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].

Financial Performance - Total revenues for Q1 2025 were $47.8 million, a decrease from $50.1 million in Q4 2024 but an increase from $41.3 million in Q1 2024 [3] - Analytics revenue for Q1 2025 was $42.5 million, down from $47.9 million in Q4 2024 but up from $38.5 million in Q1 2024 [3] - Integrated Yield Ramp revenue for Q1 2025 was $5.3 million, compared to $2.2 million in Q4 2024 and $2.8 million in Q1 2024 [3] Profitability Metrics - GAAP gross margin for Q1 2025 was 73%, up from 68% in Q4 2024 and 67% in Q1 2024 [4] - Non-GAAP gross margin for Q1 2025 was 77%, compared to 72% in both Q4 2024 and Q1 2024 [4] - GAAP net loss for Q1 2025 was $3.0 million, or ($0.08) per diluted share, compared to net income of $0.5 million, or $0.01 per diluted share in Q4 2024 [5] - Non-GAAP net income for Q1 2025 was $8.1 million, or $0.21 per diluted share, down from $9.9 million, or $0.25 per diluted share in Q4 2024 [6] Strategic Developments - The company experienced strong customer activity and platform development, driven by AI-driven digitization [7] - The acquisition of SecureWise was completed to enhance supply chain collaboration [10] - The company reaffirmed its annual revenue growth guidance of 21-23% for 2025 [7] Backlog and Financial Position - The backlog as of March 31, 2025, was $226.7 million [10] - Total assets increased to $389.972 million as of March 31, 2025, from $315.289 million at the end of 2024 [17][18]

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]