Core Viewpoint - Analysts forecast that GlobalFoundries Inc. (GFS) will report quarterly earnings of $0.38 per share, reflecting a year-over-year decline of 7.3%, with anticipated revenues of $1.68 billion, a decrease of 3.7% compared to the previous year [1] Earnings Estimates - Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter, indicating that analysts have not changed their initial forecasts during this period [2] - Changes in earnings estimates are crucial for predicting potential investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts project that 'Net revenue- Type of goods and services- Wafer fabrication' will reach $1.49 billion, indicating a year-over-year change of -4.6% [5] - The consensus for 'Net revenue- End Market- Smart Mobile Devices' is expected to be $669.73 million, reflecting a decline of 22.8% year-over-year [5] - The estimate for 'Net revenue- End Market- Non wafer revenue' stands at $199.97 million, showing a year-over-year increase of 14.9% [6] - Analysts expect 'Net revenue- End Market- Home and Industrial IoT' to be $274.00 million, indicating a year-over-year change of -11% [6] - 'Net revenue- End Market- Automotive' is projected at $367.06 million, suggesting a significant increase of 43.4% year-over-year [6] - The average prediction for 'Net revenue- End Market- Communications Infrastructure & Datacenter' is $181.79 million, reflecting a year-over-year increase of 36.7% [7] Shipment Volume - Analysts suggest that 'Wafer shipment volume' will likely reach 577, compared to 549 in the previous year [7] Stock Performance - Shares of GlobalFoundries have experienced a change of -2.6% in the past month, contrasting with the -0.2% move of the Zacks S&P 500 composite [7] - With a Zacks Rank 3 (Hold), GFS is expected to mirror the overall market performance in the near future [7]

Core Insights - GlobalFoundries Inc. reported $1.69 billion in revenue for Q2 2025, a 3.4% year-over-year increase, with an EPS of $0.42 compared to $0.38 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company experienced a revenue surprise of +0.67% and an EPS surprise of +16.67% compared to analyst expectations [1] Revenue Breakdown - Wafer shipment volume reached 581, surpassing the average estimate of 575 [4] - Net revenue from wafer fabrication was $1.52 billion, slightly above the $1.5 billion estimate, reflecting a year-over-year increase of +2.8% [4] - Revenue from smart mobile devices was $683 million, below the estimate of $653.1 million, showing a decline of -10.4% year-over-year [4] - Non-wafer revenue amounted to $166 million, slightly below the estimate of $172.86 million, but representing a +9.9% year-over-year increase [4] - Revenue from home and industrial IoT was $300 million, compared to the estimate of $325.75 million, indicating a +1.7% year-over-year change [4] - Automotive revenue reached $368 million, exceeding the estimate of $341.3 million, with a significant year-over-year increase of +36.3% [4] - Revenue from communications infrastructure and datacenter was $171 million, below the estimate of $183.91 million, but reflecting an +11% year-over-year change [4] Stock Performance - Shares of GlobalFoundries have returned -7.1% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - GlobalFoundries Inc. reported revenue of $1.59 billion for the quarter ended March 2025, reflecting a 2.3% increase year-over-year, with EPS at $0.34 compared to $0.31 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.58 billion, resulting in a surprise of +0.46%, while the EPS surpassed the consensus estimate of $0.28 by +21.43% [1] Financial Performance Metrics - Wafer shipment volume reached 543, surpassing the average estimate of 523 based on four analysts [4] - Net revenue from wafer fabrication was $1.40 billion, slightly below the average estimate of $1.42 billion from five analysts [4] - Revenue from smart mobile devices was $586 million, lower than the estimated $632.51 million [4] - Non-wafer revenue and other generated $188 million, exceeding the average estimate of $161.26 million [4] - Revenue from home and industrial IoT was $328 million, above the estimated $295.75 million [4] - Automotive revenue was $309 million, below the average estimate of $339.69 million [4] - Revenue from communications infrastructure and datacenter was $174 million, exceeding the average estimate of $149.40 million [4] Stock Performance - Shares of GlobalFoundries have returned +11.4% over the past month, closely aligning with the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]