PDF SOLUTIONS INC (PDFS) PDF Solutions, Inc. offers a comprehensive array of solutions to the semiconductor sector, encompassing proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware, proven methodologies, and professional services. The company maintains a global presence, with significant operations in the United States, China, Japan, Taiwan, and other international regions. At the core of their software portfolio is the Exensio platform. This includes Manufacturing Analytics, which centralizes collected data, providing engineers with a consistent view to effectively identify and analyze production yield, performance, and reliability issues. Process Control delivers capabilities for failure detection, classification, and robust monitoring and management of manufacturing tool sets. Test Operations focuses on efficient data collection and analytical functionalities, while Assembly Operations is designed to seamlessly link assembly, packaging, fabrication, and characterization data throughout a product's entire lifespan. Beyond software, PDF Solutions provides advanced hardware and systems such as their design-for-inspection (DFI) Systems, featuring DFI on-chip instruments, and the eProbe, a non-contact E-beam tool. They also offer the Characterization Vehicle (CV) system, which comprises CV test chips, pdFasTest electrical testers, and specialized Exensio characterization software tailored to process measurements gathered from DFI on-chip instruments using the eProbe tool. Further enhancing their product suite are Cimetrix software products, which facilitate the implementation of industry-standard interfaces for equipment manufacturers. Their service offerings extend to software-as-a-service (SaaS) subscriptions, various software-related support, and dedicated characterization services. PDF Solutions engages a broad spectrum of clients—including integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, outsourced semiconductor assembly and test firms, and system houses—through a combination of direct sales, dedicated service teams, and strategic alliances. Established in 1991, the company's headquarters are located in Santa Clara, California.
Sector: Services-Prepackaged Software
Industry: Software - Application
PDF Solutions, Inc. NASDAQ:PDFS Technology · Software - Application
AH Close $39.32 +0.00% vs close
AH Close $39.32 +0.00% vs close
All Press Release SEC Filings News
Press Release
PDF Solutions to Report Third Quarter Fiscal 2026 Financial Results on November 5, 2026
PDF Solutions will release its third quarter fiscal 2026 financial results after the market close on Thursday, November 5, 2026.
CEO John Kibarian and CFO Adnan Raza will host a live teleconference at 2:00 p.m. Pacific Time the same day, with a webcast and replay available on the company's investor relations website.
This is a scheduling notice only; no results or guidance are included.
• 6d ago AI analysis › Press Release ⚠ 2
Introducing Exensio® Aurora: PDF Solutions Unveils Highly-Scalable Architecture for Exensio Analytics
PDF Solutions unveiled Exensio Aurora, a new highly-scalable analytics architecture purpose-built to handle semiconductor manufacturing data at petabyte scale and to securely deploy agentic AI across manufacturing operations and the supply chain.
The distributed engine is designed to deliver approximately 25X faster performance at comparable hardware cost, addressing a gap where PDF says less than 5% of semiconductor manufacturing data is analyzed with conventional tools today.
Availability begins with a September 2026 beta release for a small group of early adopters, with public demonstrations scheduled for the PDF Solutions CONNECT 2026 event on October 15-16 in San Francisco.
• 1mo ago AI analysis › SEC Filing ⚠ 7
PDFS: 10-Q · periodic report
PDF Solutions reported Q2 2026 revenue of $61.5 million, up 19% year over year, with net income of $4.3 million ($0.10 diluted EPS) versus $1.1 million ($0.03) a year ago. Volume-based revenue jumped 45% on stronger Gainshare and Cimetrix runtime license revenue, while Platform revenue rose 14% led by DirectScan systems.
First-half results swung to a $9.1 million net income ($0.22 EPS) from a $1.9 million loss in 2025, on total revenue of $121.7 million, up 22%. Remaining performance obligations stood at approximately $270.7 million, with the majority expected to convert to revenue over the next two years.
The balance sheet was bolstered by a May 2026 secondary offering priced at $44.00 per share that netted the company roughly $81.8 million, lifting cash to $114.9 million. The board also adopted a new $50.0 million buyback program, and an April 2026 credit agreement amendment upsized the revolving facility to $75.0 million with $30.0 million available for drawdown.
Watch items include heavy customer concentration (Customer A was 22% of Q2 revenue and 39% of gross receivables), SMIC's February 2026 Hong Kong court application to set aside the arbitration award won by PDF Solutions, and a new IRS examination of the company's 2023 federal return.
SEC 10-Q • 2mo ago AI analysis › Press Release ● Major
PDF Solutions® Reports Second Quarter 2026 Financial Results
PDF Solutions reported Q2 revenue of $61.5 million, up 19% year-over-year, with backlog growing to $270.7 million.
Non-GAAP operating margin expanded to 22% while GAAP operating margin was 8%, driven by gains in Platform and Volume-based revenue.
Management reaffirmed its 20% annual revenue growth target for 2026, citing major customer wins for secureWISE, DirectScan, and Exensio.
• 2mo ago AI analysis › Press Release
PDF Solutions to Report Second Quarter Fiscal 2026 Financial Results on August 6, 2026
PDF Solutions announced it will release its fiscal second quarter 2026 financial results after the market close on August 6, 2026.
