Company: GFS
Filing Date: 2025-11-12
Form Type: 6-K
Source: 0001709048-25-000071
Chunk: 29

Company: GLOBALFOUNDRIES Inc.
Filing Date: 2025-11-12
Form: 6-K
Chunk 29
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 revenue driven by stronger non-recurring engineering services revenue, a 13.2% increase from the prior period.

Net revenue increased by $41 million, or 0.8%, for the nine months ended September 30, 2025, compared to the nine months ended September 30, 2024. The increase was primarily driven by higher wafer shipment volumes totaling 1,726 thousand (300mm equivalent), a 12.9% increase from the prior period and by an increase in non-wafer revenue driven by stronger licensing fee revenue and non-recurring engineering service revenue, a 10.4% increase from prior period. This was offset by lower average selling prices for certain customers in specific end markets, as well as lower underutilization payments from customers under long term agreements, and changes in the product mix shipped in the period, contributing to an 11.7% decrease in average selling prices.

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#### GLOBALFOUNDRIES INC.
|                                            | End Markets: | 2025 | Three Months Ended September 30 |     |     | 2024 |       |     |     | Change |      |     | % Change |       |   |     | 2025 | Nine Months Ended September 30 |     |     | 2024 |       |     |     | Change |      |     | % Change |       |   |
|:-------------------------------------------|:-------------|:-----|--------------------------------:|----:|:----|:-----|------:|----:|:----|:-------|-----:|:----|:---------|------:|:--|:----|:-----|-------------------------------:|----:|:----|:-----|------:|----:|:----|:-------|-----:|:----|:---------|------:|:--|
| Smart Mobile Devices                       |              | $    |                             752 |     |     | $    |   868 |     |     | $      | -116 |     |          | -13.4 | % |     | $    |                          2,021 |     |     | $    | 2,310 |     |     | $      | -289 |     |          | -12.5 | % |
| Communications Infrastructure & Datacenter |              |      |                                 | 175 |     |      |       | 133 |     |        |   42 |     |