Pdf Solutions, Inc. · NASDAQ:PDFS
Pdf Solutions — Investor Presentation (November 2025)
21 slides from Pdf Solutions's investor presentation, November 2025
Slide 1: Investor Presentation
PDF Solutions Investor Presentation John Kibarian President & CEO, Co-Founder Kimon Michaels Executive VP, Products and Solutions, Co-Founder November 2025 Adnan Raza Executive VP, Finance & CFO
Slide 2: Forward-looking statements
Certain statements in this presentation, and statements that may be made when discussing it, include forward-looking statements regarding the Company’s future expected business performance and financial results, including expectations about target metrics, portfolio strength and momentum, and other
Slide 3: PDF Solutions: Enabling the Digital Transformation of Semiconductor Manufacturing
PDF CORPORATE OVERVIEW PDF Solutions: Enabling the Digital Transformation of Semiconductor Manufacturing We generate and integrate data across the supply chain, and using AI we drive fast improvements in yield, quality, and efficiency. founded HQ Santa Clara, CA, USA offices & support teams worldwid
Slide 4: 3 challenges the semiconductor industry must tackle
PDF CORPORATE OVERVIEW 3 challenges the semiconductor industry cars TVs must tackle smartphones appliances medical equipment innovations in 3D computers operating through a complex global supply chain Chips make the modern world airplanes possible. leveraging AI at all levels, from design to manufac
Slide 5: How can the industry address these challenges?
PDF CORPORATE OVERVIEW How can the industry address these challenges? innovations in 3D Data, Analytics, & operating through a complex global supply Actions enabled on a common chain platform leveraging AI at all levels, from design to manufacturing © 2025 PDF Solutions, Inc. or its subsidiaries 5
Slide 6: Strategy Overview
PDF CORPORATE OVERVIEW John Kibarian President and CEO of PDF Solutions JULY 21, 2025 source Strategy Overview “the move to 3D chip packaging for higher density and faster signal transfer—requiring new tools to “Our software sits at the predict and solve yield issues” intersection of these trends— “
Slide 7: Leading commercial data, analytics, and mission critical platform
PDF CORPORATE OVERVIEW The leading commercial data, analytics, and mission critical platform providing solutions in three key areas for the semiconductor ecosystem manufacturing supply chain Big Data Infrastructure • Analytics & AI • Mission Critical Actions Characterization Smart Supply Chain & Tec
Slide 8: PDF Solutions Differentiation
PDF CORPORATE OVERVIEW PDF Solutions Differentiation Data, Analytics, & Mission Critical platform, integrated with enterprise applications, enabling key business processes & cross-company collaboration ABILITY TO Industry and Create, Integrate, Domain Align, Analyze, and Expertise Act on Data PLATFO
Slide 9: The Scale of the PDF Solutions Platform
PDF CORPORATE OVERVIEW The Scale of the PDF Solutions Platform The PDF Solutions platform connects the overall semiconductor ecosystem DATA ECOSYSTEM REACH IT INFRASTRUCTURE Petabytes 100+ 99.9% 24/7 of cloud-managed data 10s of Ks from equipment at >230 uptime across all global tools fabs connected
Slide 10: Our Partners - Based on Industry Standards & Integrated with Leading Solutions Providers
PDF CORPORATE OVERVIEW Our Partners - Based on Industry Standards & Integrated with Leading Solutions Providers Financial: Links business & supply chain data with E2E MES: Integrated offering with PDF manufacturing data for analytics automation/analysis of quality & cost Test: Differentiated data an
Slide 11: Trusted by the Top Companies in the Industry
PDF CORPORATE OVERVIEW Trusted by the Top Companies in the Industry “Exensio links together the huge “PDFS integrates data […] and “PDF Solutions: a partner Committed, variety of data types necessary to provides templates to standardize, Experienced, and trusted in the perform analysis across the va
Slide 12: Working across the entire semiconductor ecosystem
PDF CORPORATE OVERVIEW Working across the entire semiconductor ecosystem SUSS MicroTec Nikon ACCRETECH Representative companies, not intended to disclose customers © 2025 PDF Solutions, Inc. or its subsidiaries 12
Slide 13: Platform Expands through Acquisitions and R&D Investment
PDF CORPORATE OVERVIEW As the Industry Evolves, Our Platform Expands through Acquisitions and R&D Investment PDF Solutions Revenue Big Data Guided Analytics ModelOps Infrastructure, AI Big Data API PDF Platform Manufacturing Data Lake Supply Chain Orchestration Smart Manufacturing FDC Big Data YA FD
Slide 14: Annual revenue trend from FY2015 to FY2024
Annual revenue trend from FY2015 to FY2024 “TRANSITION” to Analytics Phase “GROW” Analytics Phase © 2025 PDF Solutions, Inc. or its subsidiaries 14
Slide 15: Annual and YTD Q3 2025 gross margin and operating margin trend
Annual and YTD Q3 2025 gross margin and operating margin trend Gross Margin (%) Operating Margin (%) 20% 76% 17% 17% 15% 74% 73% 72% 71% 70% 69% 2% 2% 68% 1% (1%) (0%) 64% (1%) 63% 60% 58% (17%) (19%) FY2020 FY2021 FY2022 FY2023 FY2024 YTD Q3'25 FY2020 FY2021 FY2022 FY2023 FY2024 YTD Q3'25 © 2025 PD
Slide 16: Global Geographic Revenue Distribution
Global Geographic Revenue Distribution $88 M $111 M $149 M $166 M $179 M 19% 16% 21% 28% 26% 6% 6% 5% 6% 16% 9% 16% 12% 13% 6% 16% 9% 10% 21% 5% 56% 50% 45% 41% 42% Globally diverse geographic distribution 2020 2021 2022 2023 2024 United States Japan China Taiwan Rest of the world © 2025 PDF Solutio
Slide 17: Market opportunity – PDF SAM
Market opportunity – PDF SAM $3.0B ◼ SAM of more than $2B ~$2.6 B (based on 2023 data) $2.5B ◼ Growth drivers: – Adoption across supply $2.0B chain – AI & advanced solutions Billions $ $1.5B ~$1.3 B – DFI/eProbe for quality & reliability $1.0B – Cloud and data growth $0.5B 0 2019 2023 Source: PDF So
Slide 18: Disciplined Capital Allocation
Disciplined Capital Allocation Return Capital to Invest in M&A to Invest inOrganic Growth Stockholders through EnhanceGrowth Stock Buyback Latest Balance Sheet • Q3 2025 cash: $35.9M • Q3 2025 debt: $67.6M © 2025 PDF Solutions, Inc. or its subsidiaries 18
Slide 19: Long-term Target Financial Model
Long-term Target Financial Model > > from 2023 Analysts Day © 2025 PDF Solutions, Inc. or its subsidiaries 19
Slide 20: Q3 2025 Results Summary
Q3 2025 Results Summary Revenue Gross Margin Operating Margin Diluted EPS Backlog Geographic Mix Cash and Debt $57.1M Non-GAAP: 76% Non-GAAP: 23% Non-GAAP: $0.25 $292.0M US: 53% Cash: $35.9M GAAP: 72% GAAP: 8% GAAP: $0.03 Japan: 18% Debt: $67.6M China: 10% Taiwan: 2% ROW: 17% © 2025 PDF Solutions, I
Slide 21: Thank You
Thank You PDF / SOLUTIONS’ www.pdf.com INSTAGRAM TWITTER FACEBOOK LINKEDIN WECHAT YOUTUBE @pdfs.Inc @pdt_solutions | pdfsolutionsinc | @pdf-solutions | @pdfs_cn | @pdf_solutions
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