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Dec 31, 2025
PDF Solutions Q4 2025 Earnings Report
PDF Solutions reported record fourth quarter and full year total revenues for 2025, with significant growth in both GAAP and non-GAAP metrics.
Key Takeaways
PDF Solutions achieved record quarterly total revenues of $62.4 million in Q4 2025, a 25% increase year-over-year. The company also reported strong GAAP and non-GAAP gross and operating margins, alongside a GAAP diluted loss per share of $(0.00) and non-GAAP diluted earnings per share of $0.30.
Record quarterly total revenues reached $62.4 million, marking a 25% increase compared to the same quarter last year.
GAAP gross margin stood at 73%, while non-GAAP gross margin was 77% for the fourth quarter.
GAAP operating margin was 6%, with non-GAAP operating margin at 24% for the quarter.
The company reported a GAAP diluted loss per share of $(0.00) and a non-GAAP diluted earnings per share of $0.30.
Revenue by Segment
Forward Guidance
PDF Solutions anticipates continued revenue growth in 2026, consistent with its long-term revenue growth target of 20%, driven by the strategic relevance of its platform in the evolving semiconductor industry.
Positive Outlook
- Expects 2026 revenues to grow consistent with the 20% long-term revenue growth target.
- The semiconductor industry's increasing complexity highlights the strategic relevance of the PDF Solutions Platform.
- Solidified transformation from an analytics provider to an execution platform spanning the semiconductor ecosystem.
- Successful acquisition of secureWISE and licensing of Tiber AI Studio code.
- Strong contract bookings including Sapience Manufacturing Hub Enterprise and Exensio Enterprise, and deployment of eProbe into manufacturing.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- Potential impacts from macroeconomic conditions, including inflation and changing interest rates, could affect future performance.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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