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GLOBALFOUNDRIES Inc.

Q2 FY26Semiconductors and Semiconductor Equipment

GLOBALFOUNDRIES Inc. Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management said on revenue, margins and capex.

What the Q2 FY26 call signalled

3 of 3 strong

RevenueGood growth
MarginMargins up
CapexCapex planned
Price₹81
Market cap₹44.9K Cr
P/E51.1

The short version

- Communications infrastructure and data center revenue expected to grow high 30s percent year-over-year in 2026, up from prior 30% guidance. - Operating profit in Q1 was $271 million with a 16.6% operating margin, up 320 basis points year-over-year.

From GLOBALFOUNDRIES Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.

Revenue & Sales Performance

Good growth
  • Communications infrastructure and data center revenue expected to grow high 30s percent year-over-year in 2026, up from prior 30% guidance.
  • Automotive revenue forecasted to deliver low double-digit growth in 2026, continuing six consecutive years of double-digit growth.
  • Smart mobile devices revenue projected to decline in high single-digit percentage in 2026, but expected to slightly outperform the overall smartphone market.
  • Home and industrial IoT anticipated to grow mid-single-digit percentage year-over-year in 2026, rebounding from Q1’s temporary declines.
  • Overall revenue mix shifting towards more margin-accretive growth markets, making the business more durable and profitable.
  • Silicon photonics expected to roughly double revenue in 2026 compared to 2025.

2 more points from GLOBALFOUNDRIES Inc.'s call on revenue

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Profitability & Margins

See what GLOBALFOUNDRIES Inc. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • 2026 net CapEx expected in the range of 15% to 20% of revenue, with an increase in Q2 due to tool deliveries to meet customer demand in key corridors.
  • CapEx focused on high-growth technology corridors: silicon photonics, FDX, and high-performance SiGe.
  • Investments supported by government grants, tax incentives, and customer prepayments, reducing net cost impact.
  • Capital deployed to existing footprints for quick capacity expansion and strong ROI.
  • Ramping R&D in the second half of 2026 to strengthen technology differentiation in custom silicon, silicon photonics, and advanced packaging.

2 more points from GLOBALFOUNDRIES Inc.'s call on capex

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Fundraising & Capital Structure

See what GLOBALFOUNDRIES Inc. said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • There are references to strong and increasing demand, particularly in high-growth corridors such as silicon photonics, FDX, and high-performance SiGe.
  • Management notes "accelerating demand" over the past 90 days, especially in AI and data center segments.
  • Discussions with customers around capacity securing and advanced payments are ongoing, indicating solid order visibility.
  • Bookings momentum for segments like MIPS is progressing very well, trending towards the higher end of expected revenue contribution.

2 more points from GLOBALFOUNDRIES Inc.'s call on order book

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Continue your research

Others in Semiconductors and Semiconductor Equipment this season

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    FormFactor, Inc. Q2 FY26 quarterly results analysis. FormFactor expects continued strong revenue growth, with Q2 2026 guidance at $240 million ± $5 million, up

  • Skyworks Solutions, Inc. (Q2 FY26)

    Skyworks Solutions, Inc. Q2 FY26 quarterly results analysis. Revenue opportunity expected to rise year-over-year, acting as a growth tailwind through 2030 (Page

  • Onto Innovation Inc. (Q2 FY26)

    Onto Innovation Inc. Q2 FY26 quarterly results analysis. Advanced packaging revenue expected to grow more than 50% in 2026, driven by Dragonfly G5 and panel-lev

  • Nova Ltd. (Q2 FY26)

    Nova Ltd. Q2 FY26 quarterly results analysis. Nova expects robust growth driven by advanced DRAM, Logic (including gate-all-around), and advanced packaging mark

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Frequently Asked Questions

What were GLOBALFOUNDRIES Inc. Q2 FY26 results?

- Communications infrastructure and data center revenue expected to grow high 30s percent year-over-year in 2026, up from prior 30% guidance. - Operating profit in Q1 was $271 million with a 16.6% operating margin, up 320 basis points year-over-year.

What is GLOBALFOUNDRIES Inc. share price analysis?

GLOBALFOUNDRIES Inc. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 51.1 with a market cap of $44,864. Investors should review the full earnings analysis for detailed insights.

Is GLOBALFOUNDRIES Inc. planning capital expenditure?

- 2026 net CapEx expected in the range of 15% to 20% of revenue, with an increase in Q2 due to tool deliveries to meet customer demand in key corridors.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.