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Mar 31, 2025
GlobalFoundries Q1 2025 Earnings Report
GlobalFoundries posted solid results with positive net income and EPS despite a sequential revenue decline.
Key Takeaways
The company reported $1.585 billion in revenue and $211 million in net income for Q1 2025, reflecting strong execution in key markets. Adjusted EPS was $0.34, and the company exceeded guidance on several financial metrics.
Net income reached $211 million, a 57% increase YoY.
Automotive, datacenter, and IoT segments showed YoY growth.
Adjusted EBITDA was $558 million, maintaining a strong margin.
Free cash flow came in at $165 million despite higher inventories.
Forward Guidance
GlobalFoundries expects Q2 2025 revenue of approximately $1.675 billion with higher margins and positive EPS, driven by strong demand in key segments.
Positive Outlook
- Expected revenue of $1.675 billion (+/- $25M)
- Non-GAAP gross margin forecasted at 25.0%
- Non-GAAP operating margin guided to 14.0%
- Adjusted EPS guidance at $0.36
- Fully diluted share count projected at ~560 million
Challenges Ahead
- Lower cash from operations in Q1 may impact Q2 liquidity
- Free cash flow guidance not provided, signaling potential capex pressure
- Sequential revenue decline in Q1 raises growth pace concerns
- Margins remain under pressure compared to prior year
- Inventory buildup may affect near-term efficiency
Historical Earnings Impact
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Avg. Return Before/After Earnings
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