PDF Solutions’ shares jumped 15.5% following stronger-than-expected bookings and robust revenue growth, driven primarily by significant demand for their Exensio and Cimetrix products, alongside growing secureWISE adoption.
- Q1 revenue rose 26% year-over-year to $60.1 million, with platform revenue up 36%, boosted by Exensio software strength and a full quarter contribution from secureWISE.
- Bookings were highlighted by a double-digit million-dollar Exensio Test Operations deal, large customer orders for Cimetrix runtime licenses, and additional fab control software contracts in Asia.
- Backlog increased 9% year-over-year to $246 million, reflecting healthy demand visibility.
- eProbe shipments commenced with one unit delivered; plans remain to ship six machines in 2026 to drive future revenue.
- Investment continues in AI-enabled analytics and expanded market reach for secureWISE, targeting broader fab and OSAT customer segments.
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