GFS
GlobalFoundries Inc.37.08
-0.16-0.43%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Quantifies acquisitions, affirms margin path
Q&A largely reaffirmed prepared remarks on silicon photonics acceleration and acquisition synergies, but surfaced quantified impacts like $150M combined 2026 revenue from MIPS and AMF at accretive margins, plus long-term IP potential exceeding $1B. Management flagged stronger 2026 pricing across growth areas and superior visibility versus last year, driven by customer commitments in data center, auto, and IoT. CapEx in tight corridors like photonics, FDX, and SiGe draws rising government grants for efficiency. Hot corridors demand more investment. Executives confirmed exiting 2026 at 30% gross margins toward 40% long-term; investors will eye execution on quantum partnerships and CPO ramps.
Key Stats
Market Cap
20.60BP/E (TTM)
-Basic EPS (TTM)
-0.08Dividend Yield
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