© 2020 PDF Solutions, All Rights Reserved1 Investor Presentation August 2020 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 2020 Earnings Conference Call August 6, 2020 5:00 PM ET Company Participants Joe Diaz – Investor Relations John Kibarian – President and Chief Executive Officer Adnan Raza – Executive Vice President and Chief Financial Officer Conference Call Participants Tyler Leroy Burmeister – Craig-Hallum Tom Diffely – D.A. Davidson Jon Tanwanteng – CJS Securities Jeff Bernstein – Cowen Operator Good day, ladies and gentlemen, and welcome to the PDF Solutions, Inc. Conference Call to ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q1 2020 Earnings Conference Call May 7, 2020 5:00 PM ET Company Participants Joe Diaz - IR, Lytham Partners John Kibarian - President & CEO Adnan Raza - EVP & CFO Conference Call Participants Tom Diffely - D.A. Davidson Jon Tanwanteng - CJS Securities Andrew Weiner - Samjo Capital Operator Good day, ladies and gentlemen and welcome to the PDF Solutions, Inc. Conference Call to discuss the company's financial results for the first quarter ended March 31, 2020. [Operator inst ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q4 2019 Earnings Conference Call February 13, 2020 5:00 PM ET Company Participants Joe Diaz - IR, Lytham Partners John Kibarian - President & CEO Christine Russell - CFO Kimon Michaels - Co-Founder and EVP Conference Call Participants Christian Schwab - Craig-Hallum Capital Gus Richard - Northland Jon Tanwanteng - CJS Securities Operator Good day, ladies and gentlemen and welcome to the PDF Solutions, Inc. Conference Call to discuss the company's financial results for the f ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q3 2019 Earnings Conference Call October 31, 2019 5:00 PM ET Company Participants John Kibarian – President and Chief Executive Officer Christine Russell – Chief Financial Officer Conference Call Participants Christian Schwab – Craig-Hallum Capital Gus Richard – Northland Tom Diffely – D.A. Davidson Jon Tanwanteng – CJS Securities Operator Good day, ladies and gentlemen. And welcome to the PDF Solutions, Inc. conference call to discuss its financial results for the third qu ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q2 2019 Earnings Conference Call August 1, 2019 5:00 PM ET Company Participants John Kibarian – President and Chief Executive Officer Christine Russell – Chief Financial Officer Conference Call Participants Jon Tanwanteng – CJS Securities Tom Diffely – D.A. Davidson Gus Richard – Northland Christian Schwab – Craig-Hallum Operator Good day, ladies and gentlemen, and welcome to the PDF Solutions, Inc. Conference Call to discuss its financial results for the Second Quarter end ...

Financial Data and Key Metrics Changes - First quarter revenue was $20.5 million, a 4% increase from the prior quarter [22] - Solutions revenue was $16.7 million, a sequential increase of $4 million [22] - Gainshare revenue was $3.9 million, lower by $3.2 million from the prior quarter [22] - Non-GAAP profit was $842,000 in Q1 compared to a loss of $366,000 in Q4 [29] - Non-GAAP earnings per share was $0.03 with shares outstanding for Q1 at 32.5 million [29] Business Line Data and Key Metrics Changes - Analytics revenue, which includes Exensio, DFI, and Characterization Vehicle technology, was over 60% of solutions revenue [12] - Significant contracts signed included enterprise deployment of Exensio-Yield on the cloud and additional licenses for Exensio-Control [13] - DFI gross margins improved due to revenue from a major foundry [25] Market Data and Key Metrics Changes - Interest in cloud offerings grew significantly in Q1, driven by the ability to leverage big data capabilities [15] - The company is seeing high interest in DFI from multiple leading-edge logic providers and memory markets [10][39] Company Strategy and Development Direction - The company aims to be the end-to-end analytics and manufacturing control provider of choice in the semiconductor industry [5] - The acquisition of Stream Mosaic is expected to enhance AI capabilities and integrate with the Exensio platform [17][18] - The focus remains on transitioning to a ratable subscription model for software, which is anticipated to improve gross margins over time [26] Management's Comments on Operating Environment and Future Outlook - Management expects continued customer adoption of Exensio analytic software and DFI throughout 2019 [19] - The company anticipates that gainshare revenue will remain variable and not necessarily ratable [35] - Management expressed optimism about the ability to ship more machines in 2019 and into 2020 [52] Other Important Information - Cash at the end of Q1 was $90.4 million, down from $96.1 million in the prior quarter [30] - The company plans to present at three investor conferences in May [31] Q&A Session Summary Question: Can you provide more detail on the resolution with the foundry? - The amendment to the contract was $3.3 million, with additional revenues expected for the rest of the year [33][34] Question: What is the outlook for gainshare revenue? - Gainshare revenue is expected to remain variable and not necessarily align with semiconductor demand [35] Question: How is the ramp-up of the eProbe 250 at the Asian foundry progressing? - The company is on schedule to meet targets for Q2, with expectations to generate similar reports as in the lab [36] Question: What is the scale of the acquisition of Stream Mosaic? - The acquisition involved a small team and is expected to enhance the Exensio platform significantly [42][44] Question: Will operating expenses increase with the addition of Stream Mosaic? - Operating expenses are expected to increase slightly due to investments in business development and marketing [58]

PDF Solutions, Inc. (NASDAQ:PDFS) Q4 2018 Earnings Conference Call February 14, 2019 5:00 PM ET Company Participants John Kibarian - President & Chief Executive Officer Christine Russell - Chief Financial Officer Conference Call Participants Jon Tanwanteng - CJS Securities Tom Diffely - D.A. Davidson Tyler Burmeister - Craig-Hallum. Gus Richard - Northland Jeff Bernstein - Cowen Andrew Wiener - Samjo Capital Rob Ammann - Rk Capital Management Operator Good day, ladies and gentlemen, and welcome to the PDF S ...