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How PDF Solutions (PDFS) makes money
PDF Solutions (PDFS) made $68.3M of revenue in the third quarter 2026 (Q3 2026), +20% from a year earlier. Platform brought in $58.3M (85%); Volume-Based brought in $10.0M (15%). Of every dollar of revenue, 12¢ was left as operating profit, 10¢ was left as net earnings.
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Platform | $58.3M | 85.4% | +19% | +22% |
| Volume-Based | $10.0M | 14.6% | -19% | +10% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $68.3M | 100.0% |
| Operating profit | $8.3M | 12.1% |
| Income tax | $1.5M | 2.2% |
| Net earnings | $6.8M | 10.0% |
| Operating cash flow | $13.8M | 20.1% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $68.3M | +20% |
| Q2 2026 | $61.5M | +19% |
| Q1 2026 | $60.1M | +26% |
| Q4 2025 | $62.4M | +25% |
| Q3 2025 | $57.1M | +23% |
| Q2 2025 | $51.7M | +24% |
| Q1 2025 | $47.8M | +16% |
From PDF Solutions' 10-Q filed Nov 5, 2026 (on EDGAR).
Questions
How does PDF Solutions make money?
PDF Solutions (PDFS) made $68.3M of revenue in the third quarter 2026 (Q3 2026), +20% from a year earlier. Platform brought in $58.3M (85%); Volume-Based brought in $10.0M (15%). Of every dollar of revenue, 12¢ was left as operating profit, 10¢ was left as net earnings.
What is PDF Solutions' biggest business?
Platform: $58.3M in the third quarter 2026, 85% of revenue, +22% from a year earlier.
What is PDF Solutions' profit margin?
Net earnings were $6.8M, 10.0% of revenue, in the third quarter 2026; the operating margin was 12.1%.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.