Financial Data and Key Metrics Changes - For the full year 2023, the company generated record revenue of $165.8 million, a 12% increase from $148.5 million in 2022 [20] - The gross margin for the fourth quarter was 72%, with an EPS of $0.15 per share, while the full-year gross margin was 73% with an EPS of $0.73, up from $0.60 in 2022 [21][93] - The backlog at the end of 2023 was $230 million, indicating growth compared to the previous quarter [20] Business Line Data and Key Metrics Changes - Analytics revenue increased by 17% year-over-year to $152.1 million, while IYR revenue decreased by 24% to $13.8 million [21][23] - The decline in Cimetrix products revenue was attributed to reduced equipment shipments, affecting overall revenue contribution [22] - The company expects to ship more machines in 2024 compared to 2023, indicating a positive outlook for product deployment [54] Market Data and Key Metrics Changes - The semiconductor industry contracted by 10% in 2023, while the company managed to grow revenue by 12% [42][47] - The company anticipates a flat revenue performance in the first half of 2024, with a return to 20% growth in the second half [44][52] Company Strategy and Development Direction - The company aims to be the leading analytics software provider for the global semiconductor supply chain, focusing on AI and ML integration in manufacturing [48] - Strategic partnerships, particularly with SAP, are being leveraged to enhance product offerings and market reach [56] - The company is investing in sales and marketing to capture growth opportunities, with a focus on expanding its customer base [81][98] Management's Comments on Operating Environment and Future Outlook - Management noted short-term weakness in the semiconductor industry but highlighted long-term growth drivers such as AI, energy electrification, and geographic diversification [17][25] - The company expressed confidence in building on Q4 bookings momentum into 2024, despite current market challenges [31][55] Other Important Information - The company ended 2023 with cash and equivalents of $135.5 million and no debt, maintaining a strong financial position [51] - Positive operating cash flow of $14.6 million was reported, with significant investments in CapEx for data collection systems and acquisitions [93] Q&A Session Summary Question: Can you provide insights on DFI and revenue recognition? - The company shipped a DFI machine for evaluation and anticipates recognizing revenue as customer evaluations progress [53] Question: What gives confidence for substantial second-half growth? - Confidence stems from strong bookings activity and large contracts signed in Q4, with expectations for continued momentum in the first half of 2024 [55] Question: Can you elaborate on the analytics revenue per customer metric? - The company is seeing increased spend on sales and marketing, which is expected to yield positive results in the pipeline and bookings [58][97] Question: What is the outlook for advanced logic and customer adoption? - The company expects advanced logic to contribute incrementally this year, with ongoing discussions with various customers [88][90]

PDF Solutions, Inc. (NASDAQ:PDFS) Q3 2023 Earnings Conference Call November 8, 2023 5:00 PM ET Company Participants John Kibarian - President and CEO Adnan Raza - CFO Conference Call Participants Blair Abernethy - Rosenblatt Securities Operator Good day, everyone, and welcome to the PDF Solutions, Inc. Conference Call to discuss its Financial Results for the Third Quarter ending Saturday, September 30, 2023. [Operator Instructions]. As a reminder, this conference is being recorded. If you have not yet recei ...

or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to ______________ Commission File Number 000-31311 g UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period ended September 30, 2023 PDF SOLUTIONS, INC. (Exact name of Registrant as Specified in its Charter) Del ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q2 2023 Results Earnings Conference Call August 8, 2023 5:00 PM ET Company Participants John Kibarian - President and Chief Executive Officer Adnan Raza - Chief Financial Officer Conference Call Participants Blair Abernethy - Rosenblatt Securities Christian Schwab - Craig-Hallum Capital Gus Richard - Northland Capital Markets Andrew Wiener - Samjo Capital Operator Good day, everyone, and welcome to the PDF Solutions Inc. Conference Call to Discuss its Financial Results for ...

Table of Contents g UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to ______________ Commission File Number 000-31311 PDF SOLUTIONS, INC. (Exact name of Registrant as Specified in its Charter) Delaware ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q1 2023 Earnings Conference Call May 9, 2023 5:00 PM ET Company Participants John Kibarian - President and Chief Executive Officer Adnan Raza - Chief Financial Officer Conference Call Participants Blair Abernethy - Rosenblatt Securities Thomas Diffely - D.A. Davidson Christian Schwab - Craig-Hallum Capital Group Operator Good day, everyone, and welcome to the PDF Solutions Inc. Conference Call to discuss its Financial Results for the [fourth quarter and year-end 2023 Confe ...

Table of Contents g UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to ______________ Commission File Number 000-31311 PDF SOLUTIONS, INC. (Exact name of Registrant as Specified in its Charter) Delawar ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 000-31311 (Commission file number) PDF SOLUTIONS, INC. (Exact name of registrant as specified in its charter) Delaware 25-1701361 (State or ot ...

© 2023 PDF Solutions, All Rights Reserved1 John Kibarian, President & CEO, Co-Founder KimonMichaels, Executive VP, Products and Solutions, Co-Founder Adnan Raza, Executive VP, Finance & CFO PDF Solutions Overview ◼ PDF products improve process efficiency and product reliability: – Connectivity and control software and services for factory equipment – Differentiated data from manufacturing, test, and in-field use based on IP integrated into semiconductor devices Building a Platform for Success GROWTH • GAAP ...

PDF Solutions, Inc. (NASDAQ:PDFS) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ET Company Participants John Kibarian – President and Chief Executive Officer Adnan Raza – Chief Financial Officer Conference Call Participants Blair Abernethy – Rosenblatt Securities Thomas Diffely – D.A. Davidson Gus Richard – Northland Capital Markets Operator Good day, everyone, and welcome to the PDF Solutions, Inc. Conference Call to Discuss its Financial Results for the Fourth Quarter and Year-End 2022 Confer ...