PDF Solutions Inc (PDFS)

PDF Solutions reported record quarterly GAAP revenue of $51.7 million in Q2 2025, a 24% year-over-year increase, driven by growth in its Analytics business and the SecureWise acquisition. The company reaffirmed its annual revenue growth guidance of 21-23%.

PDF Solutions has completed the acquisition of secureWISE, LLC, a secure remote connectivity solution for the semiconductor manufacturing industry. The acquisition is expected to expand PDF Solutions' manufacturing connectivity network and accelerate the adoption of secureWISE in the outsourced semiconductor assembly and test market.

Serstech, a Swedish company that delivers solutions for chemical identification, has received two orders totaling 9.7 MSEK from its Chilean partner, Aerotech. The orders are for the Serstech Arx mkII and ChemDash software, with delivery and invoicing scheduled for the fourth quarter of 2024. The final recipients of these orders are the Carabinero...

CACI International and PDF Solutions are part of the Zacks Industry Outlook article.

John Barr takes a long-term approach while waiting for selected companies to bloom.