Transcript from the Q2 2025 Earnings Call of PDF Solutions, Inc. (PDFS)
PDF Solutions, Inc. reported impressive financial results for the second quarter of 2025, with record total revenues of $51.7 million, marking a 24% year-over-year increase. The company's financial performance was largely driven by its analytics segment, which grew by 28% to reach $48.8 million.
The conference call, scheduled for August 7, 2025, at 5:00 PM ET, will discuss the financial results for the second quarter ending on Monday, June 30, 2025. The call, which is being held for PDF Solutions, Inc.'s Q2 2025 earnings, will feature John K. Kibarian, Co-Founder, President, CEO, and Director of PDF Solutions, Inc., as well as Adnan Raza, Executive VP of Finance and CFO for PDF Solutions, Inc.
Revenue Growth and Customer Activity
The revenue growth was broad-based, led by analytics revenue and supported by enterprise-wide solution bookings. Notable mentions include Securewise, Sapiens, and Accentsio, with strong traction in Asia.
Despite GAAP diluted EPS being $0.03, and non-GAAP diluted EPS being $0.19, representing a 5% miss versus consensus estimates, management expressed optimism about growth prospects based on strong customer activity and a robust product portfolio for the semiconductor ecosystem.
Stock Performance and Backlog
Despite strong revenue growth, the company's stock has declined about 17.7% year-to-date, partly due to earnings and revenue misses relative to expectations and cautious market sentiment. Backlog increased to $232.6 million as of June 30, 2025.
The detailed Q2 2025 earnings call transcript featuring CFO Adnan Raza and President John K. Kibarian is available and provides further context on strategy and outlook. The corresponding press release and management report for the second quarter are available on PDF Solutions, Inc.'s website.
Participants in the conference call include Blair Harold Abernethy from Rosenblatt Securities Inc., Research Division, Clark Joseph Wright from D.A. Davidson & Co., Research Division, Christian David Schwab from Craig-Hallum Capital Group LLC, Research Division, and Adnan Raza, Executive VP of Finance and CFO for PDF Solutions, Inc. The conference call is being recorded.
[1] PDF Solutions, Inc. (PDFS) Q2 2025 Earnings Call Transcript, Seeking Alpha, August 7, 2025. [2] PDF Solutions, Inc. Q2 2025 Earnings Release, PDF Solutions, Inc., August 7, 2025. [3] PDF Solutions, Inc. Q2 2025 Earnings Presentation, PDF Solutions, Inc., August 7, 2025. [4] PDF Solutions, Inc. Q2 2025 Earnings Call Transcript, Yahoo Finance, August 7, 2025. [5] PDF Solutions, Inc. Q2 2025 Earnings Preview, Zacks Investment Research, August 7, 2025.
The conference call, scheduled for August 7, 2025, at 5:00 PM ET, will discuss the financial results for the second quarter ending on Monday, June 30, 2025, including revenue growth primarily from the analytics segment and enterprise-wide solution bookings, with notable mentions like Securewise, Sapiens, and Accentsio. Adnan Raza, Executive VP of Finance and CFO for PDF Solutions, Inc., will be part of the call, providing insights on the investment opportunities within the company's business portfolio.
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