The earnings call reflected strong financial performance with record revenues and analytics growth, successful integration and expansion of SecureWISE, and reaffirmed revenue growth guidance. However, there were declines in specific segments, increased expenses, and a decrease in cash reserves.

Company Guidance

During the recent conference call on August 7, 2025, PDF Solutions, Inc. provided robust guidance, reaffirming their previous revenue growth projection of 21% to 23% for the fiscal year 2025. This forecast is underpinned by significant achievements in the second quarter, where the company reported record revenues of $51.7 million, marking a 24% year-over-year increase. PDF Solutions highlighted strong demand for their enterprise-wide solutions, including secureWISE, Sapience, and Exensio, which contributed to a backlog of $233 million. The firm also reported a gross margin of 76%, exceeding their long-term target of 75%, and an operating margin of 19%, up from 14% compared to the same period last year. Earnings per share reached $0.19 for the quarter, reflecting an 18% year-over-year growth. The call further emphasized the strategic relevance of their platform, notably through partnerships and expansions in AI and analytics, which are expected to drive future growth.

Record Revenue Achievement

Record revenue of $51.7 million for Q2, representing a 24% year-over-year increase and 8% increase from the previous quarter.

Analytics Revenue Surge

Analytics revenue hit a record $48.8 million, up 28% from the same quarter last year.

Strong Gross Margin Performance

Gross margins reported at 76%, exceeding the long-term target of 75%.

Significant Backlog Growth

Backlog increased to $233 million, with strong bookings momentum projected for the second half of the year.

SecureWISE Integration and Success

SecureWISE showed strong bookings, with successful integration into PDF's operations and deployment among major customers.

Positive EPS Growth

EPS for the quarter was $0.19, representing an 18% year-over-year increase for the six-month period.

Strong Revenue Guidance for 2025

Reaffirmed guidance for revenue growth of 21% to 23% for full year 2025.

PDF Solutions (PDFS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

PDFS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.23 / -	0.25	―	―	―
Aug 07, 2025	2025 (Q2)	0.19 / 0.19	0.18	5.56% (+0.01)	―
May 08, 2025	2025 (Q1)	0.18 / 0.21	0.15	40.00% (+0.06)	―
Feb 13, 2025	2024 (Q4)	0.21 / 0.25	0.15	66.67% (+0.10)	―
Nov 07, 2024	2024 (Q3)	0.20 / 0.25	0.2	25.00% (+0.05)	―
Aug 08, 2024	2024 (Q2)	0.14 / 0.18	0.19	-5.26% (-0.01)	―
May 09, 2024	2024 (Q1)	0.14 / 0.15	0.19	-21.05% (-0.04)	―
Feb 15, 2024	2023 (Q4)	0.15 / 0.15	0.19	-21.05% (-0.04)	―
Nov 08, 2023	2023 (Q3)	0.15 / 0.20	0.2	0.00% (0.00)	―
Aug 08, 2023	2023 (Q2)	0.15 / 0.19	0.11	72.73% (+0.08)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PDFS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$22.30	$22.18	-0.54%
May 08, 2025	$19.60	$18.41	-6.07%
Feb 13, 2025	$28.08	$22.98	-18.16%
Nov 07, 2024	$32.12	$33.16	+3.24%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Pdf Solutions (PDFS) report earnings?

Pdf Solutions (PDFS) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is Pdf Solutions (PDFS) earnings time?

Pdf Solutions (PDFS) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is PDFS EPS forecast?

PDFS EPS forecast for the fiscal quarter 2025 (Q3) is 0.23.

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