PDF Solutions reports Q2 EPS 1c, consensus 3c » 16:0508/0608/06/20
Reports Q2 revenue…
Reports Q2 revenue $21.4M, consensus $22.38M.
|Over a week ago|
PDF Solutions enters partnership with Advantest » 06:0107/3007/30/20
Advantest and PDF…
Advantest and PDF Solutions said in a release, "they have established a partnership that includes: a development agreement for PDF's assistance in development of a cloud-based software solution for Advantest's customers that is based on PDF's Exensio software analytics platform - an Advantest Cloud powered by PDF Exensio - for both Advantest's internal use as well as use by Advantest's customers; a commercial agreement providing for the license of technology solutions based on Advantest's testing platforms and PDF's Exensio platform; a significant 5-year cloud-based, subscription by Advantest to PDF Solutions' Exensio analytics platform; and the purchase by Advantest of 3,306,924 newly issued shares of PDF Solutions common stock for approximately $65.2 million. By combining the PDF Solutions Exensio platform and DEX with Advantest's advanced testing equipment, Advantest will be able to provide its customers with the ability to connect, test, measure and analyze at any point in the semiconductor value chain, helping customers increase yield and reduce testing costs. The partnership further demonstrates Advantest's commitment to expanding test and measurement solutions throughout the semiconductor value chain and represents an important milestone in Advantest's objectives of Grand Design. PDF Solutions recognizes the importance of connecting the Exensio platform with all semiconductor manufacturing systems across the semiconductor value chain and will continue to work with and maintain relationships with all manufacturers, both front-end and back-end."
|Over a quarter ago|
PDF Solutions reports Q1 EPS 0c, consensus 3c » 16:0205/0705/07/20
Reports Q1 revenue…
Reports Q1 revenue $21.16M, consensus $22.45M. Cash and cash equivalents at March 31 were $100.4M, compared to $97.6M at December 31, 2019, an increase of $2.8M. Operating activities generated $5.4M in cash during the quarter ended March 31.
PDF Solutions reports Q4 EPS 3c, consensus 5c » 16:3102/1302/13/20
Reports Q4 revenue…
Reports Q4 revenue $22.6M, consensus $22.16M. Cash and cash equivalents at December 31, 2019 were $97.6 million, compared to $96.1 million at December 31, 2018, an increase of $1.5 million. Operating activities generated $24.6 million in cash during the year ended December 31, 2019, in part due to the collection of a significant amount of long-outstanding accounts receivables during the third quarter of 2019.
PDF Solutions to continue partnership with Tibco Software » 16:0802/1302/13/20
PDF Solutions announced a…
PDF Solutions announced a new agreement to continue its partnership with Tibco Software. Tibco empowers its customers to connect, unify and confidently predict business outcomes to solve the world's most complex data-driven challenges. Exensio software customers have benefitted from Tibco Spotfire since 2010 and this extension will provide current and future PDF Solutions' customers with even greater analytic and machine-learning, or AI/ML, capabilities.
PDF Solutions appoints Adnan Raza CFO » 16:0902/1202/12/20
PDF Solutions announced…
PDF Solutions announced the appointment of Adnan Raza as CFO effective immediately after the company files its annual report on Form 10-K for the year ended December 31, 2019. Raza is currently EVP, Finance with the company, having joined in January 2020 and will succeed Christine Russell, who will focus on board service for technology companies. Russell will continue with the company in a part-time role for a period of time to support a seamless transition.
PDF Solutions reports Q3 EPS 5c, consensus 5c » 16:0210/3110/31/19
Reports Q3 revenue…
Reports Q3 revenue $21.91M, consensus $21.53M.
Fly Intel: Top five analyst upgrades » 10:2010/1610/16/19
JNJ, FMC, PSTG, PDFS, BLDR, BMCH
Catch up on today's…
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Johnson & Johnson (JNJ) upgraded to Neutral from Underweight at Atlantic Equities. 2. FMC Corporation (FMC) upgraded to Outperform from Neutral at Baird with analyst Ben Kallo saying he believes FMC's new product introductions, expected share gains in key markets, and operating leverage can drive revenue and adjusted EBITDA growth in 2020 and beyond. 3. Pure Storage (PSTG) upgraded to Outperform from Market Perform at Raymond James with analyst Simon Leopold saying recent VAR/Distributor checks have reflected positive sentiment suggesting Pure can exceed current Street estimates and he has gained a greater appreciation for the market expansion offered by the new FlashArray//C. 4. PDF Solutions (PDFS) upgraded to Buy from Hold at Craig-Hallum with analyst Christian Schwab saying PDF Solutions is transitioning the company to an analytics software model, and believes that looking out 3-5 years, and in line with management's long term model shared at the company's Analyst Day, it can become a "Rule of 40" SaaS like company with 70% gross margins and in aggregate a 20% top line growth rate and 20% operating margin. 5. Builders FirstSource (BLDR) and BMC Stock Holdings (BMCH) upgraded to Overweight from Equal Weight at Stephens. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
PDF Solutions upgraded to Buy at Craig-Hallum » 07:5710/1610/16/19
As previously reported,…
As previously reported, Craig-Hallum analyst Christian Schwab upgraded PDF Solutions to Buy from Hold with a price target of $23.50, up from $13.00. The analyst notes that PDF Solutions is transitioning the company to an analytics software model, and believes that looking out 3-5 years, and in line with management's longterm model shared at the company's Analyst Day, it can become a "Rule of 40" SaaS like company with 70% gross margins and in aggregate a 20% top line growth rate and 20% operating margin. Further, Schwab thingks PDF has a very defensible position in its analytics business, with a 97% retention rate of analytics customers, about 15,000 engineers trained and using PDF's analytics worldwide, over 24,000 process tools using Exensio Control, and more than 16,000 tester and assembly tools under Exensio Test.
PDF Solutions upgraded to Buy from Hold at Craig-Hallum » 07:4910/1610/16/19
Craig-Hallum analyst Christian Schwab upgraded PDF Solutions to Buy from Hold with a price target of $23.50, up from $13.00.