Pdf Solutions Stock Price, News & Analysis

PDF Solutions (Nasdaq: PDFS) said long-time customer DENSO acknowledged that PDF Solutions' Exensio analytics software contributed to its 300mm IGBT manufacturing success.

DENSO noted Exensio helped accelerate the ramp to production-level yields, enable high-yield new product launches, integrate diverse data across facilities, and provide stable data management and analytics. PDF Solutions highlighted the multi-year customer relationship and expressed intent to continue collaboration.

PDF Solutions (Nasdaq: PDFS) will webcast its 2025 Analyst Day presentation on Wednesday, December 3, 2025, with remarks by CEO John Kibarian and CFO Adnan Raza.

The live presentation begins at 3:15 p.m. PDT (6:15 p.m. EDT) and runs to approximately 4:30 p.m. PDT (7:30 p.m. EDT). A live replay and presentation materials will be available at https://ir.pdf.com/webcasts after the event. In conjunction with the User Conference, in-person attendance is by invitation only.

The company reaffirmed its 2025 revenue growth guidance of 21-23% annually.

PDF Solutions (NYSE:PDFS) will hold its Users Conference and Analyst Day on December 3–4, 2025 in Santa Clara, CA. The event focuses on three themes: scalable cross‑industry collaboration, AI applied to real‑time, clean manufacturing data, and connectivity, security, and trust via a neutral industry platform.

Agenda highlights include keynotes and presentations from PDF Solutions leadership and industry partners including Qualcomm, Intel, GlobalFoundries, ASML, Advantest, Teradyne, Siemens, SAP, Deloitte, and customers such as STMicroelectronics, onsemi, OSRAM AMS. Sessions cover Exensio test solutions, AI ModelOps, Exensio Studio AI demos, equipment/fab integration, and operational product costing. Registration and full agenda are available on the company events page.

PDF Solutions (Nasdaq: PDFS) reported record Q3 2025 total revenues of $57.1 million, up 23% year‑over‑year and up from $51.7 million in Q2 2025. GAAP gross margin was 72% and non‑GAAP gross margin 76%. GAAP diluted EPS was $0.03 and non‑GAAP diluted EPS was $0.25. Ending backlog was $292.0 million. Management reaffirmed its 21–23% annual revenue growth guidance and cited AI‑driven customer activity as a driver of bookings. The company held a conference call on Nov 6, 2025 at 2:00 PM PT.

PDF Solutions (Nasdaq: PDFS) will report third quarter fiscal 2025 results after market close on Thursday, November 6, 2025. A live teleconference with CEO John Kibarian and CFO Adnan Raza will begin at 2:00 p.m. PT / 5:00 p.m. ET the same day to discuss results.

To join by phone, dial (888) 596-4144 (US/Canada) or (646) 968-2525 (international) and reference Conference ID 9440894. The call will be webcast live at https://ir.pdf.com/webcasts, with a replay posted afterward on the company investor relations website.

PDF Solutions (Nasdaq: PDFS) announced on October 2, 2025 a collaboration with Lavorro to deliver context-aware, generative AI assistance for semiconductor fabs. The partnership combines PDF Solutions' AI-ready, real-time process data and secure infrastructure with Lavorro's Generative and Agentic AI to synthesize static and live fab data into conversational guidance for operators. The joint solution aims to speed remediation of process alerts, enable faster implementation of engineering actions, and accelerate deployment of new use cases to improve fab efficiency and yield management.

PDF Solutions (NASDAQ:PDFS) has announced the upcoming release of Exensio Studio AI, the next generation of its AI/ML solution. The new platform combines PDF Solutions' Exensio analytics with Intel Corporation's Tiber AI Studio (formerly cnvrg.io) technology through a licensing agreement.

The solution is designed to streamline AI development lifecycle in semiconductor manufacturing, allowing teams to build, train, deploy, and manage ML models across manufacturing operations and supply chain. Key features include full stack MLOps, multi-cloud support, automation capabilities, and integration with Exensio analytics for trusted manufacturing data.

Intel Corporation, which already uses Tiber AI Studio, plans to deploy Exensio Studio AI to benefit from its unified manufacturing data repository. Additionally, PDF Solutions will distribute Tiber AI Studio as a standalone product under the name Exensio Workbench for AI.

PDF Solutions (Nasdaq: PDFS) has secured a landmark multi-year contract with a major global semiconductor manufacturer to expand deployment of its eProbe® tools, Characterization Vehicle® infrastructure, and Exensio® analytics software across multiple high-volume manufacturing facilities.

The agreement includes multiple eProbe systems deployment in 2025, featuring contactless testing of 3D semiconductor structures using electron beam technology. The integration combines eProbe DirectScan™ with test chips and analytics software to enhance yield learning and diagnosis to ppb levels. The implementation will utilize PDF Solutions' secureWISE® network for remote support.

The company reaffirmed its full-year 2025 revenue growth guidance of 21% to 23% compared to 2024.

PDF Solutions (NASDAQ:PDFS) reported strong financial results for Q2 2025, achieving record quarterly revenues of $51.7 million, a 24% increase year-over-year. The company's analytics revenue reached a record $48.8 million, up 28% from the previous year.

The company reported GAAP diluted EPS of $0.03 and non-GAAP diluted EPS of $0.19. Gross margins remained robust with GAAP at 71% and non-GAAP at 76%. The company's backlog grew to $232.6 million as of June 30, 2025.

CEO John Kibarian reaffirmed the company's annual revenue growth guidance of 21-23%, citing strong customer activity and platform development driven by AI-driven digitization. The quarter saw record bookings in both Sapience™ Manufacturing Hub and secureWISE® product lines.