PDF Solutions (PDFS) came out with quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.00%. A quarter ago, it was expected that this provider of software and services for semiconductor makers would post earnings of $0.19 per share when it actually produced earnings of $0.21, delivering a surprise of ...

PDF Solutions (PDFS) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Good day, everyone, and welcome to the PDF Solutions, Inc. Conference Call to discuss its Financial Results for the Second Quarter Conference Call ending Monday, 06/30/2025. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. As a reminder, this conference is being recorded.If you have not yet received a copy of the corresponding press release, it ...

Table of Contents 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 June 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 2 ...

Exhibit 99.2 Q2 2025 Management Report August 7, 2025 – Reconciliation of GAAP Net Income (Loss) to Non-GAAP Net Income – Reconciliation of GAAP to Non-GAAP Spending by Function 1 Contents ■ Q2 2025 Results ■ Q2 2025 Non-GAAP Results ■ Related Information The following commentary is provided by management and should be referenced in conjunction with PDF Solutions' Second Quarter 2025 financial results press release available on its Investor Relations website at http://www.pdf.com/financial-news. These remar ...

Core Insights - PDF Solutions, Inc. will release its second quarter fiscal 2025 financial results on August 7, 2025, after market close [1] - A live teleconference will be hosted by CEO John Kibarian and CFO Adnan Raza on the same day at 2:00 p.m. Pacific Time [1] - The teleconference will also be available via webcast on the company's website [3] Company Overview - PDF Solutions provides comprehensive data solutions aimed at improving yield, quality, and operational efficiency in the semiconductor and electronics industry [4] - The company's products and services are utilized by Fortune 500 companies to achieve smart manufacturing goals through data collection and advanced analytics [4] - Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with operations in North America, Europe, and Asia [5]

Core Insights - PDF Solutions, Inc. will host its 2025 Analyst Day alongside its 2025 Users Conference on December 3rd, 2025, in Santa Clara, California, featuring presentations from key executives [1] - The company provides comprehensive data solutions aimed at enhancing yield, quality, and operational efficiency in the semiconductor and electronics industry [3][4] Company Overview - PDF Solutions, founded in 1991, is headquartered in Santa Clara, California, with operations in North America, Europe, and Asia [4][5] - The company is a member of several industry organizations, including SEMI and IPC, indicating its active participation in the semiconductor ecosystem [4] Event Details - Registration details for the Analyst Day and Users Conference can be found on the company's website, and a live webcast will be available on the event day [2]

Core Insights - PDF Solutions, Inc. will host two significant semiconductor industry events in 2025, focusing on innovations in equipment connectivity and AI applications in semiconductor management [1][5]. Event Summaries Connected Equipment Summit - Scheduled for October 9, 2025, in Chandler, Arizona, this summit will highlight the latest innovations in equipment connectivity, secure remote access, and AI applications [2]. - The summit will detail the strategic vision following the acquisition of secureWISE LLC, aiming to enhance operational efficiency and secure collaboration in the semiconductor ecosystem [3]. - Key stakeholders from the semiconductor value chain, including equipment makers and foundries, will share their experiences with secureWISE solutions, showcasing the value of secure remote connectivity [4]. Users Conference - The Users Conference will take place on December 3-4, 2025, in Santa Clara, CA, covering the breadth of PDF Solutions' platform products and addressing challenges in semiconductor manufacturing [5]. - This event will coincide with PDF Solutions' Analyst Day, featuring expert insights and real-world case studies [5]. Industry Context - The semiconductor industry is undergoing rapid transformation with advancements such as 3D architectures and AI, necessitating new levels of collaboration among ecosystem players [6][7]. - PDF Solutions aims to unify diverse stakeholders through innovative platform solutions that address the complexities of modern semiconductor manufacturing [7]. Key Topics of Discussion - The events will cover strategic overviews, product strategies, technology leadership, digital transformation, supply chain integration, advanced analytics, and AI solutions [8][10][11][12][16]. - Specific discussions will include manufacturing data lake architecture, scalable data analytics, and secure manufacturing equipment control [16].

Investor Presentation May 2025 John Kibarian, President & CEO, Co-Founder Kimon Michaels, Executive VP, Products and Solutions, Co-Founder Adnan Raza, Executive VP, Finance & CFO © 2025 PDF Solutions, Inc. or its subsidiaries 1 Certain statements in this presentation, and statements that may be made when discussing it, regarding the Company's future expected business performance and financial results are forward looking and are subject to future events and circumstances. Actual results could differ material ...

