10-Q quarterly report · filed Aug 6, 2026

PDF SOLUTIONS INC (PDFS) Q2 2026 10-Q Quarterly Report

Short answer

PDF SOLUTIONS INC (PDFS) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $62M (up 18.9% year over year) with net income of $4M.

Q2 2026 key financials · XBRL

Revenue
$62M
+18.9% YoY · +2.3% QoQ
Net income
$4M
+272.7% YoY · −10.9% QoQ
Operating margin
8.2%
EPS (diluted)
$0.10
+233.3% YoY · −16.7% QoQ

Source: XBRL data from the PDF SOLUTIONS INC (PDFS) Q2 2026 10-Q on SEC EDGAR. USD.

PDF SOLUTIONS INC Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $61.5M, up $9.8M or 19% YoY
  • Platform revenue $49.1M, up 14%; DirectScan strongest, CV, Exensio, secureWISE declined
  • Gross margin 69% vs 71% YoY; net income $4.3M vs $1.1M
  • Volume-based revenue $12.4M, up 45%, driven by Gainshare and Cimetrix runtime licenses
  • $81.8M net proceeds from May secondary offering; near-term risks include soft demand, tariffs, export controls, and geopolitical tensions

Risk Factors

  • No material risk-factor changes from the December 31, 2025 Form 10-K
  • Carried-forward risks potentially affecting results of operations or financial condition
  • Unknown or currently immaterial risks potentially impairing business performance
  • No new regulatory, legal, compliance, operational, competitive, market, or financial risks disclosed

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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