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Pdf Solutions (PDFS)
NASDAQ:PDFS
Earnings Data
Report Date
Feb 12, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.23Last Year’s EPS
0.25Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented a strong performance for PDF Solutions, with record revenue and significant contract wins that highlight the company's growth and strategic advancements in AI and customer base expansion. However, there are some areas of concern, such as the decline in integrated yield ramp revenue and a decrease in cash reserves due to continued investments.Company Guidance
Record Quarterly Revenue
PDF Solutions achieved another record for quarterly revenue, with total revenue for Q3 at $57.1 million, which is 10% higher than last quarter and 23% higher on a year-over-year basis.
Strong Bookings and Backlog Growth
Bookings for the quarter totaled over $100 million, greater than the prior two quarters combined. The backlog at the end of Q3 was $292 million, 25% higher than last quarter and 22% higher than the same period a year ago.
Integration of Tiber AI Studio
PDF Solutions licensed Tiber AI Studio from Intel and is integrating it into Exensio, enabling engineers to build and manage AI models and enhancing Exensio's AI capabilities.
Expansion in Customer Base
PDF Solutions expanded its customer base from approximately 150 customers in 2020 to over 370 customers in 2025, including most of the equipment industry and multiple cloud providers.
8-Figure Contracts Signed
PDF Solutions signed significant contracts, including an 8-figure contract with a large IC manufacturer for Exensio and another 8-figure contract for secureWISE with a major OEM.
PDFS Earnings History
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 |
|---|---|---|---|
Nov 06, 2025 | $27.49 | $26.45 | -3.78% |
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% |
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 Feb 12, 2026, TBA (Confirmed).
What is Pdf Solutions (PDFS) earnings time?
Pdf Solutions (PDFS) earnings time is at Feb 12, 2026, 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 (Q4) is 0.23.