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PDF Solutions (PDFS) investor relations material
PDF Solutions Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary3 Dec, 2025
Industry trends and strategic positioning
The semiconductor industry is projected to reach $1.1–$1.2 trillion by 2030, driven by 3D innovations, complex supply chains, and rapid AI adoption, with AI expected to comprise about 67% of the market and grow 3x faster than the overall industry.
Global government investments in the semiconductor ecosystem are set to exceed $1.5 trillion by 2030, supporting manufacturing rebalancing and supply chain resiliency.
The shift from concentrated manufacturing to global fab expansion increases the need for advanced data governance and orchestration across geographies.
Talent shortages and regional labor cost variances are accelerating AI adoption and digital transformation.
Partnerships and standards compliance (SOC 2, ISO 27001, NIS2, CRA) and alliances with SAP, IBM, AWS, Oracle, and Microsoft are emphasized to support global customers and differentiate offerings.
Strategic platform and business model evolution
A unified analytics platform integrates data, analytics, and orchestration across the semiconductor value chain, with the company positioned as the largest independent analytics platform provider.
Platform reach includes 370+ customers, 100+ OEMs, and 250+ fabs/OSATs, processing 20 million weekly data logs.
Transitioned from a yield ramp-focused model to a platform and analytics-driven SaaS/subscription model, with recurring revenue now representing about 80% of total revenue.
The company’s customer base now spans equipment vendors, fabless, system companies, and product groups inside IDMs, reflecting a broad ecosystem approach.
Strategic partnerships and subscription-based models are enabling recurring revenue and broader enterprise adoption.
Financial performance and guidance
Revenue grew at a 20% CAGR from 2020 to TTM Q3 2025, reaching $207 million, with analytics revenue comprising 94% of total.
Gross margin improved to 76% (non-GAAP) and operating margin to 20% (non-GAAP) by Q3 2025, with a long-term target of greater than 77% gross margin and greater than 27% operating margin.
Recurring revenue now dominates, with $182 million TTM Q3 2025, compared to $25 million upfront revenue.
Backlog increased from $100+ million in 2020 to $292 million in Q3 2025, outpacing revenue growth and supporting long-term sustainability.
The company expects to improve its cash position and net cash as debt is amortized over the next year.
Address talent shortage via PDF platform
eProbe subscription model's revenue impact
Leverage global supply chain rebalancing
What underpins confidence in >27% op margin?
How does scalable analytics differentiate PDF?
How does platform strategy expand customer wallet?
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Next PDF Solutions earnings date
Q4 202513 Feb, 2026
Next PDF Solutions earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
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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