GLOBALFOUNDRIES(GFS) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Revenue reached $1.69 billion, a 3% year-over-year increase[12] - Non-IFRS Gross Margin was 25.2%, flat year-over-year[12] - Non-IFRS Earnings per Share were $0.42, an 11% year-over-year increase[12] - Adjusted free cash flow margin was approximately 16% for the quarter[17] Strategic Initiatives and Investments - GlobalFoundries announced $16 billion in US investment plans supported by several companies[17] - GlobalFoundries entered into a definitive agreement with a local Chinese foundry to ensure customers will benefit from the combination of GlobalFoundries' Automotive grade process technologies with reliable domestic supply in China[29] - GlobalFoundries is expected to generate over $1 billion of adjusted free cash flow in 2025[51] Key Partnerships and Acquisitions - Continental announced the establishment of an Advanced Electronics & Semiconductor Solutions organization, a fabless semiconductor unit which will utilize GlobalFoundries as its manufacturing partner[21] - GlobalFoundries to Acquire MIPS to expand GF portfolio with cutting-edge RISC-V processor IP and software tools for real-time computing in autonomous mobility, industrial automation, data center and AI applications[25] End Market Performance - Automotive revenue increased by 36% year-over-year, reaching $368 million[39] - Smart Mobile Devices revenue was $683 million, a decrease of 10% year-over-year[37]