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GLOBALFOUNDRIES(GFS) - 2025 Q3 - Earnings Call Presentation
2025-11-12 13:30
Financial Performance - Revenue was $1.69 billion, a decrease of 3% year-over-year[12, 51] - Non-IFRS Gross Margin increased by 130bps year-over-year to 26.0%[12] - Non-IFRS Earnings per Share was $0.41, flat year-over-year[12] - Adjusted free cash flow margin was approximately 27% in Q3 2025[17] End Market Analysis - Automotive revenue increased by 20% year-over-year to $306 million[42] - Communications Infrastructure and Data Center revenue increased by 32% year-over-year to $175 million[50] - Smart Mobile Devices revenue was $752 million, a decrease of 13% year-over-year[40] - Home and Industrial IoT revenue was $258 million, a decrease of 16% year-over-year[45] Key Strategic Initiatives - GF is expanding manufacturing capabilities at the Dresden site with a €1.1 billion investment, aiming to increase production capacity to over one million wafers per year by the end of 2028[30] - GF and Silicon Labs are expanding their partnership in the U.S., with GF manufacturing high-performance wireless SoCs in Malta, New York[26]