PDF Solutions (PDFS) Investor presentation summary

Business overview and market opportunity

• Provides AI-driven data and analytics solutions for semiconductor manufacturing, improving yield, quality, and efficiency across the supply chain.

• Operates in a $1 trillion semiconductor industry with $400–500 billion in manufacturing costs and tools running at 60–80% efficiency.

• Aims to unlock $140 billion in value through smarter, collaborative decision-making across the global semiconductor ecosystem.

• Holds over 200 patents, serves more than 350 customers, and employs over 600 people worldwide.

• Embedded across the semiconductor supply chain, addressing challenges of complexity, data fragmentation, and operational efficiency.

Platform, products, and ecosystem

• Platform integrates data, analytics, and orchestration, supporting manufacturing, supply chain, and product lifecycle management.

• Offers solutions such as Exensio, Cimetrix, Sapience, and secureWISE for data integration, analytics, and secure connectivity.

• Trusted by leading industry players, including Qualcomm, Intel, Analog Devices, Renesas, ST, and GlobalFoundries.

• Connects over 300 manufacturing sites and 20+ OSATs, managing petabytes of cloud data and supporting most top foundries.

• Sets and leads industry standards in data access, cybersecurity, and enterprise integration.

Financial performance and growth

• Achieved $219 million in FY2025 revenue, with a 20% CAGR from FY2020–2025.

• Non-GAAP gross margin increased from 63% in FY2020 to 76% in FY2025; non-GAAP operating margin reached 21%.

• Recurring revenue comprised 94% of FY2025 revenue, with platform revenue making up 89%.

• Geographic revenue is globally diversified, with significant contributions from the US, Japan, China, and other regions.

• Invested $292 million from 2020 to Q1 2026 in organic growth, M&A, and share repurchases; completed an $81.8 million equity offering in May 2026.