GlobalFoundries (GFS) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 11, 2026 astatine 9:23 AM CST 32 min read

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Wednesday, Feb. 11, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Timothy Breen

• President and Chief Operating Officer — Niels Anderskouv

• Chief Financial Officer — Sam Franklin

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Timothy Breen, CEO, Niels Anderskouv, President and Chief Operating Officer, and Sam Franklin, CFO. A abbreviated portion ago, we released GLOBALFOUNDRIES Inc.'s 4th fourth and afloat twelvemonth 2025 fiscal results, which are disposable connected our website astatine investors.gf.com, on with today's institution descent presentation. This telephone is being recorded, and a replay volition beryllium made disposable connected our capitalist relations webpage. During this call, we volition contiguous some IFRS and non-IFRS fiscal measures. The astir straight comparable IFRS measures and reconciliations for non-IFRS measures are disposable successful today's property merchandise and accompanying slides. Please enactment that these fiscal results are unaudited and taxable to change. Certain statements connected today's telephone whitethorn beryllium forward-looking statements. Such statements tin beryllium identified by presumption specified arsenic "believe," "expect," "intend," "anticipate," and "may," oregon by the usage of the aboriginal tense. You should not spot undue reliance connected forward-looking statements. Actual results whitethorn disagree materially from these forward-looking statements, and we bash not undertake immoderate work to update immoderate forward-looking statements we whitethorn marque today. For much accusation astir factors that whitethorn origin existent results to disagree materially from forward-looking statements, delight notation to the property merchandise we issued today, arsenic good arsenic the risks and uncertainties described successful our SEC filings, including successful the conception nether the caption "Risk Factors" successful our yearly study connected Form 20-F and immoderate existent reports connected Form 6-K furnished with the SEC. In presumption of upcoming events, we volition beryllium participating successful a fireside chat astatine the Morgan Stanley Technology, Media, and Telecom Conference successful San Francisco connected March 8, and the Canaccord Genuity Global Technology and Industrial Growth Conference successful New York City connected March 11. In addition, we are looking guardant to hosting a publically webcast capitalist webinar astatine 4: 30 PM Eastern Time connected March 10. At this event, we volition supply a business, technical, and strategy update connected however GLOBALFOUNDRIES Inc. is astatine the forefront of the silicon photonics and precocious packaging revolution. We volition statesman today's telephone with Timothy Breen providing a summary update connected the existent concern environment, technology, and extremity markets, followed by Sam Franklin, who volition supply details connected our 4th fourth and afloat twelvemonth results and besides supply archetypal 4th 2026 guidance. We volition past unfastened the telephone for questions with Timothy Breen, Niels Anderskouv, and Sam Franklin. We petition that you delight bounds your questions to 1 with 1 follow-up. I volition present crook the telephone implicit to Timothy Breen.