earnings
confidence high
sentiment positive
materiality 0.70
PDF Solutions Q1 rev $60.1M (+26% YoY), GAAP EPS $0.12, non-GAAP EPS $0.31
PDF SOLUTIONS INC
2026-Q1 EPS reported
$0.12
revenue$60,130,000
- 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.