Core Insights - PDF Solutions (PDFS) reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.19 per share, and up from $0.15 per share a year ago [1] - The company experienced an earnings surprise of 10.53% and has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter was $47.78 million, slightly missing the Zacks Consensus Estimate by 0.46%, but up from $41.31 million year-over-year [3] Earnings Performance - The earnings surprise of 10.53% indicates strong performance relative to expectations [2] - The company has consistently exceeded consensus EPS estimates over the last four quarters, showcasing a positive trend in earnings performance [2] Revenue Analysis - Revenue of $47.78 million for the quarter represents a year-over-year increase but fell short of expectations [3] - The company has topped consensus revenue estimates three times in the last four quarters, indicating a generally positive revenue trend despite the recent miss [3] Stock Performance - PDF Solutions shares have declined approximately 29.5% since the beginning of the year, contrasting with the S&P 500's decline of 4.3% [4] - The stock's immediate price movement will depend on management's commentary during the earnings call and future earnings expectations [4] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $49.6 million, and for the current fiscal year, it is $0.87 on revenues of $205.1 million [8] - The estimate revisions trend for PDF Solutions is currently unfavorable, resulting in a Zacks Rank 4 (Sell), suggesting expected underperformance in the near future [7] Industry Context - The Computer - Services industry, to which PDF Solutions belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable industry outlook [9] - The performance of PDF Solutions may be influenced by the overall industry trends, as top-ranked industries tend to outperform lower-ranked ones significantly [9]

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $47.8 million, up 16% year over year [13] - Analytics revenue was $42.5 million, an increase of 10% year over year, but lower compared to the prior quarter due to eProbe sales [13] - IYR revenue increased significantly by 86% year over year, driven by new gainshare contracts [13] - Gross margin for Q1 was 77%, compared to 72% in the prior quarter and the same quarter last year [15] - Operating margin remained stable at 18%, with net income totaling $8.1 million or $0.21 per share, up approximately 40% year over year [16] Business Line Data and Key Metrics Changes - Significant bookings were driven by enterprise-wide solutions, particularly the Sapiens Manufacturing Hub [5] - Exensio bookings were primarily from Fabless and OSATs for offline analytics and test operations [5] - Symmetric's bookings were strong as equipment vendors increased shipments of advanced tool control and communication modules [5] Market Data and Key Metrics Changes - The company noted that tariffs have not significantly impacted customer behavior, particularly in the software business [9] - The semiconductor industry remains focused on advanced nodes and complex packaging, which are strong drivers for the company's solutions [4][9] Company Strategy and Development Direction - The company anticipates revenue growth of 21% to 23% for the year, despite macroeconomic uncertainties [10] - The integration of SecureWise is expected to enhance collaboration between OSATs, fabless foundries, and equipment vendors [8] - The company is refining plans for integration with its platform to leverage AI and machine learning capabilities [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of customers from a weak 2024 and noted strong demand for advanced processing solutions [4] - The company is optimistic about the potential for incremental revenue growth from shipped systems and ongoing customer engagements [6][10] - Management highlighted the importance of flexibility and nimbleness for customers in the current uncertain environment [70][72] Other Important Information - The company completed the acquisition of SecureWise for $130 million, which is expected to be accretive to earnings and operating margins [12][54] - The backlog at the end of the quarter was approximately $227 million, showing slight growth compared to the prior quarter [13] Q&A Session Summary Question: Details on revenue guidance and analytics growth - Management confirmed that overall expectations are in line with initial guidance, with meaningful growth anticipated in IYR due to a low base [20] - Advanced node capabilities are expected to drive analytics growth, with increased enterprise customer engagement [21][22] Question: Sales and marketing expense allocation - The company is investing in sales and marketing to support a wider product portfolio and enhance customer engagement [25][26] Question: SecureWise integration plan - Customers appreciate the security features of SecureWise, and the integration is expected to enhance collaboration across the supply chain [32][34] Question: Update on partnerships and potential contracts - The company has ongoing revenue from partnerships, including with Advantest, and anticipates growth in these relationships [61][62] Question: Capital allocation strategy - The company prioritizes debt reduction while remaining open to share buybacks when opportunities arise [78][80] Question: Gross margin profile of SecureWise - SecureWise is a highly recurring revenue business, expected to be accretive to overall gross margins [81][84]