CEO John Kibarian and CFO Adnan Raza are scheduled to host a teleconference at 2:00 p.m. Pacific Time to discuss the results.
Investors can pre-register for the call to receive dial-in details and a passcode, and a webcast replay will be available on the company's investor relations website.
• 3mo ago AI analysis › SEC Filing
PDFS: 8-K · proxy statement
On June 16, 2026, PDF Solutions, Inc. held its 2026 Annual Meeting of Stockholders where attendees elected Class I directors and approved proposals 2, 3, 4, and 5.
The filing includes the Eleventh Amended and Restated 2011 Stock Incentive Plan, which reserves 16,200,000 shares for awards and permits the reuse of up to 3,500,000 shares from the prior 2001 plan.
Additionally, the Third Amended and Restated 2021 Employee Stock Purchase Plan was filed, authorizing 1,600,000 shares for employee purchase at a discount of 85% of the lower of the grant or purchase date price.
SEC 8-K • 4mo ago Press Release
PDF Solutions® Announces PDF Solutions CONNECT 2026 Conference
PDF Solutions announced it will host the PDF Solutions CONNECT 2026 conference on October 15 and 16, 2026, in San Francisco.
The two-day event will focus on AI-driven semiconductor analytics, featuring keynotes, customer presentations, and live demos of the company's next-generation AI platform.
This is a standard marketing and customer engagement event with no disclosed financial or strategic implications.
• 4mo ago AI analysis › Press Release
PDF Solutions® Announces Full Exercise of Greenshoe Option and Closing of Upsized Public Offering of Common Stock
PDF Solutions closed an underwritten public offering of 5.25 million shares at $44.00 per share.
The company sold 1.95 million primary shares, including 685,246 shares from the full exercise of the underwriters' greenshoe option, raising approximately $85.7 million in gross proceeds.
The remaining 3.31 million shares were secondary shares sold by Advantest America, Inc., from which PDF Solutions received no proceeds.
• 5mo ago AI analysis › SEC Filing ⚠ 4
PDFS: 424B5 · prospectus supplement
PDF Solutions (PDFS) is offering 1.26 million shares of its common stock at $44.00 per share, raising approximately $53 million in net proceeds for general corporate purposes, including potential debt repayment. A selling stockholder, Advantest America, Inc., is simultaneously offering 3.31 million shares in the same transaction, receiving approximately $139 million in proceeds, which will not go to PDF Solutions.
The total offering of 4.57 million shares represents a 3.1% dilution to existing shareholders from the primary portion sold by the company. The shares are priced at a 13.5% discount to the last reported sale price of $50.95 on May 12, 2026. The company has also authorized a new $50 million share repurchase program over the next two years.
PDF Solutions reported $219 million in revenue for fiscal year 2025 and $60.1 million for the three months ended March 31, 2026. The company carries approximately $66.5 million in total debt under a credit agreement with Wells Fargo, which is also acting as an underwriter in this offering, creating a potential conflict of interest under FINRA Rule 5121.
SEC 424B5 • 5mo ago AI analysis › Press Release ● Major ⚠ 2
PDF Solutions® Announces Pricing of an Upsized Public Offering of Common Stock
PDF Solutions has priced an upsized underwritten public offering of 4,568,308 shares of common stock at $44.00 per share.
The offering consists of 3,306,924 shares being sold by Advantest America, Inc. and 1,261,384 shares being sold by the Company, raising approximately $55.5 million.
Morgan Stanley is acting as the sole active book-running manager, with Wells Fargo Securities, Societe Generale, and Needham & Company also serving as book-running managers.
The underwriters have a 30-day option to purchase up to an additional 685,246 shares at the public offering price, less underwriting discounts and commissions.
• 5mo ago AI analysis › Press Release ● Major ⚠ 2
PDF Solutions® Announces Launch of Public Offering of Common Stock
PDF Solutions announced the launch of an underwritten public offering of 3,806,924 shares of common stock.
The offering consists of 3,306,924 shares to be sold by Advantest America, Inc. and 500,000 shares to be sold by PDF Solutions.
Underwriters have a 30-day option to purchase up to an additional 571,038 shares at the public offering price, less underwriting discounts and commissions.
PDF Solutions will not receive any proceeds from the sale of shares by Advantest America, Inc.
• 5mo ago AI analysis › Press Release ● Major
PDF Solutions® Reports First Quarter 2026 Financial Results
PDF Solutions reported Q1 2026 revenue of $60.1 million, up 26% year-over-year, with non-GAAP operating margins expanding to 25% from 18% in the prior year.
GAAP diluted EPS was $0.12 compared to a loss of $0.08 in the year-ago quarter, while non-GAAP diluted EPS rose to $0.31.
Management reaffirmed its prior guidance for 20% annual revenue growth in 2026, citing momentum in product adoption and a growing backlog of $246.4 million.
• 5mo ago AI analysis › Press Release
PDF Solutions to Report First Quarter Fiscal 2026 Financial Results on May 7, 2026
globenewswire.com • 6mo ago 
