PDF Solutions Q2 revenue +18.9% to $61.5M; net income +272.7% to $4.3M on tax drag

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 7, 2025 · ~1 min read

Key Changes

• high

  1.9M new shares issued at $44.00/share, strengthening balance sheet to $114.9M cash (from $42.2M at year-end 2025).

  MD&A: Secondary offering completion verify on EDGAR →
• high

  Net income rose 272.7% to $4.3M, but operating income rose faster (+353.4% to $5.1M) — the bottom-line gain came despite $822K higher net below-the-line deductions (income tax -$1.4M, non-operating/other +$606K).

  MD&A: Q2 net income improvement / Key Signals verify on EDGAR →
• high

  Company may release some or all of its $69.9M deferred tax asset valuation allowance within 12 months due to sustained profitability, which would reduce income tax expense in the period recorded.

  Notes: Valuation allowance release possibility view on EDGAR →