The earnings call reflects a positive outlook for PDF Solutions, with strong revenue growth, successful acquisition integration, and increased enterprise adoption. However, there are concerns about cash reserves and debt levels, as well as a slowdown in analytics revenue growth.

Company Guidance -

Q3 2025

During the PDF Solutions, Inc. conference call, the company provided guidance for 2025 with an anticipated revenue growth of 21% to 23% compared to 2024. The first quarter of 2025 marked a strong start, being the second-largest revenue quarter in the company's history, driven by significant bookings for enterprise-wide solutions and the Sapiens Manufacturing Hub Enterprise. Analytics revenue increased by 10% year-over-year, while IYR revenue surged by 86%. The gross margin improved to 77%, up from 72% in the previous quarter, and the operating margin remained at 18%. The company completed the $130 million SecureWise acquisition, contributing to its growth strategy. Despite macroeconomic uncertainties, PDF Solutions expects continued revenue growth, underpinned by strong demand for advanced node capabilities and AI-driven innovations.

Strong Start to Fiscal Year 2025

The first quarter of 2025 was the second largest revenue quarter in PDF Solutions' history, driven by significant bookings primarily for enterprise-wide solutions.

Revenue Growth and Financial Performance

Total revenues for Q1 2025 were $47.8 million, up 16% year-over-year. The company's gross margin increased to 77% from 72% in the same quarter last year.

Acquisition of SecureWise

PDF Solutions completed a $130 million acquisition of SecureWise, expected to be accretive to earnings and operating margins.

Sapiens Manufacturing Hub Success

The Sapiens Manufacturing Hub Enterprise platform secured a large contract, reflecting strong enterprise adoption.

Net Income and Earnings Per Share Growth

Net income for the quarter increased to $8.1 million, or 21¢ per share, representing a 40% year-over-year increase.

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	$22.18	―	―
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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