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GlobalFoundries Inc (GFS)
NASDAQ:GFS
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.36Last Year’s EPS
0.38Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: 8.75%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Neutral
While the company demonstrated strong performance in automotive and data center segments and maintained solid free cash flow generation, challenges such as geopolitical tensions, tariff impacts, and declines in smart mobile device revenues present significant concerns. The overall sentiment is mixed with balanced highlights and lowlights.Company Guidance
In the GlobalFoundries first quarter 2025 earnings call, the company provided optimistic guidance across several key metrics. The revenue for the quarter was reported at $1.585 billion, reflecting a 2% increase year-over-year, despite a 13% sequential decrease. The company achieved a gross margin of 23.9% and an operating margin of 13.4%, both at the high end of their guidance range. Notably, GlobalFoundries reported a $165 million non-IFRS adjusted free cash flow, representing a free cash flow margin of approximately 10%. For the second quarter of 2025, the company anticipates revenue to rise to $1.675 billion, with a gross margin of 25% and an operating margin of 14%. The company remains focused on maintaining strong free cash flow generation, aiming to surpass $1 billion for the year. Additionally, they highlighted a solid design win momentum, particularly in automotive and communications infrastructure, and are well-positioned to grow their serviceable addressable market by approximately 10% per annum through the end of the decade.Strong Revenue Growth in Key Segments
Automotive, CID, and IoT end markets grew on a year-over-year basis. Automotive revenue increased by 16% YoY, and Communications Infrastructure and Data Center (CID) revenue increased by 45% YoY.
Significant Free Cash Flow Generation
GlobalFoundries delivered $165 million of non-IFRS adjusted free cash flow, representing a free cash margin of approximately 10%.
Strategic Investments in Global Footprint
Over $7 billion has been deployed into U.S., Germany, and Singapore facilities since 2021, enhancing manufacturing scale and technology diversity.
Strong Balance Sheet and Liquidity
GlobalFoundries reported $4.7 billion of liquidity, with strong cash flow fundamentals and declining leverage.
Sole-Source Design Wins
Nearly 90% of design wins over the last four quarters have been sole-sourced, indicating strong customer reliance on GlobalFoundries.
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GFS Earnings History
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
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GFS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 06, 2024 | $44.77 | $43.23 | -3.44% |
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.
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FAQ
When does GlobalFoundries Inc (GFS) report earnings?
GlobalFoundries Inc (GFS) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is GlobalFoundries Inc (GFS) earnings time?
GlobalFoundries Inc (GFS) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GFS EPS forecast?
GFS EPS forecast for the fiscal quarter 2025 (Q2) is 0.36.
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