PDF Solutions Reports Record Q3 2026 Revenue and Margin Expansion
PDF Solutions (PDFS) reported strong third-quarter 2026 financial results, highlighted by record revenue of $68.3 million, representing a 20% year-over-year increase. The company saw significant margin expansion, with non-GAAP gross margins rising to 77% from 73% in the previous quarter, driven by reduced eProbe-related costs and disciplined personnel management. Growth was fueled by platform revenue, which rose 22% year-over-year due to leading-edge customer engagements. Despite a decrease in ending backlog to $247.2 million due to contract timing, management reaffirmed its full-year 2026 revenue growth guidance of 20%. The company also introduced Exensio Aurora, an AI-native analytics architecture designed to handle massive data sets for chiplet products.
Topics: Backlog EPS Financial Guidance Gross Margin Revenue Growth