Business Context and Reporting Period
Company: PDF Solutions, Inc.
Filing Type: Form 8-K (Current Report)
Date of Report: November 12, 2025
Subject: Regulation FD Disclosure regarding a correction to the Financial Highlights section of the Form 10-Q filed on November 6, 2025, for the quarter ended September 30, 2025.
Key Financial Metrics
This filing does not provide specific numerical values for revenue, profit, cash flow, margins, debt, or liquidity. It solely addresses a qualitative error in the description of revenue drivers within the previously filed Form 10-Q.
Material Changes Versus Prior Period
The filing corrects the explanation for the increase in Analytics revenue for the nine-month period ended September 30, 2025, compared to the prior year:
- Original Error: Incorrectly stated the increase was partially offset by a decrease in revenues from DFI systems.
- Correction: The increase in Analytics revenue should be attributed in part to an increase in revenues from DFI systems.
- Offsetting Factor: The total increase was partially offset by a decrease in revenue from Exensio software licenses.
Guidance, Outlook, and Risks
Management Commentary: The company identified the error post-filing and issued this 8-K to clarify the revenue composition drivers for the nine-month period ended September 30, 2025.
Legal Status: The information in this Item 7.01 is furnished and shall not be deemed "filed" for purposes of Section 18 of the Exchange Act, nor is it subject to liabilities under that Section, except as expressly incorporated by reference in future filings.
Investor Verification Checklist
- Verify the corrected revenue drivers (DFI systems increase vs. Exensio decrease) in the updated Form 10-Q or subsequent filings.
- Confirm that the total reported Analytics revenue figures for the nine-month period remain unchanged, as only the explanatory text was corrected.
- Review the original Form 10-Q filed on November 6, 2025, to understand the context of the initial error.