PDF Solutions Reports Record Q2 2025 Revenues with 24% YoY Growth

Friday, Aug 8, 2025 9:25 am ET1min read

PDF Solutions reported Q2 2025 record revenues of $51.7 million, a 24% increase YoY, driven by strong performance in its analytics segment. The company achieved a GAAP gross margin of 71% and a non-GAAP gross margin of 76%. Analytics revenue reached $48.8 million, up 28% from the previous year, and the backlog increased to $232.6 million. PDF Solutions remains optimistic about its growth prospects, supported by strong customer activity and a robust product portfolio.

PDF Solutions Inc. (NASDAQ: PDFS) reported record revenues of $51.7 million for Q2 2025, marking a 24% year-over-year (YoY) increase. This growth was primarily driven by the company's analytics segment, which saw revenue grow by 28% to $48.8 million. The company's GAAP gross margin reached 71%, while the non-GAAP gross margin was 76%, both surpassing long-term targets [1].

PDF Solutions' strong performance was supported by robust bookings for enterprise-wide solutions, including Securewise, Sapiens, and Accentsio, with significant traction in Asia. The integration of Securewise has shown positive results, with strong bookings and strategic relevance in the semiconductor industry [1].

The company's backlog increased to $232.6 million, providing long-term revenue visibility. PDF Solutions remains optimistic about its growth prospects, supported by strong customer activity and a robust product portfolio [2].

Despite the growth, the company faced some challenges. Operating expenses increased, primarily due to personnel-related costs, and cash and cash equivalents decreased to $40.4 million from $54.1 million in the prior quarter [1]. CapEx spending also increased significantly to $8.5 million, primarily for e-pro machine builds, which may impact cash flow [1].

PDF Solutions is scheduled to host two major industry events in 2025 to showcase its AI-driven innovations, including a manufacturing data lake architecture and AI model deployment infrastructure [2].

References:
[1] https://ca.finance.yahoo.com/news/pdf-solutions-inc-pdfs-q2-110024064.html
[2] https://www.ainvest.com/news/pdf-solutions-q2-2025-earnings-deep-dive-ai-driven-growth-margin-resilience-semiconductor-data-ecosystem-2508/

PDF Solutions Reports Record Q2 2025 Revenues with 24% YoY Growth

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