The earnings call presented a strong performance in key growth areas, such as silicon photonics and automotive, with significant investment in US manufacturing. However, there were notable declines in smart mobile devices and IoT revenue, and a sequential decline in automotive revenue.

Company Guidance

During the GLOBALFOUNDRIES Inc. Third Quarter 2025 Financial Results Conference Call, the company provided guidance for the fourth quarter of fiscal 2025. They expect total revenue to be approximately $1.8 billion, with non-wafer revenue anticipated to be around 13% of total revenue. Gross margin is projected to be approximately 28.5%, plus or minus 100 basis points. Operating expenses, excluding share-based compensation, are expected to be $210 million, plus or minus $10 million. The operating margin is expected to be around 16.8%, plus or minus 170 basis points. Net interest and other income are projected between $4 million and $12 million, with income tax expense ranging from $40 million to $62 million. With a fully diluted share count of approximately 559 million shares, diluted earnings per share for the fourth quarter are expected to be $0.47, plus or minus $0.05. The company remains focused on capital allocation, reinvesting in the business, and planning a systematic approach to returning free cash flow to shareholders.

Strong Financial Performance

GF delivered a strong third quarter with revenue, gross margin, operating margin, and earnings per share at the high end of guidance ranges. Gross margin expanded year-over-year by 130 basis points.

Silicon Photonics Growth

Silicon photonics is on track to reach over $200 million of revenue in 2025, nearly doubling year-over-year. The company won three optical networking designs worth over $150 million in projected lifetime revenue.

Automotive Market Expansion

Automotive revenue increased 20% year-over-year, and the sector now comprises around a quarter of GF's wafer revenue. Expected to approach $1.5 billion of annual revenue in 2025.

Record Design Wins

GF secured nearly 150 new design wins in Q3, more than 50% growth from the same quarter a year ago.

Onshoring Initiatives

GF announced a $16 billion investment to expand US manufacturing and advanced packaging capabilities, supported by major customers like Apple and AMD.

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
Feb 17, 2026	2025 (Q4)	0.47 / -	0.46	―	―	―
Nov 12, 2025	2025 (Q3)	0.38 / 0.41	0.41	0.00% (0.00)
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)

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
Nov 12, 2025	$34.81	$34.17	-1.84%
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%

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.