GlobalFoundries, Unity Top Estimates as Fannie Mae Net Income Slips

In the latest earnings cycle, several major companies have reported their financial results, providing insights into their performance over the past quarter. Fannie Mae, GlobalFoundries (GFS), and Unity Software have all released their respective earnings, each showcasing different aspects of their business strategies and market conditions.

Fannie Mae reported a steady financial performance with a net income of $3.5 billion for the fourth quarter of 2025. Despite a slight decrease from the previous quarter, the company maintained stable revenues and continued to grow its net worth. GlobalFoundries exceeded expectations with both revenue and earnings per share (EPS) surpassing forecasts. The company reported a revenue of $1.83 billion and an EPS of $0.55, reflecting strong operational execution and strategic acquisitions.

Meanwhile, Unity Software achieved a revenue of $503 million, also beating expectations, with an EPS of $0.24. The company highlighted significant growth in its Create and Grow Solutions segments, driven by increased subscription revenue and the success of its Unity Vector product.

Fourth-Quarter Performance Breakdown

Fannie Mae’s fourth-quarter results demonstrated a stable financial performance, with net revenues remaining consistent at $7.3 billion. However, the company reported a decrease in net income to $3.5 billion from $3.9 billion in the previous quarter. This decline was attributed to changes in fair value, lower investment gains, and higher administrative expenses.

Despite these challenges, Fannie Mae’s net worth increased to $109 billion, reflecting its robust financial footing and effective risk management strategies.

GlobalFoundries delivered a strong performance in the fourth quarter, with revenue and EPS both exceeding expectations. The company’s revenue reached $1.83 billion, surpassing the forecast of $1.8 billion, while its EPS was $0.55, beating the expected $0.48.

This success was driven by disciplined cost management and strategic acquisitions that expanded GF’s capabilities and market reach. The company’s gross margin improved significantly, highlighting its operational efficiency and focus on profitability.

Unity Software also reported better-than-expected results for the fourth quarter, with revenue rising to $503 million, above the anticipated $488.95 million. The company’s EPS of $0.24 exceeded the forecasted $0.21, driven by strong growth in its Create Solutions and the continued success of Unity Vector. Unity’s adjusted EBITDA margin improved to 25%, reflecting enhanced cost control and increased revenue.

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Forward Guidance and Growth Plans

Looking ahead, Fannie Mae remains focused on supporting the housing market while maintaining its financial stability. The company plans to continue its efforts in reducing administrative expenses and enhancing operational efficiency.

Fannie Mae’s strategic initiatives include increasing mortgage acquisitions and supporting market liquidity through increased MBS purchase activity. The company is well-positioned to navigate potential economic challenges and capitalize on opportunities in the housing sector.

GlobalFoundries provided optimistic guidance for the first quarter of 2026, with expected revenue ranging from $1.625 billion to $1.675 billion. The company anticipates continued growth in its Non-IFRS gross margin and operating margin, supported by recent acquisitions and strategic partnerships.

GF’s focus on expanding its technology solutions and enhancing its manufacturing capabilities is expected to drive further growth in key markets such as AI data centers and advanced telecom networks.

Unity Software’s guidance for the first quarter of 2026 projects revenue between $480 million and $490 million, with adjusted EBITDA expected to range from $105 million to $110 million. The company aims to sustain its growth momentum by leveraging its comprehensive suite of tools for game and interactive experience development.

Unity’s strategic focus includes expanding its AI capabilities and enhancing its platform to support the next generation of interactive entertainment. The company remains committed to driving innovation and delivering value to its customers and stakeholders.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.