GlobalFoundries reported a strong quarter with financial performance exceeding expectations, marked by significant growth in automotive and data center markets, and continued design win momentum. Despite a decline in smart mobile devices revenue and pricing challenges, the company's strategic initiatives and acquisitions position it well for future growth.

Company Guidance

During the GlobalFoundries Q2 2025 earnings call, the company reported financial results that exceeded the guidance midpoints for revenue, gross margin, and operating margin. Revenue reached $1.688 billion, representing a 6% increase sequentially and a 3% rise year-over-year, with 581,000 300-millimeter equivalent wafers shipped, marking a 7% sequential and a 12% year-over-year increase. Earnings per share surpassed the high end of their guidance range, reflecting strong profitability focus. Automotive and communications infrastructure and data center end markets showed double-digit year-over-year revenue growth, with automotive up 36% and communications infrastructure and data center up 11%. The company generated $277 million in adjusted free cash flow and remains on track to achieve over $1 billion in adjusted free cash flow for the year. Looking forward, GlobalFoundries expects third-quarter revenue of $1.675 billion with a gross margin of approximately 25.5%, and they anticipate continued growth in high-margin end markets and stabilization of consumer-centric goods demand.

Exceeded Guidance for Key Financial Metrics

GlobalFoundries delivered strong financial results in Q2 2025, exceeding the guidance midpoints for revenue, gross margin, and operating margin. Earnings per share exceeded the high end of the guidance range.

Record Automotive Revenue Growth

Automotive end market grew over 36% year-over-year and comprised nearly 1/4 of total wafer revenue. The company secured design wins across various automotive applications.

Strong Design Win Momentum

Secured nearly 200 design wins across end markets in Q2, a new quarterly record and almost double the number from a year ago.

High Growth in Communications Infrastructure and Data Center

This segment grew double-digit percentage year-over-year in Q2, with high-teens percentage revenue growth expected in 2025.

Successful Strategic Initiatives

Announced a definitive agreement to acquire MIPS, a leading supplier of AI and processor IP, expected to close later this year.

GlobalFoundries Inc (GFS) Earnings, Revenues Date & History

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GFS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.38 / -	0.41	―	―	―
Aug 05, 2025	2025 (Q2)	0.36 / 0.42	0.38	10.53% (+0.04)
May 06, 2025	2025 (Q1)	0.29 / 0.34	0.31	9.68% (+0.03)
Feb 11, 2025	2024 (Q4)	0.45 / 0.46	0.64	-28.13% (-0.18)
Nov 05, 2024	2024 (Q3)	0.33 / 0.41	0.55	-25.45% (-0.14)
Aug 06, 2024	2024 (Q2)	0.29 / 0.38	0.53	-28.30% (-0.15)
May 07, 2024	2024 (Q1)	0.23 / 0.31	0.52	-40.38% (-0.21)
Feb 13, 2024	2023 (Q4)	0.59 / 0.64	1.44	-55.56% (-0.80)
Nov 07, 2023	2023 (Q3)	0.50 / 0.55	0.67	-17.91% (-0.12)
Aug 08, 2023	2023 (Q2)	0.50 / 0.53	0.58	-8.62% (-0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GFS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$36.18	$32.80	-9.34%
May 06, 2025	$35.88	$34.91	-2.70%
Feb 11, 2025	$37.74	$40.10	+6.25%
Nov 05, 2024	$36.01	$41.37	+14.88%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.