{"filings":[{"id":471518,"accession_number":"0001193125-26-226898","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2026-05-15T20:27:39+00:00","items":["8.01","9.01"],"status":"ready","headline":"PDF Solutions raises ~$85.7M in equity offering; Advantest America sells shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company sold 1,946,630 shares (including 685,246 overallotment) at $44.00/share.","Gross proceeds to Company ~$85.7M before underwriting discounts and expenses.","Selling stockholder Advantest America sold 3,306,924 shares; Company received no proceeds.","Offering underwritten by Morgan Stanley & Co.; closed on May 15, 2026.","Offered under effective shelf registration S-3 (No. 333-295834)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91401,"accession_number":"0001437749-26-015603","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions Q1 rev $60.1M (+26% YoY), GAAP EPS $0.12, non-GAAP EPS $0.31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $60.1M vs $47.8M YoY; platform revenue $50.9M (+36% YoY), volume-based $9.2M (-12% YoY).","GAAP operating margin 10% (vs -7% YoY); non-GAAP operating margin 25% (vs 18% YoY).","Ending backlog $246.4M; reaffirms 20% annual revenue growth guidance for 2026.","Operating cash flow $1.7M; capex $10.5M; weighted avg shares 39.9M.","Recurring revenue 89% of total; large fabless customer renewed Exensio commitment."],"consensus_eps_estimate":null,"consensus_eps_actual":0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":60130000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91400,"accession_number":"0001437749-26-013337","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PDF Solutions increases revolving credit facility to $75 million, introduces leverage-based commitment fee","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased to $75M via First Amendment dated April 23, 2026.","Commitment fee now ranges from 0.20% to 0.50% based on total debt-to-EBITDA ratio.","Original Credit Agreement dated March 7, 2025, otherwise unchanged.","Amendment executed with Wells Fargo as administrative agent and sole lender."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101452,"accession_number":"0001437749-26-003948","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions reports record Q4 revenue $62.4M (+25% YoY); full year $219.0M (+22%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted LPS $(0.00); non-GAAP diluted EPS $0.30.","Full-year GAAP diluted LPS $(0.02); non-GAAP diluted EPS $0.94.","Q4 recurring revenue 98% of total; backlog $254M.","Completed acquisition of SecureWise LLC; guidance calls for 20% revenue growth in 2026.","Q4 operating cash flow $17.3M; full-year $24.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":219024000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117822,"accession_number":"0001437749-25-034589","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"PDF Solutions corrects Q3 10-Q error in Analytics revenue driver description","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Error: Analytics revenue increase nine-month period Sep 30, 2025 incorrectly blamed DFI decrease; should cite DFI increase and Exensio license decrease.","Correction is to Financial Highlights section of Form 10-Q filed Nov 6, 2025; no restatement of financial results.","Filed as Item 7.01 Regulation FD disclosure on Nov 12, 2025.","No impact on reported revenue or net income figures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117821,"accession_number":"0001437749-25-033622","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions Q3 record rev $57.1M (+23% YoY); non-GAAP EPS $0.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenues $57.1M, up 10% QoQ and 23% YoY; GAAP diluted EPS $0.03, non-GAAP diluted EPS $0.25.","Analytics segment revenue $54.7M (+22% YoY); ending backlog $292.0M.","GAAP gross margin 72%, non-GAAP 76%; GAAP operating margin 8%, non-GAAP 23%.","Reaffirmed 21-23% annual revenue growth guidance for FY2025.","Operating cash flow $3.3M, capex $6.3M in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":156621000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134265,"accession_number":"0001437749-25-025457","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions Q2 revenue $51.7M (record), up 24% YoY; reaffirms 21-23% growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly total revenue $51.7M, up 24% YoY; analytics revenue $48.8M, up 28% YoY.","GAAP diluted EPS $0.03; non-GAAP diluted EPS $0.19.","Backlog grew to $232.6M as of June 30, 2025.","Reaffirms full-year revenue growth guidance of 21-23% YoY.","GAAP gross margin 71%; non-GAAP gross margin 76%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":99506000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151046,"accession_number":"0001437749-25-021008","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"PDF Solutions shareholders approve directors, amended equity plans at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Elected three Class III directors: Nancy Erba, Michael Gustafson, John Kibarian (each >94% FOR excluding broker non-votes).","Ratified BPM LLP as independent auditor for FY2025: 32,953,889 FOR, 20,009 AGAINST (99.9% approval).","Approved Tenth Amended and Restated 2011 Stock Incentive Plan to increase authorized share limit: 28,927,482 FOR, 424,547 AGAINST.","Approved Second Amended and Restated 2021 Employee Stock Purchase Plan: 29,326,223 FOR, 25,056 AGAINST (99.9% approval).","Advisory vote on 2024 named executive officer compensation passed: 29,032,173 FOR, 237,726 AGAINST."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151045,"accession_number":"0001558370-25-006976","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions Q1 revenue $47.8M (+16% YoY); non-GAAP EPS $0.21; reaffirms FY growth 21-23%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $47.8M, up 16% YoY; analytics revenue $42.5M (+10% YoY).","Non-GAAP diluted EPS $0.21 (vs $0.15 YoY); GAAP diluted loss per share ($0.08).","Backlog $226.7M; acquired SecureWise for $70M debt (closed Q1 2025).","Reaffirmed 21-23% annual revenue growth guidance for fiscal 2025.","Non-GAAP gross margin 77% (up from 72% Q1 2024); operating cash flow $8.