Financial Data and Key Metrics Changes - Total revenue for Q3 2021 was $29.6 million, representing a 28% increase year-over-year and an 8% increase sequentially from Q2 2021 [24] - Analytics revenue surged by 90% to $27.2 million compared to $14.3 million in Q3 2020, and increased by 39% sequentially from the previous quarter [24] - Gross margins expanded to 66%, moving towards a target of 70% [29] - Non-GAAP EPS reported was $0.09, with operating income of $2.4 million compared to nearly breakeven in the prior quarter [29] Business Line Data and Key Metrics Changes - Analytics accounted for 92% of total revenue in Q3 2021, while IYR revenue fell to $2.4 million from $8.8 million in the same quarter last year [25] - Strong bookings in Analytics were highlighted, with significant contributions from cloud migrations and new contracts [14][24] Market Data and Key Metrics Changes - Backlog at the end of Q3 totaled $181 million, a 30% increase from the previous quarter and a 60% increase year-over-year [27] - The semiconductor industry remains robust, with high levels of manufacturing and R&D activity driving demand for PDF's products [21] Company Strategy and Development Direction - The company is transitioning to become the leading analytics software provider for the global semiconductor supply chain, focusing on building recurring revenue streams [25][31] - Partnerships are emphasized as a key strategy for growth, with ongoing efforts to enhance cloud capabilities and customer engagement [33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth, expecting full-year 2021 total revenues to grow near the top end of the 20% to 25% range [31] - The company anticipates that Analytics revenue will grow more than 50% year-over-year for 2021, with strong bookings momentum expected to carry into 2022 [31] Other Important Information - The company ended Q3 with cash and cash equivalents of approximately $141 million and no debt, with positive cash flow from operations of $4 million for the quarter [30] - The transition to cloud solutions is seen as a significant opportunity for enhancing customer productivity and expanding the user base [33] Q&A Session Summary Question: What are the plans for the growth of the Analytics business? - Management highlighted the importance of partnerships and cloud migration to enhance customer productivity and expand the user base [33] Question: Can you provide details on the size and timing of the new multiyear contract? - The contract is substantial, encompassing multiple components of technology and is expected to provide significant value over its duration [38] Question: Will the Analytics business continue to grow ahead of the 20% CAGR target? - Management indicated that they are optimistic about growth exceeding previous expectations, with a robust industry environment supporting this outlook [40] Question: What is the split between different components of the large contract? - The contract is a bundled subscription, with all components being recurring [45] Question: Are there any fixed fee contracts left in the IYR business? - There is a multiyear fixed fee contract that extends over four years, contributing to the IYR revenue [48] Question: What is driving the increased demand for analytics in the automotive sector? - The electrification of vehicles is creating a need for high-quality manufacturing processes, making analytics critical for operational effectiveness and yield [72]

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 September 30, 2021 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) Delaw ...

© 2021 PDF Solutions, All Rights Reserved1 Investor Presentation August 2021 John Kibarian, President & CEO, Co-Founder Kimon Michaels, Executive VP, Products and Solutions, Co-Founder Adnan Raza, Executive VP, Finance & CFO | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q2 2021 Results Conference Call August 10, 2021 5:00 PM ET Company Participants Joseph Diaz - Investor Relations John Kibarian - President and Chief Executive Officer Adnan Raza - Executive Vice President and Chief Financial Officer Conference Call Participants John McPeake - Rosenblatt Securities Thomas Diffely - DA Davidson & Co Christian Schwab - Craig-Hallum Andrew Wiener - Samjo Management, LLC Gary Schnierow - RiverPark Funds Operator Good day and thank you for standi ...

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, 2021 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 (State o ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q1 2021 Earnings Conference Call May 6, 2021 5:00 PM ET Company Participants Joseph Diaz - Lytham Partners, LLC John Kibarian - President, Chief Executive Officer, Director and Co-Founder Adnan Raza - Executive Vice President, Finance and Chief Financial Officer Conference Call Participants Christian Schwab - Craig Hallum Gus Richard - Northland Capital Markets Andrew Wiener - Samjo Capital Tom Diffely - DA Davidson Gary Schnierow - RiverPark Funds Orin Hirschman - AIGH Cap ...

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 March 31, 2021 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 ...

PDF SOLUTIONS, INC. Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (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, 2020 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) (Exact name of registrant as specified in its charter) Delaware 25-1701361 (State or ot ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q4 2020 Earnings Conference Call February 18, 2021 5:00 PM ET Company Participants Joe Diaz - Lytham Partners LLC, Managing Partner John Kibarian - President & Chief Executive Officer Adnan Raza - Executive Vice President & Chief Financial Officer Conference Call Participants Tom Diffely - D.A. Davidson Tyler Burmeister - Craig-Hallum Jon Tanwanteng - CJS Securities Gus Richard - Northland Operator Good day, ladies and gentlemen, and welcome to the PDF Solutions Inc. Confer ...

Financial Data and Key Metrics Changes - Total revenues for Q3 were $23.1 million, up 8% quarter-over-quarter and up 5% year-over-year [28] - Analytics revenue for Q3 was $14.3 million, growing 13% year-over-year but down 5% compared to the prior quarter [28] - Integrated Yield Ramp revenue was $8.8 million, up 41% sequentially but down 5% year-over-year [33] - Non-GAAP gross margins for the quarter were 63%, consistent with the prior quarter and down slightly from 64% year-over-year [36] - Non-GAAP net profit was $0.1 million, with non-GAAP earnings per share at $0.00 [39] Business Line Data and Key Metrics Changes - Analytics represented 62% of total revenues for Q3 and 65% year-to-date through Q3 [24][33] - The transition to an analytics company has seen analytics as a percentage of total revenue increase from 45% in 2018 to 64% on a last 12-month basis through Q3 2020 [24] - Strong bookings for Q3 exceeded total bookings for the full year of 2019, indicating significant growth momentum [25][26] Market Data and Key Metrics Changes - Strong bookings particularly in China, with renewed activity starting at the end of Q1 and building through Q3 [9] - Increased interest in Exensio analytics from various sectors, including automotive and semiconductor industries [11][20] Company Strategy and Development Direction - The company is focused on becoming a leading provider of differentiated data and analytics solutions, with ongoing investments in cloud infrastructure [41][42] - The partnership with Advantest is seen as a significant step, expected to generate over $50 million over its term [15][30] - Continued investment in analytics is anticipated, with a long-term growth target of 20% annually for the analytics business [29] Management's Comments on Operating Environment and Future Outlook - Management noted that the semiconductor industry continues to see investment despite the pandemic, with foundries reporting high manufacturing volumes [20] - The company expects broad-based interest in Exensio and analytics products in the fourth quarter [20] - Management expressed confidence in the long-term potential of the analytics business and the strategic partnerships being developed [42] Other Important Information - Cash and short-term investments grew to $168 million at the end of Q3, up from $100 million year-over-year, primarily due to a $65 million investment from Advantest [39][40] - The company has no debt and is positioned to invest in various initiatives to enhance its product offerings [41] Q&A Session Summary Question: About the IYR contract decision - Management explained that the decision to pursue an Integrated Yield Ramp contract instead of a subscription was based on better long-term economics for a specific customer [48][49] Question: Impact of legal expenses on SG&A - Legal expenses increased by $0.6 million due to various factors, including the Advantest partnership [54] Question: Future potential contracts similar to Advantest - Management indicated that while there are opportunities, such partnerships would be rare and typically involve a small number of customers [70][74] Question: Timeline for DFI machine shipments - Shipments for DFI machines are expected to slip into early 2021 due to various delays, but revenue generation is ongoing through pilot programs [76][78]