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PDF Solutions, Inc.

PDF Solutions, Inc.

NASDAQ•PDFS
CEO: Dr. John K. Kibarian Ph.D.
Sector: Technology
Industry: Software - Application
Listing Date: 2001-07-31
PDF Solutions, Inc. provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, China, Japan, and internationally. The company offers Exensio software products, such as Manufacturing Analytics that store collected data in a common environment with a consistent view for enabling product engineers to identify and analyze production yield, performance, reliability, and other issues; Process Control that provides failure detection and classification capabilities for monitoring, alarming, and controlling manufacturing tool sets; Test Operations that offer data collection and analysis capabilities; and Assembly Operations that provide device manufacturers with the capability to link assembly and packaging data, including fabrication and characterization data over the product life cycle. It also provides Design-For-Inspection (DFI) systems, such as DFI On-Chip Instruments; eProbe Non-Contact E-Beam Tool; and Characterization Vehicle (CV) system, which includes CV Test Chips and pdFasTest Electrical Testers, as well as Exensio characterization software, designed to analyze the measurements collected using the eProbe tool. In addition, the company offers Cimetrix software products that enables equipment manufacturers to provide industry standard interfaces on their products; and software-as-a-service, software related services, and characterization services. It sells its technologies and services through direct sales force, service teams, and strategic alliances to integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, out-sourced semiconductor assembly and test, and system houses. PDF Solutions, Inc. was founded in 1991 and is headquartered in Santa Clara, California.
Contact Information
2858 De La Cruz Boulevard, Santa Clara, CA, 95050, United States
408-280-7900
www.pdf.com
Market Cap
$1.41B
P/E (TTM)
-26651.3
70.7
Dividend Yield
--
52W High
$35.81
52W Low
$15.91
52W Range
100%
Rank53Top 76.1%
2.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$57.12M+23.07%
4-Quarter Trend

EPS

$0.03-76.92%
4-Quarter Trend

FCF

-$3.04M-164.91%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Total Revenue Jumps 21% Nine months total revenues reached $156.62M USD, increasing 21% driven by Analytics revenue growth of 20%.
Gross Profit Rises 24% Gross profit improved to $112.94M USD for nine months, up 24% due to favorable revenue mix shift.
SecureWise Acquisition Closed Completed SecureWise acquisition for $130.77M USD, adding $81.80M in goodwill to the balance sheet.
Yield Ramp Revenue Surges Integrated Yield Ramp revenue surged 32% to $10.67M USD for nine months, boosted by higher Gainshare fees.

Risk Factors

Nine Month Net Loss Reported net loss of $0.59M USD for nine months versus net income of $3.52M USD in the prior year.
Cash Used in Investing Investing activities used $127.57M USD cash, primarily funding the SecureWise business combination transaction costs.
Macroeconomic Demand Uncertainty Worldwide economic performance is uneven; elevated inventories and soft demand may lengthen enterprise software purchase cycles.
High Effective Tax Rate Effective tax rate was 205% for nine months due to enacted U.S. federal tax legislation impacts and forecasts.

Outlook

Focus on Analytics Solutions Company focuses resources on analytics products, services, and solutions following market shifts and export restrictions.
Debt Financing Secured Secured $68.75M USD total debt, net $67.56M, used to partially finance the recent SecureWise acquisition.
Liquidity Position Adequate Existing cash and anticipated operations fund requirements for at least twelve months; evaluating longer-term funding needs.
Future Tax Benefit Anticipated Anticipate favorable cash tax benefit of $0.9M USD and 19% effective tax rate reduction in 2025 from OBBBA.

Peer Comparison

Revenue (TTM)

Upbound Group, Inc.UPBD
$4.58B
+7.5%
GigaCloud Technology Inc.GCT
$1.22B
+10.2%
Fastly, Inc.FSLY
$591.99M
+9.4%

Gross Margin (Latest Quarter)

Radware Ltd.RDWR
80.7%
-0.1pp
Semrush Holdings, Inc.SEMR
80.2%
-2.3pp
Vimeo, Inc.VMEO
77.7%
-1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SEMR$1.80B-390.8-1.7%3.1%
GCT$1.50B11.730.4%41.1%
PDFS$1.41B-26651.3-0.0%18.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.5%
Moderate Growth
4Q Net Income CAGR
33.9%
Profitability Improved
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Feb 12, 2026
|
EPS:$0.24
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 6, 2025|
    Revenue: $57.12M+23.1%
    |
    EPS: $0.03-76.9%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $51.73M+24.2%
    |
    EPS: $0.03-33.7%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 8, 2025|
    Revenue: $47.78M+15.7%
    |
    EPS: $-0.08+660.8%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $179.47M+8.2%
    |
    EPS: $0.11+34.6%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $46.41M+9.6%
    |
    EPS: $0.13-200.0%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $41.66M+0.1%
    |
    EPS: $0.04-75.4%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $41.31M+1.4%
    |
    EPS: $-0.01-208.5%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 27, 2024|
    Revenue: $165.84M+11.6%
    |
    EPS: $0.08+188.9%
    Miss