PDF Solutions, Inc. (PDFS) Q2 2026 Earnings Call

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WEBVTT 00:00:00.771 -- 00:00:04.952 to meet the demand we're seeing and to order some of the longer lead time items as we 00:00:04.952 -- 00:00:07.473 look to future shipments. 00:00:07.473 -- 00:00:11.773 For each of the next two quarters, we expect to spend incrementally higher capex than 00:00:11.773 -- 00:00:17.114 Q2. For the full year, we expect the average quarterly 00:00:17.114 -- 00:00:20.275 capex similar to Q2. 00:00:20.275 -- 00:00:25.136 The increased capex year over year is in part due to higher component costs we're seeing 00:00:25.136 -- 00:00:30.937 to meet the customer demands that John spoke about for the direct scan systems. 00:00:31.017 -- 00:00:36.418 Given the strength of our business, we expect to grow our cash balances this year 00:00:36.418 -- 00:00:40.639 and end the year at higher ending cash balance compared to Q2. 00:00:40.639 -- 00:00:45.020 While we also bring down our debt balance, we have scheduled payments. 00:00:45.020 -- 00:00:48.960 As we look to the rest of the year and based on the bookings momentum in our deal pipeline 00:00:48.960 -- 00:00:54.001 discussed earlier, we reaffirm our prior guidance of revenue growth of 20% 00:00:54.001 -- 00:00:59.322 for full year 2026 compared to the prior full year 2025. 00:00:59.417 -- 00:01:04.138 With that, let me turn the call over to the operator for Q&A. 00:01:04.659 -- 00:01:09.382 Thank you, Mr. Raza. Ladies and gentlemen, if you have a question at this time, please 00:01:09.382 -- 00:01:12.123 press star 11 on your telephone. 00:01:12.123 -- 00:01:16.925 If you're using a speakerphone, please lift the handset before asking a question. 00:01:16.925 -- 00:01:20.466 Please wait one moment for our first question. 00:01:23.648 -- 00:01:27.130 Our first question comes from the line of Cloc...