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Core Viewpoint - PDF Solutions reported quarterly earnings of $0.25 per share, matching the Zacks Consensus Estimate, with revenues of $57.12 million, exceeding expectations by 0.91% [1][2] Financial Performance - The company achieved revenues of $57.12 million for the quarter ended September 2025, compared to $46.41 million a year ago, indicating a year-over-year growth of approximately 23% [2] - Over the last four quarters, PDF Solutions has surpassed consensus EPS estimates two times and topped revenue estimates twice [2] Stock Performance - PDF Solutions shares have increased by about 3.6% since the beginning of the year, while the S&P 500 has gained 15.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.30 on revenues of $60 million, and for the current fiscal year, it is $0.86 on revenues of $216.1 million [7] - The trend of estimate revisions for PDF Solutions was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Computer - Services industry, to which PDF Solutions belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests that the performance of stocks can be significantly influenced by the outlook for their respective industries [8]

PDF Solutions (NasdaqGS:PDFS) Q3 2025 Earnings Call November 06, 2025 05:00 PM ET Speaker1Good day, everyone, and welcome to the PDF Solutions conference call to discuss its financial results for the third quarter conference call ending Tuesday, September 30, 2025. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press Star 11 on your telephone. As a reminder, this con ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to ______________ Commission File Number 000-31311 PDF SOLUTIONS, INC. (Exact name of Registrant as Specified in its Charter) Delaware 25-1701361 (St ...

Exhibit 99.2 Q3 2025 Management Report November 6, 2025 1 Contents ■ Q3 2025 Results ■ Q3 2025 Non-GAAP Results ■ Related Information The following commentary is provided by management and should be referenced in conjunction with PDF Solutions' Third Quarter 2025 financial results press release available on its Investor Relations website at http://www.pdf.com/financial-news. These remarks represent management's current views of the Company's financial and operational performance and are provided to give inv ...

SANTA CLARA, Calif., Nov. 06, 2025 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, today announced financial results for its third quarter ended September 30, 2025. Financial Highlights of Third Quarter 2025 ●Record quarterly total revenues of $57.1 million, up 23% over last year’s comparable quarter ●GAAP gross margin of 72% and non-GAAP gross margin of 76% ●GAAP operating margin of 8% and non-GAAP ...

Core Viewpoint - PDF Solutions, Inc. is set to release its third quarter fiscal 2025 financial results on November 6, 2025, with a teleconference hosted by the CEO and CFO to discuss the outcomes [1]. Company Overview - PDF Solutions is a leading provider of data solutions for the semiconductor ecosystem, focusing on improving yield, quality, and operational efficiency for increased profitability [3]. - The company serves Fortune 500 companies by enabling smart manufacturing through data collection, equipment control, and advanced analytics [3]. - Founded in 1991 and headquartered in Santa Clara, California, PDF Solutions operates globally across North America, Europe, and Asia [4]. Teleconference Details - The teleconference will take place on November 6, 2025, at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time, with participation options provided for both domestic and international callers [2].

Core Insights - PDF Solutions, Inc. is collaborating with Lavorro Inc. to enhance semiconductor manufacturing through access to real-time engineering documentation, aiming for quicker and more effective implementation of actions and equipment control [1][4]. Company Overview - PDF Solutions provides comprehensive data solutions for the semiconductor and electronics ecosystems, focusing on improving yield, quality, and operational efficiency for increased profitability [6]. - The company has over three decades of semiconductor expertise and offers AI-ready data from a secure infrastructure, enabling manufacturing companies to analyze data at scale [2]. Collaboration Details - The partnership with Lavorro aims to transform how fab operators utilize real-time, clean process data and access the latest engineering knowledge, facilitating better yield-enhancing decisions [4]. - Lavorro employs Generative AI and Agentic AI to synthesize knowledge from static and real-time data, providing context-aware assistance to maximize engineering and fab efficiency [3][5]. Strategic Goals - The combined solutions from PDF Solutions and Lavorro are designed to enable fab operators to act more swiftly on process alerts, leading to quicker remediation actions and enhanced operational efficiency [5].

Core Insights - PDF Solutions has announced the upcoming release of Exensio Studio AI, which combines Exensio analytics with Tiber AI Studio licensed from Intel Corporation [1][2] - The new solution aims to enhance operational efficiency in semiconductor manufacturing by leveraging big data analytics [2][8] Company Overview - PDF Solutions has been providing data solutions for semiconductor manufacturing for nearly 20 years, evolving its platform to include the latest IT technologies [2] - The company is headquartered in Santa Clara, California, and operates globally across North America, Europe, and Asia [9][10] Product Features - Exensio Studio AI integrates with existing Exensio manufacturing data infrastructure to clean, normalize, and align various data types, including FDC, characterization, and supply chain data [3] - The solution is designed to streamline the AI development lifecycle, enabling data scientists and engineers to build, train, deploy, and manage machine learning models [3][7] - Key design features include full-stack MLOps, flexibility for multi-cloud and on-premises deployments, automation of ML pipelines, and collaboration tools for data science teams [7] Strategic Partnerships - Intel Corporation is already utilizing Tiber AI Studio for its manufacturing operations and plans to adopt Exensio Studio AI to standardize its manufacturing data infrastructure [4] - PDF Solutions will continue to distribute Tiber AI Studio as Exensio Workbench for AI, providing support for existing users [5]

Group 1: Company Overview - PDF Solutions (PDFS) shares increased by 15.2% to close at $25.96, with trading volume significantly higher than usual [1] - The stock has gained 13.3% over the past four weeks, indicating strong momentum [1] - The company is experiencing robust revenue growth driven by innovative solutions such as secureWISE, Sapience, and Exensio, along with increased adoption of AI and analytics in semiconductor manufacturing [1] Group 2: Financial Performance Expectations - PDF Solutions is expected to report quarterly earnings of $0.25 per share, unchanged from the same quarter last year [2] - Revenue is projected to be $56.6 million, reflecting a 22% increase compared to the year-ago quarter [2] Group 3: Market Trends and Stock Performance - Trends in earnings estimate revisions are strongly correlated with near-term stock price movements, suggesting that monitoring these trends is crucial for assessing stock strength [3] - The consensus EPS estimate for PDF Solutions has remained unchanged over the last 30 days, indicating stability in earnings expectations [4] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [4]