SANTA CLARA, Calif., Jan. 26, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor ecosystem, announced that it will release fourth quarter and fiscal year 2025 financial results after the market close on Thursday, February 12, 2026. John Kibarian, CEO, and Adnan Raza, CFO, will host a live teleconference on Thursday, February 12, 2026, beginning at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results. To part ...

Core Insights - PDF Solutions, Inc. will host its 2025 Analyst Day on December 3, 2025, featuring presentations from key executives [1][2] - The company reaffirmed its annual revenue growth guidance for 2025, projecting a range of 21-23% [3] Company Overview - PDF Solutions provides comprehensive data solutions aimed at enhancing yield, quality, and operational efficiency within the semiconductor and electronics industries [4] - The company serves Fortune 500 clients, focusing on smart manufacturing through data collection, advanced analytics, and machine learning [4] - Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with a global presence across North America, Europe, and Asia [5]

Market Opportunities & Industry Transformation - The semiconductor ecosystem is at the start of a new industrial revolution, driven by AI factories and physical AI, representing a multi-trillion dollar total addressable market (TAM) [7][55] - Physical AI is poised to transform manufacturing industries by automating millions of factories and hundreds of thousands of warehouses [8][47] - AI factories transform energy into intelligence, similar to how dynamos transformed energy into industrial productivity in the first industrial revolution [7] AI & Accelerated Computing in Semiconductor - AI supercomputing and accelerated computing are crucial for capturing opportunities in AI factories and physical AI, aiding innovation across semiconductor design and manufacturing [9][56] - NVIDIA's CUDA X libraries and AI physics frameworks like NVIDIA Physics Nemo accelerate core workloads in semiconductor design and manufacturing, with performance boosts ranging from 20x to 100x in areas like TCAD [23][26] - Agentic AI enhances the capabilities and productivity of semiconductor engineers, with NVIDIA partnering with companies like Cadence, Siemens, and Synopsys to integrate AI into their platforms [38][39][40] NVIDIA's Strategy & Partnerships - NVIDIA is transforming into an AI infrastructure company, providing the hardware and software needed for AI factories, including CPUs, GPUs, DPUs, NICs, switches, memory, and storage [11][12] - NVIDIA emphasizes partnerships with the semiconductor ecosystem, collaborating with companies like Applied Materials, Cadence, KLA, Lam Research, Siemens, Synopsys, Samsung and TSMC to accelerate semiconductor manufacturing and design workloads [25][26][27] - NVIDIA and Lam Research are collaborating to accelerate the device roadmap for AI applications, creating a virtuous cycle where Lam's tools help NVIDIA build better technologies [35][36] Digital Twins & AI Factories - Digital twins, enabled by the NVIDIA Omniverse blueprint, are essential for designing, optimizing, and simulating AI factories before physical construction, reducing costs and downtime [41][51] - The NVIDIA Omniverse blueprint for AI factory digital twins allows for collaborative planning and optimization of AI factories, integrating data from various sources to maximize TCO and power usage effectiveness [52] - Physical AI requires three computers: one for training AI, one in the robot for physical instantiation, and one for simulating the environment to ensure safety and correct operation [48]

Core Insights - PDF Solutions, Inc. reported record total revenues of $57.1 million for the third quarter of 2025, representing a 23% increase compared to the same quarter last year [3][9] - The company achieved a GAAP gross margin of 72% and a non-GAAP gross margin of 76% for the third quarter of 2025 [3][9] - The CEO highlighted strong customer activity and platform development driven by AI-driven digitization, reaffirming the annual revenue growth guidance of 21-23% for the year [7] Financial Performance - Total revenues for Q3 2025 were $57.1 million, up from $51.7 million in Q2 2025 and $46.4 million in Q3 2024 [3] - GAAP gross margin was 72%, compared to 71% in Q2 2025 and 73% in Q3 2024; non-GAAP gross margin remained stable at 76% [3] - GAAP operating margin improved to 8% from 2% in Q2 2025 and 5% in Q3 2024; non-GAAP operating margin increased to 23% from 19% in Q2 2025 and 21% in Q3 2024 [4] - GAAP net income for Q3 2025 was $1.3 million, or $0.03 per diluted share, compared to $1.1 million in Q2 2025 and $2.2 million in Q3 2024 [5] - Non-GAAP net income was $9.8 million, or $0.25 per diluted share, compared to $7.3 million in Q2 2025 and $9.9 million in Q3 2024 [6] Operational Highlights - The ending backlog for the company was reported at $292.0 million, indicating strong future revenue potential [9] - The analytics segment generated $54.7 million in revenue, contributing significantly to the overall revenue growth [19] - The company continues to focus on enhancing its PDF Platform, which includes analytics, AI/Model Ops, and advanced manufacturing solutions [7][13]

Core Insights - Three in five multinational companies anticipate rising costs due to geopolitical uncertainties, leading to increased adoption of artificial intelligence and smart manufacturing to mitigate financial pressures [1][2] - Approximately 62% of top executives expect cost increases of 5 to 14% over the next three to five years, with significant concerns among ASEAN companies due to supply chain realignment, tariffs, and geopolitical uncertainties [2] - Strong demand is noted for evolving global trade and supply chain ecosystems, with a focus on smart manufacturing and AI to enhance efficiencies and counteract rising costs [3] Industry Trends - The rise of AI and digital assets is now considered as crucial as economic growth patterns and trade tariffs in shaping global supply chain strategies, with 53% of respondents identifying these as top strategic drivers [5] - Nearly 40% of companies are currently utilizing digital supply chain finance platforms, with an additional 55% planning to adopt them within the next two years [6] - Six key markets identified for global sourcing, manufacturing, and exports include India, Malaysia, mainland China, Indonesia, the United Arab Emirates, and the US, with around 40% of respondents from the US and UK intending to maintain trading activities in mainland China [7] Regional Insights - Companies in India and mainland China prioritize global economic growth in their trade outlook more than those in other surveyed markets, with expectations of increased trade ties between Asia and the Middle East [8] - Industries in mainland China are advancing up the global value chain, shifting from labor-intensive manufacturing to higher value-added products, supported by technologies such as AI, robotics, and renewable energy, alongside efforts to enhance domestic consumption [9]

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]

Company Announcement - PDF Solutions, Inc. will release its First quarter fiscal 2025 financial results after the market close on May 8, 2025 [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 / 5:00 p.m. Eastern Time to discuss the results [1] Participation Details - Analysts and investors are encouraged to pre-register for the live call at a provided link to receive dial-in information and a unique passcode [2] - Participants are advised to join the call ten minutes ahead of the scheduled time [2] Webcast Information - The teleconference will be webcast simultaneously on the company's website, with a replay available after the call on the investor relations site [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]