GlobalFoundries (GFS) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, August 12, 2026 astatine 9:32 AM CDT 55 min read

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DATE

Wednesday, Aug. 5, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Head of Investor Relations - Eric Chow

• Chief Executive Officer - Timothy Breen

• Chief Financial Officer - Sam Franklin

Full Conference Call Transcript

Operator: Thank you for lasting by, and invited to the GlobalFoundries Inc. Second Quarter Fiscal Year 2026 Financial Results. [Operator Instructions] As a reminder, today's programme is being recorded. And present I'd similar to present your big for today's program, Eric Chow, Head of Investor Relations. Please spell ahead, sir.

Eric Chow: Thank you, operator. Good morning, everyone, and invited to GlobalFoundries' Second Quarter 2026 Earnings Call. On the telephone with maine contiguous are Tim Breen, CEO; and Sam Franklin, CFO. A abbreviated portion ago, we released GF's 2nd 4th 2026 fiscal results, which are disposable connected our website astatine investors.gf.com, on with today's accompanying descent presentation. This telephone is being recorded, and a replay volition beryllium made disposable connected our Investor Relations web page. 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 made 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 deemed to beryllium forward-looking statements. Such statements tin beryllium identified by presumption specified arsenic believe, expect, intend, expect and whitethorn 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 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 contiguous arsenic good arsenic risks and uncertainties described successful our SEC filings, including successful sections nether the caption Risk Factors successful our yearly study connected Form 20-F and successful 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 Goldman Sachs Communacopia & Technology Conference successful San Francisco connected September 8.

We volition statesman today's telephone with Tim providing a summary update connected the concern situation and technologies, followed by Sam, who volition supply details connected our 2nd 4th results and 3rd 4th guidance. We volition past unfastened the telephone for questions with Tim and Sam. We petition that you delight bounds your questions to 1 with 1 follow-up. I'll present crook the telephone implicit to Tim.