Anders Storm(@StormDirac):GLOBALFOUNDRIES $GFS Q2’26 EARNINGS HIGHLIGHTS Revenue: $1.79B (Est. $1.76B) 💚 +6% YoY Adj. EPS: $0.46 (Est. $0.44) 💚 +10% YoY EBITDA: $587M (Est. $582M) 💚 flat YoY FCF: -$3M (Est. $122M) ❤️ Q3 Guide: Non-IFRS EPS: $0.51 +/- $0.05 (Est. $0.50) Revenue: $1,885M +/- $25M (Est. $1.88B) Most interesting point was optical: 62% YoY growth and 7 New customers. “accelerating customer demand, and revenue growth across our strategic growth drivers, including Optical Networking within the AI data center”

Anders Storm

@StormDirac

CEO Dirac Advisor Tema ETFs $LAZR -optical ETF Former CEO Sivers Semiconductors.

Joined October 2010

924 Following 14.2K Followers

Anders Storm@StormDirac

2026.08.05 12:19

GLOBALFOUNDRIES $GFS Q2’26 EARNINGS HIGHLIGHTS Revenue: $1.79B (Est. $1.76B) 💚 +6% YoY Adj. EPS: $0.46 (Est. $0.44) 💚 +10% YoY EBITDA: $587M (Est. $582M) 💚 flat YoY FCF: -$3M (Est. $122M) ❤️ Q3 Guide: Non-IFRS EPS: $0.51 +/- $0.05 (Est. $0.50) Revenue: $1,885M +/- $25M (Est. $1.88B) Most interesting point was optical: 62% YoY growth and 7 New customers. “accelerating customer demand, and revenue growth across our strategic growth drivers, including Optical Networking within the AI data center”