GlobalFoundries reported strong financial results that exceeded guidance in several key metrics, highlighted by growth in the automotive and communications sectors and a significant increase in design wins. However, challenges remain in the smart mobile devices and IoT markets, with ASP declines and tariff-related headwinds. Despite these challenges, the company's strategic initiatives, including the MIPS acquisition, position it well for future growth.

Company Guidance -

Q3 2025

During GlobalFoundries' second quarter 2025 earnings call, the company reported strong financial results, exceeding guidance midpoints for revenue, gross margin, and operating margin, with earnings per share surpassing the high end of the guidance range. The company generated $277 million of adjusted free cash flow and is on track to achieve over $1 billion in adjusted free cash flow for the year. Revenue for the quarter was $1.688 billion, a 6% increase sequentially and a 3% year-over-year increase, with wafer shipments rising 7% sequentially and 12% year-over-year. Automotive and communications infrastructure and data center end markets demonstrated double-digit year-over-year revenue growth, while smart mobile devices and home and industrial IoT markets faced slower recovery. The company expects third-quarter revenue of $1.675 billion, with a gross margin of approximately 25.5%, reflecting sequential and year-over-year growth. GlobalFoundries continues to pursue growth opportunities and is optimistic about its diversified and flexible manufacturing strategy, including a China-for-China strategy to meet local demand.

Exceeding Guidance Midpoints

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.

Automotive and Communications Growth

Both the automotive and communications infrastructure and data center end markets demonstrated double-digit year-over-year revenue growth for the third consecutive quarter. Automotive grew over 36% year-over-year and represented nearly 1/4 of total wafer revenue.

Record Design Wins

GlobalFoundries secured nearly 200 design wins across end markets, setting a new quarterly record and almost doubling the number from a year ago.

Strong Free Cash Flow

The company generated $277 million of adjusted free cash flow in Q2 2025 and remains on track to generate over $1 billion of adjusted free cash flow in 2025.

MIPS Acquisition

GlobalFoundries announced a definitive agreement to acquire MIPS, a leading supplier of AI and processor IP, expected to enhance their edge AI offerings and add significant value for customers.

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.