investments in special purpose entities or undisclosed borrowings or debt.

 

Item 3. Quantitative and Qualitative Disclosures about Market Risk

 

The following discusses our exposure to market risk related to changes in interest rates and foreign currency exchange rates. We do not currently own any equity investments, nor do we expect to own any in the foreseeable future. This discussion contains forward-looking statements that are subject to risks and uncertainties. Actual results could vary materially as a result of a number of factors.

 

Interest Rate Risk. Our exposure to market risk for changes in interest rates relates primarily to our investment portfolio and long-term debt as described below.

 

As of March 31, 2026, we had cash and cash equivalents of $31.2 million. Cash and cash equivalents consisted of cash and highly liquid money market instruments. We would not expect our operating results or cash flows to be affected to any significant degree by the effect of a sudden change in market interest rates on our portfolio. A hypothetical increase in market interest rates of 100 basis points from the market rates in effect as of March 31, 2026, would cause the fair value of these investments to decrease by an immaterial amount which would not have significantly impacted our financial position or results of operations.

 

As of March 31, 2026, and periodically throughout the year, we have maintained cash balances in various operating accounts in excess of federally insured limits. We limit the amount of credit exposure to any financial institution by evaluating the creditworthiness of the financial institutions with which we invest and investing through more than one financial institution.

 

We are exposed to interest rate risk through our variable rate debt. As of March 31, 2026, we had $67.5 million of debt that is subject to variable interest rates that are based on the daily simple secured overnight financing rate (“SOFR”) or an alternate base rate. Refer to Note 5 – Debt for details relating to the debt. If the rates were to increase by 100 basis points from the rates in effect as of March 31, 2026, our interest expense on the variable rate debt would increase by an average of $0.4 million annually. There are inherent limitations in the sensitivity analysis presented, primarily due to the assumptions that interest rate changes would be instantaneous, while SOFR changes regularly. We do not currently hedge our interest rate risks but may determine to do so in the future. We will continue to monitor our exposure to interest rate risk.

 

38

 

Foreign Currency and Exchange Risk. Certain of our cash balances, receivables and payables for our international offices are denominated in the local currency, including the Euro, Yen, Chinese Yuan, New Taiwan Dollar, and Canadian Dollar. Therefore, some of our activities including a portion of our revenues and operating expenditures are subject to foreign currency risks. We also have intercompany transactions with and between certain of our subsidiaries of differing functional currencies, resulting in foreign transaction gains or losses based on our period-end exchange rates. Due to potential volatility of currency exchange rates, we cannot predict the effect of exchange fluctuations on our business. To date, we have not entered into any foreign currency exchange contracts and currently do not expect to enter into foreign currency exchange contracts for trading or speculative purposes.

 

Item 4. Controls and Procedures

 

Evaluation of Disclosure Controls and Procedures

 

Our management, with the participation of our principal executive officer and principal financial and accounting officer, evaluated the effectiveness of our “disclosure controls and procedures” as defined in Exchange Act Rules 13a‑15(e) and 15d‑15(e) as of March 31, 2026, in connection with the filing of this Quarterly Report on Form 10‑Q. Based on that evaluation as of March 31, 2026, our principal executive officer and principal financial and accounting officer concluded that our disclosure controls and procedures were effective to ensure that information we are required to disclose in reports that we file or submit under the Exchange Act is recorded, processed, summarized and reported within the time periods specified in the rules and forms of the SEC and is accumulated and communicated to our management as appropriate to allow timely decisions regarding required disclosure.

 

Changes in Internal Control over Financial Reporting

 

There were no changes in the Company’s internal control over financial reporting during the three months ended March 31, 2026, that have materially affected, or are reasonably likely to materially affect, the Company’s internal control over financial reporting.

 

PART II — OTHER INFORMATION

 

Item 1. Legal Proceedings

 

Refer to Note 12, Commitments and Contingencies to our condensed consolidated financial statements in this Quarterly Report on Form 10-Q, for information regarding our legal proceedings.

 

Item 1A. Risk Factors

 

As of the date of this Quarterly Report on Form 10-Q, there have been no material changes from the risk factors disclosed in our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on February 24, 2026. Any of such factors could result in a significant or material adverse effect on our results of operations or financial conditions. Additional risk factors not presently known to us or that we currently deem immaterial may also impair our business or results of operations. We may disclose changes to such factors or disclose additional factors from time to time in our future filings with the SEC.

