Earnings Performance - CSG Systems reported quarterly earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, but down from $1.65 per share a year ago [1] - The earnings surprise for the quarter was +15.04%, following a previous quarter surprise of +18.02% [2] Revenue Performance - The company posted revenues of $294.92 million for the quarter, which was 1.24% below the Zacks Consensus Estimate, compared to $290.59 million in the same quarter last year [3] - CSG Systems has surpassed consensus revenue estimates three times in the last four quarters [3] Stock Performance and Outlook - CSG Systems shares have increased approximately 3.9% since the beginning of the year, outperforming the S&P 500's gain of 1.1% [4] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][5] Earnings Estimates and Industry Outlook - The current consensus EPS estimate for the upcoming quarter is $1.19 on revenues of $276.12 million, and for the current fiscal year, it is $5.19 on revenues of $1.15 billion [8] - The Computer - Services industry is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [9]

Company Overview - PDF Solutions (PDFS) is expected to report earnings of $0.20 per share for the quarter ended June 2025, reflecting a year-over-year increase of +11.1% [3] - Revenues are anticipated to reach $53 million, which is a 27.2% increase compared to the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on August 7, and the stock price may rise if the actual results exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their outlook [4] - The Most Accurate Estimate for PDF Solutions is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -17.95%, suggesting a bearish sentiment among analysts [11] Historical Performance - In the last reported quarter, PDF Solutions had an earnings surprise of +10.53%, posting earnings of $0.21 per share against an expectation of $0.19 [12] - The company has beaten consensus EPS estimates in each of the last four quarters [13] Comparative Analysis - CACI International, another player in the Zacks Computer - Services industry, is expected to report earnings of $6.54 per share, indicating a year-over-year change of -1.1% [17] - CACI's revenues are projected to be $2.3 billion, up 12.7% from the previous year [18] - CACI has an Earnings ESP of -0.08% and a Zacks Rank of 4 (Sell), making it difficult to predict a beat on the consensus EPS estimate [19]