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Revenue by Segment
Breaks down revenue by different business segments, highlighting which areas are driving growth and where the company might be facing challenges.
PDF Solutions' Analytics segment has shown robust growth, reaching record levels, supported by strong demand for enterprise-wide solutions. This aligns with the earnings call highlighting a 28% year-over-year increase in Analytics revenue. Conversely, the Integrated Yield Ramp segment is struggling, with revenue declines due to reduced fixed fees. Despite these challenges, the company maintains strong revenue growth guidance for 2025, driven by strategic expansions in AI and analytics. Investors should note the increased operating expenses and decreased cash reserves, which may impact short-term financial flexibility.
PDFS Revenue by Segment
| Date | Analytics | Integrated Yield Ramp | Platform | Volume-based |
|---|---|---|---|---|
| Jun 30, 2026 | $0.00 | $0.00 | $49.13M | $12.40M |
| Mar 31, 2026 | $0.00 | $0.00 | $50.94M | $9.19M |
| Dec 31, 2025 | $0.00 | $0.00 | $52.50M | $9.90M |
| Sep 30, 2025 | $0.00 | $0.00 | $48.00M | $9.11M |
| Jun 30, 2025 | $48.82M | $2.91M | $0.00 | $0.00 |
| Mar 31, 2025 | $42.47M | $5.31M | $0.00 | $0.00 |
| Dec 31, 2024 | $47.93M | $2.16M | $0.00 | $0.00 |
| Sep 30, 2024 | $44.75M | $1.66M | $0.00 | $0.00 |
| Jun 30, 2024 | $38.11M | $3.55M | $0.00 | $0.00 |
| Mar 31, 2024 | $38.46M | $2.85M | $0.00 | $0.00 |
| Dec 31, 2023 | $44.75M | $1.66M | $0.00 | $0.00 |
| Sep 30, 2023 | $39.50M | $2.85M | $0.00 | $0.00 |
| Jun 30, 2023 | $37.13M | $4.47M | $0.00 | $0.00 |
| Mar 31, 2023 | $36.33M | $4.43M | $0.00 | $0.00 |
| Dec 31, 2022 | $36.06M | $4.46M | $0.00 | $0.00 |
| Sep 30, 2022 | $32.88M | $6.98M | $0.00 | $0.00 |
| Jun 30, 2022 | $31.12M | $3.55M | $0.00 | $0.00 |
| Mar 31, 2022 | $30.43M | $3.07M | $0.00 | $0.00 |
| Dec 31, 2021 | $27.25M | $2.64M | $0.00 | $0.00 |
| Sep 30, 2021 | $27.19M | $2.36M | $0.00 | $0.00 |
| Jun 30, 2021 | $19.58M | $7.84M | $0.00 | $0.00 |
| Mar 31, 2021 | $19.39M | $4.81M | $0.00 | $0.00 |
| Dec 31, 2020 | $14.47M | $7.90M | $0.00 | $0.00 |
| Sep 30, 2020 | $14.35M | $8.77M | $0.00 | $0.00 |
| Jun 30, 2020 | $15.17M | $6.24M | $0.00 | $0.00 |
| Mar 31, 2020 | $13.25M | $7.91M | $0.00 | $0.00 |