Overview

* PDF Solutions ( PDFS ) Q3 revenue up 23% yr/yr, slightly beating analyst expectations

* Adjusted EPS for Q3 beats consensus, reflecting effective cost management

* Company reaffirms 21-23% annual revenue growth guidance for 2025

Outlook

* PDF Solutions ( PDFS ) reaffirms 21-23% annual revenue growth guidance for 2025

* Company attributes strong performance to AI-driven digitization and solid backlog

Result Drivers

* AI-DRIVEN DIGITIZATION - Strong customer activity and platform development driven by AI-driven digitization, according to CEO John Kibarian

* NEW BOOKINGS - Solid backlog attributed to new bookings, as stated by CEO John Kibarian

* PDF PLATFORM - PDF Platform, including analytics and AI solutions, supports advanced manufacturing, per CEO John Kibarian

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Slight $57.12 $56.79

Revenue Beat* mln mln (4

Analysts

)

Q3 Beat $0.25 $0.22 (4

Adjusted Analysts

EPS )

Q3 EPS $0.03

Q3 Beat $9.80 $7.93

Adjusted mln mln (3

Net Analysts

Income )

Q3 Net $1.29

Income mln

Q3 Gross 72.00%

Margin

Q3 76.00%

Adjusted

Gross

Margin

Q3 $3.49

Pretax mln

Profit

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)