PDF Solutions Q2 revenue hits record $51.7mln, up 24% YoY.

• PDF Solutions reports Q2 2025 total revenues of $51.7 million, up 24% YoY. • Analytics revenue reaches $48.8 million, a 28% YoY increase. • Company achieves record quarterly revenues in both categories. • Growth attributed to strong demand for digital data solutions.

Santa Clara, CA, July 2, 2025 – PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, has released its second quarter 2025 financial results. The company reported a significant increase in total revenues, driven by strong demand for digital data solutions.

Financial Highlights

- Total revenues for the second quarter 2025 were $51.7 million, up 24% year-over-year (YoY) [1].
- Analytics revenue reached $48.8 million, a 28% YoY increase, marking a record quarterly revenue for the category [1].
- The company achieved a GAAP gross margin of 71% and a non-GAAP gross margin of 76% [1].
- GAAP diluted earnings per share (EPS) were $0.03, while non-GAAP diluted EPS were $0.19 [1].
- The backlog grew to $232.6 million as of June 30, 2025 [1].

Growth Drivers

The growth in revenues can be attributed to the increasing demand for AI-driven digitization solutions, as highlighted by the company's CEO and President, John Kibarian. The PDF Platform, which includes analytics, AI/Model Ops, enterprise connectivity, equipment, and supply chain solutions, has been instrumental in empowering customers to handle complex manufacturing and testing environments [1].

Outlook

PDF Solutions reaffirmed its annual revenue growth prior guidance range of 21-23% for 2025. The company's strong portfolio and momentum position it well for continued growth in the coming quarters [1].

Conference Call

The company will discuss these results in a live conference call beginning at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time today. Interested parties can pre-register at [2].

References

[1] https://www.pdf.com/resources/pdf-solutions-reports-second-quarter-2025-financial-results-announces-record-second-quarter-2025-total-revenues/
[2] https://register-conf.media-server.com/register/BId4a92799e4e24169a58f6ea3c713566b