PDF Solutions Inc
NASDAQ:PDFS

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PDF Solutions Inc
NASDAQ:PDFS
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Price: 29.55 USD 3.58% Market Closed
Market Cap: 1.2B USD

PDF Solutions Inc
Investor Relations

PDF Solutions Inc. stands at the intriguing intersection of technology and semiconductor manufacturing, offering a specialized suite of solutions that optimize the intricacy of chip production. Founded in 1991, PDF Solutions has evolved from its core business of yield improvement to embracing data analytics and machine learning. The company's proprietary Design-for-Inspection™ approach, combined with its Exensio® analytics platform, transforms colossal volumes of semiconductor data into actionable insights. By doing so, they enable manufacturers to enhance yield, quality, and overall efficiency in their fabrication processes. This symbiotic relationship between data and manufacturing not only boosts clients' operational performance but also nurtures long-term partnerships grounded in shared technological advancements.

PDF Solutions generates revenue primarily through a blend of licensing models for its software platforms, subscription services, and consultation digests. The company has strategically leveraged its industry expertise to engage in both developmental programs and time-based license agreements with major semiconductor manufacturers. This diversified revenue stream ensures a stable cash flow, even in the volatile cycles of the tech industry. Furthermore, PDF Solutions extends its reach by aligning innovation trajectories with its clients' pressing needs, thus ensuring that every dollar spent brings both immediate and compound returns by minimizing production flaws and expediting time-to-market requisites. Through this dynamic business model, PDF Solutions not only maintains but steadily grows its influence in the semiconductor landscape.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 6, 2025
AI Summary
Q3 2025

Record Revenue: PDF Solutions reported record quarterly revenue of $57.1 million in Q3, up 10% sequentially and 23% year-over-year.

Strong Bookings & Backlog: Bookings topped $100 million—greater than the previous two quarters combined—and backlog reached $292 million, up 25% from Q2.

Contract Wins: The company signed multiple large deals, including two 8-figure contracts for Exensio and secureWISE with major industry players.

Profitability & Margins: Gross margin was 76%, slightly above the long-term target; EPS was $0.25, the highest quarter so far this year.

Product Expansion: Integration of Tiber AI Studio into Exensio aims to enhance scalable AI deployment in semiconductor manufacturing.

Positive Guidance: Management reaffirmed full-year revenue growth guidance of 21% to 23% and expects sequential growth in Q4.

Investment in Growth: Ongoing investments in new products and recent acquisitions are expected to generate significant returns in 2025 and beyond.

Key Financials
Revenue
$57.1 million
Bookings
Over $100 million
Backlog
$292 million
Analytics Revenue
$54.7 million
Integrated Yield Ramp Revenue
4% of total revenue
Gross Margin
76%
EPS
$0.25
Year-to-date EPS
$0.64
Operating Cash Flow
$3.3 million
Operating Cash Flow (YTD)
$6.7 million
Cash, Cash Equivalents, and Short-Term Investments
$35.9 million
CapEx
$6.3 million
Stock Repurchase
$0.2 million at $19.55 per share
Earnings Call Recording
Other Earnings Calls

Management

Dr. John K. Kibarian Ph.D.
Co-Founder, President, CEO & Director
No Bio Available
Dr. Kimon W. Michaels Ph.D.
Co-Founder, Executive VP of Products & Solutions and Director
No Bio Available
Mr. Peter Cohn
Secretary
No Bio Available
Dr. P. K. Mozumder
Vice President of WW Sales
No Bio Available
Mr. Jeffrey David
Vice President of AI Solutions
No Bio Available
Said Akar
General Manager
No Bio Available
Mr. Michael Yu
Vice President of Sales & Operations - Asia
No Bio Available

Contacts

Address
CALIFORNIA
Santa Clara
2858 De La Cruz Boulevard
Contacts
+14082807900.0
www.pdf.com