PDF Solutions Experiences Record Q2 Sales with 24% YoY Growth, Reaffirms FY2025 Guidance

PDF Solutions reported record Q2 2025 GAAP revenue of $51.7 million, up 24% YoY, driven by growth in its Analytics business following the SecureWise acquisition. The Analytics segment delivered 28% YoY growth and made up 94.4% of company revenue. Management reaffirmed full-year revenue growth guidance of 21-23% for FY2025.

Santa Clara, CA, July 2, 2025 – PDF Solutions, Inc. (Nasdaq: PDFS) announced its financial results for the second quarter ended June 30, 2025, showcasing robust growth and strategic advancements. The company reported record quarterly total revenues of $51.7 million, up 24% year-over-year (YoY), driven primarily by the growth in its Analytics business. This segment delivered 28% YoY growth and accounted for 94.4% of the company's total revenue. Management reaffirmed its full-year revenue growth guidance of 21-23% for FY2025.

The company's strong performance was bolstered by the acquisition of SecureWISE LLC, which has enabled PDF Solutions to integrate secure remote monitoring capabilities into its Exensio platform. This integration has reduced testing costs by 20% and improved defect detection rates. Additionally, the acquisition has positioned PDF Solutions as a leader in secure, real-time collaboration across distributed supply chains in the semiconductor industry.

PDF Solutions' gross margins remained strong, with GAAP gross margins of 71% and non-GAAP gross margins of 76%. The company's analytics segment, which operates on a recurring revenue basis, has contributed significantly to this margin resilience. The Exensio platform's cloud-native architecture allows PDF Solutions to serve clients with minimal incremental costs, even as data volumes grow.

Management highlighted the company's strategic events and product roadmaps, which are set to showcase AI-driven innovations in 2025. The Connected Equipment Summit on October 9, 2025, and the Users Conference on December 3-4, 2025, will demonstrate how AI-powered digital twins and manufacturing data lake solutions can optimize equipment performance and address the complexities of 3D chip architectures.

For investors, PDF Solutions presents a compelling opportunity in the AI-driven manufacturing revolution. The company's ability to monetize data analytics, secure remote connectivity, and AI model deployment creates a recurring revenue stream with high customer stickiness. The company's backlog of $232.6 million as of June 30, 2025, provides visibility into future cash flows, which is critical in a sector prone to cyclical swings.

In conclusion, PDF Solutions' Q2 2025 results underscore the company's ability to leverage AI and advanced analytics to drive growth and maintain margin resilience. The company's strategic acquisitions and product roadmaps position it as a leader in the AI-driven manufacturing sector. Investors should closely monitor PDF Solutions as it continues to shape the future of the semiconductor industry.

References:
[1] https://www.ainvest.com/news/pdf-solutions-q2-2025-earnings-deep-dive-ai-driven-growth-margin-resilience-semiconductor-data-ecosystem-2508/
[2] https://www.pdf.com/resources/pdf-solutions-reports-second-quarter-2025-financial-results-announces-record-second-quarter-2025-total-revenues/