 

Item 2. Unregistered Sales of Equity Securities and Use of Proceeds

 

Repurchase of Shares of Company Equity Securities

 

There was no stock repurchase during the first quarter of 2026.

 

Item 3. Defaults Upon Senior Securities

 

None.

 

Item 4. Mine Safety Disclosures

 

None.

 

Item 5. Other Information

 

 

Insider Adoption or Termination of Trading Arrangements

 

During the quarter ended March 31, 2026, none of our directors or officers adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as those terms are defined in Regulation S-K, Item 408.

 

39

 
 

Item 6. Exhibits

       

Incorporated by Reference

       

Exhibit
Number

 

Exhibit Description

 

Form

 

Filing Date

 

Exhibit Number

 

SEC File No.

 

Provided Herewith

3.01

 

Third Amended and Restated Certificate of Incorporation of PDF Solutions, Inc., and Certificate of Amendment to Third Amended and Restated Certificate of Incorporation of PDF Solutions, Inc.

 

10-Q

 

8/8/2024

 

3.01

 

000-31311

   

3.02

 

Amended and Restated Bylaws of PDF Solutions, Inc.

 

8-K

 

5/1/2019

 

3.1

 

000-31311

   

31.01

 

Certification of the principal executive officer pursuant to Exchange Act Rules 13a‑14(a) and 15d‑14(a), as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.

                 

X

31.02

 

Certification of the principal financial and accounting officer pursuant to Exchange Act Rules 13a‑14(a) and 15d‑14(a), as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.

                 

X

32.01

 

Certification pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.*

                 

X

32.02

 

Certification pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.*

                 

X

101

 

The following financial statements from the Company’s Quarterly Report on Form 10‑Q for the quarter ended March 31, 2026, formatted in Inline XBRL: (i) Condensed Consolidated Balance Sheets, (ii) Condensed Consolidated Statements of Operations and Comprehensive Income, (iii) Condensed Consolidated Statements of Stockholders’ Equity, (iv) Condensed Consolidated Statements of Cash Flows and (v) Notes to Condensed Consolidated Financial Statements, tagged as blocks of text and including detailed tags. **

                 

X

104

 

Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101).

                   

 


*       Furnished, and not filed.

**     Submitted electronically herewith.

 

40

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

 

 

PDF SOLUTIONS, INC.

     
     

Date: May 7, 2026

By:

/s/ JOHN K. KIBARIAN

   

John K. Kibarian

   

President and Chief Executive Officer

   

(principal executive officer)

     
     

Date: May 7, 2026

By:

/s/ ADNAN RAZA

   

Adnan Raza

   

Executive Vice President, Finance and Chief

   

Financial Officer

   

(principal financial and accounting officer)

 

41

FAQ

How did PDF Solutions (PDFS) perform financially in the latest quarter?

PDF Solutions reported quarterly revenue of $60.1 million, up from $47.8 million a year earlier, and generated net income of $4.8 million versus a $3.0 million loss. Diluted earnings per share were $0.12, reflecting a clear return to profitability.

What are the main revenue drivers for PDF Solutions (PDFS)?

PDF Solutions earns Platform revenue from software licenses, SaaS, engineering services, CV systems and DirectScan, and Volume-based revenue from Cimetrix runtime licenses, secureWISE data and Gainshare. In the quarter, Platform contributed $50.9 million, while Volume-based revenue was $9.2 million.

What was PDF Solutions’ (PDFS) cash and debt position as of March 31, 2026?

As of March 31, 2026, PDF Solutions held $31.2 million in cash and cash equivalents and reported total debt, net of discounts and issuance costs, of $66.5 million. Total assets were $430.6 million, and total liabilities were $150.1 million.

How much revenue does PDF Solutions (PDFS) generate from international customers?

International customers accounted for about 59% of PDF Solutions’ total revenue in the quarter ended March 31, 2026. The United States contributed $24.5 million, while Japan, China and the rest of the world together contributed $35.6 million in revenue.

What future revenue visibility does PDF Solutions (PDFS) have from existing contracts?

PDF Solutions reported approximately $246.4 million in remaining performance obligations as of March 31, 2026. Based on current contract terms, the company expects the majority of this amount to be recognized as revenue over the next two years, with the remainder recognized thereafter.

How did PDF Solutions’ (PDFS) operating cash flow change year over year?

Net cash provided by operating activities was $1.7 million for the quarter ended March 31, 2026, compared with $8.6 million a year earlier. The decline mainly reflects higher accounts receivable, larger contract assets, and changes in other working capital items despite improved profitability.