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PDF Solutions Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.230 |
| EPS actual | $0.310 |
| EPS Surprise | 34.78% |
| Revenue estimate | 59.71M |
| Revenue actual | 60.13M |
| Revenue Surprise | 0.703% |
| Release date | Feb 12, 2026 |
| EPS estimate | $0.240 |
| EPS actual | $0.300 |
| EPS Surprise | 25.00% |
| Revenue estimate | 61.961M |
| Revenue actual | 62.403M |
| Revenue Surprise | 0.713% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.250 |
| EPS actual | $0.250 |
| Revenue estimate | 61.952M |
| Revenue actual | 57.115M |
| Revenue Surprise | -7.81% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.200 |
| EPS actual | $0.190 |
| EPS Surprise | -5.00% |
| Revenue estimate | 56.813M |
| Revenue actual | 51.728M |
| Revenue Surprise | -8.95% |
Last 4 Quarters for PDF Solutions
Below you can see how PDFS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $22.18 |
| EPS estimate | $0.200 |
| EPS actual | $0.190 |
| EPS surprise | -5.00% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $21.72 |
| Aug 04, 2025 | $22.87 |
| Aug 05, 2025 | $22.60 |
| Aug 06, 2025 | $22.30 |
| Aug 07, 2025 | $22.18 |
| Aug 08, 2025 | $19.73 |
| Aug 11, 2025 | $18.97 |
| Aug 12, 2025 | $20.30 |
| Aug 13, 2025 | $20.08 |
| 4 days before | 2.12% |
| 4 days after | -9.47% |
| On release day | -11.05% |
| Change in period | -7.55% |
| Release date | Nov 06, 2025 |
| Price on release | $27.49 |
| EPS estimate | $0.250 |
| EPS actual | $0.250 |
| Date | Price |
|---|---|
| Oct 31, 2025 | $29.13 |
| Nov 03, 2025 | $29.30 |
| Nov 04, 2025 | $27.93 |
| Nov 05, 2025 | $28.05 |
| Nov 06, 2025 | $27.49 |
| Nov 07, 2025 | $26.45 |
| Nov 10, 2025 | $27.11 |
| Nov 11, 2025 | $26.13 |
| Nov 12, 2025 | $25.97 |
| 4 days before | -5.63% |
| 4 days after | -5.53% |
| On release day | -3.78% |
| Change in period | -10.85% |
| Release date | Feb 12, 2026 |
| Price on release | $32.11 |
| EPS estimate | $0.240 |
| EPS actual | $0.300 |
| EPS surprise | 25.00% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $29.07 |
| Feb 09, 2026 | $30.64 |
| Feb 10, 2026 | $30.71 |
| Feb 11, 2026 | $32.52 |
| Feb 12, 2026 | $32.11 |
| Feb 13, 2026 | $33.69 |
| Feb 17, 2026 | $33.66 |
| Feb 18, 2026 | $33.25 |
| Feb 19, 2026 | $32.44 |
| 4 days before | 10.46% |
| 4 days after | 1.03% |
| On release day | 4.92% |
| Change in period | 11.59% |
| Release date | May 07, 2026 |
| Price on release | $47.70 |
| EPS estimate | $0.230 |
| EPS actual | $0.310 |
| EPS surprise | 34.78% |
| Date | Price |
|---|---|
| May 01, 2026 | $44.55 |
| May 04, 2026 | $44.40 |
| May 05, 2026 | $46.35 |
| May 06, 2026 | $48.09 |
| May 07, 2026 | $47.70 |
| May 08, 2026 | $51.63 |
| May 11, 2026 | $55.09 |
| May 12, 2026 | $50.95 |
| May 13, 2026 | $51.57 |
| 4 days before | 7.07% |
| 4 days after | 8.11% |
| On release day | 8.24% |
| Change in period | 15.76% |
PDF Solutions Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong Q1 performance: total revenue $60.1M, up 26% year-over-year; platform revenue $50.9M, up 36% YoY. Backlog $246M, up 9% YoY. Net income $12.6M ($0.31 per share), up 56% YoY.
- Profitability and margins: gross margin 76% (vs. 77% prior quarter), operating margin 25% (vs. 24% prior quarter). Management reiterates long-term targets of ~20% revenue growth, 77% gross margin and 27% operating margin and says progress toward those targets is accelerating.
- eProbe business: shipped 1 eProbe in Q1; target to ship 6 this year (management expects ~5 revenue-generating, 1 demo; roughly one-third of the 6 to go to net-new customers). CapEx increased (~$10M used in Q1) to build additional eProbe units; management expects continued capital investment this year to meet demand.
- Product & R&D cadence: AI-enabled Exensio analytics on track for beta in Q3; strong customer interest. secureWISE (remote equipment connectivity/security) marked its first anniversary under PDF and is expanding from equipment vendors to fabs, OSATs and fabless customers.
- Bookings & customer dynamics: strong bookings for Exensio and Cimetrix, including a multi–million-dollar Exensio Test Operations booking and other significant platform bookings. Volume-based (gainshare) revenue was down 12% YoY to $9.2M and is expected to be variable; management expects volumes to recover over time, which would help gross margin.
- Balance sheet & liquidity: cash, cash equivalents and short-term investments $31M at quarter end (down from $42M, driven by CapEx). Revolver expanded; $30M of unused revolving credit available. Management expects cash balance to grow in the second half of the year as collections come in.
- Market opportunity & strategic view: management frames the current cycle as uniquely driven by AI, positioning PDF as a key AI/analytics platform for semiconductor manufacturing — which should deepen customer engagements and create larger, cross-industry opportunities.
Implications for investors: revenue growth and margin expansion are both progressing, with management reiterating long-term targets and asserting faster-than-expected progress. Key drivers to watch are eProbe deployments and adoption, Exensio AI rollout, secureWISE expansion, and recovery of volume-based gainshare revenue which can boost margins.
