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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we're working with Corning in Kentucky to make 100% of cover glass for iPhone and Apple Watch.”
Corning supplies 100% of the cover glass for iPhone and Apple Watch from its Kentucky operations under Apple's US manufacturing commitment.
“I think a large the relationship with the fiber providers, people at Corning, etcetera, is very tight amongst the cloud players and the service provider.”
Fiber providers such as Corning are committing to scale capacity to support cloud/service-provider buildouts, a positive fiber-demand signal.
“if I take, like, Corning, you know, $900 million investment, 1,100 jobs”
CMS references Corning's $900 million investment and 1,100 new jobs in its Michigan service territory as a concrete example of contracted economic-development load growth.
“when we're selling to a carrier, like Lumen or AT&T, for example, we account for that in our carrier business.”
Corning names AT&T as an example carrier customer within its carrier network segment, confirming AT&T as an ongoing Corning fiber customer.
“So our customers, for example, Lumen, are building out networks for data centers.”
Corning names Lumen as a carrier customer building out long-haul data-center-interconnect networks, a read-through on Lumen's data-center network expansion.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wamsi Mohan | Bank of America | 12 (0%) |
| Asiya Merchant | Citigroup | 11 (0%) |
| John Roberts | Mizuho Securities |
“A great recent example is the new Samsung Galaxy Z Trifold, a multi-folding device designed with our ultra-thin, bendable glass solution on the interior, Gorilla Glass Ceramic Tube on the exterior, and camera lens covers featuring Gorilla Glass with DX.”
Corning highlights Samsung's Galaxy Z Trifold using its ultra-thin bendable glass and Gorilla Glass, a read-through on Samsung's premium foldable device design.
“most recently, Apple's $2.5 billion commitment to produce 100% of iPhone and Apple Watch cover glass in our Kentucky facility.”
Corning cites Apple's $2.5B commitment to source 100% of iPhone and Apple Watch cover glass from its Kentucky plant, confirming Apple's US supply-chain investment.
“Corning Incorporated and Meta announced a multiyear, up to $6 billion agreement to support Medis apps, technologies, and AI ambitions using our newest innovations in optical fiber, cable, and connectivity solutions.”
Meta signed a multiyear up-to-$6B agreement as anchor customer for Corning's North Carolina optical expansion, a major read-through on Meta's AI data-center buildout and optical spend.
“this has to do with your strategy with solar and also the acquisition of the JA Solar module manufacturing capacity from the last quarter.”
An analyst referenced Corning's prior-quarter acquisition of JA Solar module manufacturing capacity as it builds a U.S. domestic solar supply chain.
“We recently strengthened our long-standing relationship with Microsoft, announcing a collaboration to accelerate the production of their hollow core fiber.”
Corning will manufacture Microsoft's hollow-core fiber to speed Azure cloud and AI workloads, a read-through of Microsoft's data-center latency investments.
“I'm sure you all saw the recent announcement from Apple that committed $2.5 billion to produce 100% of iPhone and Apple Watch cover glass in the U.S. for the first time at our Harrodsburg, Kentucky facility.”
Apple committed $2.5 billion to source 100% of iPhone and Apple Watch cover glass from Corning's Kentucky plant, a major long-term customer commitment and Apple U.S.-manufacturing read-through.
“You just recently saw a couple of those, I forget when, not that long ago from Broadcom and from NVIDIA, right, where they showed us as partners for some of their significant CPO platforms.”
NVIDIA also publicly named Corning as a CPO platform partner, reinforcing Corning's positioning in the AI data-center optical scale-up opportunity.
“You just recently saw a couple of those, I forget when, not that long ago from Broadcom and from NVIDIA, right, where they showed us as partners for some of their significant CPO platforms.”
Broadcom publicly named Corning as a partner for its co-packaged optics (CPO) platforms, an early signal Corning is winning design positions in next-generation data center optical architecture.
“We shared last year that we reached an agreement with Lumen Technologies to provide our new Gen AI fiber and cable system that enables Lumen to fit anywhere from 2 to 4x the amount of fiber into their existing conduit and the agreement reserved 10% of our global fiber capacity for 2025 and 2026.”
Corning supplies Lumen with new Gen AI fiber and cable technology under a multi-year capacity reservation, positioning Lumen to significantly increase fiber density in its network buildout.
“for different customers, we've done the same thing from long-standing positions with Samsung in Vietnam”
Corning cites Samsung as a long-standing customer it has supported through manufacturing-location shifts (e.g., Vietnam), illustrating Corning's role in helping customers relocate production regionally.
| George Notter | Wolfe Research | 8 (0%) |
| Josh Spector | UBS | 6 (0%) |
| Samik Chatterjee | JPMorgan | 6 (0%) |
| Mehdi Hosseini | Susquehanna | 5 (20%) |
| Meta Marshall | Morgan Stanley | 5 (0%) |
| Joe Cardoso | JPMorgan | 4 (0%) |
| Tim Long | Barclays | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 12 (0%) |
| Citigroup | 1 | 11 (0%) |
| Wolfe Research | 2 | 10 (0%) |
| JPMorgan | 2 | 10 (0%) |
| Mizuho Securities | 1 | 9 (11%) |
| UBS | 2 | 7 (0%) |
| Susquehanna | 1 | 5 (20%) |
| Morgan Stanley | 1 | 5 (0%) |
Corning closed FY2025 with revenue up 14% to $4.41 billion and EPS of $0.72 growing 26% as operating margin hit 20.2%, achieving the Springboard target a year ahead of plan. The Springboard high-confidence plan was formally raised from $4 billion to $5.75 billion, a 43.75% increase, while the internal plan upgraded from $8 billion to $11 billion. A Meta $6 billion multiyear agreement anchored optical capacity expansion, earning a +2 guidance adjustment.
Competitive Dynamics | Cloud & AI | Margin | Capex Investment | Demand | Revenue Growth | Supply Chain | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 1 | 4 | 4 | ||
| 2025Q1 | 2 | 1 | 2 | 2 | 2 | 2 | ||
| 2025Q2 | 3 | 3 | 4 | 1 | 2 | 3 | 1 | |
| 2025Q3 | 2 | 2 | 3 | 1 | 2 | 2 | 4 | 1 |
| 2025Q4 | 5 | 3 | 2 | 3 | 2 | 1 | 2 | 2 |
| 2026Q1 | 2 | 8 | 3 | 2 | 1 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 2 | 3 | 2 | 5 | 2 |
| Cloud & AI | 2 | 1 | 2 | 3 | 8 | |
| Margin | 2 | 3 | 3 | 2 | 3 | |
| Capex Investment | 1 | 2 | 4 | 1 | 3 | 2 |
| Demand | 4 | 2 | 1 | 2 | 2 | 1 |
| Revenue Growth | 4 | 2 | 2 | 1 | 2 | |
| Supply Chain | 2 | 3 | 4 | 2 | ||
| Pricing | 2 | 1 | 1 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GLW Corning Inc. | 9 | +20.1% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FLEX Flex Ltd. | 9 | +16.9% | |
| FTV Fortive | 5 | -27.5% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +11.8% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |