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GLOBALFOUNDRIES (GFS) investor relations material
GLOBALFOUNDRIES AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order with a welcome and overview of the agenda, including voting and Q&A session.
Agenda covered order of business, voting on proposals, presentation of results, adjournment, and Q&A.
Attendees were informed about the availability of the agenda and rules for submitting questions.
Board and executive committee updates
Three nominees, David Kerko, Jack Lazar, and Carlos Obeid, were recommended for election as Class II directors for a three-year term.
Martin L. Edelman did not stand for re-election; his term expired at the meeting's conclusion.
Shareholder proposals
Proposals included the election of three Class II directors and ratification of PricewaterhouseCoopers as independent auditor for 2026.
Management and board recommended approval of both proposals.
- Q4 2025 delivered strong growth and margin gains, led by data center and automotive momentum.GFS
Q4 20259 Jul 2026 - AI, photonics, and power drive growth and margin expansion, with new dividend and capital return targets.GFS
Investor Day 20268 Jul 2026 - Margin targets, tech investments, and capital returns drive growth across diversified end markets.GFS
TD Cowen's 54th Annual Technology, Media & Telecom Conference8 Jul 2026 - Strong growth and diversification driven by innovation in photonics, packaging, and custom silicon.GFS
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference19 May 2026 - Q1 2026 delivered record margins and growth in automotive and data center, with $400M in buybacks.GFS
Q1 202619 May 2026 - Optical networking adoption accelerates, driving strong silicon photonics revenue growth.GFS
Status update10 Mar 2026 - AI-driven demand, tech innovation, and global scale fuel growth and margin expansion.GFS
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar 2026 - Q2 revenue was $1.632B, up sequentially, with strong cash flow and positive Q3 guidance.GFS
Q2 202413 Feb 2026 - Automotive and edge AI drive growth as inventory normalizes and capacity readies for upturn.GFS
BofA Securities 2024 Global Technology Conference1 Feb 2026
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