Pdf Solutions Stock Price, News & Analysis

PDF Solutions (Nasdaq: PDFS) has announced two major semiconductor industry events for 2025. The inaugural Connected Equipment Summit will be held on October 9th, 2025, in Chandler, Arizona, showcasing innovations in equipment connectivity and AI applications following the company's secureWISE LLC acquisition.

The annual Users Conference is scheduled for December 3-4, 2025, in Santa Clara, CA, coinciding with the company's Analyst Day. The conference will highlight PDF Solutions' platform innovations, focusing on semiconductor manufacturing technology, digital transformation, and AI integration across the semiconductor ecosystem.

PDF Solutions reported its Q1 2025 financial results with total revenues of $47.8 million, up 16% year-over-year. Analytics revenue reached $42.5 million, increasing 10% from Q1 2024. The company achieved a GAAP gross margin of 73% and non-GAAP gross margin of 77%. While reporting a GAAP net loss of $3.0 million (($0.08) per share), non-GAAP net income was $8.1 million ($0.21 per share). During Q1, PDF Solutions completed the acquisition of SecureWise LLC, financed through $70.0 million in bank debt and cash. The company maintained its previous guidance of 21-23% annual revenue growth, citing strong customer activity and platform development driven by AI-driven digitization. Their Sapience Manufacturing Hub achieved record bookings, and the backlog stood at $226.7 million as of March 31, 2025.

PDF Solutions (PDFS) has announced it will release its First Quarter Fiscal 2025 financial results after market close on May 8, 2025. CEO John Kibarian and CFO Adnan Raza will host a teleconference at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time on the same day to discuss the results.

The company, founded in 1991 and headquartered in Santa Clara, California, provides data solutions for the semiconductor ecosystem, helping Fortune 500 companies improve yield, quality, and operational efficiency. PDF Solutions operates across North America, Europe, and Asia, and maintains active memberships in industry organizations including SEMI, INEMI, TPCA, IPC, OPC Foundation, and DMDII.

PDF Solutions (NASDAQ: PDFS) has completed the acquisition of secureWISE, from Telit IOT Solutions Inc. SecureWISE is a widely-used secure, remote connectivity solution in the semiconductor manufacturing equipment industry.

The acquisition is expected to strengthen PDF Solutions' leadership in data, analytics, and connectivity for the semiconductor industry ecosystem by expanding their manufacturing connectivity network to include most of the 300mm fabs worldwide. The company anticipates that their existing footprint in the outsourced semiconductor assembly and test market will accelerate secureWISE's penetration into that supply chain segment.

PDF Solutions (PDFS) has announced a definitive agreement to acquire secureWISE from Telit IOT Solutions for $130 million. secureWISE is the leading secure remote connectivity solution in semiconductor manufacturing, serving over 100 equipment vendors across 190+ semiconductor fabs.

The acquisition will be funded through a combination of cash and $70 million in new bank debt. The deal is expected to close in Q1 2025. Post-acquisition, PDF Solutions projects 21-23% revenue growth for 2025, with gross margins aligning with corporate targets and a 20% operating margin.

This strategic acquisition will expand PDF Solutions' data network capabilities, enabling equipment manufacturers to leverage PDF's Exensio analytics software and enhance collaboration across the semiconductor ecosystem. The company expects the deal to be slightly accretive to EPS in 2025.

PDF Solutions (PDFS) reported record financial results for Q4 and full year 2024. Q4 total revenues reached $50.1 million, up 22% year-over-year, with analytics revenue of $47.9 million. Full-year 2024 revenues were $179.5 million, an 8% increase from 2023.

Q4 2024 showed GAAP gross margin of 68% and non-GAAP gross margin of 72%. GAAP diluted EPS was $0.01, while non-GAAP diluted EPS reached $0.25. For the full year 2024, GAAP diluted EPS was $0.10 and non-GAAP diluted EPS was $0.84.

The company ended 2024 with a strong backlog of $221.4 million and cash, cash equivalents, and short-term investments of $114.9 million. Management expects full-year 2025 revenue growth approaching 15% year-over-year.

PDF Solutions (PDFS) announced it will release its fourth quarter and fiscal year 2024 financial results after market close on February 13, 2025. CEO John Kibarian and CFO Adnan Raza will host a teleconference at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time on the same day to discuss the results.

The company provides comprehensive data solutions for the semiconductor ecosystem, helping Fortune 500 companies improve yield, product quality, and operational efficiency. Their services enable smart manufacturing through equipment connectivity, data collection, and advanced analytics. Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with operations across North America, Europe, and Asia.

PDF Solutions (PDFS) announces its upcoming AI Executive Conference on December 12th, 2024, in San Francisco. The event will feature industry leaders discussing AI's role in semiconductor design and manufacturing. Three keynote presentations will be delivered by Intel VP Aziz Safa on analytics and AI transformation, ADI's Smitha Mathews on AI readiness, and PDF Solutions CEO John Kibarian on AI evolution in their portfolio. The conference includes speakers from major tech companies like Qualcomm, Microsoft, Cerebras, and Siemens, offering insights into AI/ML solutions deployment across the semiconductor industry.

PDF Solutions reported strong Q3 2024 financial results with record quarterly revenues of $46.4 million, up 10% year-over-year. The company achieved record analytics revenues of $44.8 million, representing a 13% increase from the previous year. GAAP gross margin improved to 73%, while non-GAAP gross margin reached 77%. The company reported GAAP diluted EPS of $0.06 and non-GAAP diluted EPS of $0.25. Cash, cash equivalents, and short-term investments stood at $120.2 million, with a backlog of $239.2 million as of September 30, 2024. Management expects Q4 revenue growth to align with their long-term target of 20% year-over-year.