---
title: "GlobalFoundries 4Q25- Revenue up 8% q/q and flat y/y to $1.83B at 29% GM; QMar to grow 3% y/y- Auto "
description: "GlobalFoundries 4Q25- Revenue up 8% q/q and flat y/y to $1.83B at 29% GM; QMar to grow 3% y/y- Auto and Comms up y/y while mobile and IoT down- 85% utilization rate in ’25- $722M capex in ’25 (11% cap"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000466105.md"
published_at: "2026-02-11T15:47:25.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# GlobalFoundries 4Q25- Revenue up 8% q/q and flat y/y to $1.83B at 29% GM; QMar to grow 3% y/y- Auto 

GlobalFoundries 4Q25

\- Revenue up 8% q/q and flat y/y to $1.83B at 29% GM; QMar to grow 3% y/y

\- Auto and Comms up y/y while mobile and IoT down

\- 85% utilization rate in ’25

\- $722M capex in ’25 (11% capex intensity); 15-20% capex intensity in ‘26

\- $1B SiPho revenue by ’28; $200M in ’25

\- confident in exiting ‘26 with a GM of 30% or higher

Source: Sravan Kundojjala

### Related Stocks

- [GFS.US - GlobalFoundries](https://longbridge.com/en/quote/GFS.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.