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GlobalFoundries

GFS · Information Technology

Last earnings Aug 5, 2026

Key results

Net EPSquarter

$ 0.41

228 155 438 288 Non-controlling interests 1 1 Net income $ 228 $ 155 $ 439 $ 289 Net earnings per share attributable to the equity holders of the Company: Basic $ 0.41 $ 0.28 $ 0.79 $ 0.52 Diluted $ 0.41 $ 0.28 $ 0.79 $ 0.52 Weighted average common shares outstanding: Basic 555 554 554 554 Diluted 557 557 557 557 The accompanying notes are an integral part of these interim condensed consolidated financial statements -3- GLOBALFOUNDRIES Inc.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

EPSquarter

$ 0.41

The following table sets forth the computation of basic and diluted earnings per share: Three Months Ended June 30 Six Months Ended June 30 2025 2024 2025 2024 Numerator Net income attributable to equity shareholders of the Company $ 228 $ 155 $ 438 $ 288 Denominator Basic weighted average ordinary shares outstanding 555 554 554 554 Effect of potentially dilutive shares from employee equity plans 2 3 3 3 Diluted weighted average ordinary shares outstanding 557 557 557 557 Total basic and diluted EPS attributable to equity shareholders: Basic $ 0.41 $ 0.28 $ 0.79 $ 0.52 Diluted $ 0.41 $ 0.28 $ 0.79 $ 0.52 -9- GLOBALFOUNDRIES Inc.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Revenuequarter

$ 38

The following table summarizes the activity in the Company s unbilled accounts receivable for the six months ended June 30, 2025 and for the twelve months ended December 31, 2024, respectively: June 30, 2025 December 31, 2024 Balance, beginning of period $ 38 $ 33 Revenue recognized during the period 87 118 Amounts invoiced ( 54 ) ( 113 ) Balance, end of period $ 71 $ 38 Note 8.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

As the only scaled pure-play foundry (defined as a company specializing in producing ICs for other companies with annual foundry revenue exceeding $3 billion) with a global footprint that is not based in China or Taiwan, we offer our customers the advantage of mitigating geopolitical risk and ensuring greater supply chain certainty and security Since our founding in 2009, we have invested in over $23 billion to create a global manufacturing footprint with state-of-the-art facilities across three continents.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

The principal source of our revenue is wafer fabrication and sales of finished semiconductor wafers, which accounted for approximately 90% and 89% of our net revenue for the three and six months ended June 30, 2025, respectively.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Additionally, non-wafer revenue increased 9.9% year-over-year, driven by higher license activity.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Additionally, non-wafer revenue increased 8.9% year-over-year, driven by higher license activity.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

AI analysis

Q2 2025 · reported Aug 5, 2025

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Net EPS · Q2 2025
$ 0.41
EX-99 · Aug 5, 2025
EPS · Q2 2025
$ 0.41
EX-99 · Aug 5, 2025
Revenue · Q2 2025
$ 38
EX-99 · Aug 5, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Net EPS$ 0.41——
EPS$ 0.41——
Revenue$ 38——

EX-99 · Aug 5, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

In addition, narrow-scope amendments have been made to IAS 7, Statement of Cash Flows, which include changing the starting point for determining cash flows from operations under the indirect method, from profit or loss to operating profit or loss and removing the optionality around classification of cash flows from dividends and interest.

Upon the prepayment, assets pledged as common security under certain of the Company s senior facilities and the revolving credit facility were irrevocably and unconditionally released in accordance with the terms.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

GlobalFoundries Q2 2025 — 228 155 438 288 Non-controlling interests 1 1 Net income $ 228 $ 155 $ 439 $ 289 Net earnings per share attributable to the equity holders of the Company: Basic $ 0.41 $ 0.28 $ 0.79 $ 0.52 Diluted $ 0…

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

In addition, narrow-scope amendments have been made to IAS 7, Statement of Cash Flows, which include changing the starting point for determining cash flows from operations under the indirect method, from profit or loss to operating profit or loss and removing the optionality around classification of cash flows from dividends and interest.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Upon the prepayment, assets pledged as common security under certain of the Company s senior facilities and the revolving credit facility were irrevocably and unconditionally released in accordance with the terms.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

The revolving credit facility continues to be available to the Company on an unsecured basis following the release of the common security.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Government Sponsored Enterprises, floating rate securities, money market mutual funds, corporate debt instruments and other Notes, bonds or debt securities issued by non-U.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

(4) Consists of investments in marketable debt securities such as government, agency, and corporate bonds.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Financial Instruments Not Recorded at Fair Value on a Recurring Basis Financial instruments not recorded at fair value on a recurring basis include non-marketable equity securities measured at cost, and grants receivable, loans receivable, lease obligations and the current and non-current portions of the Company s long-term debt which are measured at amortized cost.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Strategy & priorities

This strategic acquisition will expand GF s portfolio of customizable IP offerings, allowing it to further differentiate its process technologies with IP and software capabilities.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Private Securities Litigation Reform Act of 1995 and include but are not limited to, statements regarding our financial outlook, future guidance, product development, business strategy and plans, and market trends, opportunities and positioning.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

We focus on providing optimized solutions for critical applications that drive key secular growth end markets, ensuring function, performance, and power requirements are met.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

We focus on essential devices that include digital, analog, mixed-signal, radio frequency ( RF ), ultra-low power and embedded memory solutions that connect, secure and process data, and efficiently power the digital world around us.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Research and Development Our R&D efforts are focused on developing highly differentiated process technologies and solutions.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Risks & headwinds

The Company has determined that due to the complexity of calculation of the Advanced Manufacturing Investment Tax Credit ("AMITC") under the Internal Revenue Code Section 48D, and uncertainties regarding compliance with program conditions, it is probable that a portion of AMITC computed and claimed in the United States may be repayable.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

These estimates involve inherent uncertainties and the application of management s judgment.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Forward-looking statements are subject to a broad variety of risks and uncertainties, both known and unknown.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

For a discussion of potential risks and uncertainties, please refer to the risk factors and cautionary statements in our 2024 Annual Report on Form 20-F, current reports on Form 6-K and other reports filed with the Securities and Exchange Commission (SEC).

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

However, increased macroeconomic and policy uncertainty driven by tariff announcements have broadened the range of business outcomes across the semiconductor industry.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

As it pertains to inflation and inflationary headwinds we are facing within our business, we have experienced an increase in costs for materials and energy, and we expect these increases to continue to have an adverse impact on our financial results of operations while these economic conditions persist.

SEC original ↗GlobalFoundries — Earnings release (6-K exhibit)EX-99Aug 5, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

37 documents

Earnings releases

14 documents

Presentations

0 documents

No presentations for GlobalFoundries are held in this edition of the library.

Transcripts

0 documents

No transcripts for GlobalFoundries are held in this edition of the library.

Mentioned by

7 companies

Other tracked companies whose held documents mention GlobalFoundries by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.