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PDFS · SERVICES-PREPACKAGED SOFTWARE · 8-K · Item 2.02 · Aug 6, 2026

Q2 results were furnished, but the actual financial release is missing here

PDF SOLUTIONS INC (PDFS) — AllSight decodes this SEC 8-K in plain English, versus what the market expected.

This is only the earnings-announcement cover, not the earnings content. Item 2.02 confirms that PDF Solutions furnished its second-quarter results for the period ended June 30, 2026, and says Exhibits 99.1 and 99.2 contain the press release and management report. Those exhibits are not included in the supplied filing text, so revenue, EPS, margins, cash flow, guidance, and operating commentary cannot be evaluated. (Item 2.02; Exhibits 99.1 and 99.2)

The market was looking for roughly $61 million of revenue and about $0.23–$0.26 of adjusted EPS. Published pre-release estimates clustered around $60.96–$60.97 million of revenue, with adjusted EPS estimates ranging from $0.23 to $0.26.

There is no defensible beat-or-miss read from the material provided. The filing confirms a scheduled quarterly disclosure rather than revealing a new strategic, capital, or operational event; without the referenced exhibits, the result versus consensus is genuinely indeterminate. (Item 2.02; Item 9.01)

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