Recent 8-K filings for PDFS

• May 15, 2026, 4:27 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  PDF Solutions raises ~$85.7M in equity offering; Advantest America sells shares

  Company sold 1,946,630 shares (including 685,246 overallotment) at $44.00/share.

• May 7, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  PDF Solutions Q1 rev $60.1M (+26% YoY), GAAP EPS $0.12, non-GAAP EPS $0.31

  Revenue $60.1M vs $47.8M YoY; platform revenue $50.9M (+36% YoY), volume-based $9.2M (-12% YoY).

• April 24, 2026, 7:59 PM ET debt materiality 0.40 neutral item 1.01item 2.03item 9.01 ◈ Material Agreements

  PDF Solutions increases revolving credit facility to $75 million, introduces leverage-based commitment fee

  Revolving credit facility increased to $75M via First Amendment dated April 23, 2026.

• February 12, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  PDF Solutions reports record Q4 revenue $62.4M (+25% YoY); full year $219.0M (+22%)

  Q4 GAAP diluted LPS $(0.00); non-GAAP diluted EPS $0.30.

• November 13, 2025, 6:59 PM ET other material materiality 0.20 neutral item 7.01

  PDF Solutions corrects Q3 10-Q error in Analytics revenue driver description

  Error: Analytics revenue increase nine-month period Sep 30, 2025 incorrectly blamed DFI decrease; should cite DFI increase and Exensio license decrease.

• November 6, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  PDF Solutions Q3 record rev $57.1M (+23% YoY); non-GAAP EPS $0.25

  Q3 total revenues $57.1M, up 10% QoQ and 23% YoY; GAAP diluted EPS $0.03, non-GAAP diluted EPS $0.25.

• August 7, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  PDF Solutions Q2 revenue $51.7M (record), up 24% YoY; reaffirms 21-23% growth

  Record quarterly total revenue $51.7M, up 24% YoY; analytics revenue $48.8M, up 28% YoY.

• June 23, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01

  PDF Solutions shareholders approve directors, amended equity plans at 2025 annual meeting

  Elected three Class III directors: Nancy Erba, Michael Gustafson, John Kibarian (each >94% FOR excluding broker non-votes).

• May 8, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  PDF Solutions Q1 revenue $47.8M (+16% YoY); non-GAAP EPS $0.21; reaffirms FY growth 21-23%

  Total revenue $47.8M, up 16% YoY; analytics revenue $42.5M (+10% YoY).

• March 7, 2025, 6:59 PM ET M&A materiality 0.85 neutral item 1.01item 2.01item 2.03item 9.01

  PDF Solutions closes $130M secureWISE acquisition, funded by new $70M credit facility

  Acquired secureWISE LLC from Telit IOT Solutions for $130M cash, subject to customary adjustments.

• February 19, 2025, 6:59 PM ET M&A materiality 0.75 neutral item 1.01item 9.01

  PDF Solutions to acquire secureWISE business for $130M cash, expects Q1 close

  Purchase price $130M cash, subject to working capital and other adjustments.

• February 13, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  PDF Solutions reports record Q4 revenue of $50.1M, up 22% YoY; guides ~15% growth in 2025

  Q4 total revenue $50.1M (record), +22% YoY; analytics revenue $47.9M, +22% YoY.

• November 7, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  PDF Solutions Q3 revenue $46.4M record, up 10% YoY; guides Q4 growth ~20%

  Record analytics revenue $44.8M, up 13% YoY; total revenue $46.4M, up 10% YoY.

• August 8, 2024, 7:59 PM ET earnings materiality 0.50 neutral item 2.02item 9.01

  PDF Solutions Q2 2024: revenue flat at $41.7M, GAAP EPS $0.04, non-GAAP EPS $0.18

  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.

• June 25, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07item 9.01

  PDF Solutions Stockholders Elect Directors and Approve All Proposals at 2024 Annual Meeting

  Class II directors Chi-Foon Chan, Kimon Michaels, and Shuo Zhang were elected with over 30.7 million votes each.

• May 9, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  PDF Solutions Q1 revenue $41.3M flat; non-GAAP EPS $0.15; guides H2 +20% YoY

  Total revenue $41.3M, up 1% YoY; analytics revenue $38.5M, up 6% YoY.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

8 positive 0 negative 8 neutral

source · PDFS on sec.gov