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PDF Solutions
PDF Solutions (PDFS) investor relations material
PDF Solutions Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved record total revenue in 2025, growing 22% year-over-year, with Q4 revenue at $62.4 million, up 25% YoY, and strong margin expansion and operational leverage.
Platform revenue grew 15% YoY to $181.0 million, while volume-based revenue surged 70% YoY to $38.0 million.
Major strategic moves included the acquisition of secureWISE, licensing of Tiber AI Studio, and expansion of Sapience Manufacturing Hub and Exensio platforms.
Growth driven by industry trends in 3D manufacturing, AI-driven collaboration, and global semiconductor expansion.
Recurring revenue comprised 98% of Q4 and 94% of full year revenues, reflecting a shift from upfront to recurring models.
Financial highlights
Q4 2025 total revenue was $62.4 million, up 25% YoY; full-year revenue reached $219.0 million, up 22%.
Platform revenue for Q4 was $52.5 million (up 20% YoY); volume-based revenue was $9.9 million (up 58% YoY).
Recurring revenue for Q4 was $61.1 million (up 62% YoY); full-year recurring revenue was $205.1 million (up 41% YoY).
Gross margin for Q4 was 77% (non-GAAP); operating margin 24% (non-GAAP); Q4 EPS was $0.30 (non-GAAP).
Full-year gross margin was 76% (non-GAAP), operating margin 21% (non-GAAP), and EPS $0.94 (non-GAAP, up 12% YoY).
Operating cash flow for Q4 2025 was $17.3 million; full year was $24.1 million.
Cash used for capital expenditures was $9.8 million in Q4 and $32.8 million for the year.
Outlook and guidance
2026 revenue expected to grow in line with the 20% long-term target, with continued margin expansion.
Anticipates nearly doubling the number of eProbe machines in the field and increased customer activity, especially in the second half of 2026.
CapEx for 2026 expected to be similar to 2025, with even distribution throughout the year.
Industry trends such as 3D architecture and global production cycles are expected to drive demand for the company’s platform.
How does AI-driven collaboration expand margins?
What drives Volume-based revenue growth?
Detail secureWISE cross-sell strategy
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Next PDF Solutions earnings date
Q1 20267 May, 2026
PDF Solutions
Next PDF Solutions earnings date
Q1 20267 May, 2026
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Frequently asked questions
PDF Solutions Inc provides data analytics and software solutions for semiconductor and electronics manufacturers. The company offers platforms for yield improvement, process control, and predictive modeling in semiconductor fabrication. It serves integrated device manufacturers, foundries, and fabless companies. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
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