GF

GlobalFoundries Inc. Ordinary Shares Earnings Recaps

GFS Information Technology 3 recaps
Next earnings: November 11, 2026 (estimated) · full calendar
Q2 2026 Aug 7, 2026

Shares declined 3.2% as investors reacted negatively to cautious commentary around near-term growth prospects despite strong execution in key areas. The modest guidance tone and lack of acceleration in broader revenue streams appear to have weighed on sentiment.

Key takeaways
  • Revenue and non-IFRS profitability were reported at or near the high end of guidance ranges, indicating solid execution.
  • Comms infrastructure and data center end markets drove over 60% year-over-year growth, led by optical networking on silicon photonics and silicon germanium platforms.
  • Quantum Technology Solutions launched with early customer engagements and a significant $375 million U.S. government grant, signaling a long-term strategic focus.
  • The AI data center segment showed momentum with seven new optical networking design wins and projected more than doubling of silicon photonics revenue in 2026.
  • Despite these positives, market reaction suggests investor concern about deceleration or cautious outlook in other business segments or overall near-term growth visibility.
Full recap
Q1 2026 May 7, 2026

GlobalFoundries delivered a quarter that impressed the market, with shares rising 6.7% after earnings driven by strong demand and margin-accretive growth in silicon germanium (SiGe) solutions and positive momentum in optical networking. The market responded favorably to evidence of accelerating revenue quality and capacity expansion in high-growth end markets.

Key takeaways
  • SiGe capacity at the Vermont fab is oversubscribed well into 2027, reflecting robust customer demand and prompting capacity expansion plans.
  • Double-digit percentage growth was reported in automotive, communications infrastructure, and data center segments, signaling solid secular end-market traction.
  • Optical networking leadership was underscored by multiple technology launches, including a complete OCI MSA-capable silicon photonics platform exceeding industry standards.
  • Non-IFRS profitability metrics met or exceeded the high end of guidance ranges, indicating disciplined cost management and operational execution.
  • The company is focused on enhancing revenue composition and scaling its global manufacturing footprint, with further strategic details expected at Investor Day.
Full recap
Q3 2025 Nov 12, 2025

GLOBALFOUNDRIES reported strong Q3 2025 results, achieving revenue and margins at the high end of guidance, driven by robust growth in automotive and data center segments.

Key takeaways
  • Revenue increased year-over-year for the fourth consecutive quarter, with automotive and communications sectors contributing 28% to total revenue.
  • Gross margin improved both sequentially and year-over-year, reflecting a commitment to profitability.
  • GF secured over $150 million in projected lifetime revenue from new design wins in optical networking, with silicon photonics poised to significantly contribute to future growth.
  • The company anticipates a 40% CAGR in its serviceable addressable market for optical networking through 2030.
  • Continued investments in technology and customer partnerships will bolster GF's position in evolving AI and optical networking markets.
Full recap

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