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":47778000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169942,"accession_number":"0001558370-25-002503","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["1.01","2.01","2.03","9.01"],"status":"ready","headline":"PDF Solutions closes $130M secureWISE acquisition, funded by new $70M credit facility","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired secureWISE LLC from Telit IOT Solutions for $130M cash, subject to customary adjustments.","Financed with cash on hand and borrowings under a new $70M credit facility with Wells Fargo.","Credit facility includes $45M revolver and $25M term loan; SOFR-based margins range 2.00%-2.75%.","Covenants require max total net leverage ratio of 3.00x and min fixed charge coverage of 1.25x.","Previous 8-K (Feb 19, 2025) disclosed the Purchase Agreement; transaction closed on March 7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169941,"accession_number":"0001558370-25-001155","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"PDF Solutions to acquire secureWISE business for $130M cash, expects Q1 close","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $130M cash, subject to working capital and other adjustments.","Expected to close in Q1 2025; board approved.","Wells Fargo provides debt financing: $45M revolver and $25M term loan.","Reverse termination fee of $6.5M payable by PDF under certain conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169940,"accession_number":"0001558370-25-000950","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions reports record Q4 revenue of $50.1M, up 22% YoY; guides ~15% growth in 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $50.1M (record), +22% YoY; analytics revenue $47.9M, +22% YoY.","GAAP diluted EPS $0.01; non-GAAP diluted EPS $0.25; full-year revenue $179.5M (+8% YoY).","Full-year non-GAAP diluted EPS $0.84 vs $0.73 in 2023; backlog $221.4M at year-end.","CEO expects 2025 revenue growth approaching 15% year-over-year.","Cash & short-term investments $114.9M; no debt outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":179465000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186992,"accession_number":"0001558370-24-014874","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions Q3 revenue $46.4M record, up 10% YoY; guides Q4 growth ~20%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record analytics revenue $44.8M, up 13% YoY; total revenue $46.4M, up 10% YoY.","GAAP net income $2.2M ($0.06 diluted EPS) vs net loss $5.0M (-$0.13) in Q3 2023.","Non-GAAP diluted EPS $0.25, up from $0.20 in Q3 2023; backlog $239.2M.","Cash and short-term investments $120.2M; no debt; operating cash flow $9.3M.","Management expects Q4 revenue to grow ~20% YoY, in line with long-term target."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":129380000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203523,"accession_number":"0001558370-24-011596","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions Q2 2024: revenue flat at $41.7M, GAAP EPS $0.04, non-GAAP EPS $0.18","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $1.7M ($0.04 diluted EPS) vs $6.8M ($0.17) in Q2 2023; non-GAAP EPS $0.18 vs $0.19.","Analytics revenue $38.1M up 3% YoY; Integrated Yield Ramp revenue $3.5M down 21% YoY.","GAAP gross margin 71%, non-GAAP gross margin 75%; backlog $243.2M as of June 30, 2024.","Cash and short-term investments $117.9M; operating cash flow $0.7M in Q2.","Management reiterates expectation for H2 revenue to grow 20% over prior year period."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":82971000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219978,"accession_number":"0001558370-24-009457","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2024-06-25T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"PDF Solutions Stockholders Elect Directors and Approve All Proposals at 2024 Annual Meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class II directors Chi-Foon Chan, Kimon Michaels, and Shuo Zhang were elected with over 30.7 million votes each.","Ratification of BPM LLP as independent auditor was approved with 35,909,604 votes for, 17,159 against.","Shareholders approved amendment to certificate of incorporation for officer exculpation (31,593,433 for) and stock incentive plan (32,395,931 for).","Employee Stock Purchase Plan and non-binding advisory vote on executive compensation were approved with over 33 million votes each."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219977,"accession_number":"0001558370-24-007614","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions Q1 revenue $41.3M flat; non-GAAP EPS $0.15; guides H2 +20% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $41.3M, up 1% YoY; analytics revenue $38.5M, up 6% YoY.","GAAP diluted loss per share $0.01; non-GAAP diluted EPS $0.15.","Backlog $262.2M, up 14% QoQ; new $40M stock repurchase program adopted.","Guidance: H2 2024 revenue expected to grow 20% over H2 2023.","Cash and investments $122.9M; no debt."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":41310000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239720,"accession_number":"0001558370-24-001239","cik":1120914,"company_name":"PDF SOLUTIONS INC","ticker":"PDFS","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PDF Solutions reports Q4 2023 revenue $41.1M, full year revenue $165.8M up 12% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 Analytics revenue $39.1M (+9% YoY); Integrated Yield Ramp $2.0M (-55% YoY).","GAAP EPS $0.02; non-GAAP EPS $0.15 per diluted share.","Full year 2023 revenue $165.8M (record), up 12%; Analytics revenue $152.1M (+17%).","Non-GAAP diluted EPS $0.73 vs. $0.60 in 2022. Cash & investments $135.5M.","Guidance: H1 2024 revenue flat YoY, H2 2024 growth ~20% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":165835000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1900243873.789581,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}