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Visual21 Nov 2025
Data center suppliers
PDF Solutions (PDFS) investor relations material
PDF Solutions Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved record Q3 2025 revenue of $57.1 million, up 23% year-over-year and 10% sequentially, driven by large contracts, strong analytics, and platform development including Exensio, Cimetrix, and secureWISE.
Bookings exceeded $100 million, with backlog up 25% sequentially and 22% year-over-year to $292 million, reflecting strong customer activity and platform momentum.
Expanded customer base to over 370, including most equipment vendors and multiple cloud providers, up from 150 in 2020.
Integration of Tiber AI Studio into Exensio (Exensio Studio AI) and SecureWise acquisition enhanced AI-driven analytics and model management for manufacturing customers.
Net income for Q3 2025 was $1.3 million, down from $2.2 million in Q3 2024, due to higher costs, interest, and tax expenses.
Financial highlights
Q3 2025 revenue reached $57.1 million, up 10% sequentially and 23% year-over-year; Analytics revenue was $54.7 million, up 12% sequentially and 22% year-over-year.
Integrated Yield Ramp revenue was $2.5 million, up 48% year-over-year.
GAAP gross margin was 72%, non-GAAP gross margin was 76%; GAAP operating margin improved to 8%, non-GAAP to 23%.
Non-GAAP net income was $9.8 million ($0.25 per diluted share); GAAP net income was $1.3 million ($0.03 per share).
Operating cash flow for the first nine months was $6.7 million; cash and equivalents ended at $35.9 million.
Outlook and guidance
Reaffirmed annual revenue growth guidance of 21–23% for 2025, with sequential revenue growth expected in Q4.
More than half of the $292 million backlog is expected to be recognized as revenue over the next two years.
Anticipates cash growth in 2026 as investments in secureWISE and eProbe machines yield returns; majority of new business impact from advanced test and AI-driven analytics expected in 2026.
Management expects continued demand for cloud-based analytics and secure data exchange, but notes potential volatility from macroeconomic and geopolitical factors.
eProbe: What's the path to DRAM customer revenue?
Exensio Studio AI: How will it drive new customer wins?
Platform strategy: How will secureWISE expand customer base?
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Next PDF Solutions earnings date
Investor Day 20253 Dec, 2025
Next PDF Solutions earnings date
Investor Day 20253 Dec, 2025
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PDF Solutions Inc provides data analytics and software solutions for semiconductor and electronics manufacturers. The company offers platforms for yield improvement, process control, and predictive modeling in semiconductor fabrication. It serves integrated device manufacturers, foundries, and fabless companies. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
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