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Companies / Information Technology / PDF Solutions, Inc.
PDFS

PDF Solutions, Inc.

Information TechnologyPrepackaged Software
Ticker PDFSSANTA CLARA, CAFiscal year ends DecemberBook value per share $9.07Diluted shares 41.1M

PDF Solutions, Inc. (NASDAQ: PDFS) is a comprehensive data solutions provider serving the semiconductor and electronics manufacturing industries. The company is headquartered in Santa Clara, California, with operations across the United States, Canada, China, France, Germany, Italy, Japan, South Korea, and Taiwan.… From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$219.02MFY2025
+22.0% year over year
Last 12 mo $241.18M
2.67%FY2025
+2.1 percentage points
Last 12 mo 8.15%
$-0.64MFY2025
−115.8% year over year
Last 12 mo $10.31M
-0.24%FY2025
−1.9 percentage points
Last 12 mo 2.77%
Cash & financing
$24.05MFY2025
+147.9% year over year
Last 12 mo $38.70M
$-8.79MFY2025
−8.8% year over year
Last 12 mo $-1.99M
0.25FY2025
Last 12 mo 0.18
39.3MFY2025
+0.7% year over year
Last 12 mo 41.1M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What PDF Solutions, Inc. does

In the company’s own words

PDF Solutions, Inc. (NASDAQ: PDFS) is a comprehensive data solutions provider serving the semiconductor and electronics manufacturing industries. The company is headquartered in Santa Clara, California, with operations across the United States, Canada, China, France, Germany, Italy, Japan, South Korea, and Taiwan. More information is available at www.pdfsolutions.com.

PDF Solutions derives revenues from two primary categories: Platform revenue and Volume-based fees. Platform revenue comes from software licenses, software-as-a-service offerings, engineering services, and fixed fees associated with hardware systems. Volume-based revenue is generated through runtime licenses, data services, and variable royalty fees tied to customer production volumes.

The company's comprehensive platform comprises six primary product brands. Exensio provides data analytics and artificial intelligence capabilities for manufacturing analytics, process control, test operations, and assembly operations. Sapience offers information and process integration through its data platform and manufacturing hub enterprise software. DirectScan combines proprietary e-beam inspection technology with design layout analysis to identify systematic failures inline. The Characterization Vehicle system accelerates yield learning through test chips, electrical testing hardware, and analysis software. Cimetrix enables equipment integration and connectivity through software supporting industry standards for semiconductor manufacturing equipment communication and control. secureWISE provides secure, remote connectivity and equipment monitoring across a global private network that connected over 300 manufacturing locations and 100 equipment OEMs as of December 31, 2025.

The company serves a diverse customer base including integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, and outsourced semiconductor assembly and test providers. Three customers accounted for 53 percent of revenues in 2025. PDF Solutions holds 209 U.S. patents with expiration dates ranging through 2043 and protects its intellectual property through trade secrets, copyrights, and contractual agreements. The company has made significant acquisitions including Cimetrix in 2020 and secureWISE in 2025, substantially expanding its connectivity and equipment integration capabilities.

Company details
Sector
Information Technology
Industry (SIC)
Prepackaged Software
Headquarters
SANTA CLARA, CA
Fiscal year end
December
CIK
1120914
SIC
7372

Financial performance, year by year

Fiscal 2013–2025 · USD
$-68.52M$15.95M$100.41M$184.87M$269.33M2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns PDF Solutions, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

244
funds hold it
0 of 35
superinvestors hold it
$1.17B
held by funds, at market
43.5%
of shares held by funds

Largest fund holders · PDF Solutions, Inc.’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.14%of fund net assets
Needham Aggressive Growth Fund
NEAGX · Needham Funds Inc
4.63%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.07%of fund net assets
Janus Henderson Venture Fund
JAVTX · Janus Investment Fund
1.47%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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