PDF Solutions, Inc. (NASDAQ:PDFS) Q1 2024 Results Conference Call May 9, 2024 5:00 PM ET John Kibarian - Co-Founder, President, Chief Executive Officer & Director Adnan Raza - Executive Vice President of Finance & Chief Financial Officer Blair Abernethy - Rosenblatt Securities Inc. Gus Richard - Northland Capital Markets William Jellison - D.A. Davidson & Co. Christian Schwab - Craig-Hallum Capital Group Andrew Wiener - Samjo Management Some of the statements that will be made in the course of this conferen ...

Table of Contents g 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 March 31, 2024 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) Indicat ...

Exhibit 99.2 Q1 2024 Management Report May 9, 2024 1 a Contents ■ Q1 2024 Results ■ Q1 2024 Non-GAAP Results ■ Related Information The following commentary is provided by management and should be referenced in conjunction with PDF Solutions' First Quarter 2024 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 invest ...

Table of Contents Form 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 000-31311 (Commission file number) PDF SOLUTIONS, INC. (Exact name of registrant as specified in its charter) Delaware 25-1701361 (State or ot ...

Company Participants Conference Call Participants Operator If you have not yet received a copy of the corresponding press release, it has been posted to PDF's website at www.pdf.com. Some of the statements that will be made in the course of this conference are forward-looking statements, including statements regarding PDF's future financial results and performance, growth rates, and demand for its solutions. Now I'd like to introduce John Kibarian, PDF's President and Chief Executive Officer, and Adnan Raza ...

We are waiting for that same effect to happen in the United States and in Europe as folks are starting to get access to their chipset money, and we start to see some behavior from customers, maybe a little bit more positive reactions. But we haven't seen that kind of government stimulus as being as big a factor in the West as we've seen it in China so far. Okay, great. Thanks guys. [Operator Instructions] And at this time, there are no more questions. Ladies and gentlemen, this concludes the program. Thank ...

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 g UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period ended September 30, 2023 PDF SOLUTIONS, INC. (Exact name of Registrant as Specified in its Charter) Del ...

John Kibarian The assembly on the backend [indiscernible] I think you mean for the IC production. There's a number [Multiple Speakers] are captured in the back end, not just bonds, but chip finishing and other things like that. So there's many places to apply an image recognition pipeline and assembly. So it's really tying those three pieces together to create an end to end like situation for battery as we've done for our IC manufacturing. And you can think of the image as kind of like your inline inspectio ...

Table of Contents g 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, 2023 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 ...

I want to thank all the PDS employees and contractors for their efforts this quarter. Now I will turn the call over to Adnan who will review the finances and provide his perspective on our results. Adnan? strong performance is a result of the strength from Leading Edge and Exensio business, offset by some of the equipment shipment trends we saw recently. We have improved our margins compared to last year as we reap the benefits of scale in our cloud business, allowing us the ability to apply engineering res ...