PDF Solutions Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 26% revenue growth, strong bookings, and margin expansion, driven by AI-enabled analytics and increased demand for Exensio, Cimetrix, and eProbe. Full-year guidance for 20% revenue growth and margin improvement was reaffirmed, with CapEx rising to meet demand.
Fiscal Year 2025
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Record 2025 revenue grew 22% year-over-year, with margin expansion and strong cash flow. Strategic acquisitions and product launches drove growth, and 2026 guidance targets another 20% revenue increase with continued margin improvement.
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The company is targeting 20%+ revenue growth and 77%+ gross margins, driven by a shift to analytics and recurring revenue, major product enhancements like Scalable Analytics, and a flexible subscription model. Strategic partnerships and global expansion are broadening the customer base and market opportunity.
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Record Q3 revenue and bookings were driven by large contracts and strong analytics growth, with backlog up 25% sequentially. Integration of Tiber AI Studio and secureWISE expansion position the company for continued growth, reaffirming 21%-23% annual revenue guidance.
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Record Q2 revenue and strong analytics growth drove a 24% year-over-year increase, with gross margin at 76% and operating margin at 19%. Guidance for 2025 revenue growth of 21%-23% was reaffirmed, supported by robust bookings, expanding platform adoption, and strategic wins in China and with major customers.
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Q1 2025 saw 16% revenue growth year-over-year, strong enterprise bookings, and improved margins, with the secureWISE acquisition completed and integrated. Full-year revenue growth guidance of 21%-23% was reaffirmed, supported by robust demand for advanced analytics and collaboration solutions.
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A $130M acquisition of SecureWISE will expand the manufacturing connectivity network tenfold, drive SaaS-based revenue growth, and accelerate operating margin targets. The deal leverages strong product and customer synergies, positioning the company as a leader in secure semiconductor analytics.
Fiscal Year 2024
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Record Q4 and full-year revenues were driven by strong analytics and eProbe sales, with gross margin reaching 74% and EPS up 15% year-over-year. 2025 revenue is expected to grow by about 15%, with continued momentum in advanced packaging, AI, and eProbe adoption.
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Q3 2024 saw double-digit revenue growth, record analytics bookings, and a 77% gross margin boosted by one-time license deals. Outlook remains strong, with Q4 and 2025 expected to deliver robust growth, driven by analytics, eProbe, and expanding market applications.
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Q2 revenue was $41.7M, flat year-over-year, with analytics up 3% and gross margin at 75%. Backlog grew to $243.2M, and strong customer engagement in advanced logic and AI/ML supports a 20% revenue growth outlook for H2 2024. CapEx remains elevated to meet DFI system demand.