AI brief of an SEC Form 8-K · PDF Solutions (PDFS)

PDF Solutions Q1 revenue up 26% to $60.1 million; GAAP net income $4.8 million

Positive Impact 3 of 5 earnings Written later

PDF Solutions reported first-quarter 2026 revenue of $60.1 million, up 26% from a year earlier but down from $62.4 million in the fourth quarter of 2025. GAAP net income was $4.8 million, or $0.12 per diluted share, compared with a net loss of $3.0 million a year earlier, and management reaffirmed its prior guidance of 20% annual revenue growth for 2026.

Key points

  • Q1 2026 total revenue was $60.1 million, up 26% year over year and down 4% from Q4 2025.
  • GAAP net income was $4.8 million, or $0.12 per diluted share, versus a net loss of $3.0 million, or $(0.08) per share, in Q1 2025.
  • Non-GAAP diluted EPS was $0.31, compared with $0.21 in Q1 2025; ending backlog was $246.4 million.
  • Management reaffirmed its 20% annual revenue growth guidance for 2026 and did not change it.

The filing

CompanyPDF Solutions (PDFS)
Form8-K, current report
Filed with the SECMay 7, 2026, 4:23 PM ET
Accession number0001437749-26-015603

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:57 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 07, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.