PDF Solutions, Inc. Earnings Recaps
Q1 2026
May 11, 2026
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.
Key takeaways
- 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.
Q3 2025
Nov 7, 2025
PDF Solutions, Inc. reported strong third-quarter performance, driven by robust bookings and strategic technology partnerships that bolster their position in AI-driven analytics within the semiconductor industry.
Key takeaways
- Secured multiple 8-figure contracts, including agreements to expand AI analytics capabilities with a large IC manufacturer and a prominent equipment OEM.
- Integrated Tiber AI Studio into Exensio, enhancing AI model management and deployment, addressing customers' needs for efficient scaling of AI applications.
- Strong revenue contributions from Cimetrix connectivity software, marking the highest performance since its acquisition, positioning PDF as a leader in connectivity solutions.
- Customer base has grown from 150 to over 370 since 2020, now encompassing major players in the equipment and cloud sectors.
- Continued investments in product development and infrastructure are expected to enhance profitability and balance sheet strength by 2026.